The Senior Benefit Specialist - Client Relations provides program support to VB clients directly and by managing the day-to-day operations of the client account which is achieved by collaborating with the team on client deliverables and expectations, managing the profitability of the team's block of business, looking for ways to cross sell within the account, providing strategy to increase participation and managing the client financials to ensure profitability.
ACCOUNTABILITIES:
Supports the client and the team on day-to-day support, ensuring that all client deliverables are met on time and as expected in the statement of work. (Client Centered)
Manages a profitable book is essential and ensuring that the client sees value and results in what our team is doing on a day-to-day basis (Results)
Ensures the team operates at the highest level of integrity to optimize client satisfaction. (Integrity and Accountability)
KEY RESPONSIBILITIES include, but are not limited, to the following:
Manage the budget by creating and revising client's new business, value adds, chargebacks, revenue shares and splits documenting and saving them to appropriate folders.
Create annual client-specific financial reports and save to appropriate folder
Manage client management document, project plans and open items log (meetings, RFP process, communications, implementation, technology build, timeline, etc.)
Manage agendas, open items log and take meeting notes
Quality review 360 diagnostic assessments
Confirm that carriers within client strategy are MMA East approved, appointed, and added to BenefitPoint
Obtain Non-Disclosure Agreement (NDA)
Assist in the creation/peer review marketing results client presentation
Conduct internal and external implementation call with carrier(s)
Schedule all client and carrier calls
Review and manage the carrier agreements/contracts: request, review and send to client
Solely responsible for providing client requirements to BenAssist Resource Center and provide enroller training
Manage billing and administrative discussions with client and carrier(s) and file load process
Gather and communicate client reporting metrics (benefits programs, call center, technology, etc.)
Prepare materials for annual stewardship, renewal, and marketing results client meetings
Responsible for delivering quality communications to client
Responsible for obtaining all final signoffs as it pertains to communications, platform builds, microsites, call center tools and carrier policy service documents
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
6-9 years of voluntary benefits experience
1 year of management experience
Strong 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).
COMPETENCIES:
Delivers to the client what is outlined in the statement of work, meets the outlined deliverables on time and provides excellent customer service. (Client Focus)
Provides deliverables on time, operates in a professional support role, and meets the expectations outlined in the statement of work. (Accountability)
Collaborates with the VB account team, client, and internal teams to ensure that they are strategically thinking about how to solve problems and that the team is meeting the requirements of all parties. (Collaboration)
Follows outlined processes, procedures and utilizes the tools available to ensure the work meets quality standards. (Quality of Work)
Specific knowledge, skill and abilities required for optimal performance:
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.
Required travel to client meetings is expected (travel throughout the United States)
WORK LOCATION
This position will be based out of our MMA East Conshohocken, PA location.
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.
