Client Executive

Marsh McLennan•Aliso Viejo, CA

About The Position

The Client Executive is responsible for retaining existing business and developing business within assigned accounts. The role leads Client Service Team members, including Benefit Analysts and Client Managers, and oversees client service, renewals, coverage placement, compliance, and account documentation. The Client Executive builds client relationships, addresses routine and non-routine client or carrier concerns, supports benefit program development, and presents renewal outcomes and recommendations to clients. The position also guides and supports the Client Service Team by fostering trust, communication, collaboration, and professional development. The role coordinates with division and operations leadership to secure resources and escalate unresolved issues, prepares quarterly production and activity reports, and maintains effective relationships with associates and clients. Work is performed in a typical interior office environment and requires travel to client sites, usually within driving distance but occasionally involving stays of two to five nights out of town. Extended workdays of 10–12 hours are required occasionally for networking and industry functions. The applicable base salary range is $92,400 to $172,100, with possible performance-based incentives. The compensation decision may take into account experience, skills, training, location, certifications, education, and applicable minimum wage requirements. The total rewards package includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.

Requirements

Seven to ten years of experience servicing large client groups of 50 or more lives in health and benefit products.
Professional history demonstrating increasing levels of responsibility related to the position’s duties.
Strong familiarity with the Employee Health & Benefits marketplace, including industry-specific needs, educational and professional development associations, carriers, and broker agencies.
Current technical knowledge and understanding of federal and state Employee Benefit legislation.
Ability to make independent decisions and exercise good judgment in addressing and servicing client needs.
Strong communication skills, including explaining technical matters in non-technical terms and presenting clear, concise, and accurate information verbally and in writing.
Maintain a valid, unrestricted California Life and Disability License and meet continuing education requirements.
If involved in Long Term Care sales, maintain the required certification through continuing education.
Maintain a valid California driver's license and dependable transportation.
Knowledge of personal computing and the ability and willingness to learn and use required computer programs.
Ability to use a computer keyboard and office equipment, including fax and copy machines and telephones, and to sit in a stationary position for extended periods.

Nice To Haves

Bachelor’s degree strongly preferred.

Responsibilities

Oversee ongoing client service activities and meet with clients throughout the year to ensure service quality and that expectations are met.
Meet business retention goals and develop additional business with existing clients by expanding or increasing lines of coverage.
Build strong business relationships and client trust.
Ensure client compliance with annual Form 5500 filing procedures, as applicable.
Advise the Client Service Team in resolving routine client concerns and investigate recurring or non-routine client and carrier concerns through resolution.
Manage renewals of existing plans and coordinate coverage placement through instructions to the Client Service Team.
Direct preparation of employee communication materials 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 in response to changing employee benefit legislation, suggest strategies for client concerns, and resolve discrepancies or errors in information.
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 in a timely manner.
Lead Client Service Team members, foster trust and open communication, facilitate problem solving and collaboration, and focus the team on client requirements and quality standards.
Provide business information to support team members’ 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 impediments, and escalate unresolved issues.
Prepare quarterly production and activity reports.
Maintain account files, document account issues, and keep the Agency Management System current.
Establish and maintain effective, positive working relationships with associates and clients.