Account Manager - Dallas - Marsh McLennan Agency

    Marsh McLennan Agency
    Marsh McLennan Agency Dallas

    10 hours ago

    $55,000 - $105,000 (USD) per year * Insurance
    Description

    JOB TITLE: Account Manager –Medicare Support

    JOB TYPE: FLSA Non-Exempt

    SUMMARY: Provide marketing and administrative support to benefit advisors handling clients with 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 work with prospects.
    • Run and prepare quotes/illustrations for Medicare plans.
    • Prepare documentation for client presentations, including reviews, report compilation, duplication, and distribution.
    • Maintain files for compliance and audits related to Medicare products.
    • Provide and audit client applications for 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 Medicare products.
    • Coordinate with brokers to implement client renewals and outreach programs for Medicare plans.
    • Undertake additional projects and special presentations as required.

    REQUIREMENTS:

    • Education: College Degree Preferred.
    • 1+ years of experience in the insurance industry, particularly in 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 and is approved, 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.

    * This salary range is an estimation made by beBee
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