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Client Executive
1 month ago
At Marsh McLennan Agency, we're seeking a highly skilled Client Executive to join our Employee Health & Benefits team. As a key member of our team, you'll 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 retention of assigned accounts by delivering exceptional customer service and technical expertise to meet overall client objectives.
- Facilitate and drive agency best practices for internal and external communication to deliver customizable solutions to the client.
- Work independently and as a team to develop effective business relationships through in-person visits, entertainment opportunities, and virtual contact at multiple levels within the client organization.
- Manage the level of service provided to assigned accounts to meet department revenue, profitability, and retention goals and client expectations.
- Learn and utilize relationship sales methodology.
- 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.
- Technical expertise in multiple areas, including but not limited to compliance, data and analytics, enrollment platforms, as well as employee communication and client support at all levels of the company (CEO, CFO, HR).
- Identify additional business opportunities and cross-sell.
- Coordinate 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 need 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.
- Bachelor's degree in business, human resources, or health services administration or equivalent.
- Life and Health license (required within 3 months of hire).
- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution match programs.
- Stock purchase opportunities.
We're an equal opportunity employer and welcome candidates from diverse backgrounds. If you're a motivated and results-driven professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.