Benefits Associate jobs in United States
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Marsh McLennan · 1 month ago

Benefits Associate

Marsh McLennan Agency is seeking a Benefits Associate to support their employee benefits team. The role involves entering client data, providing customer service, managing documentation, and ensuring compliance with benefit plans.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

Responsibilities

Enter client data into Benefit Point adequate to complete following:
Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline
Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline
Assist bSwift team with set-up of client website as directed
Maintain on-line client binder as per department guidelines
Manage workflows as per activities created as per Benefit Timeline
Request for Proposal (RFP) – Create and release to Carriers by due date as per Benefit Timeline
Create and maintain marketing binder as per Department Guidelines and Benefit Timeline
Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines
Prepare and review for accuracy as per Department Guidelines and Benefit Timeline
Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal.  Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal
Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline
Conduct enrollment meetings as necessary
Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline
Upon request of Account Executive, create the aggregate report that uses in their analysis to the client
Initiate stewardship report from workflows and activities in Benefit Point
Submit Medicare Part D disclosure letters to client as per Benefit Timeline
Compile Data from Carriers and submit Schedule A’s to client as per Department Guidelines and Benefit Timeline
Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Executive to ensure annual distribution as appropriate
Expand Technical skill set by participating in technical skill development
Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account)
Initiate participation in the GBA certification
Participation in the EBIA Webinars for 12 hours of CE
Provide support to Sr. Account Consultant or Account Executive as directed

Qualification

Benefit PointBSwiftRFP creationExcelWordPowerPointMulti-taskingCommunicationProblem solvingConfidentiality

Required

Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills
Ability to demonstrate cooperation and effective communication with clients, vendors and internally with coworkers
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Operational knowledge of various Windows-based application programs such as Excel, Word, Power Point, etc
Willing to work overtime due to the cyclical nature of business(primarily August thru December)

Preferred

College Degree Preferred

Benefits

Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Employee network groups
Volunteer opportunities
Other programs

Company

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP, General Counsel
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Company data provided by crunchbase