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Benefits Account Executive

Benefits Account Executive

Marsh McLennanAustin, TX, US
30+ days ago
Job type
  • Full-time
Job description

Benefits Account Executive

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.
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    Account Executive • Austin, TX, US

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