Employee Benefits Senior Account Executive
Employee Benefits Senior Account Executive
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Job Description
Company:
Description:
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Account Executive at McGriff a division of Marsh McLennan Agency (MMA).
MMA provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life.
As ourClient Account Executiveon theEmployee Benefitsteam here are your main responsibilities.
- Schedule weekly/biweekly meetings with Producers. These meetings should review strategy for clients escalated service issues plan client meetings etc.
- Plan and monitor (with AM) annual open enrollment checklist resources and timeline.
- Lead renewal and marketing (if needed); consider additional lines of coverage that client may need.
- Ensure Partnership Reports Business Associate Agreements and proposals are complete. Often a start is provided by AM or CSS but AE or Producer should review and edit.
- Schedule and lead handoff meetings once final sold decisions are made
- Request and be able to interpret for client any benchmarking data actuarial analysis compliance matters or other Specialty Practices expertise needed. Manage communication about special studies and projects between Producer Client and McGriff experts.
- Schedule and lead PPR reviews ( YE and mid- year at minimum)
- Create Partnership report alongside AM for $50K clients
- Lead major client projects such as implementing a wellness program implementation on a new ben admin system M&A support (when applicable) etc.
- Plan and lead quarterly meetings with clients to include Post-Renewal Compliance Review Claims Review Pre-Renewal Planning and Open Enrollment / carrier implementation. Keep Producer informed so he or she is ready for meetings even if most recent communication has been with AE.
- Provide advice and help to Account Managers and CSAs on areas where they are still building experience. Be willing to let AMs try new things and build skills.
- Monitor overall assigned book of business revenue in miDash McGriffs revenue dashboard. Communicate with AM Agency Management Producer Carriers and Client as needed to resolve or explain expected revenue shortfalls.
- Update claims reports Quarterly/Monthly
- Participate in prospect meetings when appropriate and be able to discuss McGriffs service model including the Client Experience Roadmap.
- Continue to learn and advance your knowledge of the industry carriers lines of coverage and compliance.
- Meet with AM on a bi-weekly basis to check in on mutual clients.
- Other duties as needed.
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- Bachelors degree or equivalent education and related training
- 5-8 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
These additional qualifications are a plus but not required to apply:
- Advanced degree
- Certification or designation
- Experience with Requests for Proposal
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague well-being through robust benefit programs and resources encourages professional and personal development and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid Work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about McGriff a division of Marsh McLennan Agency check us out online: careers at McGriff visit: flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Senior IC
Employment Type
Full-Time
