Benefits Account Executive

Benefits Account Executive

Summary The Benefits Account Executive is responsible for managing client insurance programs and ensuring superior service delivery. Candidates should have at least 3 years of experience in insurance brokerage or HR benefits, along with a preferred bachelor’s degree. Key skills include client management, vendor management, and proficiency in Microsoft Office tools. A Group 1 License is required. The role involves coordinating meetings, managing renewals, and building vendor relationships. Competitive salaries and benefits are offered.

JOB DESCRIPTION

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 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

REQUIREMENTS

• 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

• Bilingual Spanish is a plus

• 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.

• 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.

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