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Employee Benefits Client Executive/Team Lead - 1

Company:
Absolute Opportunities
Location:
Los Angeles, California, 90017, United States
Posted:
February 14, 2018
Description:

Employee Benefits Client Executive/Team Lead - 1

Los Angeles, CA 90017

Relocation assistance: No

General Summary:

Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients.

Essential Functions:

Sales and Relationship Development

Retains and expands existing client relationships and acquires new ones.

Identifies key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives

Leads the development of custom solutions to address the client/prospect needs

Ensures that the full scope of services are priced appropriately

Effectively presents the solutions to the client/prospect and negotiates compensation

Documents the scope of service and compensation in a Client Service Agreement (CSA)

Financial Management

Manages the financial performance of his/her book of business

Develops a business plan for portfolio of clients and prospects to meet specific retention and sales goals.

Creates a budget for each client in conjunction with Client Advisors and Consulting colleagues

Manages revenue, profitability, and timely billing and collection (working capital) for each client

Service Management

Leads the service team by setting its goals, monitoring its progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O).

Leads communication between the client and the service team members locally, nationally and/or globally.

Oversees quality of deliverables and enforcing critical deadlines

Seeks feedback on Marsh’s execution of projects and renewals through client survey and ongoing client dialogue.

People Management

Coaches and mentors team members.

Completes all goal setting, performance evaluation, compensation management, etc. responsibilities with all direct reports.

Qualifications

At least seven years of professional experience

Under limited supervision, services least complex accounts.

Possesses developed insurance brokerage, account management and servicing skills and performs client executive duties within the local market place.

Supervises service team members on assigned teams.

May assist higher-level client executives on larger accounts.

Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver

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General Summary:

Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients.

Essential Functions:

Sales and Relationship Development

Retains and expands existing client relationships and acquires new ones.

Identifies key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives

Leads the development of custom solutions to address the client/prospect needs

Ensures that the full scope of services are priced appropriately

Effectively presents the solutions to the client/prospect and negotiates compensation

Documents the scope of service and compensation in a Client Service Agreement (CSA)

Financial Management

Manages the financial performance of his/her book of business

Develops a business plan for portfolio of clients and prospects to meet specific retention and sales goals.

Creates a budget for each client in conjunction with Client Advisors and Consulting colleagues

Manages revenue, profitability, and timely billing and collection (working capital) for each client

Service Management

Leads the service team by setting its goals, monitoring its progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O).

Leads communication between the client and the service team members locally, nationally and/or globally.

Oversees quality of deliverables and enforcing critical deadlines

Seeks feedback on Marsh’s execution of projects and renewals through client survey and ongoing client dialogue.

People Management

Coaches and mentors team members.

Completes all goal setting, performance evaluation, compensation management, etc. responsibilities with all direct reports.

Required Knowledge, Skills, and Abilities: (Submission Summary)

1. At least10 years of professional experience

2. Under limited supervision, services least complex accounts.

3. Possesses developed insurance brokerage, account management and servicing skills and performs client executive duties within the local market place.

4. Supervises service team members on assigned teams.

5. May assist higher-level client executives on larger accounts.

6. P&C insurance expertise is not required but employee benefits experience is.

7. A strong background in business development (revenue generation) experience required

8. Employee Benefits background is required (not P&C) but brokerage or underwriting experience would be a plus.

9. Experience managing middle market to large sized accounts.

10. Management or team lead position strong plus.

11. Someone current on rates and regulations of employee benefits

12. Bilingual Japanese is a plus, not required

13. Present Salary?

14. Salary Expectation?

15. Must be a US Citizen or Green Card holder?

16. Current Address?