Employee Benefits Account Executive

Marsh Agency; Orland Park (IL); Hybrid; USD 92.000 - 172.000; Vollzeit

Benefits dieser Stelle

Generous time off

Tuition reimbursement

Hybrid work

Charitable contributions match

Stock purchase plan

Zusammenfassung

Marsh Agency in Orland Park, IL is seeking an Account Executive to manage client relationships, deliver service plans, and drive retention across insurance, benefits, retirement, and wealth strategies.

You will partner with producers, assist with plan design and financial analysis, present findings to clients, and coordinate with carriers and vendors to meet timelines and budget goals, while guiding teams through ACA and ERISA compliance.

Qualifikationen

• Life and Health License must be obtained within 75 days of the first day of New Hire Onboarding
• Ability to provide strong leadership, mentoring and training to other members of team
• At least five years of direct related experience
• Strong speaking and presentation skills
• Flexibility and creativity for developing innovative and customized business solutions
• Must be willing to travel as required
• Ability to sell and/or influence decision making of others
• Must have strong benefits technical knowledge, including an understanding of all forms of coverage and plan alternatives
• Extremely organized with a strong attention to detail and follow through.
• Sense of urgency and works well under pressure
• Analytical-technically oriented
• Highly Proficient in MS Office
• The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program

Aufgaben

• Establish and retain strong relationships with assigned clients and assume the primary responsibility for client service needs and retention.
• Assist Producers with deliverables for prospects, including but not limited to: plan design strategy, financial analysis, funding arrangement review, setting 3-5 year goals.
• Provide plan design and financial solutions for our clients to meet their employee attraction and retention needs and budget constraints by analyzing their financial status and assisting to mitigate identified risks.
• Prepare, deliver, and execute service plans and oversee team completion of assigned tasks.
• Deliver to the clients our annual stewardship reports, mid-year/pre-renewal presentation, and monthly and/or quarterly experience reports (as applicable).
• Coordinate with team manager, all service team needs to ensure items are complete and tasks are performed with quality and within required deliverable dates.
• Coordinate internal and external resources including producer involvement, legal assistance, technology, claims, and wellness.
• Attend client meetings with carrier representatives as applicable or as needed.
• Accompany producer on and independently conduct periodic coverage reviews with clients.
• Develop strategy and special handling instructions with carrier, vendor or TPA regarding claims and wellness services based on client needs and expectations.
• Initiate and ensure execution of the marketing process including contribution to the marketing strategy, fielding underwriting questions, negotiating rates and coverages and presenting findings to client.
• Participate in the analysis and comparison of rates/alternatives leading to the selection of those best meeting the needs of prospects and clients.
• Design and oversee the preparation of presentations to clients to ensure the final product is impressive, polished and comprehensive in scope, representing all that is exceptional at Horton.
• Responsible for understanding, strategically communicating to and educating the clients on ACA Reporting, COBRA, DOL Audits, ERISA, FMLA, and HIPAA and other compliance issues as needed or required.
• Meet or exceed all goals, especially those related to customized service plans, client satisfaction, book growth and retention.
• Follow HBS procedures within Applied Epic.
• Perform other duties as requested, including exercising discretion and judgment in prioritizing workload.

Kenntnisse

Leadership

Public speaking

Sales ability

Analytical thinking

MS Office proficiency

Ausbildung

Life and Health License

Tools

Applied Epic

MS Office

Jobbeschreibung

Our not-so-secret sauce.

Account Executive

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Executive at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands‑on proactive service, data‑driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

What You Do

• Establish and retain strong relationships with assigned clients and assume the primary responsibility for client service needs and retention.
• Assist Producers with deliverables for prospects, including but not limited to: plan design strategy, financial analysis, funding arrangement review, setting 3-5 year goals. Participate in finalist presentations for prospects.
• Provide plan design and financial solutions for our clients to meet their employee attraction and retention needs and budget constraints by analyzing their financial status and assisting to mitigate identified risks. This may include discussions about plan costs being fully funded, partially funded or self-funded plans with input from external partners and internal team members as needed; providing consultation on compliance requirements; analysis of their risk including forecasting, trending, claims experience and other applicable data analytics; and always communicated the Horton value proposition.
• Prepare, deliver, and execute service plans and oversee team completion of assigned tasks.
• Deliver to the clients our annual stewardship reports, mid-year/pre-renewal presentation, and monthly and/or quarterly experience reports (as applicable).
• Coordinate with team manager, all service team needs to ensure items are complete and tasks are performed with quality and within required deliverable dates.
• Coordinate internal and external resources including producer involvement, legal assistance, technology, claims, and wellness.
• Attend client meetings with carrier representatives as applicable or as needed.
• Accompany producer on and independently conduct periodic coverage reviews with clients.
• Develop strategy and special handling instructions with carrier, vendor or TPA regarding claims and wellness services based on client needs and expectations.
• Initiate and ensure execution of the marketing process including contribution to the marketing strategy, fielding underwriting questions, negotiating rates and coverages and presenting findings to client.
• Participate in the analysis and comparison of rates/alternatives leading to the selection of those best meeting the needs of prospects and clients.
• Design and oversee the preparation of presentations to clients to ensure the final product is impressive, polished and comprehensive in scope, representing all that is exceptional at Horton.
• Responsible for understanding, strategically communicating to and educating the clients on ACA Reporting, COBRA, DOL Audits, ERISA, FMLA, and HIPAA and other compliance issues as needed or required.
• Meet or exceed all goals, especially those related to customized service plans, client satisfaction, book growth and retention.
• Follow HBS procedures within Applied Epic.
• Perform other duties as requested, including exercising discretion and judgment in prioritizing workload.
  

Your Education and Experience

• Life and Health License must be obtained within 75 days of the first day of New Hire Onboarding
• Ability to provide strong leadership, mentoring and training to other members of team
• At least five years of direct related experience
• Strong speaking and presentation skills
• Flexibility and creativity for developing innovative and customized business solutions
• Must be willing to travel as required
• Ability to sell and/or influence decision making of others
• Must have strong benefits technical knowledge, including an understanding of all forms of coverage and plan alternatives
• Extremely organized with a strong attention to detail and follow through.
• Sense of urgency and works well under pressure
• Analytical-technically oriented
• Highly Proficient in MS Office
• The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program
  

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable Benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some Benefits Included In This Role Are

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

#MarshAgencyMidwest

The applicable base salary range for this role is $92,400 to $172,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.