Jobs · Wisconsin

Client Advisor - Employee Health & Benefits

Marsh McLennan Agency · Brookfield, WI · 1 wk ago
HybridFull-time

About the Role

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

Responsibilities

  • Work closely with producers and clients to develop effective employee benefits programs
  • Provide strategic and tactical consulting on an assigned book of business by forming effective business relationships
  • Deliver proactive client service, manage the renewal process, and provide ongoing problem resolution
  • Support development of new business opportunities through prospects and existing relationships
  • Perform claims and utilization analysis, projections, and contribution modeling in partnership with Actuarial team on self-funded clients
  • Lead a small team of people and work towards common goals
  • Provide strategic, tactical, and collaborative consulting in partnership with Producers

Requirements

  • Bachelor's degree or equivalent work experience required
  • Working knowledge of employee benefit plans with 7+ years of industry experience and demonstrated relationship management skills with 3+ years of client management responsibilities
  • Experience managing, implementing, and renewing group health & 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 key challenges in employee benefit plans, current health care trends, and underwriting & financial techniques
  • Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills
  • Strong organizational, project planning and management, analytical, and multi-tasking skills
  • Excellent relationship building and presentation skills
  • Superior listening, verbal, and written communication skills
  • Proficiency with Microsoft Office suite required
  • State Life/Health insurance license required (can obtain after hire)

We know there are excellent candidates who might not check all of these boxes. If you're close, we'd be very interested in meeting you.

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

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