Benefits Account Executive

Marsh McLennan Agency; San Antonio (TX); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Marsh McLennan Agency in Texas is seeking a Benefits Account Executive to manage the client benefits program, coordinate workflows, and deliver wellness presentations. You will work with Producers, Account Managers, and cross-functional teams to ensure deadlines are met and service levels are maintained.

The role requires a bachelor's degree, 3+ years of benefits experience, proficiency in Microsoft Office, travel as needed, and strong communication skills; Spanish language ability is a plus.

Qualifikationen

• Bachelor’s Degree preferred.
• 3+ years of experience managing a book of business at an insurance brokerage or HR benefits experience.
• Proficient in Microsoft Word, Excel, Power Point.
• Ability to travel for client meetings.
• Bilingual Spanish is a plus.
• Strong communication and problem-solving skills.

Aufgaben

• Serve as primary contact for the Producer, communicating deadlines and events.
• Coordinate renewal bid/RFP processes and manage vendor negotiations.
• Ensure high-level service to clients and develop client communications.
• Lead cross-functional collaboration and delegate tasks to Account Manager.
• Support on on-site client meetings and wellness program knowledge.

Kenntnisse

MS Word

MS Excel

PowerPoint

Spanish language

Ausbildung

Bachelor’s Degree preferred

Tools

Microsoft Office Suite

Jobbeschreibung

Primary Contact With The ProducerManage 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.

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 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

• 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.