- Work independently and as a team to develop effective business relationships through in-person visits, entertainment opportunities, and virtual contact at multiple levels within client organization.
- Manage the level of service provided to assigned accounts to meet department revenue, profitability and retention goals and client expectations.
- Learn and utilize relationship sales methodology.
- Lead efforts to promote agency differentiation / expertise through webinars, seminars, workshops and face to face client interactions.
- Coordinate and assist clients with strategic planning, setting goals and objectives, renewal planning and establishing timelines, including development of strategic plans when appropriate.
- Technical expertise in multiple areas, including by not limited to compliance, data and analytics, enrollment platforms as well as employee communication and client support at all levels of the company (CEO, CFO, HR).
- Identify additional business opportunities and cross sell.
- Coordinate work of team members to ensure delivery of all client service agreements.
- Review internal compliance and client disclosure requirements, external vendor/carrier contracts, and employee communications to ensure alignment with client expectations, internal policies and legal requirements.
- Develop and mentor team members and the department staff.
- Assist, prepare and/or manage client presentations to new and existing accounts.
- Coordinate the placement of risks with clients, carriers and vendors to best suit the need of the client.
- Continued education on industry challenges, trends, competitive advantages and legislative changes to advise clients in an effective manner and manage their overall risk.
- Provide excellent customer service and teamwork.
- All other duties as assigned.
- 3-5 years of experience in the area of insurance, employee benefits, human resources or similar industry
- Bachelor's degree in business, human resources, or health services administration or equivalent is preferred.
- Minimum of 3-5 years of experience with benefit plans is required- working in HR, for an insurer/administrator or a broker.
- Extensive knowledge of group insurance (medical, dental, vision, life and disability products) required.
- Effective public speaking skills and excellent verbal and written communication skills are required.
- Ability to use available resources to research regulatory issues and provide clear, concise and accurate information and guidance to clients.
- Knowledge of technical underwriting.
- Ability to effectively communicate both verbally and in writing.
- Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management.
- Computer proficiency with Agency Management System, Outlook, Excel Spreadsheets, and Word documents.
- Establishes priorities and organizes time efficiently to ensure that tasks are completed to meet or exceed deadlines.
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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Client Executive - Fargo, United States - Marsh McLennan Agency
Description
Client Executive– Employee Health & Benefits – Grand Forks or Fargo, ND (MMA Upper Midwest)
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Executive at Vaaler, MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 McLennan (NYSE: MMC).
A day in the life.
As our Client Executive on the Employee Health & Benefits team, you'll provide consulting services and advise clients in matters relating to employee benefit programs such as current market trends, compliance, wellness, data analytics and short/long term planning to meet client objectives. Manage the retention of assigned accounts by delivering exceptional customer service and technical expertise to meet overall client objectives. Facilitate and drive agency best practices for internal and external communication to deliver customizable solutions to the client. Look for opportunities to round out current accounts and write referral business to assist in agency growth.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
These additional qualifications are a plus, but not required to apply:
We know there are excellent candidates who might not check all of these boxes. Don't be shy. 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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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