Marsh McLennan Agency · 1 month ago
Benefits Associate Account Executive
San Antonio, TX
Full-time
Hybrid
Mid Level
3+ years expMarsh McLennan Agency is seeking a Benefits Associate Account Executive as a key member of the client services team. This role involves supporting account management activities, assisting in client communications, and contributing to the overall success of the team, particularly in the employee benefits insurance domain.
Employee BenefitsHealth CareInsuranceRetirement
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 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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
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