Account Manager – Individual Medical & Medicare Support
| Company | Marsh & McLennan |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior |
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.
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.
Preferred Qualifications
- College Degree Preferred.