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Senior Client Account Executive – Employee Health & Benefits
Marsh McLennan. Build and maintain strong relationships with key clients and carriers through phone, email, and in-person interactions .
About the role
Key responsibilities & impact- Build and maintain strong relationships with key clients and carriers through phone, email, and in-person interactions
- Develop and execute comprehensive client service plans tailored to assigned accounts
- Coordinate internal and external activities to manage both new and renewal accounts efficiently and professionally
- Identify cross-sell opportunities and recommend new lines of coverage that align with client objectives
- Collaborate closely with Producers and Marketing Account Executives to oversee the renewal process
- Prepare and present marketing materials and ensure smooth implementation by working alongside service teams
- Assist clients and internal staff with service questions related to administration, billing, and claims
- Maintain detailed records in client management systems to track policies, meetings, and follow-ups
- Attend seminars and carrier meetings to stay current on new products and legislative changes
- Mentor team members and handle additional duties as assigned
Requirements
What you’ll need- Bachelor's degree or equivalent education and related training
- 7+ years of relevant insurance industry experience
- Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
- Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
- Strong understanding of EHB claims data
- Experience with alternative funding arrangements, pharmacy programs, care management and wellness solutions
- Knowledgeable in EB Compliance
- Demonstrated skillset with Microsoft Office and proficiency with Excel and PowerPoint
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
EHB claims dataalternative funding arrangementspharmacy programscare managementwellness solutionsEB ComplianceMicrosoft OfficeExcelPowerPoint
Soft Skills
client relationscommunication skillsservice orientationcooperative naturetactfulnessleadership skillsdirectionconstructive feedbackmotivationteam morale
Certifications
Bachelor's degree