Benefits Account Executive

Marsh McLennan•Metairie, LA

About The Position

JOB TITLE: Benefits Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Primary Contact with the Producer Manage the Client Insurance Program, utilizing agency management system. Duties include, but are not limited to, those below: Point of contact with the Producer, informing Producer of upcoming deadlines and events Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departments Manage “workflows” and administration of client benefit programs, adhering to deadlines 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. Primary Contact with the Market Place Build and maintain vendor relationships. Manage renewal bid/RFP strategy and process. Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf. Primary Contact with the Client Ensure appropriate level of service to client. Oversee development and preparation of communication booklets Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Responsible for visibility with client through occasional lunches and on-site visits. Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary. Teamwork Function as team member of the Client Services team to ensure superior service to 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 delegated Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated Perform other duties as assigned by the Director of Client Services as needed

Requirements

Bachelor’s Degree preferred
Maintain Group 1 License
3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred
Proficient in Microsoft Word, Excel, Power Point
Ability to travel as needed for client meetings
Ability to speak professionally and comfortably in front of others
Demonstrate ability to prioritize & multi-task when needed
Bilingual Spanish is a plus
Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Ability 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).
Working knowledge of fully-insured and/or self-funded benefits products, services, market dynamics, carriers/vendors
Functional knowledge of wellness programs and client advocacy concepts.

Nice To Haves

Bilingual Spanish is a plus

Responsibilities

Primary Contact with the Producer
Manage the Client Insurance Program, utilizing agency management system
Point of contact with the Producer, informing Producer of upcoming deadlines and events
Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departments
Manage “workflows” and administration of client benefit programs, adhering to deadlines
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.
Primary Contact with the Market Place
Build and maintain vendor relationships.
Manage renewal bid/RFP strategy and process.
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
Primary Contact with the Client
Ensure appropriate level of service to client.
Oversee development and preparation of communication booklets
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Responsible for visibility with client through occasional lunches and on-site visits.
Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings
Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.
Function as team member of the Client Services team to ensure superior service to MMA Clients.
Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated
Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated
Perform other duties as assigned by the Director of Client Services as needed