Benefits Account Executive

Marsh McLennan; San Antonio (TX); Presencial; USD 65.000 - 100.000; Jornada completa

Descripción de la vacante

Marsh McLennan Agency in San Antonio seeks a Benefits Account Executive to manage client benefit programs, coordinate renewal bids, and maintain vendor relationships across Marsh Agency teams. The role emphasizes effective client service, payroll and claims awareness, and collaboration with producers, market place contacts, and internal departments.

The ideal candidate will have 3+ years of HR benefits experience or managing an insurance book, with a Bachelor’s degree preferred, strong MS Office

Formación

• Bachelor’s Degree preferred
• 3+ years managing a book of business in insurance brokerage or HR benefits experience preferred
• Proficient in Microsoft Word, Excel, Power Point

Responsabilidades

• Primary contact with the Producer for deadlines and events
• Coordinate and deliver wellness presentations to explain vendor capabilities
• Manage renewal bid/RFP strategy and ongoing carrier negotiations on behalf of clients
• Oversee client communications, materials and meetings; problem solve with discretion and tact
• Teamwork: delegate tasks and collaborate with Account Manager and outsourcing teams

Conocimientos

Client management

HR benefits

Public speaking

Multitasking

Educación

Bachelor's degree

Herramientas

Microsoft Word

Excel

PowerPoint

Descripción del empleo

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 Marsh Agency 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 Marsh Agency 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.