Account Executive, Employee Health & Benefits
National African-American Insurance Association (NAAIA), Richmond, VA, United States
Overview
Account Executive, Employee Health & Benefits
– Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. With offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh (NYSE: MRSH). A{ ' ' }day in the life of an
Account Executive, Employee Health & Benefits
involves client relationship management, strategic planning, and coordination across multiple teams. The Account Executive actively builds and maintains strong relationships with key clients and carriers through phone, email, and in-person interactions, ensuring a deep understanding of each client\'s business needs and risk management goals. They develop and execute comprehensive client service plans tailored to assigned accounts while coordinating internal and external activities to manage both new and renewal accounts efficiently and professionally. A critical part of the role is identifying cross-sell opportunities and recommending new lines of coverage that align with client objectives. The
Account Executive
collaborates closely with Producers and Marketing Account Executives to oversee the renewal process, coordinating meetings to present renewal proposals and supporting documentation. They lead marketing efforts for accounts as needed, prepare and present marketing materials, and ensure smooth implementation by working with service teams to deliver all necessary forms and documentation. The role includes assisting clients and internal staff with service questions related to administration, billing, and claims, while maintaining detailed records in client management systems. Continuous professional development is essential, with the
Account Executive
attending seminars and carrier meetings to stay current on new products and legislative changes. Mentoring team members and handling additional duties round out the multifaceted responsibilities of this role.
Responsibilities
Actively manage client relationships and understand each client\'s business needs and risk management goals.
Develop and execute tailored client service plans; coordinate activities for new and renewal accounts.
Identify cross-sell opportunities and recommend new coverage lines aligned with client objectives.
Collaborate with Producers and Marketing Account Executives on renewal processes and presentations.
Lead marketing efforts for accounts as needed; prepare and present marketing materials.
Coordinate implementation with service teams and ensure required forms and documentation are provided.
Assist clients and internal staff with administration, billing, and claims inquiries; maintain detailed records in client management systems.
Engage in ongoing professional development through seminars and carrier meetings.
Required and Preferred Qualifications
Bachelor\'s degree or equivalent education and related training
5+ years of relevant insurance industry experience
Strong client relations skills with excellent communication and service orientation
Leadership ability to direct, provide feedback, and motivate a team
Strong understanding of EHB claims data
Proficiency with Microsoft Office, including Excel and PowerPoint
Additional Qualifications (nice to have)
Life & Health License or ability to obtain within 90 days of employment
Advanced degree
Certification or designation
Experience with Requests for Proposal
Valuable Benefits We value and respect the impact our colleagues make every day inside and outside of work. Our culture promotes well-being through robust benefits programs, professional and personal development opportunities, and meaningful work.
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
How to Learn More To learn more about a career at MMA, visit the company website or view the recruiting brochure.
Who You Are We embrace a culture that celebrates diverse backgrounds and perspectives. We seek ethics, talent, and ambition in client-focused teams. Marsh McLennan is committed to a diverse, inclusive, and flexible work environment. If you need accommodations, please contact reasonableaccommodations@mmc.com.
#MMAEHB #LI-Hybrid #MMAMID
#J-18808-Ljbffr
Account Executive, Employee Health & Benefits
– Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. With offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh (NYSE: MRSH). A{ ' ' }day in the life of an
Account Executive, Employee Health & Benefits
involves client relationship management, strategic planning, and coordination across multiple teams. The Account Executive actively builds and maintains strong relationships with key clients and carriers through phone, email, and in-person interactions, ensuring a deep understanding of each client\'s business needs and risk management goals. They develop and execute comprehensive client service plans tailored to assigned accounts while coordinating internal and external activities to manage both new and renewal accounts efficiently and professionally. A critical part of the role is identifying cross-sell opportunities and recommending new lines of coverage that align with client objectives. The
Account Executive
collaborates closely with Producers and Marketing Account Executives to oversee the renewal process, coordinating meetings to present renewal proposals and supporting documentation. They lead marketing efforts for accounts as needed, prepare and present marketing materials, and ensure smooth implementation by working with service teams to deliver all necessary forms and documentation. The role includes assisting clients and internal staff with service questions related to administration, billing, and claims, while maintaining detailed records in client management systems. Continuous professional development is essential, with the
Account Executive
attending seminars and carrier meetings to stay current on new products and legislative changes. Mentoring team members and handling additional duties round out the multifaceted responsibilities of this role.
Responsibilities
Actively manage client relationships and understand each client\'s business needs and risk management goals.
Develop and execute tailored client service plans; coordinate activities for new and renewal accounts.
Identify cross-sell opportunities and recommend new coverage lines aligned with client objectives.
Collaborate with Producers and Marketing Account Executives on renewal processes and presentations.
Lead marketing efforts for accounts as needed; prepare and present marketing materials.
Coordinate implementation with service teams and ensure required forms and documentation are provided.
Assist clients and internal staff with administration, billing, and claims inquiries; maintain detailed records in client management systems.
Engage in ongoing professional development through seminars and carrier meetings.
Required and Preferred Qualifications
Bachelor\'s degree or equivalent education and related training
5+ years of relevant insurance industry experience
Strong client relations skills with excellent communication and service orientation
Leadership ability to direct, provide feedback, and motivate a team
Strong understanding of EHB claims data
Proficiency with Microsoft Office, including Excel and PowerPoint
Additional Qualifications (nice to have)
Life & Health License or ability to obtain within 90 days of employment
Advanced degree
Certification or designation
Experience with Requests for Proposal
Valuable Benefits We value and respect the impact our colleagues make every day inside and outside of work. Our culture promotes well-being through robust benefits programs, professional and personal development opportunities, and meaningful work.
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
How to Learn More To learn more about a career at MMA, visit the company website or view the recruiting brochure.
Who You Are We embrace a culture that celebrates diverse backgrounds and perspectives. We seek ethics, talent, and ambition in client-focused teams. Marsh McLennan is committed to a diverse, inclusive, and flexible work environment. If you need accommodations, please contact reasonableaccommodations@mmc.com.
#MMAEHB #LI-Hybrid #MMAMID
#J-18808-Ljbffr