Benefits Account Executive: Client Growth & Retention

Marsh Agency; California; Presencial; USD 92 000 - 172 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Tuition assistance

401K retirement plan

Employee assistance programs

Resumo da oferta

Marsh Agency is seeking a Client Service Executive to lead the Client Service Team serving large client groups in health and benefit products. You will oversee client service activities, meet with clients, and drive retention while growing business within assigned accounts.

The role requires 7–10 years in the field, a Bachelor's degree, and a California Life & Disability license. Travel to client sites is required; strong communication and leadership skills are essential.

Qualificações

• Minimum 7–10 years’ experience servicing large client groups (50+ lives) in health and benefit products.
• Bachelor degree strongly preferred.
• Professional history showing increasing levels of responsibility related to duties.
• Strong familiarity with Employee Health & Benefits marketplace and carriers.
• California Life & Disability license and ongoing CE requirements.
• Valid California driver’s license and dependable transportation.
• Able to make independent decisions and use good judgment.

Responsabilidades

• Oversee ongoing client service activities and renewals.
• Meet with clients throughout the year to ensure service levels and expectations are met.
• Develop new business with existing clients by expanding coverage lines.
• Maintain relationships and client trust.
• Ensure compliance with Form 5500 filing requirements where applicable.
• Lead and advise Client Service Team in resolving routine concerns.

Conhecimentos

Client leadership

Strong communication

Team supervision

Relationship building

Travel readiness

Formação académica

Bachelor's degree

California Life & Disability License

Ferramentas

CRM systems

Office software

Descrição da oferta de emprego

Marsh Agency is seeking a Client Service Executive to lead the Client Service Team serving large client groups in health and benefit products. You will oversee client service activities, meet with clients, and drive retention while growing business within assigned accounts.

The role requires 7–10 years in the field, a Bachelor's degree, and a California Life & Disability license. Travel to client sites is required; strong communication and leadership skills are essential.