Employee Health & Benefits Account Executive

Marsh McLennan•Alpharetta, GA

21h•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking an Employee Health & Benefits Account Executive. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires building and maintaining client and carrier relationships, developing client service plans, coordinating activities for new and renewal accounts, and identifying cross-sell opportunities. The position involves managing the renewal process, marketing accounts, preparing presentations, and completing the implementation process. The Account Executive will also conduct relationship management meetings, assist clients with service questions, and proficiently use client management systems. Continuous learning through seminars and carrier meetings is expected, as is mentoring team members. Other duties may be assigned by management.

Requirements

Bachelor’s degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license(s)
Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight
Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three per week.

Nice To Haves

Advanced degree
Certification in field of endeavor
Experience with Requests for Proposal

Responsibilities

Build and maintain key client and carrier relationships by phone, email and in person.
Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
Continually seek cross-sell opportunities and suggest new lines of coverage.
Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients.
Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role.
As appropriate, present the options to the client.
Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.
Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.