Benefits Account Executive

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 Marsh Agency 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 Marsh Agency 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 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: http://marshmma.com/careers .