Benefits Account Executive

Marsh McLennan•San Antonio, TX

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 and administration using the agency management system, supports the Account Manager and cross-functional departments, and ensures client needs and deadlines are addressed. It also manages vendor relationships, renewal bidding and negotiations, client communications, meetings, and service delivery. The position is part of the Client Services team and may perform other duties as assigned by the Director of Client Services.

Requirements

Bachelor’s degree preferred.
Maintain a Group 1 License.
Three or more years of experience managing a book of business at an insurance brokerage or three or more years of HR benefits experience 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, appropriate confidentiality, diplomacy, sensitivity, and tactfulness.
Ability to be proactive, take initiative without reminders, and demonstrate 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

Bilingual Spanish is a plus.

Responsibilities

Serve as a point of contact for the Producer and communicate upcoming deadlines and events.
Share knowledge, provide instruction, and delegate tasks to the Account Manager 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 billing.
Coordinate and/or deliver wellness presentations explaining the agency's vendor capabilities.
Build and maintain vendor relationships.
Manage renewal bid/RFP strategy and processes.
Manage ongoing carrier, TPA, and vendor renewal negotiations on clients' behalf.
Ensure an appropriate level of service to clients and handle issues with problem-solving, confidentiality, diplomacy, sensitivity, and tact.
Oversee development and preparation of client communication booklets.
Maintain visibility with clients through occasional lunches and on-site visits.
Schedule mid-year and renewal meetings and prepare meeting materials.
Coordinate enrollment meeting agendas and timing with clients and carriers, and conduct meetings as necessary.
Work as a member of the Client Services team to provide superior service to agency clients.
Use appropriate judgment about which tasks to manage and which to delegate; delegate tasks to Account Managers and outsourcing teams and ensure completion.
Perform other duties as assigned by the Director of Client Services.