Client Advisor - Employee Health & Benefits

Marsh McLennan•Brookfield, WI

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Client Advisor for its Employee Health & Benefits team. The role works closely with producers and clients to develop effective employee benefits programs and provides strategic and tactical consulting for an assigned book of business. Through proactive client service, the Client Advisor builds effective business relationships, manages renewals, and resolves ongoing issues. The role also supports new business development through prospects and existing relationships. The Client Advisor partners with Producers to provide strategic, tactical, and collaborative consulting. For self-funded clients, the role works with the Actuarial team on claims and utilization analysis, projections, and contribution modeling. MMA describes its culture as inclusive and colleague-focused, with benefits, development opportunities, and meaningful work.

Requirements

Bachelor’s degree or equivalent work experience.
Working knowledge of employee benefit plans and at least 7 years of industry experience.
At least 3 years of client management responsibilities, with demonstrated relationship management skills.
Experience managing, implementing, and renewing group health and welfare plans, including medical, dental, ancillary, FSA, and COBRA plans.
Working knowledge of ACA, HIPAA, ERISA, and other state and federal employee benefit regulations.
Strong understanding of employee benefit plan challenges, current health care trends, and underwriting and financial techniques.
Ability to coordinate multiple projects and ensure timely and accurate client deliverables.
Effective problem-solving and resolution skills.
Strong organizational, project planning and management, analytical, and multitasking skills.
Excellent relationship-building and presentation skills.
Superior listening, verbal, and written communication skills.
Proficiency with Microsoft Office suite.
State Life/Health insurance license required; it can be obtained after hire.
Ability to lead a small team and work toward common goals.

Responsibilities

Develop effective employee benefits programs in collaboration with producers and clients.
Provide strategic and tactical consulting for an assigned book of business.
Build business relationships through proactive client service.
Manage the renewal process and provide ongoing problem resolution.
Support development of new business opportunities through prospects and existing relationships.
Lead a small team toward common goals.
Partner with Producers to provide strategic, tactical, and collaborative consulting.
Partner with the Actuarial team on claims and utilization analysis, projections, and contribution modeling for self-funded clients.