Senior Benefit Consultant, Agency Client Services

Company:

Marsh McLennan Agency

Description:

Marsh McLennan Agency East, formally known as Trion Group, is headquartered in Conshohocken, Pennsylvania. A leader in the employee benefits marketplace, our colleagues simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies.

The Senior Benefit Consultant, Agency Client Support, will play a critical supportive role in driving new voluntary benefits business through strategic wholesale opportunities. This position will support the Senior Leader of Business Development in fostering strong partnerships with Mercer, inter-agency collaborations, and internal MMA East teams. The consultant will leverage their expertise to deliver innovative benefit solutions, enhance client relationships, and contribute to the overall growth and success of the organization.

ACCOUNTABILITIES:

• Deliver benefit solutions tailored to client needs, enhancing client relationships through proactive communication and personalized service.
• Managing profitable financials and ensuring that the client sees value and results in what the VB team delivers day-to-day is essential.
• Ensure that all actions and decisions are made with the highest ethical standards, transparently communicating with clients, partners, and team members to build trust and uphold our reputation for honesty and fairness.

KEY RESPONSIBILITIES include, but are not limited, to the following:      

• Maintain strong relationships with Mercer, inter-agencies and MMA East to enhance partnerships while supporting all cross-sell opportunities
• Manage standalone BenAssist and Long Term Care (LTC) clients from sale, implementation to ongoing servicing
• Act as a liaison for the BenAssist Call Center providing expert knowledge to prospects, internal client teams and external clients
• Manage client escalations
• Overall responsibility for client’s new business, value adds, chargebacks, revenue shares and splits
• Provide strategy training for Benefit Specialists and Consultants
• Lead internal and external discovery meetings
• Conduct internal 360 diagnostic analysis/strategy meeting
• Create and provide proposal/SOW to client for signature
• Responsible for prospect/client financials including proforma, budgets and reprojections
• Present executive summary & marketing results review meeting with client
• Manage overall Project Plans and open items log
• Receive written confirmation from client on final product and carrier decisions. Save out to client folder
• Conduct review calls with clients: annual de-brief/stewardship meetings, annual renewal/strategy meetings, and annual marketing results meetings
• Manage the overall profitability of assigned book of business

REQUIRED EDUCATION AND EXPERIENCE:           

• Bachelor’s degree or the equivalent work experience
• Life, health & accident license
• 5 years of voluntary benefits experience
• Advanced knowledge of voluntary benefit solutions and technology
• Intermediate to advanced working knowledge of PowerPoint and MS Excel is preferred (i.e., ability to perform pivot tables)

COMPETENCIES:

• Ensures that client expectations are being met.
• Ensures that deliverables are completed on time, meeting the needs of the internal client.
• Collaborate with internal account teams and inter-agency partners to ensure that they are strategically thinking about how to solve problems and that all parties are meeting the requirements of the client.
• Ensure all processes are followed and that all work meets the standards set forth by the Practice Leader and Executive Operations Leader.

Specific knowledge, skill and abilities required for optimal performance:

• 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 combined with the ability to work independently with minimal supervision.
• Ability to multitask and successfully operate in a fast-paced work environment.
• Ability to prioritize projects and meet deadlines.
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards.
• Demonstrates ability to provide superior customer service and maintain positive relationships with internal and external contacts.
• Proficiency in Microsoft Office Suite, including MS Word, E