Benefits Account Executive
Benefits Account Executive
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Job Description
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Benefits Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & 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 crossfunctional 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 onsite visits.
- Schedule Midyear 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
REQUIREMENTS:
- Education: Bachelors 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 & multitask when needed
- Bilingual Spanish is a plus
- Ability to service our clients vendors and coworkers effectively through problem solving appropriate confidentiality diplomacy sensitivity and tactfulness
- Ability to be proactive (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 fullyinsured and/or selffunded benefits products services market dynamics carriers/vendors
- Functional knowledge of wellness programs and client advocacy concepts.
We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare tuition assistance 401K employee assistance program career mobility employee network groups volunteer opportunities and other programs. For more information about our company please visit us at:
#MMASW
#LICR1
Required Experience:
IC
Employment Type
Full-Time
