Employee Benefits Client Executive/Team Lead

General Summary:

Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients.

Essential Functions:

  • Sales and Relationship Development
  • Retains and expands existing client relationships and acquires new ones.
  • Identifies key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect's issues and objectives
  • Leads the development of custom solutions to address the client/prospect needs
  • Ensures that the full scope of services are priced appropriately
  • Effectively presents the solutions to the client/prospect and negotiates compensation
  • Documents the scope of service and compensation in a Client Service Agreement (CSA)
  • Financial Management
  • Manages the financial performance of his/her book of business
  • Develops a business plan for portfolio of clients and prospects to meet specific retention and sales goals.
  • Creates a budget for each client in conjunction with Client Advisors and Consulting colleagues
  • Manages revenue, profitability, and timely billing and collection (working capital) for each client
  • Service Management
  • Leads the service team by setting its goals, monitoring its progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O).
  • Leads communication between the client and the service team members locally, nationally and/or globally.
  • Oversees quality of deliverables and enforcing critical deadlines
  • Seeks feedback on Marsh's execution of projects and renewals through client survey and ongoing client dialogue.
  • People Management
  • Coaches and mentors team members.
  • Completes all goal setting, performance evaluation, compensation management, etc. responsibilities with all direct reports.

Meet Some of Marsh & McLennan Companies's Employees

Nancy K.

Contract Review Specialist

Nancy reviews the contracts her clients either offer or receive from vendors, taking care to monitor the insurance requirements on the provided services.

James S.

Partnership Certificate Supervisor

As supervisor of the North Central Team, James manages 24 direct reports in an operations environment and encourages high-quality production and professional development.

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