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 eventsResponsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departmentsManage “workflows” and administration of client benefit programs, adhering to deadlinesResearch 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 bookletsAbility to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessResponsible for visibility with client through occasional lunches and on-site visits.Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetingsEnrollment 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 delegatedBegin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegatedPerform other duties as assigned by the Director of Client Services as needed

REQUIREMENTS:

Education:  Bachelor’s Degree preferredMaintain Group 1 License3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferredProficient in Microsoft Word, Excel, Power PointAbility to travel as needed for client meetingsAbility to speak professionally and comfortably in front of othersDemonstrate ability to prioritize & multi-task when neededBilingual Spanish is a plusAbility to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessAbility 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/vendorsFunctional 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: http://marshmma.com/careers. 

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