Benefit Specialist - Voluntary Benefits

Marsh McLennan

3d•$65,400 - $87,700•Hybrid

About The Position

Marsh McLennan Agency’s East Region supports employee health and welfare benefits and risk management for regional, national, Fortune 500, and Fortune 1000 companies. Within the Voluntary Benefits department, the Benefit Specialist supports day-to-day client operations and program quality controls by helping execute client deliverables and expectations, providing administrative and operational support, and identifying opportunities to cross-sell 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 role supports strategy, marketing, implementation, and day-to-day work for cases weighted 50% or less, serving as the primary contact and resource for those cases. The specialist works collaboratively with the Senior Benefit Specialist, Senior Benefit Consultant, account teams, carriers, and internal teams to deliver quality client work. Work is typically performed in a hybrid manner at Marsh McLennan Agency’s Conshohocken, Pennsylvania office. The applicable base salary range is $65,400 to $87,700. Pay is determined based 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.
Strong interpersonal, verbal, and written communication skills.
Strong organizational and analytical skills.
Strong 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 in a fast-paced work environment, prioritize projects, and meet deadlines.
Ability to follow through and execute tasks while adhering to quality standards.
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

Support the team in meeting client deliverables on time and according to the statement of work.
Follow process controls and use available tools to ensure deliverables meet client and team requirements.
Adhere to internal process controls to support 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 creating and peer reviewing marketing-results client presentations.
Obtain or request client data for 360 reviews, takeovers, and RFPs from clients or carriers.
Obtain BOR letters.
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 Senior Benefit Specialist and Senior Benefit Consultant.
Serve as the primary contact and resource for strategy, marketing, implementation, and day-to-day tasks for cases weighted 50% or less.
Collaborate with VB account teams, carriers, and internal teams to meet client expectations.
Meet deadlines, prioritize projects, and execute work accurately and in accordance with quality standards.
Provide superior customer service and maintain positive relationships with internal and external contacts.