Benefit Specialist - Voluntary Benefits

About the role

Consistently recognized as a Top Workplace, Marsh Agency’s award-winning, inclusive culture is the result of hard work by extraordinary people. The brightest talent in the industry drives our efforts to deliver purposeful work and meaningful impact every day.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. As a trusted partner to our clients, we believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions.

Within our Voluntary Benefits department, the Benefit Specialist - Client Relations supports day-to-day client operations and maintains program quality controls by collaborating with the team on executing client deliverables and expectations, providing administrative and operational support and assist in ways to cross sell within their team’s book of business. Benefit Specialists will lead the request for proposal process and review carrier offers to ensure commissions are set effectively.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

• Supports the team ensuring that all client deliverables are met on time and as expected in the statement of work.
• Follows process controls and tools to ensure the outcome of deliverables meet the desired requirements of the client and the team.
• Ensures internal process controls are adhered to and operate at the highest level of integrity to optimize client satisfaction.
• Support communications management and deliverables including quality review of all materials.
• Build the RFP workbooks.
• Manage the RFP process with the carriers.
• Conduct RFP financial modeling.
• Complete RFP comparisons.
• Assist in the creation/peer review of the marketing results client presentations.
• Obtain/request client data for 360, takeovers, RFPs, etc. from client or carrier.
• Obtain BOR letters.
• Review client and carrier data for completeness and accuracy.
• Create marketing disclosure document.
• Save all pertinent data and manage the upkeep of client folders.
• Add new/revise existing opportunities to VB pipeline report.
• Support TCAS (create and send rate spreadsheets, obtain, and quality review CIW, etc.).
• Test/review enrollment portals and technology.
• Assist in completing client management document.
• Conduct and manage open enrollment audits.
• Support client tasks for renewal.
• Support other day-to-day tasks, working in collaboration with the Sr. Benefit Specialist and Sr. Benefit Consultant.
• Be the primary contact and resource for strategy, marketing, implementation, and day-to-day tasks for cases weighted 50% or less.

Required Education and Experience

• Bachelor’s degree or the equivalent work experience
• Life, Health & Accident License
• 3-5 years of Voluntary Benefits experience
• Baseline 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).

Knowledge, Skills and Abilities

• Meet deliverables on time with accuracy and provide support to meet the client expectations.
• Provide deliverables on time, is professional, deliberate and thoughtful in the work provided to meet the needs of the team.
• Collaborates with the VB account team, carriers, and internal teams to ensure that the work product meets client expectations.
• Follows outlined processes, procedures and utilizes the tools available to ensure the work meets quality standards.
• 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.
• Demonstrated ability to provide superior customer service and maintain positive relationships with internal and external contacts.
• Proficiency in Microsoft Office Suite, including MS Word, Excel, and PowerPoint.
• Strong self-starter and fast learner including aptitude for learning internal systems, applications, and internal workflow of the department.
• Effectively interacts with people at all levels inside and outside of the company.

Physical Demands and Work Environment

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;
• Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

Work Location

• Work is typically performed in a hybrid manner at Marsh McLennan Agency’s Conshohocken, PA office.

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 of the benefits offered include:

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

Additional information

To learn more about a career at Marsh Agency, please view our website, flip through our recruiting brochure, or follow us on social media:

Instagram | Facebook | X | LinkedIn

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.

If you require an accommodation during the application or interview process, please let us know by contacting.

Pay and benefits

The applicable base salary range for this role is $65,400 to $87,700.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.

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