Strategic Benefits Specialist — Hybrid & RFP Lead

Marsh McLennan Agency

Conshohocken (Montgomery County)

Hybrid

USD 65,400 - 87,700

Full time

14 days+

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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 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.

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