Client Executive

Marsh McLennan•San Diego, CA

1d•$92,400 - $172,100

About The Position

Responsible for retaining existing business and developing business within assigned accounts. The Client Executive acts as a leader for the Retirement Services team, overseeing client service and plan marketing, supporting client and employee education, and guiding the Client Service Team. The role also maintains account documentation and effective working relationships with clients and associates. Travel to client sites is required, usually within driving distance, with occasional trips involving two to five nights away. Extended workdays of 10–12 hours are required on occasion for networking and industry functions.

Requirements

At least 7 years of experience servicing corporate retirement plans.
Bachelor’s degree strongly preferred, plus at least one recognized financial or benefits industry designation.
FINRA Series 65 or 66, or willingness to obtain.
AIF designation, or willingness to achieve it within six months of hire.
Professional history demonstrating increasing levels of responsibility directly related to the duties of the role.
Familiarity with the Employee Health & Benefits marketplace, including industry-specific needs, educational and professional development associations, carriers, and other broker agencies.
Basic financial analysis technical knowledge and understanding of investment and group retirement plans, as well as federal and state legislation.
Ability to make independent decisions and use good judgment in addressing and servicing client needs.
Strong communication skills, including explaining technical matters in non-technical terms and presenting information clearly, concisely, and accurately in writing and verbally.
Maintain a valid, unrestricted California Life and Disability License and meet continuing education requirements.
Maintain a valid California driver’s license and dependable transportation.
Knowledge of general office personal computing and ability and willingness to learn and use required computer programs, including MS Windows 7, Office 2010, and financial industry software.
Ability to use a computer keyboard and office equipment, and sit in a stationary position for extended periods.
Ability to travel to client sites, usually within driving distance and occasionally involving two to five nights away.
Availability for occasional extended workdays of 10–12 hours for networking and industry functions.

Nice To Haves

Bachelor’s degree.
At least one recognized financial or benefits industry designation.
FINRA Series 65 or 66.
AIF designation.

Responsibilities

Oversee ongoing client service activities and meet with clients throughout the year to ensure service quality and meet client expectations.
Meet business retention goals and develop new business with existing clients through employee education, increased contributions, strong business relationships, and client trust.
Ensure client compliance with annual plan testing and Form 5500 filing procedures, as applicable.
Guide the Client Service Team in resolving routine client concerns; investigate recurring or non-routine client and carrier concerns and bring them to resolution.
Facilitate and deliver Open Enrollment employee education sessions and ongoing employee engagement throughout the year.
Troubleshoot client service requests and assist with client-related mergers and acquisitions activity.
Manage marketing of existing plans, including coordinating coverage placement and directing preparation of employee communications.
Advise, inform, and involve the Client Sales Executive as required during the marketing process.
Prepare and present renewal outcomes to clients in a timely manner.
Recommend improvements based on changes in employee benefits legislation, propose strategies to address client concerns, and resolve discrepancies, errors, or inconsistencies in information.
Manage transition timelines for conversion to a new provider and conduct employee meetings to communicate benefit options as needed.
Review contracts, plan documents, Summary Plan Descriptions, and other legal documents for accuracy, and ensure materials are sent to clients promptly.
Lead Client Service Team members by fostering trust, open communication, collaboration, and problem solving; orient the team to client requirements, specifications, procedures, processes, quality standards, techniques, and tools.
Provide business information to support the team’s professional development and ensure deliverables meet client requirements, cost, and schedule.
Work with the Director of Employee Health & Benefits Division, Benefits Service Manager, and Director of Operations to obtain resources, discuss project impediments, and escalate unresolved issues.
Review quarterly production and activity reports.
Maintain account files and document account issues in the Agency Management System.
Establish and consistently maintain effective, positive working relationships with associates and clients.
Travel to client sites and attend networking and industry functions, occasionally working extended hours.