Benefit Consultant

Company:Marsh McLennan Agency

Description:

As a member of our EH&B Large Market, the Benefit Consultant is a critical contributor to achieving a high level of client satisfaction and retention with the collaboration and support of a cross-functional team of Producers, Strategic Account Executives, and Underwriter Financial Consultants.  The key responsibility within this role is to manage the tangible day-to-day client support for all services and products delivered to clients in order to align with the strategic vision of our partnership.  The primary responsibilities of the Benefit Consultant is to evaluate client benefit plans and design changes, develop and implement solutions to client issues, and participate in a cross functional team to support Producers, Strategic Account Executives, and Underwriter/Financial Consultants in servicing clients.

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

• Create and update client activity log
• Conduct plan audits, including review of insurance contracts, amendments and other documents, to ensure compliance and appropriate documentation;
• Review and complete compliance and renewal checklists for assigned clients;
• Interpret plan documents to answer client questions;
• Manage communications process and materials including OE benefit guide, highlight sheet, poster/postcard, benefit-at-a glance;
• Set up iNGAGED app (as applicable)
• Review and revise benefit materials, communicating benefit updates and changes to clients and their employees;
• Set up and maintain client contacts/mailing lists in BenefitPoint management system;
• Create and maintain online folders/files for all clients
• Coordinate special projects, including, dependent eligibility audits, claim audits and benefits statements;
• Coordinate and support needs generated by the Compliance Department such as, but not limited to, review form 5500 data requests;
• Work directly with carriers to resolve disputed claim and eligibility issues for clients and their participants;
• Manage the issue resolution process, meet quality and timing objectives and effectively communicate resolution issues;
• Coordinate Medicare Part D Creditable Coverage determination/testing and generate and distribute Medicate Part D participant notices to clients;
• Generate and distribute Federal Annual Notice packet to clients;
• Assist client with data needed for RxDC plan year reporting;
• Track and update stop loss reimbursements due to clients (as applicable);
• Conduct benchmarking analysis for assigned clients;
• Analyze impact of new federal and state regulations on clients’ benefits plans and provide guidance to clients;
• Draft renewal and strategy documents and assist in presenting to clients;
• Make decisions concerning open enrollment timing, procedures and documentation;
• Coordinate and conduct open enrollment meetings;
• Review benefit materials, communicating benefit updates and changes to clients and their employees;
• Manage all activities required to properly implement and service new business;
• Manage vendor relations and activities during plan changes and for ongoing service;
• Manage and prioritize work requests;
• Responsible to mentor other members of the team by providing guidance, advice, feedback and support to the mentee (as needed).

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor’s degree or equivalent work experience
• Minimum of 2 years client service experience in benefits brokerage and insurance, benefits consulting or benefits administration
• Life and Health License preferred; If not licensed, required to obtain Life and Health License within first 90 days of employment.

KNOWLEDGE, SKILLS AND ABILITIES

• Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts;
• Strong organizational, analytical skills and strong attention to detail;
• Effective decision making and problem solving abilities;
• Solid interpersonal, verbal and written communication skills;
• Strong negotiation and persuasion skills;
• Ability to exercise sound judgment and possess confidence to make difficult decisions;
• Ability to translate big picture ideas into client objectives;
• Ability to define problems, collect data, establish facts and draw valid conclusions;
• Ability to prioritize projects and meet deadlines;
• Ability to work well independently and as a team member;
• Ability to multitask and successfully operate in a fast-paced work environment;
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
• Must be able to effectively interact and deal with people at all levels inside and outside of the Company;
• Aptitude for learning internal systems, applications and internal work flow of the department;
• Must be proficient with the MS Office suite (Word, Excel and PowerPoint);
• Ability to travel to client meetings at various local and regional locations.

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 MMA East’s Conshohocken, PA office

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

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