Client Executive

Job description preview

From Marsh McLennan’s original posting

Company: Description: Responsible for retention of existing business and the development of business within assigned accounts. Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities · Oversee ongoing client service activities. - Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met. - Responsible for meeting business retention goals. - Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust. - Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable. - Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. - Facilitate and deliver employee education sessions for Open Enrollment as well as ongoing employee engagement throughout the year. - Troubleshoot client requests for service related issues. - Assist with client related M&A activity. · Manage the marketing…