Marsh McLennan

Employee Health & Benefits Advisor

Marsh McLennan • $67K — $125K *
Aliso Viejo, CA 92656Hybrid
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree required, with 5-10 years of group health or benefits sales experience in brokerage.
  • Valid and unrestricted Life and Disability License in California, with ongoing education requirements maintained.
  • Strong technical background in Employee Health & Benefits, with attention to detail.
  • Excellent verbal and written communication skills, including oral presentation competence.
  • Ability to make decisions for clients independently, with minimal manager guidance.
  • Experience working collaboratively as a leader within a sales/service team.
  • Familiarity with local Employee Health & Benefits marketplace.

Responsibilities

  • Develop new business as per agreed targets.
  • Build strong client relationships with senior management.
  • Coordinate client servicing within departmental offerings.
  • Provide status reports on business production to the Principal/Director quarterly.
  • Maintain the Agency Management System and ensure proper file maintenance.
  • Identify and address training needs for support staff and coordinate training efforts.
  • Attend departmental and sales meetings as required.

Benefits

  • Health and welfare benefits.
  • Tuition assistance.
  • 401K savings and retirement programs.
  • Employee assistance programs.
Full Job Description
Under the guidance of the Principal / Director, Employee Health & Benefits Division, this position is responsible for developing new accounts and retention of existing business.
Essential Duties & Responsibilities
  • Responsible for development of new business as agreed upon.
  • Develop strong client / business relationships with the senior management of the client.
  • Coordinate and execute servicing of the client within the scope of the services available within the Department.
  • Provide the Principal / Director with Business Production status reports in accordance with the requests made in the quarterly review.
  • Must support the maintenance of our Agency Management System.
  • Must establish and maintain good file maintenance.
  • Attend Departmental and Sales meetings as required.
  • Establish training needs of support staff and coordinate training needs with Principal / Director. Stay involved with training as appropriate.
  • All other duties as assigned.


Education and/or Experience
  • College graduate with a minimum of five to ten years group health or benefits product sales experience through brokerage companies.
  • Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care then the individual must maintain the required certification through continuing education.
  • Able to work and make decisions as it relates to the clients with minimal guidance from the Department Manager.
  • Must have a strong technical Employee Health & Benefits background with an emphasis on attention to details.
  • Must have strong written and verbal communication skills including excellent oral presentation skills.
  • Must be willing to participate as a leader and contributor on the sales and service team.
  • Familiar with the local Employee Health & Benefits marketplace.
  • Maintain a valid California driver's license and reliable transportation.
  • Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
  • Must have the ability to operate standard office equipment- Telephone, Copier, Fax and Personal Computer.Must be dependable and a team player.
  • Must maintain client confidentiality.
  • Must have above average ability to problem-solve.
Work Environment & Physical Demands
  • 15% - 30% travel may be required. Trips ranging from one day to one week, both in and out of state.
  • Extended work hours (10 - 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may 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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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