Benefits Account Executive

Marsh; Inwood (TX); Presencial; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Resumo da oferta

Marsh McLennan Agency is seeking a Benefits Account Executive to manage client insurance programs, coordinate renewal bid strategies, and maintain strong vendor relationships. The role requires exemplary client service, proactive problem solving, and ability to communicate effectively with producers and account teams.

Ideal candidates will have a Bachelor's degree, Group 1 License, 3+ years of relevant experience, and proficiency with MS Word, Excel, and PowerPoint.

Qualificações

• Bachelor's Degree preferred.
• Maintains Group 1 License.
• 3+ years managing a book of business or HR benefits experience preferred.
• Proficient in Microsoft Word, Excel, PowerPoint.
• Ability to travel as needed for client meetings.
• Speak professionally in front of others and multi-task effectively.
• Bilingual Spanish is a plus.
• Demonstrates proactive leadership with clients.
• Knowledge of fully-insured and/or self-funded benefits products and wellness programs.

Responsabilidades

• Primary contact with the Producer, communicating deadlines and events.
• Share knowledge and delegate tasks to Account Manager and cross-functional teams.
• Manage workflows and administration of client benefit programs to meet deadlines.
• Research and answer questions on client benefit plans and claims billings.
• Coordinate and deliver wellness presentations to explain vendor capabilities.
• Build and maintain vendor relationships with the Marketplace.
• Manage renewal bid/RFP strategy and carrier renewal negotiations.
• Ensure high level of client service and on-site visits as needed.
• Prepare materials for mid-year and renewal meetings and coordinate agendas.

Conhecimentos

Public speaking

Multi-tasking

Client service

Bilingual Spanish

Formação académica

Bachelor's degree

Group 1 License

Ferramentas

Microsoft Word

Microsoft Excel

PowerPoint

Descrição da oferta de emprego

Company: Marsh McLennan Agency

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 othersDemonstrate 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 .