Benefits Account Executive

Tech Sales Jobs; Dallas (TX); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh & McLennan Agency seeks a Benefits Account Executive in Dallas, hybrid role. You will serve as primary contact for producers, manage client benefit programs, and coordinate renewal bid strategies with carriers and vendors. You will also lead client communications and training for account teams.

The position requires a Bachelor’s degree (preferred), Group 1 license, and solid HR benefits or insurance brokerage experience. Travel and bilingual Spanish are a plus.

Qualifications

• Bachelor’s Degree preferred.
• Maintain Group 1 License.
• 3+ years of experience managing a book of business at an insurance brokerage or HR benefits experience.
• Proficient in Microsoft Word, Excel, PowerPoint.
• Ability to travel for client meetings.
• Speak professionally in front of others.
• Prioritize and multi-task effectively.
• Bilingual Spanish is a plus.
• Proactive with client administration of Benefits Program.

Responsibilities

• Primary contact with the Producer and inform about deadlines and events.
• Delegate tasks to the Account Manager and cross-functional teams.
• Manage workflows and administration of client benefit programs.
• Research questions on client benefit plans, claims, and billings.
• Coordinate and deliver wellness presentations to explain MMA vendor capabilities.
• Build and maintain vendor relationships and renewal strategy.
• Renewal negotiations on clients’ behalf with carriers/TPA/vendor.
• Ensure high service levels to clients and prepare communication booklets.
• Schedule meetings and prepare materials for mid-year and renewal reviews.
• Demonstrate judgement and delegate tasks to teammates as appropriate.

Skills

Communication skills

Multitasking

Proactive leadership

Education

Bachelor's Degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Job Description

Location: Dallas - 13155 Noel

Remote Type: Hybrid

Time Type: Full time

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

• 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
• other programs

For more information about our company, please visit us at: http://marshmma.com/careers