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Employee Benefits Account Assistant - MMA Midwest - Loveland, Ohio

Location: Cincinnati, Ohio, United States

Company: Marsh

Job ID CIN0003L-en

SUMMARY: Marsh & McLennan (MMA) has been recognized as one of the “Best Places to Work”.  We think you’ll agree! 

Some of the reasons our Associates love working here include:

  • Opportunities for growth and advancement, including paid training and professional development
  • Significant emphasis on community involvement – Associates are encouraged to support and volunteer for their favorite charities
  • Focus on wellness – Wellness Committee/program, stand-up desk and walking desk available in each office
  •  Social and teambuilding opportunities like happy hour, plus other celebrations
  •  MMA values those who value both independence and teamwork, and have the need to be the best in their niche
  • The Account Assistant is an Integral part of a larger Account Management Team whose primary function is to support the daily operations of the team and ensure a high level of customer satisfaction and client retention.
    • Compiles and sends the RFP to carriers to obtain quotes
    • Collects and ensures the accuracy of received quotes
    • Prepares the proposal documents for client meetings (print and bound)
    • Works directly with Producers, Carrier Representative, Clients, Service Team, and other departments to maintain current information in the agency management system
    • Uses appropriate documentation method with the Client Management System (CMS) for all client related activity.  Also reduces/revises activity codes while utilizing them.
    • Updates Master Plans for selected carriers
    • Maintains and revises carrier contact list, as well as carrier website log-in information.
    • Develops and follows external (carrier) enrollment handling procedures, both client and carrier specific, while introducing these procedures to our Staff and Clients whenever necessary
    • Enters enrollments, terminations, and change requests into electronic enrollment software system when available and/or sends the information to the specific carrier
    • Follows up with each specific carrier until the enrollment and/or termination is completed correctly and successfully and documents each activity in Brokerage Builder
    • Responds to customer requests via phone, email, or fax, in a timely and accurate manner via the appropriate means of communication, realizing our clients favored method of correspondence
    • Escalates client issues or advises the Producer and/or Account Manager on client concerns as appropriate
    • May assist in the development of RFP for new clients, Health Care Reform, wellness organization, proof reading, creating binders, as well as other assigned special projects.
    • Filing, faxing, copying, binding
    • Assists with back-up to other positions as needed, including but not limited to, other Account Assistants, Account Managers, Programs Specialist, and Enrollment positions
    • Learns basics of Health Care Reform by attending webinars and meetings where topics on Health Care Reform and other Insurance Legislations are discussed. Reads delivered documents and other breaking news on issues to stay updated
    • Attends meetings with Insurance Carriers to learn about changes, updates, new products, new representatives, etc.
    • Register and pass Life and Health Insurance exam. Participates in continuing education to maintain Health and Life license

  • High School Diploma or equivalent required
  • Bachelor’s Degree Preferred
  • Knowledge of or experience in the insurance industry preferred
  • Proficient in Microsoft Office 2010 (Outlook, Word and Excel)
  • Excellent communication skills, including listening, speaking and writing
  • Demonstrate our Values


These job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.
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