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Employee Health & Benefits Client Account Executive jobs in United States
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Marsh McLennan · 23 hours ago

Employee Health & Benefits Client Account Executive

Marsh McLennan is a leading professional services firm that provides business insurance and employee health & benefits solutions. They are seeking a Client Account Executive to build and maintain client relationships, develop comprehensive service plans, and manage the renewal process for assigned accounts.
Financial ServicesProfessional ServicesService Industry

Responsibilities

Build and maintain key client and carrier relationships by phone, email and in person
Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals
Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner
Continually seek cross-sell opportunities and suggest new lines of coverage
Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable
Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role. As appropriate, present the options to the client
Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients
Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate
Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur
Mentor team members
Other duties and responsibilities as requested by management

Qualification

Insurance industry experienceClient relationship managementInsurance license(s)Microsoft Office SuiteLeadership skillsService orientationTravel abilityCommunication skillsTeam mentoringProblem solving

Required

Bachelor's degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license(s)
Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight

Preferred

Advanced degree
Certification in field of endeavor
Experience with Requests for Proposal

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid Work
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan

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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.

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP & General Counsel
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Company data provided by crunchbase