Client Executive

Marsh McLennan

. Retain existing business and develop business within assigned accounts .

Posted 11/6/2026full-timeAliso Viejo • California • United StatesSeniorLead💰 $92,400 - $172,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and servicing large client groups in the Employee Health & Benefits marketplace, ensuring compliance with federal and state legislation while effectively communicating complex information. Proven ability to lead teams, develop business strategies, and maintain high standards of client service.

Highest-signal resume keywords

Client Relationship ManagementEmployee Health & Benefits KnowledgeFederal and State Legislation ComplianceStrong Communication SkillsLife and Disability License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ActivitiesBusiness DevelopmentEmployee Communication Materials PreparationContract ReviewPlan Document AccuracyRenewal ManagementForm 5500 Filing ProceduresEmployee Benefit Legislation KnowledgeAccount Documentation ManagementProduction and Activity Reporting

Soft Skills

Team LeadershipProblem SolvingCollaborationTrust BuildingOpen Communication

Tools & Technologies

Agency Management SystemPersonal Computing Skills

Certifications & Qualifications

Life and Disability LicenseLong Term Care Certification

Industry Keywords

Employee Health & Benefits MarketplaceClient RetentionBenefit AnalystsClient ManagersBroker AgenciesHealth and Benefit ProductsClient ComplianceEmployee MeetingsNetworkingIndustry Functions

About the role

Key responsibilities & impact

Retain existing business and develop business within assigned accounts
Lead Client Service Team members, including Benefit Analysts and Client Managers
Oversee ongoing client service activities and meet with clients throughout the year
Meet business retention goals
Develop new business with existing clients by expanding lines of coverage
Build strong business relationships and client trust
Ensure client compliance with annual Form 5500 filing procedures as applicable
Resolve routine, recurring, and non-routine client and carrier concerns
Manage renewals of existing plans and coordinate coverage placement
Direct preparation of employee communication materials
Advise and involve the Client Sales Executive in the marketing process
Prepare and present renewal outcomes to clients
Recommend improvements based on changing employee benefit legislation and resolve discrepancies or inconsistencies
Conduct employee meetings to communicate benefit options
Review contracts, plan documents, Summary Plan Descriptions, and other legal documents for accuracy
Foster trust, open communication, collaboration, and cohesive team effort
Focus the team on client requirements, procedures, processes, quality standards, techniques, and tools
Support team professional development
Ensure deliverables meet client requirements, cost, and schedule
Collaborate with division and operations leaders to obtain resources, discuss impediments, and escalate unresolved issues
Prepare quarterly production and activity reports
Maintain account files and documentation in the Agency Management System
Maintain effective relationships with associates and clients
Travel to client sites, generally within driving distance, with occasional 2–5 night out-of-town stays
Occasionally work extended 10–12 hour days for networking and industry functions

Requirements

What you’ll need

Minimum of seven to ten years’ experience servicing large client groups (50+ lives) with health and benefit products
Bachelor degree strongly preferred
Professional history must show increasing levels of responsibility directly related to the duties
Strong familiarity with the Employee Health & Benefits marketplace, including industry needs, associations, carriers, and broker agencies
Current technical knowledge and understanding of Employee Benefit federal and state legislation
Ability to make independent decisions and use good judgment in addressing and servicing client needs
Strong communication skills, including explaining technical matters non-technically and presenting information clearly, concisely, and accurately in written and verbal formats
Maintain a valid unrestricted Life and Disability License in California and meet continuing education requirements
Maintain proper certification through continuing education if involved in the sale of Long Term Care
Maintain a valid California driver's license and dependable transportation
Knowledge of personal computing and ability and willingness to learn and use required computer programs

Benefits

Comp & perks

Performance-based incentives may be available
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs