Benefits Account Executive
At a glance
Mid-level Account Executive role at Mmc. San Antonio - Broadway · full-time · no salary stated · we estimate $87,500–$180,000 across the United States.
Mmc has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Run client benefit program workflows and administration, keeping work on schedule and resolving plan, claims, and billing questions
- Keep producers informed about deadlines, guide account managers and partner teams, and assign work that fits their roles
- Shape renewal bids and RFPs, maintain vendor connections, and negotiate renewals with carriers, TPAs, and vendors for clients
- Prepare client communications and meeting materials, then coordinate enrollment sessions and lead them when needed
- Build client visibility through occasional lunches and site visits, and deliver or arrange wellness presentations
What you bring
- At least three years managing an insurance brokerage book or working in HR benefits
- A current Group 1 license and practical knowledge of fully insured or self-funded benefits
- Working ability in Microsoft Word, Excel, and PowerPoint
- You can prioritize competing work, speak comfortably to groups, and handle client matters with tact and discretion
Who this fits
This mid-level role suits someone ready to lead client benefit administration while delegating work to account managers and coordinating with producers, carriers, and vendors. Travel is required as needed for client meetings, with occasional client lunches and on-site visits.
From the employer
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Benefits Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Primary Contact with the Producer
Manage the Client Insurance Program, utilizing agency management system. Duties include, but are not limited to, those below:
- Point of contact with the Producer, informing Producer of upcoming deadlines and events
- Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departments
- Manage “workflows” and administration of client benefit programs, adhering to deadlines
- Research and answer questions regarding client benefit plans, claims billings, etc.
- Coordinate and/or Deliver Wellness Presentations so that client understands full scope of Marsh Agency vendor capabilities.
Primary Contact with the Market Place
- Build and maintain vendor relationships.
- Manage renewal bid/RFP strategy and process.
- Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
Primary Contact with the Client
- Ensure appropriate level of service to client.
- Oversee development and preparation of communication booklets
- Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
- Responsible for visibility with client through occasional lunches and on-site visits.
- Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings
- Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.
Teamwork
Function as team member of the Client Services team to ensure superior service to Marsh Agency Clients. These activities include but are not limited to:
- Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated
- Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated
- Perform other duties as assigned by the Director of Client Services as needed
REQUIREMENTS:
- Education: Bachelor’s Degree preferred
- Maintain Group 1 License
- 3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred
- Proficient in Microsoft Word, Excel, Power Point
- Ability to travel as needed for client meetings
- Ability to speak professionally and comfortably in front of others
- Demonstrate ability to prioritize & multi-task when needed
- Bilingual Spanish is a plus
- Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
- Ability to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program).
- Working knowledge of fully-insured and/or self-funded benefits products, services, market dynamics, carriers/vendors
- Functional knowledge of wellness programs and client advocacy concepts.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
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