Employee Benefits Client Executive - Overland Park, KS
GeneralSummary Description The Client Executive maintains relationships with client decision-maker(s) and has overall responsibility for assigned accounts by managing a book of business. The Client Executive assists with coverage analysis, marketing, consulting, and other various service activities, including adding new lines of coverage and negotiating renewals with clients or accounts.
- Investigates and answers client inquiries regarding benefits coverage
- Gathers information from clients to use in underwriting efforts
- Markets employee benefit insurance coverage with various carriers to obtain the best option for the client
- Negotiates coverage and service that matches client needs
- Analyzes options for employee benefit coverage
- Advises clients of their benefit plan options and rates to collaboratively develop client strategy for coverage
- Develops benefit communications and presents benefit plans to clients' employees during open enrollment
- Discusses benefit options with clients' new employees and processes their enrollment with carriers
- Resolves issues with carriers regarding claims of clients' employees, billing, eligibility, etc...
- Informs and educates clients on legislative updates and compliance issues
- Reports plan utilization information to client periodically
- Develops marketing strategy for each renewal
- Supports Producer in development of long term strategy with clients and new business opportunities
- Meets with prospective clients to promote the Agency's capabilities
- Prepares or reviews initial copy of client proposal that clearly outlines advantages of the MMA proposal
- Maintains professional development through trade press, training sessions and continuing education programs
- Strong financial background is preferred and encouraged - ability to prepare monthly financial reports, renewal calculations, plan design decrements/values, contribution strategies, funding/rate developments, etc.
- Performs other duties as assigned
Bachelor's Degree in Business,Insurance or Communications or equivalent combination of educationand experience with 5-8 years insurance experience required. 8-12 years' experience preferred.
Life and HealthLicense required
- Driver's License and properinsurance required
- CEBS designation preferred
- Strong Technical knowledge of benefits insurance coverage
- Strong knowledge of Microsoft Word, Excel & Outlook
- Good typing skills: 40-45 wpm
- Working knowledge of BenefitPoint / ImageRight
- Ability to use other general office equipment
- Excellent customer service and phone etiquette
- Ability to work well in a team environment
- Exceptional attention to detail
- Excellentoral and written communication skills
- Strong time management, delegation and organizational skills
- Strong presentation skills
- Typical office environment
- Local travel required
- Minimal overnight travel
Meet Some of Marsh & McLennan Companies's Employees
As part of the rotation program, Tiffany is learning strategic planning—how to grow a business not just organically but also through acquisition and possible divestitures.
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