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Marsh McLennan Agency · 1 day ago

Financial Consultant

Conshohocken, PA

Full-time

Hybrid

Mid Level

$75K/yr - $120K/yr

3+ years exp

Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace, committed to making a difference for clients and communities. The Financial Consultant will work with Account Teams to provide complex financial analysis, evaluate benefit programs, and manage client risks and losses.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Perform financial, and risk analysis support for internal sales teams and their respective consulting clients

Conduct employee benefit due diligence projects for clients and portfolio companies

Assist account teams with coordination and implementation of employee benefit programs for carve out transactions

Provide the definition of clients’ employee contribution modeling and strategies

Responsible for the evaluation, determination and recommendation of alternative coverage, pricing options, and plan design changes based on economic analysis of available plan elements related to client goals

Perform various reporting for plan change evaluations, budget and reserve calculations, and other on-going reviews

Participate in prospective client data analysis and presentations

Maintain quality service standards and organization to assure timely service to MMA East team

Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, and constantly changing legislation that governs business

Qualification

Financial analysisRisk managementMS ExcelBenefits Brokerage experienceCommunication skillsAnalytical skillsCustomer serviceProblem solvingNegotiation skillsOrganizational skills

Required

Bachelor's Degree in Risk Management, Insurance, Actuary, Mathematics and/or other related field is required or the equivalent work experience

Minimum of 3 year's experience in the Benefits Brokerage, Consulting or Insurance industry is preferred

Intermediate working knowledge of MS Excel is required (i.e. ability to perform pivot tables, macros, and intermediate formulas)

Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills

Must be organized, detail oriented and able to translate big picture ideas into client objectives

Strong organizational, analytical skills and strong attention to detail

Excellent troubleshooting, decision making and problem solving skills

Must have strong negotiation and persuasion skills

Must be a goal oriented self-starter

Solid interpersonal, verbal and written communication skills

Ability to work well independently and as a team member

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 client contacts

Proficiency in Microsoft Office Suite, including MS Word (intermediate), Excel (advanced) and Access (intermediate)

Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management

Aptitude for learning internal systems, applications and internal work flow of the department

Must be able to effectively interact and deal with people at all levels inside and outside of the company

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees

https://www.marshmma.com

H1B Sponsorship

Marsh McLennan Agency 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 (2)

2023 (2)

2022 (2)

2021 (2)

2020 (4)