Full-Time
Client Executive
Updated on 9/10/2026
Deadline 9/28/26
Marsh & McLennan
Risk, insurance and business consulting
Compensation Overview
$92.4k - $172.1k/yr
+ Performance-based incentives
Company Does Not Provide H1B Sponsorship
San Diego, CA, USA
Hybrid
Travel to client sites is required, usually within driving distance, with occasional overnight stays.
Bachelor's
Category
 Sales & Account Management (1) |
|---|
Required Skills
Microsoft Office
Microsoft Windows
Financial analysis
Requirements
- A minimum of 7 years of experience servicing corporate retirement plans.
- A bachelor's degree is strongly preferred, along with at least one recognized financial or benefits industry designation.
- FINRA Series 65 or 66 is preferred, or the ability to achieve it within four months of hire.
- An AIF designation is preferred, or the ability to achieve it within six months of hire.
- A professional history showing increasing levels of responsibility directly related to the duties.
- Familiarity with the Employee Health & Benefits marketplace, including industry-specific business needs, educational and professional development associations, carriers, and other broker agencies.
- Basic financial analysis knowledge and technical understanding of investment and group retirement plans, as well as federal and state legislation.
- Ability to make independent decisions and exercise good judgment when addressing and servicing client needs.
- Ability to provide non-technical explanations of technical matters and summarize and present information clearly, concisely, and accurately in written and verbal formats.
- A valid unrestricted Life and Disability License in California, including fulfillment of continuing education requirements.
- A valid California driver's license and dependable transportation.
- Knowledge of general office personal computing and the ability and willingness to learn and use required computer programs, including Microsoft Windows 7, Microsoft Office 2010, and financial industry software.
- Ability to use a computer keyboard and sit in a stationary position for extended periods, and use office equipment such as fax machines, copy machines, and telephones.
Responsibilities
- Oversee ongoing client service activities and meet with clients throughout the year to ensure high service levels and fulfillment of client expectations.
- Meet business retention goals and participate in developing new business with existing clients by providing employee education and increasing contributions.
- Develop strong business relationships and client trust.
- Ensure client compliance with annual plan testing and Form 5500 filing procedures, as applicable.
- Advise the Client Service Team in resolving routine client concerns, investigate recurring and non-routine client and carrier concerns, and bring them to successful resolution.
- Facilitate and deliver employee education sessions for open enrollment and ongoing employee engagement throughout the year.
- Troubleshoot client service requests and issues.
- Assist with client-related mergers and acquisitions activity.
- Manage the marketing of existing plans, including coordinating coverage placement through instructions provided to the Client Service Team.
- Provide direction to the Client Service Team in preparing employee communication materials.
- Advise, inform, and involve the Client Sales Executive as required during the marketing process.
- Prepare and present renewal outcomes to clients in a timely manner.
- Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions for discrepancies, errors, or inconsistencies.
- Manage the transition timeline for converting to a new provider.
- Conduct employee meetings to communicate benefit options as needed.
- Review contracts, plan documents, Summary Plan Descriptions, and other legal documents for accuracy, and ensure materials are sent to clients promptly.
- Act as a leader for Client Service Team members by fostering trust, open communication, cohesive teamwork, problem solving, collaboration, and adherence to client requirements, procedures, processes, quality standards, techniques, and tools.
- Provide business information to support the team's professional development.
- Ensure deliverables satisfy client requirements, cost, and schedule.
- Work with division, service, and operations leaders to obtain resources, address project impediments, and escalate unresolved issues.
- Review quarterly production and activity reports.
- Maintain accurate account files documenting issues and maintain the Agency Management System.
- Establish and maintain effective working relationships with associates and clients.
- Travel to client sites, usually within driving distance and occasionally involving two- to five-night out-of-town stays.
- Work extended hours of 10 to 12 hours per day on occasion for networking and industry functions.
Desired Qualifications
- FINRA Series 65 or 66 is preferred.
- An AIF designation is preferred.
Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.
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