Marsh McLennan · 6 months ago
Client Executive Employee Benefits
Los Angeles - Grand
Full-time
Hybrid
Senior Level
$90K/yr - $168K/yr
7+ years expMarsh McLennan is a leading global professional services firm, and they are seeking a Client Executive in Employee Benefits. This role is responsible for the retention of existing business and the development of business within assigned accounts, while leading a team to ensure client satisfaction and compliance.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Oversee ongoing client service activities
Meet with the client throughout the year to ensure a high level of service and that client expectations are being met
Responsible for meeting business retention goals
Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage
Develop strong business relationships and client trust
Ensure client compliance with annual Form 5500 filing procedures as applicable
Advise Client Service Team, if needed, in resolving routine client concerns
Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution
Manage the renewal of existing plans
Coordinate coverage placement through instructions provided to Client Service Team
Provide direction to Client Service Team in the preparation of employee communication materials
Advise, inform and involve Client Sales Executive as required in marketing process
Prepare and present renewal outcomes to the client in a timely manner
Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information
Conduct employee meetings to communicate benefit options as needed
Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
Act as a leader for Client Service Team members
Create an environment oriented to trust, open communication, and cohesive team effort
Facilitate problem solving and collaboration when faced with client difficulties
Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance
Provide necessary business information to enhance the team’s professional development
Ensure deliverables satisfy client requirements, cost and schedule
Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team
Prepare quarterly production and activity reports
Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System
Establish and consistently maintain effective and positive working relationships with Associates and clients
Qualification
Required
A minimum of seven to ten years' experience servicing large client group (50+ lives) health and benefit products
Professional history must show increasing levels responsibility directly related to the performance of the above duties
Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies
Current technical knowledge and understanding of Employee Benefit federal and state legislation
Ability to make independent decisions and use good judgment in addressing and servicing client needs
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education
Maintain a valid California driver's license and dependable transportation
Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required
Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones
Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town
Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening
Preferred
Bachelor degree strongly preferred
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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