Client Service Executive

1 month ago


Aliso Viejo, California, United States Marsh McLennan Agency Full time
Summary

Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.

Essential Duties & Responsibilities

Oversee ongoing client service activities.

  • Meet with the client throughout the year to ensure a high level of service and that client expectations are met.
  • Responsible for meeting business retention goals.
  • Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.
  • Develop strong business relationships and client trust.
  • Ensure client compliance with annual Form 5500 filing procedures as applicable.
  • Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.

Manage the renewal of existing plans.

  • Coordinate coverage placement through instructions provided to Client Service Team.
  • Provide direction to Client Service Team in the preparation of employee communication materials.
  • Advise, inform and involve Client Sales Executive as required in marketing process.
  • Prepare and present renewal outcomes to the client in a timely manner.
  • Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
  • Conduct employee meetings to communicate benefit options as needed.
  • Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.

Act as a leader for Client Service Team members.

  • Create an environment oriented to trust, open communication, and cohesive team effort.
  • Facilitate problem solving and collaboration when faced with client difficulties.
  • Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.
  • Provide necessary business information to enhance the team's professional development.
  • Ensure deliverables satisfy client requirements, cost and schedule.
  • Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
  • Prepare quarterly production and activity reports.
  • Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
  • Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
  • A minimum of seven to ten years' experience servicing large client group (50+ lives) health and benefit products.
  • Bachelor degree strongly preferred.
  • Professional history must show increasing levels responsibility directly related to the performance of the above duties.
  • Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.
  • Current technical knowledge and understanding of Employee Benefit federal and state legislation.
  • Ability to make independent decisions and use good judgment in addressing and servicing client needs.
  • Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
  • Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education.
  • Maintain a valid California driver's license and dependable transportation.
  • Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
  • Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town
  • Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.

The applicable base salary range for this role is $81,300 to $173,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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.



  • Aliso Viejo, California, United States Marsh McLennan Agency Full time

    SummaryResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & ResponsibilitiesOversee ongoing client service activities.Meet with the client...

  • Client Manager

    4 weeks ago


    Aliso Viejo, California, United States Marsh McLennan Agency Full time

    CLIENT MANAGER DEPARTMENT: COMMERCIAL REPORTS TO: DIRECTOR OF CLIENT SERVICES SUMMARY The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally...

  • Client Advocate I

    2 days ago


    Aliso Viejo, California, United States NeoGenomics Laboratories Full time

    Are you motivated to participate in a dynamic, multi-tasking environment? Do you want to join a company that invests in its employees? Are you seeking a position where you can use your skills while continuing to be challenged and learn? Then we encourage you to dive deeper into this opportunity.We believe in career development and empowering our employees....


  • Aliso Viejo, California, United States Daiso USA Full time

    As an Assistant Store Manager, provide support to the store manager in the management of store operations. In support of the store manager, he/she is responsible for store staff shift management, labor hour control, human resource development, product ordering, inventory control, and operational management of product development. He/she is also responsible...


  • Mission Viejo, California, United States South Orange County Community College District Full time

    Title: Media Production SpecialistJob Category: CSEAJob Opening Date: January 24, 2024Job Closing Date: Location: Irvine Valley CollegeWork Location:Irvine, CADepartment:Marketing and Creative ServicesPay Grade, for more information click on this link: Pay Rate Type:MonthlyWork Days:Monday - FridayWork Hours:8:00 am - 5:00 pm (Schedule and Shift are subject...


  • Mission Viejo, California, United States South Orange County Community College District Full time

    Title: Administrative Assistant Job Category: CSEA Job Opening Date: March 27, 2024 Job Closing Date: Location: District ServicesWork Location: Mission Viejo, CADepartment: Purchasing and Contracts Pay Grade, for more information click on this link: Pay Rate Type: Monthly Work Days: Monday - Friday Work Hours: 8:00am - 5:00pm (Schedule and Shift are...


  • Mission Viejo, California, United States South Orange County Community College District Full time

    Title: Administrative AssistantJob Category: CSEAJob Opening Date: April 03, 2024Job Closing Date: Location: Saddleback CollegeWork Location:Mission Viejo, CADepartment:Financial AidPay Grade, for more information click on this link: Pay Rate Type:MonthlyWork Days:Monday - FridayWork Hours:8:00am - 5:00pm (Schedule and Shift are subject to change in...


  • Mission Viejo, California, United States South Orange County Community College District Full time

    Title: Office Assistant, Categorical Job Category: CSEA Job Opening Date: April 09, 2024 Job Closing Date: April 24, 2024 Location: Irvine Valley CollegeWork Location: Irvine, CaliforniaDepartment: Disabled Students Programs and Services Pay Grade, for more information click on this link: Pay Rate Type: Monthly Work Days: Monday - Friday Work Hours: Mon /...


  • Mission Viejo, California, United States South Orange County Community College District Full time

    Title: CNA Director/Department Chair Part-Time Faculty - Pool Job Category: Faculty CTA Job Opening Date: February 03, 2023 Job Closing Date: Locations: Saddleback College Department: Pay Grade, for more information click on this link: Pay Rate Type: Hourly Work Days: Work Hours: Hours Per Week: 0 Job Description: Saddleback College has a need for CNA...


  • Aliso Viejo, United States Marsh & McLennan Companies, Inc. Full time

    Assume responsibility for client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss asso Client Service, Executive, Client Sales, Service, Business Services


  • Aliso Viejo, United States Marsh McLennan Companies Full time

    Description: Department: Business Insurance Summary Assume responsibility for client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise...


  • Aliso Viejo, United States Clark Insurance Full time

    Company: Description: Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & Responsibilities Oversee ongoing client service...


  • Aliso Viejo, United States Marsh & McLennan Companies, Inc. Full time

    Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & Responsibilities Oversee ongoing client service activities. * Meet with the...

  • Account Executive

    5 days ago


    Aliso Viejo, United States Marsh McLennan Agency Full time

    SummaryResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.Essential Duties & ResponsibilitiesOversee ongoing client service activities. Meet with the client...

  • Account Executive

    3 weeks ago


    Aliso Viejo, United States Marsh McLennan Agency Full time

    SummaryResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.Essential Duties & ResponsibilitiesOversee ongoing client service activities.• Meet with the client...


  • Aliso Viejo, United States NATIONAL TAX CREDITS INC Full time

    Job DescriptionJob DescriptionTax credit company looking to hire 2-3 entry level customer service reps for a strictly outbound calling position. Responsibilities includeDocument collectionClient follow up


  • Aliso Viejo, United States Fluor Corporation Full time

    The purpose of this position is to manage a medium - to large-sized construction-only project, engineering, procurement, fabrication, and construction (EPFC) project, a large and/or strategic maintenance or evergreen project, large turnaround/outage, or complex fabrication effort; to oversee and direct the performance of all construction and related...

  • ServiceNow Architect

    17 hours ago


    Aliso Viejo, United States Spar Information Systems Full time

    ServiceNow Solution Architect Location: Aliso Viejo, CA (Hybrid, 3 Days Onsite) Long Term JD: Client is seeking a highly motivated professional to join the ServiceNow Centre of Excellence (CEO) as one of the key resources in delivering technical, functional, and business process improvements in enterprise-wide Service Management application, which is based...

  • Mixer Operator

    4 weeks ago


    Aliso Viejo, United States Innovative Career Resources & Staffing Full time

    Job DescriptionJob DescriptionDo you have experience weighing, mixing and blending in a cleanroom environment? Are you looking for a position that offers growth? An International Optical Medical Device company located in south Orange County, CA (Aliso Viejo) is looking to identify and hire a Cleanroom Mixing Technician / Compounder / Mixer that will report...

  • Program Analyst

    4 days ago


    Aliso Viejo, United States SD Solutions LLC Full time

    **Opportunity**: Program Analyst - Federal Government Contractor **Opportunity Overview** SD Solutions seeks a Program Analyst to join our team in support of a project with the Department of Homeland Security (DHS) - U.S. Customs and Border Protection (CBP) - Border Protection, Air & Marine (BPAM) - Program Management Office (PMO). The Program (Systems)...

  • Sr Sous Chef

    3 weeks ago


    Aliso Viejo, United States Morrison Living Full time

    Morrison Living Salary:  Other Forms of Compensation: Driven by our passion in the pursuit of hospitality and culinary excellence, Morrison Living has built community through dining experiences for over a century. Embedded in our culture, we deliver exceptional service and aim to be the best part of someone’s day. The commitment of our team...

  • Program Analyst

    2 days ago


    Aliso Viejo, United States SD Solutions LLC Full time

    Job DescriptionJob DescriptionJob DescriptionOpportunity: Program Analyst - Federal Government ContractorOpportunity OverviewSD Solutions seeks a Program Analyst to join our team in support of a project with the Department of Homeland Security (DHS) - U.S. Customs and Border Protection (CBP) - Border Protection, Air & Marine (BPAM) - Program Management...

  • Executive Assistant

    2 weeks ago


    Mission Viejo, United States CrossCountry Mortgage, Inc. Full time

    Provide high-level support including heavy calendar management, successful coordination of business meetings and staying in contact with all new clients. Exercise independent judgment in the resolution of administrative needs and prioritize and manag Executive Assistant, Executive, Assistant, Technology

  • Staff Engineer, R&D

    5 hours ago


    Aliso Viejo, United States MicroVention Full time

    Job Description Support manufacturing of products for medical devices with work including writing or verifying specifications; maintaining product process; designing fixtures; and testing processes, equipment, and raw materials to ensure that the subassemblies and finished products meet requirements. Work closely with R&D counterparts, Quality, and...


  • Aliso Viejo, United States Daiso USA Full time

    As an Assistant Store Manager, provide support to the store manager in the management of store operations. In support of the store manager, he/she is responsible for store staff shift management, labor hour control, human resource development, product ordering, inventory control, and operational management of product development. He/she is also responsible...


  • Aliso Viejo, United States GET SAFE Full time

    Job DescriptionJob DescriptionAbout the Role: Join GET SAFE as an Advocacy and Training Specialist (ATS) to make a meaningful impact in the lives of individuals with intellectual and/or developmental disabilities. Our ATS team provides essential education and support to empower clients to enhance their personal safety skills and develop healthy...

  • Cook Prep

    1 month ago


    Aliso Viejo, United States Aliso Viejo, California, United States Full time

    Job Description We are Invited. At Invited Clubs, work feels like play as you build relationships with your team and meet Members from all different backgrounds. Every time you step foot in your Club, you can create magic moments and enrich lives. We are passionate about bringing people together and bringing out the very best in...


  • Aliso Viejo, United States Right at Home South Orange County Full time

    Right at Home is seeking dependable, compassionate individuals who want to make a difference in the lives of our clients. Male and female caregivers needed. Provides various personal care and related paraprofessional services in accordance with an established plan of care. Provides for the personal needs and comfort of patients in their homes. **Essential...

  • Hematopathologist

    2 weeks ago


    Aliso Viejo, United States Staff Icons Full time

    Position Summary: The Hematopathologist will be responsible for providing contemporary Hematopathology services that integrate morphological examination with Flow Cytometry, Cytogenetics, FISH and Molecular genetics. The ideal candidate will have 5 years post-fellowship experience in Hematopathology, though outstanding candidates with less than 5 years...