Full-Time

Account Executive

Employee Health and Benefits

Posted on 12/13/2025

Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Palm Beach Gardens, FL, USA

Hybrid

Hybrid role based in Palm Beach Gardens, FL; in-person client meetings may be required.

Category
Sales & Account Management (1)
Required Skills
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • High School diploma or equivalent.
  • Active and current Florida 2-15 insurance license.
  • 10+ years of experience working in the health insurance industry; agency experience preferred.
  • Experience with mid-size carriers.
  • Experience with self-funded accounts.
  • Advanced proficiency in MS Office, including Excel and PowerPoint
  • Ability to collaborate cross-functionally.
  • Experience in BenefitPoint, Employee Navigator, and/or ImageRight.
Responsibilities
  • Partner with the producer to lead overall strategic management efforts and focus of client engagement.
  • Prepare annual planning timelines and set deadlines.
  • Stay up to date on current benefit trends and regulations.
  • Lead negotiation efforts with vendors.
  • Provide guidance, direction, and support as needed to Account Manager and internal resources for all deliverables including:
  • Quarterly meetings
  • Financial reporting (monthly claims, etc.) prepared by Financial Analyst. Review to determine how annualized costs are tracking compared to projected costs. Be prepared to discuss results with clients as needed.
  • Renewal and marketing strategy, proposal review and benefit and rate comparisons.
  • Contribution modeling and budget scenarios. Prepare as needed.
  • Agency management system updates
  • More active role in renewal and marketing efforts for complex lines (i.e. ASO, Stop Loss, and Disability).
  • Ability to handle multi-state complex clients.
  • Handle escalated and/or complex service inquiries.
  • Ensure client compliance via compliance audit, testing, affordability calculation, etc.
  • This role owns the oversight and execution of all client deliverables throughout the year with delegation where appropriate to available resources.
  • Final review of presentations to ensure accuracy prior to delivery to Producer is required.
  • In concurrence with Producer(s), foster positive working client relationships at all levels – HR, Finance, Decision-makers, and C-Suite. Inform producer(s) of any significant changes relating to the client.
  • Ability to present to C-Suite.
  • Coordinates with other resources where applicable: Compliance, Communications, Implementation, Technology, etc.
Desired Qualifications
  • Bachelor’s degree or higher
  • HIA or CEBS designation
  • Bilingual (English/Spanish)

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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INACTIVE