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Executive Benefits Relationship Manager

Marsh McLennanUrbandale, IA
$72,000 - $144,000Hybrid

About The Position

Mercer is seeking an experienced Executive Benefits Client Relationship Manager to maintain and expand a mid-sized book of business consisting of larger or nuanced accounts across various industries or specialties. This role offers the opportunity to work in a client relations and sales capacity while collaborating directly with carriers on behalf of your clients. Position can be based in multiple locations, with a hybrid work model.

Requirements

  • Bachelor’s degree in mathematics, economics, business finance, or a related field.
  • 5+ years of experience working with Executive Benefits in a client relations capacity.
  • Experience managing a mid-sized book of business (130+ clients).
  • Life & Health Insurance Licensure.
  • Knowledge of project management and presentation design.
  • Ability to work collaboratively in teams and adapt to tight deadlines and changing client needs.

Nice To Haves

  • Series 6 and/or Series 63 License
  • Consulting experience.
  • Excellent project management and multitasking skills.

Responsibilities

  • Develop sales and growth strategies for managed accounts by leveraging an in-depth understanding of client needs, market trends, and internal product or service offerings.
  • Manage research efforts and analyses on relevant markets and industries to identify potential relationship needs, target new buyer hubs, and expand the book of business for the team and/or personal portfolio.
  • Complete analysis consolidating project and market data with account needs to deliver competitive and well-thought proposals for personal or senior colleagues’ existing or potential accounts.
  • Develop project plans by strategizing feasible timelines and work expectations to deliver products and solutions efficiently and successfully to accounts.
  • Conduct robust analyses to create feasible and effective custom product solutions for new or existing accounts, ensuring overall pricing and policy compliance.
  • Address escalated issues promptly and effectively to maintain positive client relationships and deliver on promised timelines and outcomes.

Benefits

  • Be part of the world’s largest and most influential benefits brokerage and consulting team.
  • Enjoy competitive programs, entrepreneurial spirit, and a team-oriented culture that fosters professional growth and achievement.
  • Participate in social and new-hire events, outings, and employee networks that make work enjoyable and rewarding.
  • We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

Career Resources

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