Assistant account manager

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
• Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
• Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
• Address and resolve client questions and issues.
• Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
• Assist with all aspects of marketing, as needed.
• Take report and monitor claims (if applicable).
• Document member and client communications in the client management services tool according to department standards.
• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
• Assist clients with claims resolution.
• Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
• Other duties and responsibilities assigned by management.

Qualifica tions

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
• High school diploma or equivalent
• Demonstrated proficiency in computer applications such as Microsoft Office Suite
• Demonstrate strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Act with responsiveness, urgency and professionalism in all matters
• Prioritize work to achieve timely completion of the most critical and sensitive activities
• Respond quickly to client requests and work to provide appropriate information
• Accept accountability for the quality of work

Preferred Qualifications:

• 3-5 years of industry specific experience
• LOB designations
• College or advanced degree

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

Sitting - Constantly (more than 50% of the time)

Standing - Occasionally (Less than 25% of the time)

Walking - Occasionally (Less than 25% of the time)

Bending - Occasionally (Less than 25% of the time)

Lifting - Up to 10 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]

Marsh McLennan and it affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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