Employee Health & Benefits Account Executive

Marsh McLennan•Tampa, FL

4d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). This is a hybrid position, based out of our various listed regional office locations (Maitland, Tampa, Clearwater, Sarasota), that may require in person client facing meetings. As an Account Executive on the Employee Health & Benefits team, you will lead day-to-day client strategy and service delivery in partnership with the Producer. You will oversee annual planning, renewals and marketing, vendor negotiations, and the quality and timeliness of client deliverables. You will guide the account team on meeting strategy, financial and claims reporting, contribution modelling, wellness initiatives and system updates, while managing escalations and ensuring compliance requirements are met. This role requires executive-level client communication and presentations, strong technical accuracy, and the judgment to identify opportunities to expand coverage and services in accordance with market trends and regulations.

Requirements

High school diploma or equivalent
Active and current Florida 2-15 insurance license.
5+ years of experience working in the health insurance industry; agency experience preferred.
Experience with self-funded accounts.
Advanced proficiency in MS Office, including Excel and PowerPoint
Ability to collaborate cross-functionally.

Nice To Haves

Bachelor’s degree or higher
Bilingual (English/Spanish)
HIA or CEBS designation
Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight

Responsibilities

Lead overall client strategy, engagement and retention in partnership with the Producer, including the annual service plan, calendar, and meeting cadence.
Own renewal and marketing strategy, including proposal evaluation, plan/rate comparisons, and recommendations for complex lines (e.g., self-funded/ASO, stop- loss, pharmacy benefit management, disability, and multi-state accounts).
Lead vendor negotiations and coordinate internal resources to execute all client deliverables on time and to quality standards.
Oversee financial and claims reporting and analysis (e.g., monthly claims, high-cost claimant analysis) and communicate results and implications to clients.
Develop and deliver contribution modelling and budget scenarios to support client decision-making.
Coordinate open enrolment planning and execution (pre and post enrolment), including meetings, communications, and internal readiness.
Ensure compliance deliverables are completed (audits, testing, required filings/fees) and implement compliance dashboards as applicable.
Manage escalated/complex service issues; keep the Producer informed of significant client changes, risks, and opportunities.
Identify and promote additional lines of coverage and solutions as appropriate to the client.