Senior Benefits Account Manager The Senior Benefits Account Manager position is a vital contributor to the client services team. The successful candidate will be experienced with strong employee benefits insurance account (broker) support. This position is set apart as a lead or expert “power user” for a given account team.

Data Entry ~ Utilize agency management systems to conduct data entry Enter client data into Benefit Point adequate to complete following: Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation Customer Service Provide support for Account Executive through duties and responsibilities listed this 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 web site as directed by Benefits Operations Manager. Function as a lead for other Account Managers in the absence of the Account Executive Liaison for other Account Managers on coverages and processes May take the lead on quality check/training of recent colleagues Marketing Create and maintain marketing binder 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. ICAF/Milliman/DMW – Gather Data necessary and submit to carriers.

Account





Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.

Aggregate

Reports – Upon request of Account Executive, create the aggregate report that is used in the analysis for the client. Schedule A’s – Compile Data from Carriers and submit Schedule A’s to client as per Department Guidelines and Benefit Timeline Expand Technical skill set by participating in technical skill development.

Health

Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account). Provide support to Sr.

Account

Consultant or Account Executive as directed. Demonstrated success in servicing multiple client renewals under mentorship of Trainer 2 years as an Assistant AM/Account Manager at MMA preferred ~ Strong comprehension of contract requirements ~ Bilingual Spanish a major plus ~ Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills. ~ 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 and current Internet technologies ~ Willing to work overtime due to cyclical nature of business.(Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation 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.

📌 Sr. Benefits Account Manager (Ottawa)
🏢 Marsh
📍 Ottawa