Benefit Specialist - Voluntary Benefits

Marsh•Conshohocken, PA

3d•$65,400 - $87,700•Hybrid

About The Position

The Benefit Specialist supports day-to-day client operations and maintains program quality controls within the Voluntary Benefits department. The role collaborates with the team to deliver client work, provides administrative and operational support, and assists with cross-selling within the team’s book of business. The specialist leads request-for-proposal processes and reviews carrier offers to ensure commissions are set effectively. The position supports client deliverables and communications, manages carrier RFP activity and related financial modeling and comparisons, reviews data and marketing materials, and assists with enrollment technology, audits, renewals, and other client tasks. For cases weighted 50% or less, the specialist is the primary contact and resource for strategy, marketing, implementation, and day-to-day work. Work is typically performed in a hybrid manner at Marsh McLennan Agency’s Conshohocken, Pennsylvania office. The role involves extensive computer and keyboard use and takes place in normal office conditions. The applicable base salary range is $65,400 to $87,700. Base pay depends on factors such as experience, skills, training, location, certifications, and education. The position may also be eligible for performance-based incentives.

Requirements

Bachelor’s degree or equivalent work experience.
Life, Health & Accident License.
3–5 years of Voluntary Benefits experience.
Baseline knowledge of voluntary benefit solutions and technology.
Ability to meet deliverables on time and accurately while supporting client expectations.
Strong interpersonal, verbal, and written communication skills.
Strong organizational, analytical, and financial management skills.
Excellent troubleshooting, decision-making, and problem-solving skills.
Strong teamwork skills and ability to work independently with minimal supervision.
Ability to multitask and work effectively in a fast-paced environment.
Ability to prioritize projects, meet deadlines, and execute tasks to specified quality standards.
Demonstrated ability to provide superior customer service and maintain positive relationships with internal and external contacts.
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Ability to learn internal systems, applications, and departmental workflows.
Ability to interact effectively with people at all levels inside and outside the company.

Nice To Haves

Intermediate to advanced working knowledge of PowerPoint and Microsoft Excel, including the ability to perform pivot tables.

Responsibilities

Ensure client deliverables are completed on time and as expected in the statement of work.
Follow process controls and use available tools to ensure deliverables meet client and team requirements.
Adhere to internal process controls and support high levels of integrity and client satisfaction.
Support communications management and deliverables, including quality review of materials.
Build RFP workbooks and manage the RFP process with carriers.
Conduct RFP financial modeling and complete RFP comparisons.
Assist with the creation and peer review of marketing-results client presentations.
Obtain or request client data for 360 reviews, takeovers, RFPs, and other needs from clients or carriers.
Obtain BOR letters and review client and carrier data for completeness and accuracy.
Create marketing disclosure documents.
Save pertinent data and maintain client folders.
Add new opportunities and revise existing opportunities in the VB pipeline report.
Support TCAS, including creating and sending rate spreadsheets and obtaining and quality-reviewing CIW.
Test and review enrollment portals and technology.
Assist in completing client management documents.
Conduct and manage open-enrollment audits.
Support client renewal tasks and other day-to-day work in collaboration with the Sr. Benefit Specialist and Sr. Benefit Consultant.
Serve as the primary contact and resource for strategy, marketing, implementation, and day-to-day tasks for cases weighted 50% or less.
Assist in cross-selling within the team’s book of business and review carrier offers to ensure commissions are set effectively.