{"id":3219724,"url":"https://alion.io/job/marsh-mclennan-client-executive-3","title":"Client Executive","company":{"id":1769686,"name":"Marsh McLennan","domain":"marshmclennan.com","url":"https://alion.io/company/marshmclennan","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":82,"open_postings":83,"ghost_share":0,"stale_share":0.94,"repost_share":0,"time_to_fill_p50_days":13,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Aliso Viejo, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":92400,"max":172100,"currency":"USD","period":"year","gross":null,"usd_annual":172100},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-01T00:00:00Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-28T12:55:10Z","board_verified":true,"closed_at":null,"days_open":27,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":27},"description":"Company:\nMarsh McLennan AgencyDescription:\nSummary\nResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.\nEssential Duties & Responsibilities\nOversee ongoing client service activities.Meet with the client throughout the year to ensure a high level of service and that client expectations are being met.\nResponsible for meeting business retention goals.\nParticipate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.\nDevelop strong business relationships and client trust.\nEnsure client compliance with annual Form 5500 filing procedures as applicable.\nAdvise 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.\n\nManage the renewal of existing plans.Coordinate coverage placement through instructions provided to Client Service Team.\nProvide direction to Client Service Team in the preparation of employee communication materials. \nAdvise, inform and involve Client Sales Executive as required in marketing process.\nPrepare and present renewal outcomes to the client in a timely manner.\nRecommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.\nConduct employee meetings to communicate benefit options as needed.\nResponsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.\n\nAct as a leader for Client Service Team members.Create an environment oriented to trust, open communication, and cohesive team effort.\nFacilitate problem solving and collaboration when faced with client difficulties.\nFocus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.\nProvide necessary business information to enhance the team’s professional development.\nEnsure deliverables satisfy client requirements, cost and schedule.\n\nWork closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.\nPrepare quarterly production and activity reports.\nEnsure good file maintenance with documentation of account issues and maintenance of the Agency Management System.\nEstablish and consistently maintain effective and positive working relationships with Associates and clients.\nEducation and/or Experience\nA minimum of seven to ten years’ experience servicing large client group (50+ lives) health and benefit products.\nBachelor degree strongly preferred.\nProfessional history must show increasing levels responsibility directly related to the performance of the above duties.\nStrong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.\nCurrent technical knowledge and understanding of Employee Benefit federal and state legislation.\nAbility to make independent decisions and use good judgment in addressing and servicing client needs.\nStrong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.\nMaintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education.\nMaintain a valid California driver's license and dependable transportation.\nMust have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.\nWork Environment & Physical Demands\nAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.\nTravel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 - 5 night stay out of town\nExtended work hours (10 - 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.\nThe applicable base salary range for this role is $92,400 to $172,100.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.","description_format":"text","description_chars":5517,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-25T02:16:46Z"}],"visa":[],"liveness":{"score":18,"band":"cold","label":"Long shot","p_open":1,"p_active":0.515,"p_room":0.35,"age_days":27,"expected_fill_days":13,"reasons":["conf:2","stale_co","wave","velocity","win:tail","comp:brand"],"computed_at":"2026-10-28T05:59:10Z"},"pay":{"stated_usd_annual":172100,"is_top_pay":true},"html_url":"https://alion.io/job/marsh-mclennan-client-executive-3","json_url":"https://alion.io/job/marsh-mclennan-client-executive-3.json","meta":{"generated_at":"2026-10-28T13:02:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17445,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1769686},"rest":"https://alion.io/mcp/rest/get_company?id=1769686"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmarsh-mclennan-client-executive-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmarsh-mclennan-client-executive-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmarsh-mclennan-client-executive-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/marsh-mclennan-client-executive-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmarsh-mclennan-client-executive-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3219724}},{"tool":"search_jobs","arguments":{"company":"marshmclennan.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3219724},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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