Benefits Account Executive

Marsh•West Lake Hills, TX

2d•Hybrid

About The Position

The Benefits Account Executive will serve as the primary contact for producers and clients, managing client insurance programs. This role involves overseeing the administration of client benefit programs, coordinating with various departments, and ensuring effective client service. The position requires building and maintaining vendor relationships, managing renewal processes, and preparing for client meetings. Teamwork and delegation are also key aspects of this role, working within the Client Services team to provide superior service.

Requirements

Maintain Group 1 License
3+ years of experience managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience
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 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

Bachelor’s Degree preferred
Bilingual Spanish is a plus

Responsibilities

Serve as the primary contact with the Producer, informing them of upcoming deadlines and events.
Manage the client insurance program utilizing the agency management system.
Share knowledge, provide instruction, and delegate 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 to clients.
Build and maintain vendor relationships.
Manage the renewal bid/RFP strategy and process.
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
Ensure appropriate level of service to the client.
Oversee development and preparation of communication booklets.
Service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness.
Maintain visibility with clients through occasional lunches and on-site visits.
Schedule and prepare materials for Mid-year and Renewal Meetings.
Coordinate meeting agenda and times with clients and carriers for Enrollment Meetings and conduct meetings as necessary.
Function as a team member of the Client Services team.
Demonstrate appropriate judgment regarding task management and delegation.
Delegate tasks to the Account Manager and outsourcing teams as appropriate, ensuring completion.
Perform other duties as assigned by the Director of Client Services.