Benefits Account Executive

Marsh; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Job summary

Marsh McLennan Agency in Dallas seeks a Benefits Account Executive to manage relationships with producers, clients, and market partners. You will coordinate renewal strategies, oversee communications, and deliver wellness programs while ensuring superior client service.

Required are a Bachelor’s degree, 3+ years in an insurance or HR benefits role, strong MS Word/Excel/PowerPoint skills, and travel willingness. Spanish bilingualism is a plus in a collaborative team setting.

Qualifications

• Bachelor’s Degree preferred.
• Maintain Group 1 License.
• 3+ years of experience 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.
• Bilingual Spanish is a plus.
• Ability to service our clients and vendors effectively through problem solving and tact.

Responsibilities

• Primary contact with the Producer and cross-functional departments to manage deadlines.
• Coordinate renewal bid/RFP strategy and carrier negotiations for clients.
• Deliver wellness presentations to help clients understand vendor capabilities.
• Ensure high service levels and prepare client communication booklets.
• Schedule and conduct enrollment and renewal meetings with clients and carriers.

Skills

Client services

Communication skills

Multitasking

Leadership

Bilingual Spanish

Education

Bachelor’s Degree

Tools

Microsoft Word

Microsoft 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

• 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 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 .