Health & Senior Account Executive

Job Summary

Position:
Employee Health & Benefits Senior Account Executive

Applicants must be within driving distance to our Memphis, TN office and be able to commute at least three days per week.

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Develop and execute a comprehensive client service plan for all assigned accounts that addresses their business needs and risk management goals.
• Coordinate internal and external activities to ensure new and renewal accounts are handled timely, accurately, and professionally.
• Seek cross‑sell opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients, including coordinating meetings to present renewal documents and gain acceptance or commission alternative options.
• Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive.
• Prepare marketing information and present options to the client as appropriate.
• Complete the implementation process and deliver all applicable forms to the client together with service team members.
• Work with Producer to conduct relationship‑management meetings and visits with assigned clients.
• Assist assigned clients and staff with service questions related to administration, billing, claims, and problem‑solving.
• Use the client management system(s) to update policies, log activities, track carrier follow‑up, and manage daily follow‑up tasks.
• Attend seminars, classes, and carrier meetings to keep abreast of new products and legislative changes.
• Mentor team members.
• Perform other duties and responsibilities as requested by management.

• Bachelor’s degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client‑relations skills, excellent communication, service orientation, cooperative nature, and tactfulness in resolving client and company problems.
• Leadership skills in providing direction, constructive feedback, development, and training while motivating others to maximize productivity and morale.
• Proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel occasionally overnight.

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work model.
• Charitable contribution match programs.
• Stock purchase opportunities.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.