Client Executive
3 weeks ago
We are seeking a highly skilled Client Executive to join our Employee Health & Benefits team at Marsh McLennan Agency. As a key member of our team, you will provide consulting services and advise clients on employee benefit programs, including current market trends, compliance, wellness, data analytics, and short/long-term planning to meet client objectives.
Key Responsibilities- Manage the level of service provided to assigned accounts to meet department revenue, profitability, and retention goals and client expectations.
- Develop and implement effective business relationships through in-person visits, entertainment opportunities, and virtual contact at multiple levels within client organizations.
- Lead efforts to promote agency differentiation/expertise through webinars, seminars, workshops, and face-to-face client interactions.
- Coordinate and assist clients with strategic planning, setting goals and objectives, renewal planning, and establishing timelines, including development of strategic plans when appropriate.
- Provide technical expertise in multiple areas, including compliance, data and analytics, enrollment platforms, employee communication, and client support at all levels of the company (CEO, CFO, HR).
- Identify additional business opportunities and cross-sell.
- Coordinate the work of team members to ensure delivery of all client service agreements.
- Review internal compliance and client disclosure requirements, external vendor/carrier contracts, and employee communications to ensure alignment with client expectations, internal policies, and legal requirements.
- Develop and mentor team members and the department staff.
- Assist, prepare, and/or manage client presentations to new and existing accounts.
- Coordinate the placement of risks with clients, carriers, and vendors to best suit the needs of the client.
- Continued education on industry challenges, trends, competitive advantages, and legislative changes to advise clients in an effective manner and manage their overall risk.
- 3-5 years of experience in the area of insurance, employee benefits, human resources, or similar industry.
- Extensive knowledge of group insurance (medical, dental, vision, life, and disability products).
- Effective public speaking skills and excellent verbal and written communication skills.
- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution match programs.
- Stock purchase opportunities.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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