Benefits Account Executive

Marsh McLennan•San Antonio, TX

11d

About The Position

The Benefits Account Executive manages client benefit programs and serves as a primary contact for producers, the marketplace, and clients. The role oversees workflows, deadlines, renewals, vendor relationships, client communications, and meetings, while coordinating work with account managers and cross-functional teams. It also supports clients through research, problem-solving, wellness presentations, and effective administration of their benefits programs.

Requirements

Maintain a Group 1 License.
At least 3 years of experience managing a book of business at an insurance brokerage or 3+ years of HR benefits experience is preferred.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Ability to travel as needed for client meetings.
Ability to speak professionally and comfortably in front of others.
Ability to prioritize and multitask.
Ability to serve clients, vendors, and coworkers effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tact.
Proactive approach to tasks and leadership in administering client benefits programs.
Working knowledge of fully insured and/or self-funded benefits products, services, market dynamics, carriers, and vendors.
Functional knowledge of wellness programs and client advocacy concepts.

Nice To Haves

Bachelor’s degree preferred.
Bilingual Spanish is a plus.
Experience managing a book of business at an insurance brokerage or HR benefits experience is preferred.

Responsibilities

Serve as the primary point of contact for producers, informing them of upcoming deadlines and events.
Manage client insurance programs using the agency management system.
Share knowledge, provide instruction, and delegate tasks to Account Managers and cross-functional departments.
Manage workflows and administration of client benefit programs while adhering to deadlines.
Research and answer questions about client benefit plans, claims, and billings.
Coordinate or deliver wellness presentations about the agency’s vendor capabilities.
Build and maintain vendor relationships.
Manage renewal bid/RFP strategy and processes.
Manage ongoing renewal negotiations with carriers, TPAs, and vendors on clients’ behalf.
Ensure an appropriate level of service to clients.
Oversee development and preparation of communication booklets.
Maintain client visibility through occasional lunches and on-site visits.
Schedule mid-year and renewal meetings and prepare meeting materials.
Coordinate enrollment meeting agendas and schedules with clients and carriers, and conduct meetings as needed.
Use problem-solving, confidentiality, diplomacy, sensitivity, and tact in servicing clients.
Work as part of the Client Services team to provide superior service to agency clients.
Exercise judgment about which tasks to manage and which to delegate; delegate work to Account Managers and outsourcing teams and ensure completion.
Perform other duties as assigned by the Director of Client Services.