Marsh McLennan

Employee Health & Benefits Advisor

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

Qualifications

  • Bachelor's degree required
  • Valid Life and Health License in CA, with continuing education compliance
  • Strong problem-solving and presentation skills
  • Resilient and confident in a competitive environment
  • High self-motivation and drive
  • Ability to work independently and as part of a team
  • Proficient with Microsoft Office and standard office equipment
  • Attention to detail and client confidentiality
  • Valid Driver's License and reliable transportation required

Responsibilities

  • Develop and maintain client relationships via various communication methods
  • Consult clients on Employee Health & Benefits options to enhance profitability
  • Advise on existing and upcoming product solutions
  • Coordinate client servicing within service availability
  • Provide quick and accurate cost calculations and quotations
  • Join review meetings with the Sales Manager to assess performance and goals
  • Represent the firm at industry trade shows and events
  • Record and communicate sales information to relevant departments
  • Identify client needs and leverage training opportunities

Benefits

  • Health and welfare benefits
  • Tuition assistance
  • 401K savings and retirement programs
  • Employee assistance programs
  • Performance-based incentives
Full Job Description
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.

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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