Company:

Marsh McLennan Agency




Description:



This position prepares an associate to progress into the Employee Health & Benefits Consultant position. Employee Health & Benefits Advisors work in a variety of situations, at times working as members of a team and other times working alone on an assignment. Employee Heath & Benefits Advisors are under close supervision of the Practice Group Leader and performance is monitored to assess readiness for advancement as opportunities arise.


Essential Duties & Responsibilities

• Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls and emails as agreed upon by the associate and the Practice Group Leader.
  
  
  
  • Consult with clients regarding their Employee Health & Benefits options (medical, dental, life, disability etc.) to identify how they can make their business more profitable.
  
  
  • Advise on existing product solutions and forthcoming product developments.
  
  
  • Coordinate servicing of the client within the scope of the services available.
  
  
  • Provide accurate, rapid cost calculations, and quotations based on variations in coverages.
  
  
  • Meet with the Sales Manager to review goals and prospective clients, and review sales performance against targets as experience is gained.
  
  
  • Represent the firm at trade exhibitions and events.
  
  
  • Record sales information and provide to appropriate departments within the firm.
  
  


• Develop problem-solving skills to understand, anticipate, and meet clients' needs.
  
  
  
  • Attend departmental and sales meetings as required.
  
  
  • Identify needs and competencies to be acquired and make use of training opportunities.
  
  
  • Learn client policy requirements, internal systems such as AgencyInsight, ACT and ImageRight, and departmental procedures/policies.
  
  
  • Plan ahead and problem solve - anticipate, report, and help resolve problems that occur.
  
  


• All other duties as assigned.

Education and/or Experience

• College degree required.


• Obtain and maintain a valid unrestricted Life and Health License in CA and meet the continuing education requirements.


• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.


• A confident and determined approach with the capacity to flourish in a competitive environment.


• Resilience and the ability to cope with rejection.


• A high degree of self-motivation and drive.


• The ability to work both independently and as part of a team.


• Proficiency with personal computers and Microsoft Office applications and the ability to operate standard office equipment is required.


• Demonstrated ability to develop, plan, and implement short- and long-range goals.


• Skill in organizing resources and establishing priorities.


• Must have a strong attention to detail.


• Must maintain client confidentiality.


• A valid Drivers License reliable transportation is required.

Work Environment & Physical Demands

• 15% - 30% travel may be required.


• Extended work hours (10 - 12 hrs/day) required due to attendance at and participation in networking and industry functions that begin before the workday, and extend into the evening.


• Office environment, except during periods of travel.

The applicable base salary range for this role is $67,500 to $125,800.



The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.