Benefits Account Executive

Marsh; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health benefits

401K

Tuition assistance

Employee assistance program

Job summary

Marsh & McLennan Agency in Dallas, TX is seeking a Benefits Account Executive to manage client benefit programs, renewals, and carrier relationships. This role interfaces with Producers, Account Managers, and cross-functional teams to ensure top-tier client service.

The ideal candidate has a Bachelor’s degree, 3+ years in insurance brokerage or HR benefits, and proficiency in Word/Excel/PowerPoint. Travel is required; bilingual Spanish is a plus.

Qualifications

• Bachelor’s degree preferred.
• Maintain Group 1 License.
• 3+ years in managing a book of business at an insurance brokerage or HR benefits experience preferred.
• Proficient in Microsoft Word, Excel, PowerPoint.

Responsibilities

• Primary contact with the Producer and cross-functional teams.
• Manage client benefit programs and renewal bid strategy.
• Coordinate and deliver wellness presentations to clients.
• Maintain client communications and prepare materials.
• Oversee vendor relationships and carrier negotiations.
• Provide problem solving with confidentiality, diplomacy and tact.

Skills

Client relationship management

Communication skills

Time management

Bilingual Spanish

Education

Bachelor’s Degree

Group 1 License

Tools

Microsoft Word

Excel

PowerPoint

Job description

Company

Marsh & McLennan Agency

Description

JOB TITLE: Benefits Account Executive

JOB TYPE: FLSA Exempt

Essential Duties & Responsibilities

• Primary Contact with the Producer


• Manage the Client Insurance Program, utilizing agency management system. Duties include, but are not limited to, those below:


• Point of contact with the Producer, informing Producer of upcoming deadlines and events


• Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departments


• Manage “workflows” and administration of client benefit programs, adhering to deadlines


• Research and answer questions regarding client benefit plans, claims billings, etc.


• Coordinate and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities.


• Primary Contact with the Market Place


• Build and maintain vendor relationships.


• Manage renewal bid/RFP strategy and process.


• Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.


• Primary Contact with the Client


• Ensure appropriate level of service to client.


• Oversee development and preparation of communication booklets


• Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness


• Responsible for visibility with client through occasional lunches and on-site visits.


• Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings


• Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.


• Teamwork


• Function as team member of the Client Services team to ensure superior service to MMA Clients. These activities include but are not limited to:


• Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated


• Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated


• Perform other duties as assigned by the Director of Client Services as needed

Requirements

• Education: Bachelor’s Degree preferred


• Maintain Group 1 License


• 3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred


• Proficient in Microsoft Word, Excel, Power Point


• Ability to travel as needed for client meetings


• Ability to speak professionally and comfortably in front of others


• Demonstrate ability to prioritize & multi-task when needed


• Bilingual Spanish is a plus


• Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness


• Ability to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program).


• Working knowledge of fully-insured and/or self-funded benefits products, services, market dynamics, carriers/vendors


• Functional knowledge of wellness programs and client advocacy concepts.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .