Accounting Volunteer Salary in Fort Worth, TX

JOB TITLE: Commercial Account ExecutiveJOB TYPE: FLSA ExemptREPORTS TO: Director of Client Services - Business Insurance/Property & CasualtyESSENTIAL DUTIES & RESPONSIBILITIES:DocumentationManage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:A point of contact with the ProducerInitiate correspondence with the marketplaceAct as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance programMaintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.Begin to demonstrate a consultative ability to instruct and guide the clientManage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.Manage Accounts ReceivablesManage Direct Billing with respect to CancellationsResponsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.Create and complete COPE spreadsheets, as needed.Prepare Loss SummariesPrepare proposals for renewal termsIssue Acord Insurance Binders for renewal termsInitiate Premium Finance RequestsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client's coveragesProcess mail and phone requests on daily basisPrepare Acord applicationsPrepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of InsuranceAdhere to document retention software documentation guidelinesPerform Quality check and control on insurance policies in their entiretyIn absence of more senior team members, provide direction and guidance to other members when appropriateTeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Manager and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job DescriptionTreat clients, prospects, and company employees with courtesy and respect.Contribute to a team approach toward meeting goals and providing excellent client service.Coordinate and monitor usage and quality of outsourcing teamsSupport the training and growth of the Account Manager, being a part of their training and developmentTechnical ExpertiseDemonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:Analyze insurance quotes and make recommendationsComprehend and interpret Insurance Contract requirements for CertificatesCommunicate with insurance carriers as neededCommunicate with clients as neededClient facing meeting as required, either in-house or offsiteBecome proficient using premium analysis software.Utilize carrier online rating programs as necessary.Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account ManagerDesign insurance program for client based on defined needsUtilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)Identify and address any coverage gaps with producer, carrier and clientBegin to become subject matter expert and resource in area of interest or technical capability.REQUIREMENTS: Licensed: Texas P&C Agent preferredEducation: Bachelor's Degree, preferred(Internal) 18-36 months of Associate Account Executive experience preferred(External) Minimum of 3-5 years of midmarket Commercial Account Manager experience preferredCompletion of CIC and CRM preferredIf no designation, then 5-7 years of experience as an Account Manager preferredDemonstrate ability to multi-task and prioritize workWillingness to work to meet client needs beyond scheduled hours.Proficient at Word, Excel, and current internet technologies.Demonstrate proactive work style - Does not have to be asked or reminded of tasks.Ability to learn, analyze and comprehend commercial lines of insurance.Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessDemonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. 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. For more information about our company, please visit us at: http://marshmma.com/careers.

JOB TITLE: Senior Benefits Account ExecutiveJOB TYPE: FLSA ExemptREPORTS TO: Director of Client Services - Employee Health & BenefitsESSENTIAL DUTIES & RESPONSIBILITIES:Primary Contact with the Producer Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the accounts than the Account Executive II position. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Analysts or external resources) and not limited to:Act as a main point of contact with the ProducerFunction as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance programMaintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.Demonstrate a strong consultative ability to instruct and direct the clientResponsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline.Inform Producer of upcoming deadlines and events.Maintain R: Drive/client files as per Department Guidelines.Manage "workflows" and administration as per Benefits Timeline.Manage and monitor administration of client benefit programs.Research and answer questions regarding client benefit plans, claims billings, etc.Manage and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities.Demonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clientsManage upcoming deadlines and events (perhaps under direction of Executive Team Lead or Producer), informing and updating the Producer, as needed.In absence of more senior team members, provide direction and guidance to other team members when appropriate.Primary Contact with the Market PlaceBuild and maintain vendor relationships.Manage renewal bid/RFP strategy and process.Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf.Oversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit Timeline.Oversee and monitor follow up with carriers to insure they have everything needed to quote clients Insurance program.Oversee and monitor preparation of market spreadsheets.Monitor and take appropriate action to ensure satisfactory vendor performance.Stay up-to-date on carrier plans and websites.Negotiate with carriers on cost and program designAssist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology.Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Primary Contact with the Client Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.Oversee Development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessCoordinate, Present and Attend Client Meetings including though not limited to:Responsible for visibility with client through occasional lunches and on-sight visits.Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Develop stewardship report based on workflows in Benefit Point.Capable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reports.Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis.Visit clients with or w/o Producer as necessary throughout the year with demonstrated meeting purpose (i.e., pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ....etc.).Delegate to the Account ManagerDocument compliance with Renewal Timeline and task completion by appropriate team memberEnsure that at a minimum the Account Manager performs all tasks identified in the Account Manager Job description as well as the renewal timeline.Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.Manage development and preparation of Request for ProposalManage development and preparation of client presentation materials / all client deliverablesEnrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Actively demonstrated ability to delegate to Account Manager.Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight.Check the Insurance Contract & ComplianceReview Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to client.Responsible for personally checking all client policies.Oversee Compliance functions to include but not limited to:Benefit Timeline ChecklistHealthcare Reform ChecklistSelf-Funded SPD ChecklistStop Loss ChecklistAdmin Agreement ChecklistCompliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRAReview 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurateTeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegatedDelegate and manage tasks to Account Manager, as well as outsourcing teams, as appropriate.Provide direction and guidance to other members when appropriateEnsure tasks from both Analyst and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA Assistant AM or AM Job DescriptionMaintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.Perform other duties as assigned by the Director of Client ServicesWork from Home is a privilege not an entitlement. Availability for client meetings takes precedent over WFH.Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and developmentNegotiate with carriers on cost and program designAssist in plan recommendations for the clientBecome subject matter expert and resource in area of interest or technical capability.REQUIREMENTS: Education: Bachelor's Degree PreferredMaintain Group 1 License(Internal) 5-7 years of Account Executive experience preferred(External) Minimum of 7-10 years of midmarket Account Executive experience preferredDemonstrated participation in (i.e. completed segments) in RHU, GBA or CEBS CE pathIf no designation, then 1-15 years of experience as an Account Executive preferredDemonstrated ability to meet and exceed objectives through effective delegation and account managementPossess operational knowledge of Word, Excel, Power Point Publisher and current internet technologies.Ability to travel to meet client service needs.Ability to speak professionally and comfortably in front of others.Demonstrate ability to multi-task, prioritize workWillingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekend, if necessary.Bilingual Spanish a major plusAbility to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessAbility to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program).Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendorsFunctional knowledge of wellness programs (both carrier-based as well as proprietary/client specific strategies), and client advocacy concepts.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. 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. For more information about our company, please visit us at: http://marshmma.com/careers.

JOB TITLE: Benefits Account ExecutiveJOB TYPE: FLSA ExemptREPORTS TO: Director of Client Services - Employee Health & BenefitsESSENTIAL DUTIES & RESPONSIBILITIES:Primary Contact with the Producer Manage the Client Insurance Program, utilizing agency management system. Generally manages small and less complex accounts than the Senior Account Consultant position. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:A point of contact with the ProducerResponsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline.Inform Producer of upcoming deadlines and events.Maintain R: Drive/client files as per Department Guidelines.Manage "workflows" and administration as per Benefits Timeline.Manage and monitor administration of client benefit programs.Research and answer questions regarding client benefit plans, claims billings, etc.Coordinate and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities.Demonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clientsIn absence of more senior team members, provide direction and guidance to other team members when appropriate.Primary Contact with the Market PlaceBuild and maintain vendor relationships.Manage renewal bid/RFP strategy and process.Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf.Oversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit Timeline.Oversee and monitor follow up with carriers to insure they have everything needed to quote clients Insurance program.Oversee and monitor preparation of market spreadsheets.Monitor and take appropriate action to ensure satisfactory vendor performance.Stay up-to-date on carrier plans and websites.Negotiate with carriers on cost and program designAssist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology.Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Primary Contact with the Client Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.Oversee Development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessCoordinate, Present and Attend Client Meetings including though not limited to:Responsible for visibility with client through occasional lunches and on-sight visits.Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Develop stewardship report based on workflows in Benefit Point.Capable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reports.Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis.Visit clients with or w/o Producer as necessary throughout the year with demonstrated meeting purpose (i.e., pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ....etc.).Delegate to the Account ManagerDocument compliance with Renewal Timeline and task completion by appropriate team memberEnsure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline.Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.Manage development and preparation of Request for ProposalManage development and preparation of client presentation materials / all client deliverablesEnrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Actively demonstrated ability to delegate to Account Manager.Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight.Check the Insurance Contract & ComplianceReview Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to client.Responsible for personally checking all client policies.Oversee Compliance functions to include but not limited to:Benefit Timeline ChecklistHealthcare Reform ChecklistSelf-Funded SPD ChecklistStop Loss ChecklistAdmin Agreement ChecklistCompliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRAReview 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurateTeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegatedBegin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Manager and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job DescriptionMaintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.Perform other duties as assigned by the Director of Client ServicesWork from Home is a privilege not an entitlement. Availability for client meetings takes precedent over WFH.REQUIREMENTS: Education: Bachelor's Degree preferredMaintain Group 1 License(Internal) 36-48 months of Benefits Account Manager experience preferred(External) Minimum of 3-5 years of small market Benefits Account Executive experience preferredDemonstrated participation in (i.e. completed segments) in RHU, GBA or CEBS CE pathIf no designation, then 5-7 years of experience as an Account Executive preferred but not requiredPossess operational knowledge of Word, Excel, Power Point Publisher and current internet technologies.Ability to travel to meet client service needs.Ability to speak professionally and comfortably in front of others.Demonstrate ability to multi-task, prioritize workWillingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekend, if necessary.Bilingual Spanish a major plusAbility to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessAbility to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program).Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendorsFunctional knowledge of wellness programs (both carrier-based as well as proprietary/client specific strategies), and client advocacy concepts.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. 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. For more information about our company, please visit us at: http://marshmma.com/careers.