Employee Health & Benefits Account Executive
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Fort Lauderdale • Florida • United States
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About the role
- Partner with the producer to lead overall strategic management efforts and focus of client engagement
- Prepare annual planning timelines and set deadlines
- Stay up to date on current benefit trends and regulations
- Lead negotiation efforts with vendors
- Provide guidance, direction, and support as needed to Account Manager and internal resources for all deliverables
- Review financial reporting prepared by Financial Analyst
- Be prepared to discuss results with clients as needed
- Handle multi-state complex clients
- Ensure client compliance via compliance audit, testing, affordability calculation, etc.
- Foster positive working client relationships at all levels (HR, Finance, Decision-makers, C-Suite)
- Coordinate with other resources where applicable
Requirements
- High School diploma or equivalent
- Active and current Florida 2-15 insurance license
- 10+ years of experience working in the health insurance industry; agency experience preferred
- Experience with mid-size carriers
- Experience with self-funded accounts
- Advanced proficiency in MS Office, including Excel and PowerPoint
- Ability to collaborate cross-functionally
- Experience in BenefitPoint, Employee Navigator, and/or ImageRight
- Bachelor’s degree or higher (preferred)
- HIA or CEBS designation (preferred)
- Bilingual (English/Spanish) (preferred)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingcompliance auditaffordability calculationnegotiationclient engagementstrategic managementself-funded accountsexperience with mid-size carriersbilingual
Soft Skills
collaborationguidancedirectionsupportrelationship buildingcommunication
Certifications
Florida 2-15 insurance licenseHIA designationCEBS designation