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Benefits Account Manager

2 months ago

Scottsdale, Arizona, United States Marsh LLC Full time
Job Title: Client Executive

Job Summary:

The Client Executive position at Marsh LLC is a critical role that requires a strategic thinker with exceptional communication skills. As a Client Executive, you will be responsible for managing the client relationship, overseeing client service, and driving business growth.

Key Responsibilities:

  • Develop and maintain strong partnerships with clients' senior decision-makers, HR managers, and other support staff.
  • Collaborate with Sales Executives to present capabilities and secure new business opportunities.
  • Grow the block of business with new clients and new lines of coverage, including cross-selling across the agency's service offerings.
  • Offer creative, strategic, proactive, and technically correct advice to clients.
  • Develop extensive knowledge of carriers and products offered, recommend new products and services to clients, and advise on ongoing design and compliance issues.
  • Negotiate with insurance carrier representatives and underwriters to develop innovative, practical solutions.
  • Manage and review vendor selection with clients to ensure vendors are a good fit for the client with regard to pricing, financial strength, product, and service offerings.
  • Monitor legislative and regulatory changes and advise internal and external clients of requirements for compliance.
  • Provide subject matter expertise and leadership to the internal service delivery team.
  • Mentor, develop, and educate others internally and externally through industry and community involvement.
  • Resolve escalated service issues.
  • Maintain electronic client files, including ongoing documentation of client meetings, issues, and decisions.
  • Ensure all licensing and appointment information required to obtain commissions is completed with the carrier.
  • Plan, prioritize, and complete day-to-day workload, taking into account new business, renewal business, and day-to-day service responsibilities for the accounts assigned in a timely manner, ensuring internal and external deadlines are met.
  • Conduct all business in accordance with established policies and procedures.
  • Attend onsite and offsite client meetings as necessary.

Requirements:

  • High School Diploma or GED.
  • 8+ years in group benefits with at least 3+ years in a Client Executive or similar level role.
  • Licensed in Arizona Health, Life, and Disability.
  • Ability to develop and work with mathematical formulas.
  • Ability to effectively communicate, both written and verbally, with internal and external parties.
  • Ability to conduct education and enrollment meetings (comfortable with public speaking).
  • Excellent time management, organizational, and multi-tasking skills with high attention to detail.
  • Ability to build and maintain effective relationships with clients, carriers, and peers.
  • Ability to work independently and in cross-functional teams.
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint).

Preferred Qualifications:

  • Some college or technical training in a related discipline.
  • Continuing education such as RHU, REBC, CEBS, or CBP.
  • Experience using BenefitPoint.