Benefits Account Executive

Marsh McLennan Agency; Metairie (LA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401K

Tuition assistance

Employee assistance program

Career mobility

Job summary

Marsh & McLennan Agency in Metairie, LA, is seeking a Benefits Account Executive to manage client benefit programs, coordinate renewals, and deliver wellness presentations. The role requires strong project management, collaboration with producers, carriers, and clients, and effective communication.

Experience in insurance brokerage or HR benefits is preferred, with bilingual Spanish a plus. This full-time exempt position offers growth within a collaborative Client Services team and exposure to

Qualifications

• Bachelor’s Degree preferred.
• Maintain Group 1 License.
• 3+ years in insurance brokerage management or HR benefits experience.
• Proficient in MS Word, Excel, PowerPoint.
• Willingness to travel for client meetings.
• Bilingual Spanish is a plus.

Responsibilities

• Serve as primary contact with the Producer and cross‑functional teams.
• Manage workflows and administration of client benefit programs.
• Coordinate renewal bids, RFPs, and carrier negotiations.
• Deliver wellness presentations to clients.
• Ensure high levels of client service and confidentiality.
• Schedule meetings and prepare materials for mid‑year and renewal discussions.

Skills

Microsoft Word

Microsoft Excel

PowerPoint

Education

Bachelor’s Degree preferred

Group 1 License

Job 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 Marketplace

• 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

Company Culture & Benefits

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.