Account Manager - Individual Medical & Medicare Support at MMC in Dallas, Texas

Job Description:

JOB TITLE:Account Manager - Medical & Medicare Support



JOB TYPE:FLSA Non-Exempt



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 multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.


• Demonstrated cooperation and effective communication with clients, vendors, and co-workers.


• Ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness.


• Operational knowledge of various Windows-based 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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