- Meet with the client throughout the year to ensure a high level of service and that client expectations are met.
- Responsible for meeting business retention goals.
- Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.
- Develop strong business relationships and client trust.
- Ensure client compliance with annual Form filing procedures as applicable.
- Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.
- Coordinate coverage placement through instructions provided to Client Service Team.
- Provide direction to Client Service Team in the preparation of employee communication materials.
- Advise, inform and involve Client Sales Executive as required in marketing process.
- Prepare and present renewal outcomes to the client in a timely manner.
- Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
- Conduct employee meetings to communicate benefit options as needed.
- Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.
- Create an environment oriented to trust, open communication, and cohesive team effort.
- Facilitate problem solving and collaboration when faced with client difficulties.
- Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.
- Provide necessary business information to enhance the team's professional development.
- Ensure deliverables satisfy client requirements, cost and schedule.
- Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
- Prepare quarterly production and activity reports.
- Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
- Establish and consistently maintain effective and positive working relationships with Associates and clients.
- A minimum of seven to ten years' experience servicing large client group (50+ lives) health and benefit products.
- Bachelor degree strongly preferred.
- Professional history must show increasing levels responsibility directly related to the performance of the above duties.
- Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.
- Current technical knowledge and understanding of Employee Benefit federal and state legislation.
- Ability to make independent decisions and use good judgment in addressing and servicing client needs.
- Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
- Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education.
- Maintain a valid California driver's license and dependable transportation.
- Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
- Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town
- Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.
-
Client Service Executive
20 hours ago
Marsh McLennan Agency Aliso Viejo, United States**Summary**: · Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. · **Essential Dut ...
-
Client Service Executive
1 week ago
Marsh & McLennan Companies, Inc. Aliso Viejo, United StatesResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Es Client Service, Executive, Se ...
-
Client Service Executive
1 week ago
Clark Insurance Aliso Viejo, United StatesCompany: · Description: · Summary · Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Manage ...
-
Client Service Executive
1 week ago
Marsh & McLennan Companies, Inc. Aliso Viejo, United StatesAssume responsibility for client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss asso Client Service, Executive, Cl ...
-
Client Service Executive
1 week ago
Marsh & McLennan Companies, Inc. Aliso Viejo, United StatesResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Es Client Service, Executive, Se ...
-
Client Service Executive
4 days ago
Marsh & McLennan Companies Aliso Viejo, United StatesCompany: · Description: · Client Service Executive · Department: Employee Health & Benefits · Summary · Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the ...
-
Client Service Executive
2 weeks ago
Marsh McLennan Companies Aliso Viejo, United States Full timeDescription: · Department: Business Insurance · Summary · Assume responsibility for client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as ...
-
Senior Client Service Executive
3 weeks ago
Marsh & McLennan Companies Aliso Viejo, United StatesCompany: · Marsh McLennan Agency · Description: · Summary · Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit ...
-
Senior Client Service Executive
6 days ago
Marsh McLennan Agency Aliso Viejo, United States OTHERSummary · Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. · Essential Duties & ...
-
Digital Excellence Director
1 week ago
American Association of Critical Care Nurses Aliso Viejo, United States**Digital Excellence Director** · **Position Details**: Are you ready to make a lasting impact in the nursing community? AACN is looking for a dedicated Digital Excellence Director to join our team. In this role, you'll help drive digital excellence, enablement, and innovation fo ...
-
Construction Site Manager Iv
2 weeks ago
Fluor Corporation Aliso Viejo, United StatesThe purpose of this position is to manage a medium · - to large-sized construction-only project, engineering, procurement, fabrication, and construction (EPFC) project, a large and/or strategic maintenance or evergreen project, large turnaround/outage, or complex fabrication effo ...
-
General Merchandise Team Leader
2 weeks ago
Target Aliso Viejo, United StatesThe pay range per hour is $ $42.05 · **ALL ABOUT TARGET** · Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here. · **ALL ABOUT GENERAL MERCHANDISE** · Experts of ...
-
Group Manager Ii
1 week ago
UST Aliso Viejo, United States1 Opening- Aliso Viejo**Role description**: · **_Who we are:_** · Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experienc ...
-
Director, Customer Success
2 weeks ago
Persimmony Aliso Viejo, United StatesWe are looking for an exceptional Customer Success leader to drive growth of our government software. This role will be a key strategic Customer Success professional in our growing company and will be responsible for establishing a new department in a long-established company. Th ...
-
Area Manager
1 week ago
NVISION Eye Centers Aliso Viejo, United StatesOverview: · NVISION Eye Centers is the leading ophthalmology partner comprised of the nation's leading providers of ophthalmic physician services. Nvision operates in seven states and nearly 70 locations is based in Aliso Viejo, California. We strive to provide our patients with ...
-
Head of Operations
3 weeks ago
Cervelo Aliso Viejo, United StatesWe are searching for a dynamic and experienced operations leader to join our team to play a pivotal role in overseeing and optimizing our manufacturing processes, supply chain management, and logistics operations to ensure efficient production and delivery. · In this role, you wi ...
-
Program Analyst
2 weeks ago
SD Solutions LLC Aliso Viejo, United States**Opportunity**: Program Analyst - Federal Government Contractor · **Opportunity Overview** · SD Solutions seeks a Program Analyst to join our team in support of a project with the Department of Homeland Security (DHS) - U.S. Customs and Border Protection (CBP) - Border Protectio ...
-
Technician I, IT Support
1 week ago
MicroVention, Inc. Aliso Viejo, United StatesResponsible for supporting associates with the setting up or replacing of new workstations and peripherals, processing new hire and separation requests and processing then documenting tasks or tickets. Provide timely level I technical support for all onsite and remote end-users f ...
-
Private Events Coordinator
3 weeks ago
Aliso Viejo Country Club Aliso Viejo, United States**We are Invited.** · At Invited Clubs, work feels like play as you build relationships with your team and meet Members from all different backgrounds. Every time you step foot in your Club, you can create magic moments and enrich lives. We are passionate about bringing people to ...
-
Assistant Real Estate Manager
2 weeks ago
Shea Properties Aliso Viejo, United StatesEmployment Status: · **Full Time** · - Pay Range: · - Dept.: · **Commercial Management Group (CMG)** · **Job Scope** · This Assistant Real Estate Manager provides support to the Real Estate Manager(s) and performs duties associated with the day-to-day operations of the department ...
Client Service Executive - Aliso Viejo, United States - Marsh McLennan Companies
Description
Description:
Summary
Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.
Essential Duties & Responsibilities
Oversee ongoing client service activities.
Manage the renewal of existing plans.
Act as a leader for Client Service Team members.
Education and/or Experience
Work Environment & Physical Demands
The applicable base salary range for this role is $81, to $,. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, K savings and other retirement programs as well as employee assistance programs.