Executive Benefits Relationship Manager

Company:Mercer

Description:

Position Overview
Mercer is seeking an experienced Executive Benefits Client Relationship Manager to maintain and expand a mid-sized book of business consisting of larger or nuanced accounts across various industries or specialties. This role offers the opportunity to work in a client relations and sales capacity while collaborating directly with carriers on behalf of your clients. Position can be based in multiple locations, with a hybrid work model.

Key Responsibilities

• Develop sales and growth strategies for managed accounts by leveraging an in-depth understanding of client needs, market trends, and internal product or service offerings.

• Manage research efforts and analyses on relevant markets and industries to identify potential relationship needs, target new buyer hubs, and expand the book of business for the team and/or personal portfolio.

• Complete analysis consolidating project and market data with account needs to deliver competitive and well-thought proposals for personal or senior colleagues’ existing or potential accounts.

• Develop project plans by strategizing feasible timelines and work expectations to deliver products and solutions efficiently and successfully to accounts.

• Conduct robust analyses to create feasible and effective custom product solutions for new or existing accounts, ensuring overall pricing and policy compliance.

• Address escalated issues promptly and effectively to maintain positive client relationships and deliver on promised timelines and outcomes.

Qualifications

• Bachelor’s degree in mathematics, economics, business finance, or a related field.

• 5+ years of experience working with Executive Benefits in a client relations capacity.

• Experience managing a mid-sized book of business (130+ clients).

• Life & Health Insurance Licensure.

• Knowledge of project management and presentation design.

• Ability to work collaboratively in teams and adapt to tight deadlines and changing client needs.

Preferred Qualifications

• Series 6 and/or Series 63 License

• Consulting experience.

• Excellent project management and multitasking skills.

Why Mercer?

• Be part of the world’s largest and most influential benefits brokerage and consulting team.

• Enjoy competitive programs, entrepreneurial spirit, and a team-oriented culture that fosters professional growth and achievement.

• Participate in social and new-hire events, outings, and employee networks that make work enjoyable and rewarding.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $72,000 to $144,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.