Benefits Account Executive

Marsh McLennan•Dallas, TX

1d•Onsite

About The Position

The Benefits Account Executive at Marsh McLennan Agency serves as a primary contact for the Producer, the market place, and the client. This role involves managing client insurance programs using an agency management system, ensuring adherence to deadlines for workflows and administration of client benefit programs. Key responsibilities include researching client benefit plans, coordinating wellness presentations, building and maintaining vendor relationships, and managing renewal bid/RFP strategies and negotiations with carriers/TPAs/Vendors. The Account Executive is also responsible for ensuring appropriate client service, overseeing the development of communication materials, problem-solving, and maintaining client visibility through occasional lunches and on-site visits. The position requires scheduling and conducting mid-year, renewal, and enrollment meetings. As a team member of the Client Services team, the Account Executive is expected to demonstrate judgment in task management, delegate tasks to Account Managers and outsourcing teams, and perform other duties as assigned by the Director of Client Services.

Requirements

Maintain Group 1 License
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
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

Bachelors Degree preferred
3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred
Bilingual Spanish is a plus

Responsibilities

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
Build and maintain vendor relationships
Manage renewal bid/RFP strategy and process
Manage ongoing carrier/TPA/Vendor renewal negotiations on clientsas behalf
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