Marsh McLennan · 1 day ago
Financial Analyst
Conshohocken - Washington
Full-time
Hybrid
Mid Level
$62K/yr - $99K/yr
3+ years expMarsh McLennan Agency is a leader in the employee benefits marketplace, and they are seeking a Financial Analyst. The primary role involves providing financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Perform underwriting, financial, and risk analysis support for internal sales teams and their respective consulting clients
Prepare plan design and financial analysis for existing and prospective customers by utilizing modeling tools and various reporting techniques
Responsible for clients’ benefits marketing process, such as: data acquisition, request for proposal (RFP) preparation, vendor question resolution, proposal review and analysis, and client exhibit and presentation preparation
Perform the analysis and negotiation of rates and plan options with insurers on behalf of clients to secure optimal, cost-competitive benefit plans
Validate renewals and proposals for accuracy
Provide the definition of clients’ employee contribution modeling and strategies
Assist with 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
Participate in special underwriting projects as needed
Maintain quality service standards and organization to assure timely service to MMA team
Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, appropriate underwriting techniques and constantly changing legislation that governs business
Qualification
Required
Bachelor's Degree in Risk Management, Insurance, Actuary, Mathematics and/or other related field is required
Minimum of 3 year's experience in the Benefits Brokerage, Consulting, or Insurance industry is preferred with an emphasis on Life & Disability
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
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.
10001+ employees
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 CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP, General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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