Employee Health & Benefits Advisor

Marsh McLennan•Aliso Viejo, CA

1d•Hybrid

About The Position

Under the guidance of the Principal / Director, Employee Health & Benefits Division, this position is responsible for developing new accounts and retention of existing business. This role involves developing strong client relationships with senior management, coordinating and executing client servicing within available departmental scope, and supporting the maintenance of the Agency Management System and good file maintenance. The position requires attending departmental and sales meetings, identifying and coordinating training needs for support staff, and staying involved with training as appropriate. All other duties as assigned.

Requirements

College graduate with a minimum of five to ten years group health or benefits product sales experience through brokerage companies.
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
If involved in the sale of Long Term Care then the individual must maintain the required certification through continuing education.
Able to work and make decisions as it relates to the clients with minimal guidance from the Department Manager.
Must have a strong technical Employee Health & Benefits background with an emphasis on attention to details.
Must have strong written and verbal communication skills including excellent oral presentation skills.
Must be willing to participate as a leader and contributor on the sales and service team.
Familiar with the local Employee Health & Benefits marketplace.
Maintain a valid California driver's license and reliable transportation.
Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
Must have the ability to operate standard office equipment- Telephone, Copier, Fax and Personal Computer.
Must be dependable and a team player.
Must maintain client confidentiality.
Must have above average ability to problem-solve.

Responsibilities

Responsible for development of new business as agreed upon.
Develop strong client / business relationships with the senior management of the client.
Coordinate and execute servicing of the client within the scope of the services available within the Department.
Provide the Principal / Director with Business Production status reports in accordance with the requests made in the quarterly review.
Must support the maintenance of our Agency Management System.
Must establish and maintain good file maintenance.
Attend Departmental and Sales meetings as required.
Establish training needs of support staff and coordinate training needs with Principal / Director.
Stay involved with training as appropriate.
All other duties as assigned.