Marsh McLennan · 1 month ago
Benefits Associate Account Executive
San Antonio - Broadway
Full-time
Hybrid
Mid Level
3+ years expMarsh McLennan Agency is a leading firm in the employee benefits insurance sector, and they are seeking a Benefits Associate Account Executive to join their client services team. This role is designed for individuals with foundational experience in employee benefits insurance, focusing on client support, data management, and compliance reporting.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Assist Account Executives in managing client relationships and ensuring high levels of client satisfaction
Respond to client inquiries regarding benefit plans, claims, and billing, providing timely and accurate information
Maintain organized client documentation and ensure all client interactions are logged in the agency management system
Conduct data entry and maintain client information in agency management systems, ensuring accuracy and compliance with internal guidelines
Support the preparation of Request for Proposals (RFPs) by gathering necessary information and coordinating with carriers to meet deadlines
Assist in the creation and maintenance of marketing materials and communication booklets as per department guidelines
Participate in the organization and execution of enrollment meetings, ensuring all materials are prepared and available
Compile and submit necessary data for compliance reports, including Medicare Part D disclosures and annual notices
Generate aggregate reports and stewardship reports as requested by Account Executives to support client analysis
Engage in ongoing professional development by participating in training sessions and webinars related to employee benefits and insurance
Support senior team members in technical tasks and client renewals, demonstrating a commitment to learning and growth
Qualification
Required
3+ years of experience in an account management or support role within the insurance or employee benefits industry
Strong understanding of employee benefits and insurance products
Excellent communication skills, both written and verbal, with the ability to interact effectively with clients and team members
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and agency management systems
Ability to manage multiple tasks, prioritize effectively, and work collaboratively in a team environment
Preferred
Bachelor's degree preferred
Bilingual Spanish is a plus
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Employee network groups
Volunteer opportunities
Other 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
Company data provided by crunchbase