Marsh McLennan Agency · 4 hours ago
Sr. Benefits Account Executive
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expMarsh McLennan Agency is seeking a Senior Benefits Account Executive to manage complex client insurance programs and maintain vendor relationships. The role involves acting as the primary contact with clients, producers, and the marketplace, ensuring compliance, and delivering high-quality service to clients.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Act as a main point of contact with the Producer
Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through
Demonstrate a strong consultative ability to instruct and direct the client
Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline
Inform Producer of upcoming deadlines and events
Maintain R: Drive/client files as per Department Guidelines
Manage “workflows” and administration as per Benefits Timeline
Manage and monitor administration of client benefit programs
Research and answer questions regarding client benefit plans, claims billings, etc
Manage and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities
Demonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients
Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead or Producer), informing and updating the Producer, as needed
In absence of more senior team members, provide direction and guidance to other team members when appropriate
Build and maintain vendor relationships
Manage renewal bid/RFP strategy and process
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf
Oversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit Timeline
Oversee and monitor follow up with carriers to insure they have everything needed to quote clients Insurance program
Oversee and monitor preparation of market spreadsheets
Monitor and take appropriate action to ensure satisfactory vendor performance
Stay up-to-date on carrier plans and websites
Negotiate with carriers on cost and program design
Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology
Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager
Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client
Oversee Development and preparation of communication booklets as per Department Guidelines and Benefit Timeline
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Coordinate, Present and Attend Client Meetings including though not limited to:
Responsible for visibility with client through occasional lunches and on-sight visits
Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG
Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary
Develop stewardship report based on workflows in Benefit Point
Capable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reports
Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis
Visit clients with or w/o Producer as necessary throughout the year with demonstrated meeting purpose (i.e., pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ….etc.)
Review Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to client
Responsible for personally checking all client policies
Oversee Compliance functions to include but not limited to:
Compliance oversight for “Schedule A” request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA
Review 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurate
Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
Demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated
Provide direction and guidance to other members when appropriate
Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services
Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client
Perform other duties as assigned by the Director of Client Services
Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development
Negotiate with carriers on cost and program design
Assist in plan recommendations for the client
Become subject matter expert and resource in area of interest or technical capability
Qualification
Required
Education: Bachelor's Degree Preferred
Maintain Group 1 License
(Internal) 2-3 years of Account Executive experience preferred
(External) Minimum of 5-7 years of midmarket Account Executive experience preferred
Demonstrated participation in (i.e. completed segments) in RHU, GBA or CEBS CE path
If no designation, then 7+ years of experience as an Account Executive preferred
Demonstrated ability to meet and exceed objectives through effective delegation and account management
Possess operational knowledge of Word, Excel, Power Point Publisher and current internet technologies
Ability to travel to meet client service needs
Ability to speak professionally and comfortably in front of others
Demonstrate ability to multi-task, prioritize work
Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekend, if necessary
Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Ability to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program)
Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendors
Functional knowledge of wellness programs (both carrier-based as well as proprietary/client specific strategies), and client advocacy concepts
Preferred
Bilingual Spanish a major 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
2025-12-09
2025-12-01
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