Senior Client Account Executive, Employee Health & Benefits

Marsh McLennan•Raleigh, NC

10d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Senior Client Account Executive, Employee Health & Benefits. This role involves managing client relationships, strategic planning, and coordinating with various teams to ensure client needs are met. The Account Executive will build and maintain strong relationships with clients and carriers, develop service plans, and identify cross-sell opportunities. They will also collaborate with Producers and Marketing Account Executives on renewals, lead marketing efforts, and assist with service-related inquiries. Continuous professional development and mentoring team members are also key aspects of this role.

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 and handle additional duties as assigned.