Senior Benefit Specialist - Voluntary Benefits

Marsh McLennanWashington, DC
$87,700 - $110,000Hybrid

About The Position

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. The Senior Benefit Specialist - Client Relations provides program support to VB clients directly and by managing the day-to-day operations of the client account which is achieved by collaborating with the team on client deliverables and expectations, managing the profitability of the team’s block of business, looking for ways to cross sell within the account, providing strategy to increase participation and managing the client financials to ensure profitability.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • Life, Health & Accident License.
  • 6-9 years of Voluntary Benefits experience.
  • Strong knowledge of voluntary benefit solutions and technology.
  • Proficiency in Microsoft Office Suite, including MS Word, Excel, and PowerPoint.

Nice To Haves

  • 1 year of management experience preferred, but not required.
  • Intermediate to advanced working knowledge of PowerPoint and MS Excel is preferred (i.e., ability to perform pivot tables).

Responsibilities

  • Supports the client and the team on day-to-day support, ensuring that all client deliverables are met on time and as expected in the statement of work.
  • Manages a profitable book is essential and ensuring that the client sees value and results in what our team is doing on a day-to-day basis.
  • Ensures the team operates at the highest level of integrity to optimize client satisfaction.
  • Manage the budget by creating and revising clients’ new business, value adds, chargebacks, revenue shares and splits documenting and saving them to appropriate folders.
  • Create annual client-specific financial reports and save to appropriate folder.
  • Manage client management document, project plans and open items log (meetings, RFP process, communications, implementation, technology build, timeline, etc.)
  • Manage agendas, open items log and take meeting notes.
  • Quality review 360 diagnostic assessments.
  • Confirm that carriers within client strategy are MMA East approved, appointed, and added to BenefitPoint.
  • Obtain Non-Disclosure Agreement (NDA).
  • Assist in the creation/peer review marketing results client presentation.
  • Conduct internal and external implementation call with carrier(s).
  • Schedule all client and carrier calls.
  • Review and manage the carrier agreements/contracts: request, review and send to client
  • Solely responsible for providing client requirements to BenAssist Resource Center and provide enroller training.
  • Manage billing and administrative discussions with client and carrier(s).
  • Gather and communicate client reporting metrics (benefits programs, call center, technology, etc.).
  • Prepare materials for annual stewardship, renewal, and marketing results client meetings.
  • Responsible for delivering quality communications to client.
  • Responsible for obtaining all final signoffs as it pertains to communications, platform builds, microsites, call center tools and carrier policy service documents.
  • Be the primary contact and resource for strategy, marketing, implementation, and day-to-day tasks for cases weighted 50% or less.

Benefits

  • health and welfare benefits
  • tuition assistance
  • 401K savings and other retirement programs
  • employee assistance programs
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