Global Benefits Account Specialist

Mercer; San Francisco (CA); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Mercer, a Marsh business, is seeking a Global Benefits Account Specialist to join our Global Benefits Management team in San Francisco. This role collaborates with Global Benefits Senior Associates and Directors to manage client meetings and coordinate between global clients and local brokerage teams, overseeing renewal progress and ensuring governance aligned with client objectives.

You will develop a deep understanding of global health and welfare benefits, use our tools and platforms, and

Qualifications

• Experience with project management and ability to manage multiple deliverables and timelines.
• Excellent client communication and liaison skills, with the ability to coordinate across global teams.
• Ability to analyze and interpret complex data and benchmark information.
• Strong teamwork and leadership skills.
• Detail-oriented with a commitment to compliance and professional standards.
• Proficiency with technical tools and platforms related to global benefits management.
• Proficient in MS Excel and PowerPoint, and working knowledge of the MS Office suite.

Responsibilities

• Manage and execute project deliverables for client implementations, ongoing management, and renewals.
• Track and report project status to brokers, clients, and internal management, including local discussions impacting insurance placement or plan design strategy.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
• Serve as a liaison between local brokerage offices and global clients to ensure seamless communication and coordination.
• Coordinate and manage activities of consultants worldwide, providing client-ready results and communications for senior consultant review.
• Develop global insured benefits inventories for multinational clients, benchmark comparisons, and provide initial recommendations for senior consultant review.
• Support senior consultants on global benefits design, funding, competitive benefit analysis, and benefits for start-up operations.
• Contribute to overall client strategy development, interpret and present benchmark data, and ensure proper implementation of plan and program changes.
• Manage internal specialty resources to meet client goals and deadlines, delegate and review project work of junior colleagues.
• Assist with peer review processes and deliver clear, concise, client-friendly communications.
• Ensure compliance with professional standards, including use of templates, client calendars, peer reviews, and transparency.
• Liaise with global consultants to draft responses to client questions on benefit issues, delivering client-ready communications after senior consultant review.

Skills

Project management

Client communication

Data analysis

Teamwork

Detail-oriented

Technical tools proficiency

MS Excel

Tools

MS Excel

PowerPoint

MS Office

Job description

We are seeking a talented individual to join our Global Benefits Management team at Mercer, a Marsh business. This role will be based in San Francisco and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As a Global Benefits Account Specialist, you will partner with Global Benefits Senior Associates and Directors to manage client meetings and serve as a liaison between global client & local brokerage teams. You will assist global clients with monitoring their insured employee benefit programs around the world by managing and summarizing renewal progress and terms with a view to ensuring a level of governance and consistency with their objectives. You will develop a strong understanding of global health and welfare benefit products, services, technical tools, and vendor/carrier markets, providing renewal directions to local brokerage teams and managing project timelines, as well as outlining data and reporting expectations within our proprietary Global Benefits Management tools & platforms, developing, peer reviewing, and transmitting client deliverables.

We will count on you to:

• Manage and execute project deliverables for client implementations, ongoing management, and renewals
• Track and report project status to brokers, clients, and internal management, including local discussions impacting insurance placement or plan design strategy
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools
• Serve as a liaison between local brokerage offices and global clients to ensure seamless communication and coordination
• Coordinate and manage activities of consultants worldwide, providing client-ready results and communications for senior consultant review
• Develop global insured benefits inventories for multinational clients, benchmark comparisons, and provide initial recommendations for senior consultant review
• Support senior consultants on global benefits design, funding, competitive benefit analysis, and benefits for start-up operations
• Contribute to overall client strategy development, interpret and present benchmark data, and ensure proper implementation of plan and program changes
• Manage internal specialty resources to meet client goals and deadlines, delegate and review project work of junior colleagues
• Assist with peer review processes and deliver clear, concise, client-friendly communications
• Ensure compliance with professional standards, including use of templates, client calendars, peer reviews, and transparency
• Liaise with global consultants to draft responses to client questions on benefit issues, delivering client-ready communications after senior consultant review

What you need to have:

• Experience with project management and ability to manage multiple deliverables and timelines
• Excellent client communication and liaison skills, with the ability to coordinate across global teams
• Ability to analyze and interpret complex data and benchmark information
• Strong teamwork and leadership skills
• Detail-oriented with a commitment to compliance and professional standards
• Proficiency with technical tools and platforms related to global benefits management
• Proficient in MS Excel and PowerPoint, and working knowledge of the MS Office suite

What makes you stand out?

• Experience managing global benefits and working with global benefits inventories
• Strong understanding of global health and welfare benefit products and services
• Experience or exposure with multinational pooling, captives, or global underwriting
• Experience working with multinational clients or global HR/Total Rewards teams
• Fluent in other languages and international experience highly desired

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.