Employee Benefits Account Executive

Marsh McLennan

Employee Benefits Account Executive advising Marsh McLennan Agency clients on plan design, financial solutions, compliance, and benefits strategy. Managing client relationships, renewals, presentations, and retention.

Posted 9/3/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $92,400 - $172,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management, financial analysis, and compliance expertise, with a focus on delivering customized service plans and solutions. Proficient in leading teams, conducting presentations, and analyzing complex data to drive client satisfaction and retention.

Highest-signal resume keywords

Life And Health LicenseClient Relationship ManagementFinancial AnalysisCompliance KnowledgePresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisPlan Design StrategyClaims Experience AnalysisRate NegotiationACA ReportingCOBRA ComplianceDOL AuditsERISA KnowledgeFMLA ComplianceBenefits Technical Knowledge

Soft Skills

LeadershipMentoringCreativityAttention To DetailSense Of Urgency

Tools & Technologies

MS OfficeApplied Epic

Certifications & Qualifications

Life And Health License

Industry Keywords

Client ServiceEmployee AttractionRetention StrategiesCoverage AlternativesE&O Plus Quality Management Program

About the role

Key responsibilities & impact

Establish and retain strong relationships with assigned clients and assume primary responsibility for client service needs and retention
Assist Producers with prospect deliverables, including plan design strategy, financial analysis, funding arrangement review, and setting 3–5 year goals
Participate in finalist presentations for prospects
Provide plan design and financial solutions addressing employee attraction, retention, and budget constraints
Analyze client financial status, risks, forecasting, trending, claims experience, and other applicable data
Consult on compliance requirements and communicate the Horton value proposition
Prepare, deliver, and execute service plans and oversee team completion of assigned tasks
Deliver annual stewardship reports, mid-year/pre-renewal presentations, and monthly and/or quarterly experience reports
Coordinate service team needs and internal and external resources
Attend client meetings with carrier representatives
Conduct periodic coverage reviews with clients
Develop claims and wellness strategy and special handling instructions with carriers, vendors, or TPAs
Initiate and ensure execution of the marketing process, including underwriting questions, rate and coverage negotiations, and presenting findings
Analyze and compare rates and alternatives for prospects and clients
Design and oversee client presentations
Educate clients on ACA Reporting, COBRA, DOL Audits, ERISA, FMLA, HIPAA, and other compliance issues
Meet or exceed goals related to customized service plans, client satisfaction, book growth, and retention
Follow HBS procedures within Applied Epic
Perform other duties as requested, exercising discretion and judgment in prioritizing workload

Requirements

What you’ll need

Life and Health License must be obtained within 75 days of the first day of New Hire Onboarding
At least five years of direct related experience
Ability to provide strong leadership, mentoring and training to other members of team
Strong speaking and presentation skills
Flexibility and creativity for developing innovative and customized business solutions
Must be willing to travel as required
Ability to sell and/or influence decision making of others
Strong benefits technical knowledge, including an understanding of all forms of coverage and plan alternatives
Extremely organized with a strong attention to detail and follow through
Sense of urgency and works well under pressure
Analytical-technically oriented
Highly Proficient in MS Office
Responsible for adherence to the stated expectations of the E&O Plus Quality Management Program