Marsh McLennan

Client Executive (Employee Health & Benefits)

Marsh McLennan$80K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required.
  • 8+ years in group benefits, with at least 3+ years in a Client Executive role.
  • Licensed in Arizona Health, Life and Disability.
  • Strong mathematical abilities.
  • Excellent verbal and written communication skills.

Responsibilities

  • Develop partnerships with clients' senior decision-makers and support staff.
  • Collaborate with Sales Executives to secure new business.
  • Expand business with new clients and services through strategic cross-selling.
  • Provide proactive and technically accurate advice to clients.
  • Negotiate with insurance carriers to create innovative solutions.
  • Monitor legislative changes and ensure compliance for clients.
  • Mentor internal teams and resolve escalated service issues.

Benefits

  • Professional development and continuing education encouraged.
  • Opportunities for mentorship and leadership roles.
  • Mentor and educate others through industry and community involvement.
  • Dynamic work environment with a focus on client relationships.
Full Job Description
Company:
Marsh McLennan Agency

Description:

Position Overview
The Client Executive position is responsible for assisting Sales Executives in securing new business, managing the strategic client relationship and overseeing all aspects of client service, renewal activities and administration of products for the clients assigned to them.

Principal Duties and Responsibilities
  • Responsible for strategic management of Benefits accounts by developing solid partnerships with clients' senior decision-makers, HR managers and other support staff
  • Strategize with Sales Executives to present capabilities and secure new business
  • Grow block of business with new clients and new lines of coverage, including cross-selling across the agency's service offerings
  • Offer creative, strategic, proactive and technically correct advice to clients
  • Develop extensive knowledge of carriers & products offered; recommend new products and services to clients; advise on ongoing design and compliance issues; recommend modifications to plan design that support the client's business and financial objectives
  • Actively negotiate with insurance carrier representatives and underwriters to develop innovative, practical solutions
  • Manage and review vendor selection with clients to ensure vendors are a good fit for the client with regard to pricing, financial strength, product and service offerings, along with recommending changes where appropriate
  • Monitor legislative & regulatory changes and advise internal and external clients of requirements for compliance; advise client and, when appropriate, assist to insure that plan documents, policies, government filings and other applicable documents are complete, accurate and delivered timely
  • Provide subject matter expertise and leadership to the internal service delivery team
  • Mentor, develop & educate others internally and also externally through industry and community involvement
  • Resolve escalated service issues
  • Maintain electronic client files including ongoing documentation of client meetings, issues & decisions
  • Ensure all licensing and appointment information required to obtain commissions is completed with carrier
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:
  • High School Diploma or GED
  • 8+ years in group benefits with at least 3+ years in an Client Executive or similar level role
  • Licensed in Arizona Health, Life and Disability
  • Ability to develop and work with mathematical formulas
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Ability to conduct education and enrollment meetings (comfortable with public speaking)
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)


Preferred:
  • Some college or technical training in related discipline
  • Continuing education such as RHU, REBC, CEBS, or CBP
  • Experience using BenefitPoint


#LI-DNI
#MMAWest

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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