Benefits Account Executive

Marsh•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 program administration and workflows, renewals and vendor relationships, client service, benefit communications, and meetings. It also supports the Client Services team by delegating and monitoring work and performing other duties assigned by the Director of Client Services.

Requirements

Maintain a Group 1 License.
At least 3 years of experience managing a book of business at an insurance brokerage or in HR benefits 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 work, including taking ownership of tasks and demonstrating leadership in administration of 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 point of contact for Producers, keeping them informed about upcoming deadlines and events.
Manage client insurance programs using the agency management system and oversee workflows and benefit-program administration to meet deadlines.
Share knowledge, provide instruction, and delegate tasks to Account Managers and cross-functional departments.
Research and answer questions about client benefit plans, claims, and billings.
Coordinate or deliver wellness presentations explaining the agency’s vendor capabilities.
Build and maintain vendor relationships.
Manage renewal bid and RFP strategy and processes, and negotiate renewals with carriers, TPAs, and vendors on clients’ behalf.
Ensure clients receive an appropriate level of service and resolve issues with confidentiality, diplomacy, sensitivity, and tact.
Oversee the development and preparation of client 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 times with clients and carriers, and conduct meetings as needed.
Contribute to the Client Services team to provide superior client service.
Use appropriate judgment to determine which tasks to manage directly 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.