Senior Account Executive, Travel

Fort Worth, TX, United States

Manage the Client Insurance Program, utilizing agency management system

Generally manages small and less complex accounts than the Senior Account Consultant position

Duties include those that are done directly (higher level) or accomplished through other resources (i.e

Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline

Manage "workflows" and administration as per Benefits Timeline

Manage and monitor administration of client benefit programs

Research and answer questions regarding client benefit plans, claims billings, etc

Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients

In absence of more senior team members, provide direction and guidance to other team members when appropriate

Manage renewal bid/RFP strategy and process

Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf

Monitor and take appropriate action to ensure satisfactory vendor performance

Stay up-to-date on carrier plans and websites

Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology

Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager

Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client

Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG

pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments )

Document compliance with Renewal Timeline and task completion by appropriate team member

Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline

Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline

Manage development and preparation of Request for Proposal

Manage development and preparation of client presentation materials / all client deliverables

Actively demonstrated ability to delegate to Account Manager

Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight

Check the Insurance Contract & Compliance

Responsible for personally checking all client policies

Compliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA

Function as team member of the Client Services team to ensure superior service to all MMA Clients

Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated

Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate

Ensure tasks from both Account Manager and outsourcing team are completed as directed

Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description

Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services

Perform other duties as assigned by the Director of Client Services

Lennan Agency offers competitive salaries and comprehensive benefits and programs including:

health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs

Responsibilities Manage the Client Insurance Program, utilizing agency management system

Generally manages small and less complex accounts than the Senior Account Consultant position

Duties include those that are done directly (higher level) or accomplished through other resources (i.e

Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline

Manage "workflows" and administration as per Benefits Timeline

Manage and monitor administration of client benefit programs

Research and answer questions regarding client benefit plans, claims billings, etc

Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients

In absence of more senior team members, provide direction and guidance to other team members when appropriate

Manage renewal bid/RFP strategy and process

Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf

Monitor and take appropriate action to ensure satisfactory vendor performance

Stay up-to-date on carrier plans and websites

Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology

Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager

Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client

Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG

pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments )

Document compliance with Renewal Timeline and task completion by appropriate team member

Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline

Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline

Manage development and preparation of Request for Proposal

Manage development and preparation of client presentation materials / all client deliverables

Actively demonstrated ability to delegate to Account Manager

Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight

Check the Insurance Contract & Compliance

Responsible for personally checking all client policies

Compliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA

Function as team member of the Client Services team to ensure superior service to all MMA Clients

Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated

Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate

Ensure tasks from both Account Manager and outsourcing team are completed as directed

Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description

Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services

Perform other duties as assigned by the Director of Client Services

Benefits Lennan Agency offers competitive salaries and comprehensive benefits and programs including:

health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs

Benefits Account Executive

REPORTS TO...

Director of Client Services - Employee Health & Benefits

Manage the Client Insurance Program, utilizing agency management system. Generally manages small and less complex accounts than the Senior Account Consultant position. Duties include those that are done directly (higher level) or accomplished through other resources (i.e.

assigned Account Managers or external resources) and not limited to:

• Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline.

• Manage "workflows" and administration as per Benefits Timeline.

• Manage and monitor administration of client benefit programs.

• Research and answer questions regarding client benefit plans, claims billings, etc.

• Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients

• In absence of more senior team members, provide direction and guidance to other team members when appropriate.

Manage renewal bid/RFP strategy and process.

• Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf.

• Monitor and take appropriate action to ensure satisfactory vendor performance.

• Stay up-to-date on carrier plans and websites.

• Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology.

• Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.

Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.

• Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

• Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.

• pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ).

Delegate to the Account Manager

• Document compliance with Renewal Timeline and task completion by appropriate team member

• Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline.

• Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.

• Manage development and preparation of Request for Proposal

• Manage development and preparation of client presentation materials / all client deliverables

• Actively demonstrated ability to delegate to Account Manager.

• Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight.

Check the Insurance Contract & Compliance

• Responsible for personally checking all client policies.

• Compliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA

• Function as team member of the Client Services team to ensure superior service to all MMA Clients. Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated

• Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate.

• Ensure tasks from both Account Manager and outsourcing team are completed as directed

• Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description

• Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.

• Perform other duties as assigned by the Director of Client Services

• Work from Home is a privilege not an entitlement. Bachelor's Degree preferred

• Internal months of Benefits Account Manager experience preferred

• (External) Minimum of 3-5 years of small market Benefits Account Executive experience preferred

• If no designation, then 5-7 years of experience as an Account Executive preferred but not required

• Possess operational knowledge of Word, Excel, Power Point Publisher and current internet technologies.

• Ability to travel to meet client service needs.

• Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekend, if necessary.

• Bilingual Spanish a major plus

• Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

• Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendors

• Marsh & Mc

Lennan Agency offers competitive salaries and comprehensive benefits and programs including:

health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs Company information

Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s more than 85,000 colleagues advise clients in 130 countries. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.Follow us on Twitter at @marshmclennan.

Insurance, Financial Services, Consulting, Healthcare, Human Resources, Investment Management, Risk Management, Employee Benefits, Management Consulting Services, Actuarial Services

Public Company

Founded: 1871

New York, NY

Company Specialties:

Insurance Broking, Risk advisory services, HR and related consulting, outsourcing and investments services, and Management consulting

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