Benefits Account Manager

5 days ago


Scottsdale, Arizona, United States Marsh & McLennan Companies Full time
Job Title: Client Executive

At Marsh McLennan Companies, we are seeking a highly skilled Client Executive to join our team. As a Client Executive, you will be responsible for managing the strategic client relationship and overseeing all aspects of client service, renewal activities, and administration of products for the clients assigned to you.

Key Responsibilities:
  • Develop and maintain strong partnerships with clients' senior decision-makers, HR managers, and other support staff.
  • Strategize with Sales Executives to present capabilities and secure new business.
  • 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.
  • Actively 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:
  • Some college or technical training in a related discipline.
  • Continuing education such as RHU, REBC, CEBS, or CBP.
  • Experience using BenefitPoint.


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