Marsh McLennan Agency · 1 day ago
Account Executive (Employee Health & Benefits)
Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee health & benefits solutions. The Account Executive will work closely with a Producer to manage client relationships, oversee deliverables, and ensure compliance while staying updated on industry trends and regulations.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Partner with the producer to lead overall strategic management efforts and focus of client engagement. Prepare annual planning timelines and set deadlines
Stay up to date on current benefit trends and regulations
Lead negotiation efforts with vendors
Provide guidance, direction, and support as needed to Account Manager and internal resources for all deliverables including: Quarterly meetings
Financial reporting (monthly claims, etc.) prepared by Financial Analyst. Review to determine how annualized costs are tracking compared to projected costs. Be prepared to discuss results with clients as needed
Renewal and marketing strategy, proposal review and benefit and rate comparisons
Contribution modeling and budget scenarios. Prepare as needed
Agency management system updates
More active role in renewal and marketing efforts for complex lines (i.e. ASO, Stop Loss, and Disability)
Ability to handle multi-state complex clients
Handle escalated and/or complex service inquiries
Ensure client compliance via compliance audit, testing, affordability calculation, etc
This role owns the oversight and execution of all client deliverables throughout the year with delegation where appropriate to available resources. Final review of presentations to ensure accuracy prior to delivery to Producer is required
In concurrence with Producer(s), foster positive working client relationships at all levels – HR, Finance, Decision-makers, and C-Suite. Inform producer(s) of any significant changes relating to the client
Ability to present to C-Suite
Coordinates with other resources where applicable: Compliance, Communications, Implementation, Technology, etc
Qualification
Required
High School diploma or equivalent
Active and current Florida 2-15 insurance license
10+ years of experience working in the health insurance industry; agency experience preferred
Experience with mid-size carriers
Experience with self-funded accounts
Advanced proficiency in MS Office, including Excel and PowerPoint
Ability to collaborate cross-functionally
Experience in BenefitPoint, Employee Navigator, and/or ImageRight
Preferred
Bachelor's degree or higher
HIA or CEBS designation
Bilingual (English/Spanish)
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Competitive compensation
Entrepreneurial leadership
Unmatched, scalable resources
Committed to core values
Inclusive culture
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-01
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