Senior Client Account Executive, Employee Health & Benefits

Marsh McLennan • Durham, NC

1d • Hybrid

About The Position

Marsh McLennan Agency (MMA) is recognized for its award-winning, inclusive, and Top Workplace culture, driven by extraordinary people. The firm delivers purposeful work and meaningful impact daily, providing business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. With offices across North America, MMA combines the personalized service of a local consultant with the global resources of Marsh. The Senior Client Account Executive, Employee Health & Benefits role is dynamic, encompassing client relationship management, strategic planning, and coordination across various teams.

Requirements

• Bachelor's degree or equivalent education and related training
• 7+ years of relevant insurance industry experience
• Strong client relations skills; 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
• Strong understanding of EHB claims data
• Experience with alternative funding arrangements, pharmacy programs, care management and wellness solutions
• Knowledgeable in EB Compliance
• Demonstrated skillset with Microsoft Office and proficiency with Excel and PowerPoint

Nice To Haves

• Life & Health License or ability to obtain within 90 days of employment
• Advanced degree
• Certification or designation
• Experience with Requests for Proposal

Responsibilities

• Actively build and maintain strong relationships with key clients and carriers through phone, email, and in-person interactions
• Ensure a deep understanding of each client’s business needs and risk management goals
• Develop and execute comprehensive client service plans tailored to assigned accounts
• Coordinate internal and external activities to manage both new and renewal accounts efficiently and professionally
• Identify cross-sell opportunities and recommend new lines of coverage that align with client objectives
• Collaborate closely with Producers and Marketing Account Executives to oversee the renewal process
• Coordinate meetings to present renewal proposals and supporting documentation
• Lead marketing efforts for accounts as needed
• Prepare and present marketing materials
• Ensure smooth implementation by working alongside service teams to deliver all necessary forms and documentation
• Assist clients and internal staff with service questions related to administration, billing, and claims
• Maintain detailed records in client management systems to track policies, meetings, and follow-ups
• Attend seminars and carrier meetings to stay current on new products and legislative changes
• Mentor team members
• Handle additional duties as assigned

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees