Senior Client Account Executive, Employee Health & Benefits

About the role

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life

A day in the life of a Senior Client Account Executive, Employee Health & Benefits, involves a dynamic blend of client relationship management, strategic planning, and coordination across multiple teams.

• 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.
• Develops and executes comprehensive client service plans tailored to assigned accounts.
• Coordinates internal and external activities to manage both new and renewal accounts efficiently and professionally.
• Identifies cross-sell opportunities and recommends new lines of coverage that align with client objectives.
• Collaborates closely with Producers and Marketing Account Executives to oversee the renewal process, coordinating meetings to present renewal proposals and supporting documentation.
• Leads marketing efforts for accounts as needed, prepares and presents marketing materials, and ensures smooth implementation by working alongside service teams to deliver all necessary forms and documentation.
• Assists clients and internal staff with service questions related to administration, billing, and claims.
• Maintains detailed records in client management systems to track policies, meetings, and follow-ups.
• Attends seminars and carrier meetings to stay current on new products and legislative changes.
• Mentors team members and handles additional duties as assigned.

Our future colleague

We’d love to meet you if your professional track record includes these skills:

• 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

These additional qualifications are a plus, but not required to apply:

• Life & Health License or ability to obtain within 90 days of employment
• Advanced degree
• Certification or designation
• Experience with Requests for Proposal

We know there are excellent candidates who might not check all of these boxes. If you’re close, we’d be very interested in meeting you.

Valuable Benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities