Account Executive - Large Market

Marsh McLennan Agency; Conshohocken (Montgomery County); On-site; USD 140,000 - 180,000; Full time

Job summary

A leading employee benefits agency seeks an experienced Account Manager to ensure client satisfaction by managing complex client relationships and developing strategic account plans. The candidate should have a Bachelor’s degree, at least 8 years in Health and Welfare Consulting, and 5 years as an account lead. Experience with upper middle market clients is essential, along with strong organizational and communication skills. The role offers a competitive salary and may involve remote or hybrid work arrangements.

Qualifications

• Minimum of 8 years in Health and Welfare Consulting, with 5+ years as account lead.
• Experience with upper middle market clients (500-5,000 lives).
• Management experience required.

Responsibilities

• Achieve client satisfaction through effective account management.
• Develop and execute account plans to ensure retention.
• Coordinate with client service team for account needs.

Skills

Organizational skills

Analytical skills

Communication skills

Project management

Sales development

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Account Management

• Consistently ensure 100% complete and total client satisfaction
• Manage a large, complex, functionally diverse and globally dispersed client partnership
• Maintain strong relationships within client organizations at the decision maker and end‑user levels; present a consistent MMA East image; build high levels of client satisfaction; execute proper client agreements
• Demonstrate the ability to clearly articulate total cost of ownership and value contribution to assigned accounts within MMA East
• Develop, implement and manage project plans in conjunction with the client
• Prepare and conduct quarterly strategic account planning meetings and annual executive summits
• Articulate needs and desires of the client and translate into actionable plans for the assigned Client Service team members
• Act as communication conduit for MMA East organization to assigned accounts
• Serve as the primary escalation contact for client resolution of issues
• Initiate and promote continuous improvement of procedures, processes, standards and programs to gain cost‑effectiveness and efficiency and execute implementation

Sales

• Develop and execute account plans for assigned accounts to ensure retention
• Continuously identify and capture new sources of revenue within assigned accounts
• Develop and deliver detailed, accurate and timely revenue forecasts to sales management
• Develop and negotiate contract terms, rates, plans, schedules, resources, involvement, and roles/responsibilities
• Identify the factors which influence business performance and recommend actions to improve profitability and/or enhance revenue for MMA East

Client Services

• Partner with a team of resources dedicated to the assigned accounts – potential team members may include underwriting, client service, voluntary benefits, benefits administration and administrative resources
• Provide clear communications so client team maintains a thorough understanding of the client’s challenges, issues, expectations and goals
• Coordinate with Client Service Director to provide education needed to support clients

Professional Development

• Develop and maintain skills, knowledge and proficiencies required to be effective in sales techniques and in support of client strategies, goals and objectives
• Continually build knowledge and skills to keep pace with market trends

Required Education And Experience

• Bachelor’s degree and a minimum of 8 years of experience in Health and Welfare Consulting, with at least 5 years as an account lead
• Demonstrated experience with upper middle market clients (500‑5,000 lives) and C‑level business development and relationship management
• Prior management experience, both direct and matrix, is required
• Effective analytical, math and problem‑solving skills, sound judgment, strong decision‑making ability and excellent communication skills
• Must be organized, detail oriented and able to translate big‑picture ideas into client objectives

Knowledge, Skills And Abilities

• Strong organizational, management and account planning skills with analytical capabilities and strong attention to detail
• Work in a high‑production team environment with a high level of complexity
• Operate independently and provide appropriate information and direction to other individuals
• Provide effective, accurate, clear communication to internal team members and clients
• Interact professionally with clients, vendors, carriers and internal departments (sales, marketing, HR, Finance, IT and other functional areas)
• Engage proactively in information gathering and collaborative solution development
• Handle sensitive and confidential information
• Demonstrated track record of success in sales
• Lead team development and motivate others
• Project management capability
• Excellent troubleshooting, decision‑making and problem‑solving skills
• Solid interpersonal, verbal and written communication skills
• Work well independently and as a team member; multitask and meet deadlines in a fast‑paced environment
• Follow through on and execute tasks while adhering to quality standards
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Access)
• Proficient PC skills including keyboard use and electronic folder/file organization
• Ability to learn internal systems, applications and workflow of the department
• Interact effectively with people at all levels inside and outside the company

Physical Demands and Work Environment

The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities.

• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms.
• Occasionally required to stand and walk.
• Extensive use of computer and keyboard and viewing of computer screen is required.
• Specific vision abilities include the ability to adjust focus.
• Other working conditions are normal for an office environment.

Work Location

• Work is typically performed either remotely or in a hybrid manner at MMA East’s Conshohocken, PA office, or at various customer/MMA locations as required.

The applicable base salary range for this role is $140,000 to $180,000. The base pay offered will be determined by experience, skills, training, location, certifications, and education on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

Marsh McLennan is committed to a diverse, inclusive and flexible work environment and embraces characteristics protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].