Marsh McLennan

Senior Account Executive, Travel

Fort Worth, TX | $141K - $191K

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Responsibilities

Manage the Client Insurance Program, utilizing agency management system
Generally manages small and less complex accounts than the Senior Account Consultant position
Duties include those that are done directly (higher level) or accomplished through other resources (i.e
Responsible 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 Timeline
Manage "workflows" and administration as per Benefits Timeline
Manage and monitor administration of client benefit programs
Research and answer questions regarding client benefit plans, claims billings, etc
Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients
In absence of more senior team members, provide direction and guidance to other team members when appropriate
Manage renewal bid/RFP strategy and process
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf
Monitor and take appropriate action to ensure satisfactory vendor performance
Stay up-to-date on carrier plans and websites
Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology
Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager
Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG
pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments )
Document compliance with Renewal Timeline and task completion by appropriate team member
Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline
Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline
Manage development and preparation of Request for Proposal
Manage development and preparation of client presentation materials / all client deliverables
Actively demonstrated ability to delegate to Account Manager
Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight
Check the Insurance Contract & Compliance
Responsible for personally checking all client policies
Compliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA
Function as team member of the Client Services team to ensure superior service to all MMA Clients
Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated
Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate
Ensure tasks from both Account Manager and outsourcing team are completed as directed
Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description
Maintain 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 services
Perform other duties as assigned by the Director of Client Services

Benefits

Lennan 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

: 10,001+ employees
: Insurance, Financial Services, Consulting, Healthcare, Human Resources, Investment Management, Risk Management, Employee Benefits, Management Consulting Services, Actuarial Services
: Public Company
: Founded: 1871
: New York, NY
: Company Specialties:
Insurance Broking, Risk advisory services, HR and related consulting, outsourcing and investments services, and Management consulting