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.


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