Marsh McLennan Agency · 12 hours ago
Benefits Account Executive
Metairie, LA
Full-time
Onsite
Mid Level
3+ years expMarsh McLennan Agency is a leading insurance brokerage firm, and they are seeking a Benefits Account Executive. The role involves managing client insurance programs, maintaining vendor relationships, and ensuring superior service to clients through effective communication and problem-solving.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Primary Contact With The Producer
Manage the Client Insurance Program, utilizing agency management system. Duties include, but are not limited to, those below:
Point of contact with the Producer, informing Producer of upcoming deadlines and events
Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departments
Manage “workflows” and administration of client benefit programs, adhering to deadlines
Research and answer questions regarding client benefit plans, claims billings, etc
Coordinate and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities
Primary Contact With The Market Place
Build and maintain vendor relationships
Manage renewal bid/RFP strategy and process
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf
Primary Contact With The Client
Ensure appropriate level of service to client
Oversee development and preparation of communication booklets
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Responsible for visibility with client through occasional lunches and on-site visits
Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings
Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary
Teamwork
Function as team member of the Client Services team to ensure superior service to MMA Clients. These activities include but are not limited to:
Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated
Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated
Perform other duties as assigned by the Director of Client Services as needed
Qualification
Required
Education: Bachelor's Degree preferred
Maintain Group 1 License
3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred
Proficient in Microsoft Word, Excel, Power Point
Ability to travel as needed for client meetings
Ability to speak professionally and comfortably in front of others
Demonstrate ability to prioritize & multi-task when needed
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)
Working knowledge of fully-insured and/or self-funded benefits products, services, market dynamics, carriers/vendors
Functional knowledge of wellness programs and client advocacy concepts
Preferred
Bilingual Spanish is a plus
3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred
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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