Qureos Mentor

Marsh McLennan Agency

<div><h2 class="jobSectionHeader">Company:</h2>
Marsh McLennan Agency
<h2 class="jobSectionHeader">Description:</h2>
JOB TITLE: Benefits Account Manager
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
Documentation
Benefit Point &amp; ImageRight
Enter client data into Benefit Point adequate to complete following:
<ul><li>RFP&rsquo;s</li>
<li>Prospect/opportunity Report</li>
<li>Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation</li>
</ul>Customer Service
<ul><li>Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.</li>
<li>Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline</li>
<li>Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.</li>
<li>Maintain on-line client binder as per department guidelines</li>
<li>Coordinate workflows as per activities created as per Benefit Timeline</li>
<li>Begin to act as a lead for other Account Manager&rsquo;s in the absence of the Account Executive</li>
</ul>Marketing
<ul><li>Request for Proposal (RFP) &ndash; Create and release to Carriers by due date as per Benefit Timeline</li>
<li>Create and maintain marketing binder as per Department Guidelines and Benefit Timeline</li>
<li>Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines.</li>
<li>Spreadsheets &ndash; Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.</li>
<li>Formal Proposal &ndash;Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.</li>
</ul>Communication
<ul><li>Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.</li>
<li>Enrollment Meetings &ndash; Conduct enrollment meetings as necessary</li>
</ul>Reporting
<ul><li>ICAF/Milliman/DMW &ndash; Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.</li>
<li>Aggregate Reports &ndash; Upon request of Account Executive, create the aggregate report that uses in their analysis to the client.</li>
<li>Initiate stewardship report from workflows and activities in Benefit Point.</li>
</ul>Compliance
<ul><li>Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline</li>
<li>Schedule A&rsquo;s &ndash; Compile Data from Carriers and submit Schedule A&rsquo;s to client as per Department Guidelines and Benefit Timeline</li>
<li>Annual Notices &ndash; Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.</li>
</ul>Technical E xpertise
Expand Technical skill set by participating in technical skill development.
<ul><li>Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account).</li>
<li>Initiate participation in the GBA certification.</li>
<li>Participation in the EBIA Webinars for 12 hours of CE&hellip;&hellip;&hellip;..goal is attendance in all sessions.</li>
<li>Provide support to Sr. Account Consultant or Account Executive as directed.</li>
<li>Demonstrated success in servicing multiple client renewals under mentorship of AE or Trainer</li>
</ul>REQUIREMENTS:
<ul><li>Education: College Degree Preferred</li>
<li>24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry experience preferred</li>
<li>Bilingual Spanish a major plus</li>
<li>Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.</li>
<li>Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.</li>
<li>Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.</li>
<li>Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies</li>
<li>Willing to work overtime due to cyclical nature of business.(primarily August thru December)</li>
<li>Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation</li>
</ul>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh &amp; McLennan 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. For more information about our company, please visit us at: http://marshmma.com/careers .</div>

Benefits Account Manager

<div><h2 class="jobSectionHeader">Company:</h2>
Marsh McLennan Agency
<h2 class="jobSectionHeader">Description:</h2>
JOB TITLE: Benefits Account Manager
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
<ul><li>Build and maintain key client and carrier relationships by phone, email and in person.</li>
<li>Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.</li>
<li>Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client.</li>
<li>Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.</li>
<li>Prepare marketing information or provide required information to a marketing person.</li>
<li>Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.</li>
<li>Prepare and deliver all applicable forms to client.</li>
<li>Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.</li>
<li>Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.</li>
<li>Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.</li>
</ul>Other duties and responsibilities as requested by management.
Qualifications:
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Bachelor&rsquo;s degree or equivalent education and related training</li>
<li>Two years of relevant insurance industry experience</li>
<li>Appropriate insurance license(s)
</li><li>Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems</li>
<li>Demonstrated proficiency in basic computer applications such as Microsoft Office Suite</li>
<li>Ability to travel, occasionally overnight</li>
</ul>Preferred Qualifications:
<ul><li>Advanced degree</li>
<li>Certification in field of endeavor</li>
</ul>Experience with Requests for Proposal
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh &amp; McLennan 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. For more information about our company, please visit us at: http://marshmma.com/careers .</div>

<div><h2 class="jobSectionHeader">Company:</h2>
Marsh McLennan Agency
<h2 class="jobSectionHeader">Description:</h2>
Our not-so-secret sauce.
Award winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. The industry&rsquo;s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Claim Account Executive at McGriff Specialty , a division of Marsh McLennan Agency (MMA).
Marsh McLennan Agency (MMA) provides business insurance, employee health &amp; benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Claim Account Executive on the McGriff Specialty Team , you will:
<ul><li>Develop, foster strategic client relationships, understanding client's business sufficiently to provide
</li><li>studies and recommendations focused on specific client needs, ensuring accuracy, timeliness of client-
</li><li>related communications.
</li><li>Handle all claims within the upper and Jumbo segments with little direct supervision.
</li><li>Enhance McGriff Insurance Services Inc.'s relations with key customers; and assist in the direction of
</li><li>carrier-provided claim adjusting services.
</li><li>Confirm coverage and accurately manage claims to positive outcomes for assigned clients.
</li><li>Ability to develop and produce coherent and comprehensive written responses to reservation of rights
</li><li>letters and coverage denials.
</li><li>Provide educational presentations to both internal and external clients on various policies, coverages,
</li><li>management issues and emerging risk.
</li><li>Aide Claim Manager as a resource by mentoring and developing internal consultants.
</li><li>Conduct studies for clients in areas such as: (select as appropriate to the position) Cost of Risk
</li><li>Containment and Claim Mitigation.
</li><li>Communicate effectively with clients and service team, so as to maintain highest level of client
</li><li>satisfaction with McGriff.
</li><li>Participate in the development and review of service plans.
</li><li>Identify, pursue appropriate business development opportunities with new and existing clients.
</li><li>Maintain knowledge of insurance/risk management-related technical developments and claim trends
</li><li>ensuring that client studies reflect best current thinking.
</li><li>Support sales and service marketing efforts related to account renewals and new business
</li><li>opportunities.
</li></ul>Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:
<ul><li>Bachelor's degree or equivalent work experience
</li><li>Ten years of experience in a claim adjusters role or broker claim consulting role
</li><li>Insurance Adjuster's License and licensed in accordance with local requirements
</li><li>Multi-line claim experience
</li><li>In-depth understanding of claim best practices and able to read and interpret complicated policies and insurance contract
</li><li>Understand and apply computer and communications technology applicable to the position
</li><li>Superior writing skills to convey and explain complex issues and ideas
</li><li>Excellent deductive reasoning skills and problem solving ability
</li></ul>Preferred Qualifications:
 <ul><li>Experience in insurance carrier underwriting
</li> <li>Continuing Education and professional associations to stay abreast of insurance claims matters
</li> <li>Prior brokerage experience
</li> <li>Associate in Risk Management (ARM) or Associate in Claims (AIC) designation
</li></ul>We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We&rsquo;ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
<ul><li>Generous time off, including personal and volunteering
</li><li>Tuition reimbursement and professional development opportunities
</li><li>Hybrid Work
</li><li>Charitable contribution match programs
</li><li>Stock purchase opportunities
</li></ul>To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/
For careers at McGriff visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
<ul><li>https://www.linkedin.com/company/mcgriff
</li><li>https://www.linkedin.com/company/marsh-mclennan-agency
</li><li>https://www.instagram.com/lifeatmma/
</li><li>https://www.facebook.com/LifeatMMA
</li><li>https://twitter.com/marsh_mma
</li></ul>Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
McGriff Insurance Broker | McGriff
McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.
#MMAMCG
#LI-Hybrid
<h3 class="jobSectionHeader">The applicable base salary range for this role is $92,400 to $172,100.
</h3><h3 class="jobSectionHeader">The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
April 8, 2027</h3></div>

Commercial Insurance Claims Account Executive

Join Marsh McLennan Agency and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Marsh McLennan Agency

About Company

Benefits Account Manager

Benefits Account Manager

Commercial Insurance Claims Account Executive