Senior Client Account Executive, Employee Health & Benefits

Marsh McLennan Agency; Raleigh (NC); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh McLennan Agency in Raleigh, NC is seeking a Senior Client Account Executive, Employee Health & Benefits, to lead client relationships and strategic account planning. You will coordinate across producers, marketing and service teams to meet client goals and deliver tailored benefits programs.

You will identify renewal opportunities, present proposals, mentor teammates, and stay current on industry changes through seminars and carrier meetings, contributing to growth and client satisfaction.

Qualifications

• Bachelor’s degree or equivalent education and related training.
• 7+ years of relevant insurance industry experience.
• Strong client relations skills, including service orientation.

Responsibilities

• Build and maintain relationships with clients and carriers.
• Develop and execute client service plans for assigned accounts.
• Coordinate renewal processes and supporting materials.
• Identify cross-sell opportunities and new lines of coverage.
• Mentor team members and support cross-functional collaboration.

Skills

Client relations

Communication skills

Leadership

EB Compliance

Microsoft Office

Cross-selling

Education

Bachelor's degree or equivalent education

Tools

Excel

PowerPoint

Job description

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 a Senior Client Account Executive, Employee Health & Benefits at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 (NYSE: MRSH).

A day in the life.

A day in the life of a Senior Client Account Executive, Employee Health & Benefits, involves a dynamic blend of client relationship management, strategic planning, and coordination across multiple teams. The Account Executive actively builds and maintains strong relationships with key clients and carriers through phone, email, and in-person interactions, ensuring a deep understanding of each client’s business needs and risk management goals. They develop and execute comprehensive client service plans tailored to assigned accounts, while coordinating internal and external activities to manage both new and renewal accounts efficiently and professionally. A critical part of their role is identifying cross-sell opportunities and recommending new lines of coverage that align with client objectives.

In addition to client-facing responsibilities, the Senior Client Account Executive collaborates closely with Producers and Marketing Account Executives to oversee the renewal process, coordinating meetings to present renewal proposals and supporting documentation. They lead marketing efforts for accounts as needed, prepare and present marketing materials, and ensure smooth implementation by working alongside service teams to deliver all necessary forms and documentation. The role also includes assisting clients and internal staff with service questions related to administration, billing, and claims, while maintaining detailed records in client management systems to track policies, meetings, and follow-ups. Continuous professional development is essential, with the Senior Client Account Executive attending seminars and carrier meetings to stay current on new products and legislative changes. Mentoring team members and handling additional duties as assigned round out the multifaceted responsibilities of this role.

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
• 7+ years of relevant insurance industry experience
• Strong client relations skills; 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
• Strong understanding of EHB claims data
• Experience with alternative funding arrangements, pharmacy programs, care management and wellness solutions
• Knowledgeable in EB Compliance
• Demonstrated skillset with Microsoft Office and proficiency with Excel and PowerPoint

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

• Life & Health License or ability to obtain within 90 days of employment
• 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 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 MMA, check us out our website or flip through recruiting brochure .

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

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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 McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of 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. If you have a need that requires accommodation, please let us know by contacting [e-mail]

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