Client Executive

Marsh•San Diego, CA

5d•$92,400 - $172,100

About The Position

Responsible for retaining existing business and developing business within assigned accounts. The Client Executive oversees client service activities and acts as a leader for the Retirement Services team. The role manages marketing and renewal processes for existing plans, supports client compliance and service needs, facilitates employee education, and leads Client Service Team members to ensure deliverables meet client requirements, cost, and schedule. The position also maintains positive working relationships with associates and clients and supports account documentation and reporting.

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 65/66, or willingness to obtain it.
AIF designation, or willingness to achieve it within 6 months of hire.
Professional history demonstrating increasing levels of responsibility directly related to the role's duties.
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 and federal and state legislation.
Ability to make independent decisions and use sound judgment in addressing and servicing client needs.
Strong written and verbal communication skills, including the ability to explain technical matters in non-technical terms and present information clearly, concisely, and accurately.
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 sit in a stationary position for extended periods, and use office equipment such as fax and copy machines and telephones.
Ability to travel to client sites, usually within driving distance, with occasional out-of-town stays of 2–5 nights.
Availability for occasional extended workdays of 10–12 hours to attend networking and industry functions that may begin before the workday or extend into the evening.

Nice To Haves

FINRA Series 65/66 license.

Responsibilities

Oversee ongoing client service activities and meet with clients throughout the year to ensure high service levels and meet expectations.
Meet business retention goals and develop additional business with existing clients through employee education and increased contributions.
Build strong client relationships and trust.
Ensure client compliance with annual plan testing and Form 5500 filing procedures, as applicable.
Advise the Client Service Team on routine client concerns and investigate recurring or non-routine client and carrier concerns through resolution.
Facilitate and deliver Open Enrollment 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 in the marketing process as required.
Prepare and present renewal outcomes to clients in a timely manner.
Recommend improvements based on changes in employee benefits legislation, suggest strategies to address client concerns, and resolve discrepancies, errors, or inconsistencies.
Manage transition timelines for conversions to new providers.
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 on time.
Lead Client Service Team members by fostering trust, open communication, collaboration, and problem solving; clarify client requirements, processes, quality standards, techniques, and tools; and support professional development.
Ensure team 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 impediments, and escalate unresolved issues.
Review quarterly production and activity reports.
Maintain account files, document account issues, and maintain the Agency Management System.
Establish and maintain effective, positive working relationships with associates and clients.