[Remote] Benefits Account Executive

Note: The job is a remote job and is open to candidates in USA. Marsh McLennan Agency is seeking a Benefits Account Executive to manage client insurance programs and maintain vendor relationships. The role involves acting as the primary contact for producers and clients, ensuring compliance, and overseeing the administration of client benefit programs.ResponsibilitiesAct as a main point of contact with the ProducerFunction as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance programMaintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-throughDemonstrate a strong consultative ability to instruct and direct the clientResponsible 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 TimelineInform Producer of upcoming deadlines and eventsMaintain R: Drive/client files as per Department GuidelinesManage “workflows” and administration as per Benefits TimelineManage and monitor administration of client benefit programsResearch and answer questions regarding client benefit plans, claims billings, etcManage and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilitiesDemonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clientsManage upcoming deadlines and events (perhaps under direction of Executive Team Lead or Producer), informing and updating the Producer, as neededIn absence of more senior team members, provide direction and guidance to other team members when appropriateBuild and maintain vendor relationshipsManage renewal bid/RFP strategy and processManage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalfOversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit TimelineOversee and monitor follow up with carriers to insure they have everything needed to quote clients Insurance programOversee and monitor preparation of market spreadsheetsMonitor and take appropriate action to ensure satisfactory vendor performanceStay up-to-date on carrier plans and websitesNegotiate with carriers on cost and program designAssist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technologyAssist bSwift team with set-up of client web site as directed by Benefits Operations ManagerResponsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to clientOversee Development and preparation of communication booklets as per Department Guidelines and Benefit TimelineAbility to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessCoordinate, Present and Attend Client Meetings including though not limited to:Responsible for visibility with client through occasional lunches and on-sight visitsSchedule Mid-year and Renewal Meetings –Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTGEnrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessaryDevelop stewardship report based on workflows in Benefit PointCapable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reportsInitiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basisVisit clients with or w/o Producer as necessary throughout the year with demonstrated meeting purpose (i.e., pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ….etc.)Review Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to clientResponsible for personally checking all client policiesOversee Compliance functions to include but not limited to:Benefit Timeline ChecklistHealthcare Reform ChecklistSelf-Funded SPD ChecklistStop Loss ChecklistAdmin Agreement ChecklistCompliance oversight for “Schedule A” request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRAReview 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurateFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegatedProvide direction and guidance to other members when appropriateMaintain 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 servicesRepresent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the clientPerform other duties as assigned by the Director of Client ServicesSeen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and developmentNegotiate with carriers on cost and program designAssist in plan recommendations for the clientBecome subject matter expert and resource in area of interest or technical capabilitySkillsEducation: Bachelor's Degree PreferredMaintain Group 1 License(Internal) 2-3 years of Account Executive experience preferred(External) Minimum of 5-7 years of midmarket Account Executive experience preferredDemonstrated participation in (i.e. completed segments) in RHU, GBA or CEBS CE pathIf no designation, then 7+ years of experience as an Account Executive preferredDemonstrated ability to meet and exceed objectives through effective delegation and account managementPossess operational knowledge of Word, Excel, Power Point Publisher and current internet technologiesAbility to travel to meet client service needsAbility to speak professionally and comfortably in front of othersDemonstrate ability to multi-task, prioritize workWillingness 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 necessaryBilingual Spanish a major plusAbility to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessAbility to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program)Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendorsFunctional knowledge of wellness programs (both carrier-based as well as proprietary/client specific strategies), and client advocacy conceptsBenefitsHealth and welfareTuition assistance401KEmployee assistance programCareer mobilityEmployee network groupsVolunteer opportunitiesCompany OverviewMarsh McLennan Agency, a business of Marsh (NYSE: MRSH), is a leading provider of business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions across the US and Canada. It was founded in 2008, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.marshmma.com/.