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Employee Health & Benefits Account Executive
Marsh McLennanEmployee benefits Account Executive leading renewals, claims analysis, compliance, and client strategy. Supporting organizations with Marsh McLennan Agency’s health and benefits solutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client strategy, engagement, and retention within the health insurance industry, with a strong focus on compliance, financial reporting, and vendor negotiations. Proficient in managing complex service issues and delivering effective communication to clients.
Highest-signal resume keywords
Client Strategy LeadershipHealth Insurance Industry ExperienceFinancial Reporting and AnalysisVendor NegotiationBilingual (English/Spanish)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingClaims AnalysisProposal EvaluationBudget Scenarios DevelopmentCompliance AuditsSelf-Funded Accounts ManagementClient CommunicationService Plan ManagementCross-Functional CollaborationExecutive Presentations
Soft Skills
Client EngagementProblem SolvingTeam CoordinationCommunication SkillsNegotiation Skills
Tools & Technologies
MS OfficeExcelPowerPointEmployee NavigatorEPICBenefitPointImageRight
Certifications & Qualifications
Florida 2-15 Insurance LicenseHIACEBS
Industry Keywords
Health InsuranceClient RetentionVendor ManagementCompliance DeliverablesOpen Enrollment Planning
About the role
Key responsibilities & impact- Lead overall client strategy, engagement, and retention in partnership with the Producer
- Manage annual service plans, calendars, and meeting cadence
- Own renewal and marketing strategy, including proposal evaluation, plan/rate comparisons, and recommendations for complex lines
- Lead vendor negotiations and coordinate internal resources to deliver client work on time and to quality standards
- Oversee financial and claims reporting and analysis, including monthly claims and high-cost claimant analysis
- Communicate reporting results and implications to clients
- Develop and deliver contribution modelling and budget scenarios
- Coordinate open enrolment planning and execution, including meetings, communications, and internal readiness
- Ensure compliance deliverables are completed, including audits, testing, required filings, and fees
- Implement compliance dashboards as applicable
- Manage escalated and complex service issues
- Keep the Producer informed of significant client changes, risks, and opportunities
- Identify and promote additional lines of coverage and solutions
- Conduct executive-level client communication and presentations
- Attend in-person client-facing meetings as required
Requirements
What you’ll need- High school diploma or equivalent
- Active and current Florida 2-15 insurance license
- 5+ years of experience working in the health insurance industry; agency experience preferred
- Experience with self-funded accounts
- Advanced proficiency in MS Office, including Excel and PowerPoint
- Ability to collaborate cross-functionally
- Bachelor’s degree or higher (plus, not required)
- Bilingual (English/Spanish) (plus, not required)
- HIA or CEBS designation (plus, not required)
- Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight (plus, not required)