Employee Benefits Senior Account Executive

International Catalyst Services, LLC; Houston (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Join a leading company in the insurance industry as a Client Account Executive. In this role, you will manage client relationships, lead projects, and collaborate with a talented team to ensure top-notch client service. Bring your expertise in the insurance field and enjoy valuable benefits in a dynamic workplace.

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement

Hybrid Work

Charitable contribution match programs

Stock purchase opportunities

Qualifications

• 5-8 years of relevant insurance industry experience required.
• Appropriate insurance license(s) preferred.

Responsibilities

• Lead renewal and marketing for assigned clients.
• Plan and monitor annual open enrollment checklist.
• Schedule and lead client meetings to discuss strategies.

Skills

Client relation skills

Communication skills

Leadership skills

Proficiency in Microsoft Office Suite

Education

Bachelor's degree or equivalent education

Job description

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. More than 11,000 of 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 thrive as a Client Account Executive at McGriff, a division of Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As ourClient Account Executiveon theEmployee Benefitsteam, here are your main responsibilities.

• Schedule weekly/biweekly meetings with Producers. These meetings should review strategy for clients, escalated service issues, plan client meetings, etc.
• Plan and monitor (with AM) annual open enrollment checklist, resources, and timeline.
• Lead renewal and marketing (if needed); consider additional lines of coverage that client may need.
• Ensure Partnership Reports, Business Associate Agreements, and proposals are complete. Often, a start is provided by AM or CSS, but AE or Producer should review and edit.
• Schedule and lead handoff meetings once final sold decisions are made
• Request and be able to interpret for client any benchmarking data, actuarial analysis, compliance matters, or other Specialty Practices expertise needed. Manage communication about special studies and projects between Producer, Client, and McGriff experts.
• Schedule and lead PPR reviews ( YE and mid- year at minimum)
• Create Partnership report alongside AM for $50K clients
• Lead major client projects such as implementing a wellness program, implementation on a new ben admin system, M&A support (when applicable), etc.
• Plan and lead quarterly meetings with clients to include Post-Renewal, Compliance Review, Claims Review, Pre-Renewal Planning, and Open Enrollment / carrier implementation. Keep Producer informed so he or she is ready for meetings even if most recent communication has been with AE.
• Provide advice and help to Account Managers and CSAs on areas where they are still building experience. Be willing to let AMs try new things and build skills.
• Monitor overall assigned book of business revenue in miDash, McGriff’s revenue dashboard. Communicate with AM, Agency Management, Producer, Carriers, and Client as needed to resolve or explain expected revenue shortfalls.
• Update claims reports Quarterly/Monthly
• Participate in prospect meetings when appropriate and be able to discuss McGriff’s service model, including the Client Experience Roadmap.
• Continue to learn and advance your knowledge of the industry, carriers, lines of coverage, and compliance.
• Meet with AM on a bi-weekly basis to check in on mutual clients.
• Other duties as needed.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Bachelor's degree or equivalent education and related training
• 5-8 years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
• Ability to travel, occasionally overnight

These additional qualifications are a plus, but not required to apply:

• Advanced degree
• Certification or designation
• Experience with Requests for Proposal

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 our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of 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 McGriff, a division of Marsh McLennan Agency, check us out online:https://www.mcgriff.com/

For careers at McGriff visit:http://marshmma.com/careersor flip through our recruiting brochure:https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.linkedin.com/company/mcgriff
• https://www.linkedin.com/company/marsh-mclennan-agency
• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma

Whoyouare is whoweare.

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 McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAMCG

#MCGRIFF

#LI-Hybrid