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Benefits Associate
Benefits AssociateMarsh McLennan • Dallas, TX, US
Benefits Associate

Benefits Associate

Marsh McLennan • Dallas, TX, US
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  • [job_card.full_time]
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Benefits Associate

Essential Duties & Responsibilities :

Documentation :

Benefit Point & ImageRight

Enter client data into Benefit Point adequate to complete following :

  • RFP's
  • Prospect / opportunity Report
  • Update Client Rates and Plans

Customer Service :

  • Provide support for Account Executive through duties and responsibilities listed in 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 A's Compile Data from Carriers and submit Schedule A's 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)
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