Marsh McLennan Agency · 21 hours ago
Sr. Benefits Account Consultant
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expMarsh McLennan Agency is seeking a Senior Benefits Account Consultant to oversee and manage complex client accounts. This role involves ensuring customer satisfaction, managing service delivery, and providing strategic recommendations for benefits planning.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Oversees and manages MMA resources in the delivery of benchmark service to clients
Responsible 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
Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues
Participate in and contribute to the RFP process and finalist presentations in order to win new business and retain existing clients
Ensure adherence to and completion of Agency workflow/timeline checklists that set minimum service requirements for MMA clients
Consult with clients and make strategic plan design recommendations based on valid client data and information
Maintain knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients
Maintain knowledge and command of MMS services, resources and capabilities, and leverage them appropriately on behalf of clients
Consult with clients and deliver appropriate funding arrangement recommendations based on client priorities and needs
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
Mastery level knowledge and command of iCAF capabilities and services and Milliman capabilities and services
Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level
Developing, maintaining and expanding relationships with key HR/Benefits team members
Regularly present and review plan performance reports and renewal projections
Mastery level knowledge and command of all EB capabilities and services
Conduct pre-renewal planning meetings
Consult with clients and make recommendations for renewal strategies
Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility)
Deliver renewal presentations
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf
Deliver final renewal recommendations to clients
Make recommendations for additional products/services and for expanding broker/consultant services
Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees
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
Participate in MMA marketing activities and events
Represent MMA at conferences, meetings, councils, community events
Participate in and contribute to RFP process and presentations in order to win new business and retain existing clients
Maintain Texas Life, Health & Accident License and other necessary licenses – completing continuing education requirements
Maintain market competitive knowledge
Maintain knowledge of carriers/TPAs/vendors strengths, weaknesses, products and services
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
Coach, mentor and train Sr. 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
Qualification
Required
College degree or equivalent professional experience preferred
5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Benefits experience with a carrier or employer may also be considered
Mastery level knowledge of benefits products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements
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
Ability to fully manage, renew and retain clients without Producer/Partner involvement
Proficient with Microsoft Office Suite, especially email, Word, and Excel
Proficient with PowerPoint
Active Texas Life, Accident & Health License
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Employee network groups
Volunteer opportunities
Other programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
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