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Account Executive – Employee Health and Benefits
Marsh McLennan. Take charge of service execution, build a client base, and utilize sales methodologies and resources to manage and expand clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing client relationships and executing service strategies within the insurance industry, with a strong focus on employee benefit plans and underwriting techniques. Proficient in utilizing sales methodologies to drive growth and retention while providing creative solutions to client issues.
Highest-signal resume keywords
Client Relationship ManagementEmployee Benefit PlansLife & Health LicenseApplied EpicInsurance Coverage Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Underwriting TechniquesFinancial TechniquesProgram DesignPremium Rating MethodsPolicy Audits
Soft Skills
Creative Problem SolvingNegotiation SkillsCommunication Skills
Tools & Technologies
Applied Epic
Certifications & Qualifications
Life & Health LicenseGBACEBSVBS
Industry Keywords
InsuranceEmployee BenefitsHealth Care TrendsClient Retention StrategyCoverage Review
About the role
Key responsibilities & impact- Take charge of service execution, build a client base, and utilize sales methodologies and resources to manage and expand clients
- Establish growth and retention strategy for a book of business and monitor implementation
- Cultivate and expand relationships with new and existing clients
- Provide information, creative solutions and resolution of client issues
- Prepare submission information and coordinate the marketing process
- Market and negotiate coverage, terms and premium
- Foster carrier relationships
- Visit clients to discuss renewals and manage account service requirements
- Respond to clients on coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance
Requirements
What you’ll need- 7+ years industry experience
- In-depth working knowledge of employee benefit plans, current health care trends, and underwriting and financial techniques
- Life & Health license preferred, or ability to obtain upon hire
- BS/BA in Business, Insurance or related field preferred
- GBA, CEBS, VBS or other professional insurance designation related to Benefits preferred
- Experience working with Applied Epic, agency management system preferred
- Available to travel to both local and long-distance client meetings as needed
- Broad understanding of insurance coverages, applicability, exclusions, program design, premium rating methods and policy audits
- Ability to respond to clients on coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance