Qureos Mentor

Marsh McLennan Agency

<div>Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.<h2 class="jobSectionHeader">
ESSENTIAL DUTIES &amp; RESPONSIBILITIES</h2>
Support the Client Service Team with the renewal process.<ul><li>
Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.</li><li>
For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP&rsquo;s, follow processes and procedures to market clients for renewal process.</li><li>
Analyze market proposals received to verify benefits, premium rates and competitiveness.</li><li>
Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.</li><li>
Prepare and coordinate materials for the enrollment process and other formal client presentations.</li><li>
Work with carrier representatives to coordinate activity for a smooth implementation of new plans.</li><li>
Coordinate Administrative Installation with insurance carrier and participate in installation meetings.</li><li>
Maintain Agency Management System and the ImageRight System.</li><li>
Follow processes and procedures as outlined in the Procedure Manual.</li></ul>
Provide day to day client service<ul><li>
Act as liaison for client to research and resolve coverage, claim and administrative problems.</li><li>
Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.</li><li>
Ensure the client data is accurate and current upon each renewal and throughout the policy period.</li><li>
Prepare files and other records needed by Marsh &amp; McLennan.</li><li>
Develop good relationships with others on the Client Service Team.</li><li>
Maintain the professional standards established by Marsh &amp; McLennan when working with clients.</li><li>
Provide back up to other Benefit Analysts as needed.</li><li>
Share information with Benefit Analysts and others to create a good network of information within the Department.</li><li>
Attend monthly Analyst meetings and other meetings as requested.</li></ul><h2 class="jobSectionHeader">
EDUCATION AND/OR EXPERIENCE</h2>
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required otherwise noted:<ul><li>
Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.</li><li>
Bachelor degree strongly preferred.</li><li>
Maintain a valid, unrestricted State of California Life &amp; Disability License and meet the continuing education requirements.</li><li>
Maintain a valid Driver&rsquo;s License and dependable transportation.</li><li>
Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.</li><li>
Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease</li><li>
Above average analyzing, problem solving and planning/organizational techniques are essential.</li></ul><h2 class="jobSectionHeader">
WORK ENVIRONMENT &amp; PHYSICAL DEMANDS</h2><ul><li>
Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.</li><li>
Work is performed in a typical interior/office work environment.</li><li>
Occasional overtime may be required. Travel is usually within driving distance.
</li></ul>#MMAwest
#MMAEHB
#LI-DNI 
The applicable base salary range for this role is $41,200 to $76,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 
 
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div>

Benefit Analyst

<div>Retirement Plan Consultant &ndash; Retirement Services
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. The industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Retirement Plan Consultant at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health &amp; 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&rsquo;s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Retirement Plan Consultant on the Retirement Services team, you&rsquo;ll provide quality consulting services to MMA clients, responsible for managing the overall relationship of assigned clients of the Retirement Services practice. This includes prepping and leading Plan Sponsor meetings, retaining assigned clients, analyzing fund metrics, and consulting with clients with all aspects of a retirement plan.
Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:<ul><li>
Bachelor&rsquo;s degree or equivalent experience.</li></ul><ul><li>
5 years of experience in the Financial Services industry with exceptional, demonstrated ability to learn new information quickly.</li><li>
Client-facing experience with demonstrable relationship-building skills.</li><li>
Ability to travel up to 5 nights/month (not necessarily consecutively) to meet with clients; mileage and expenses reimbursed.</li></ul>
These additional qualifications are a plus, but not required to apply:<ul><li>
Series 65 of 66 securities registration licenses</li></ul>
We know there are excellent candidates who might not check all these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:<ul><li>
Generous time off, including personal and volunteering</li><li>
Tuition reimbursement and professional development opportunities</li><li>
Hybrid work
</li><li>Charitable contribution match programs</li><li>
Stock purchase opportunities</li></ul>
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:<ul><li>
Instagram</li><li>
Facebook</li><li>
X</li><li>
LinkedIn</li></ul>
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAUMW
#LI-Hybrid
#MMAretirement</div>

Retirement Plan Consultant - Retirement Services

Join Marsh McLennan Agency and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Marsh McLennan Agency

ABOUT_COMPANY

Benefit Analyst

Retirement Plan Consultant - Retirement Services