Company:
Marsh McLennan Agency
Description:
JOB TITLE:Account Manager Medical & Medicare Support
JOB TYPE:FLSA NonExempt
SUMMARY:Provide marketing and administrative support to benefit advisors handling clients with individual medical and Medicare products.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Support the Account Executive in managing client relationships.
- Deliver quality customer service to existing and new clients as well as prospects.
- Run and prepare quotes/illustrations for individual medical and Medicare plans.
- Prepare documentation for client presentations including reviews report compilation duplication and distribution.
- Maintain files for compliance and audits related to medical and Medicare products.
- Provide and audit client applications for individual medical and Medicare coverage.
- Manage applications during the underwriting process and request required medical records.
- Communicate status updates to clients during the application and underwriting process.
- Market applications for more favorable ratings when appropriate.
- Perform general administrative duties including database maintenance exam scheduling photocopying faxing mailing and filing.
- Provide IT backup when necessary.
- Assist with commission inquiries related to individual medical and Medicare products.
- Coordinate with brokers to implement client renewals and outreach programs for medical and Medicare plans.
- Serve as a liaison and compliance officer for medical insurance products.
- Undertake additional projects and special presentations as required.
REQUIREMENTS:
- Education: College Degree Preferred.
- 1 years of experience in the insurance industry particularly in medical and Medicare support.
- Ability to multitask prioritize work and possess basic word processing and spreadsheet computer skills.
- Demonstrated cooperation and effective communication with clients vendors and coworkers.
- Ability to service clients effectively through problemsolving confidentiality diplomacy sensitivity and tactfulness.
- Operational knowledge of various Windowsbased application programs such as Excel Word PowerPoint and current Internet technologies.
- Willingness to work overtime when necessary due to the cyclical nature of the business.
We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. Marsh & 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.
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Required Experience:
Manager