Benefits Associate
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Benefits Associate
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Benefit Point & ImageRight
Enter client data into Benefit Point adequate to complete following:
- RFPs
- Prospect/opportunity Report
- Update Client Rates and Plans
Customer Service
- Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.
- Research and answer questions regarding benefit plans claims and billings for client update Benefit Point activities and adhere to the Benefits Timeline
- Assist bSwift team with set-up of client website as directed
- Maintain on-line client binder as per department guidelines
- Manage workflows as per activities created as per Benefit Timeline
Marketing
- Request for Proposal (RFP) Create and release to Carriers by due date as per Benefit Timeline
- Create and maintain marketing binder as per Department Guidelines and Benefit Timeline
- 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.
- Spreadsheets Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.
- Formal Proposal 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.
Communications
- Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.
- Enrollment Meetings Conduct enrollment meetings as necessary
Reporting
- ICAF/Milliman/DMW Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.
- Aggregate Reports Upon request of Account Executive create the aggregate report that uses in their analysis to the client.
- Initiate stewardship report from workflows and activities in Benefit Point.
Compliance
- Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline
- Schedule As Compile Data from Carriers and submit Schedule As to client as per Department Guidelines and Benefit Timeline
- Annual Notices Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Executive to ensure annual distribution as appropriate.
Technical Expertise
Expand Technical skill set by participating in technical skill development.
- Complete Bisys Correspondence courses for major lines of business (i.e. Health Concepts Life Concepts Disability Income Insurance Group Insurance and Health Savings Account).
- Initiate participation in the GBA certification.
- Participation in the EBIA Webinars for 12 hours of CE
- Provide support to Sr. Account Consultant or Account Executive as directed.
REQUIREMENTS:
- Education: College Degree Preferred
- Ability to multi-task prioritize work possess basic word processing and spreadsheet computer skills.
- Ability to demonstrate cooperation and effective communication with clients vendors and internally with coworkers.
- Ability to service our clients effectively through problem solving appropriate confidentiality diplomacy sensitivity and tactfulness.
- Operational knowledge of various Windows-based application programs such as Excel Word Power Point etc.
- Willing to work overtime due to the cyclical nature of business(primarily August thru December)
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. For more information about our company please visit us at:
Required Experience:
IC
Key Skills
- Sales Experience
- Microsoft Office
- Customer Service
- Communication skills
- Microsoft Outlook
- Microsoft Word
- Business Management
- Benefits Administration
- Microsoft Excel
- Insurance Sales
- Customer relationship management
- Human Resources
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
