Benefit Specialist - Voluntary Benefits

Marsh McLennan Agency; Conshohocken (Montgomery County); Hybrid; USD 65,400 - 87,700; Full time

Job summary

Marsh McLennan Agency is seeking a qualified professional for the East Region to support the VB team with client deliverables, RFP management, and marketing materials in a hybrid Conshohocken, PA setting.

The role requires 3–5 years in voluntary benefits, a bachelor’s degree or equivalent, and licensing. Proficiency in PowerPoint and Excel is preferred, with strong communication and organizational skills to ensure timely, accurate client support.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Life, Health & Accident License.
• 3–5 years of Voluntary Benefits experience.
• Baseline knowledge of voluntary benefit solutions and technology.
• Proficient in PowerPoint and Excel (pivot tables).

Responsibilities

• Support the team in delivering client work on time per the statement of work.
• Manage the RFP processes with carriers and build RFP workbooks.
• Conduct RFP financial modeling and comparisons.
• Assist in creating/peer reviewing marketing results presentations.
• Maintain client data and VB pipeline in VB tools.
• Coordinate enrollment audits and renewals.
• Serve as primary contact for strategy, marketing, implementation, and day-to-day tasks.

Skills

Interpersonal skills

Organizational skills

Analytical skills

Communication skills

Time management

Teamwork

Education

Bachelor’s degree or equivalent experience

Life, Health & Accident License

Tools

PowerPoint

Excel

MS Word

Job description

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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.

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.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail]