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Senior Benefits Account Consultant

Marsh McLennan Agency - Dallas, TX

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Job Description

Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on others.Customer ServiceResponsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention.Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members.Regular meetings and other communication with appropriate client contacts to assess, maintain, and improve customer satisfaction.Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors.Consult with clients and make strategic plan design recommendations based on valid client data and information. Includes recommendations on stop-loss providers, contracts and financial elements for self-funded clients.Presentation of financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc.Developing, maintaining and expanding relationships with key HR/Benefits team members.Regularly present and review plan performance reports and renewal projections.Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility).Work with Account Executive &/or may work with clients to complete renewals and transition into installation/implementation process.Monitor, manage and lead the Account Team as they manage/coordinate the implementation, installation and enrollment process and activities.Monitor and manage carrier/TPA/vendor implementation, installation, and enrollment activities.Represent MMA at conferences, meetings, councils, community events.Maintain and effectively leverage relationships with carrier/TPA/vendor representatives, managers, and provider networks.Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client.Serve as internal subject matter expert in designated areas of expertise.Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services or Region Benefits Practice Leader, or sponsoring Producer/Partner, or as appropriate to the needs of the Account Management Team and/or clients.5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management.~ Proficient with Microsoft Office Suite, especially email, Word, and Excel.~ Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs ***** health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

Created: 2025-09-25

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