Marsh McLennan Agency · 1 month ago
Senior Benefit Specialist
Conshohocken, PA
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $95K/yr
4+ years expMarsh McLennan Agency is a leader in the employee benefits marketplace, and they are seeking a Senior Benefit Specialist to ensure high client satisfaction and retention. The role involves proactive ownership of daily client support, managing Open Enrollment activities, and coordinating compliance-related tasks.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Create and update client activity log
Coordinate plan audits, review of plan documents including insurance contracts, amendments, Summary Plan Descriptions and other documents, to ensure compliance and appropriate documentation
Review and complete renewal checklists for assigned clients
Complete the MMA compliance checklist with support from the Compliance Department and proactively review with the client
Coordinate and support needs generated by the Compliance Department such as, but not limited to, review form 5500 data requests
With minimal input from others, interpret plan documents to answer client questions
Proactively manage all Open Enrollment activities including drafting communications including the OE benefit guide, highlight sheet, and poster/postcard using templated documents. When applicable, coordinate with Communications Consultant to determine plans and draft materials
Organize and conduct virtual or onsite Open Enrollment meetings for employees
Set up and maintain client contacts/mailing lists in BenefitPoint management system
Create and maintain online folders/files for all clients
Coordinate special projects, including, dependent eligibility audits, claim audits and benefits statements
Work directly with carriers to resolve disputed claim, billing, and eligibility issues for clients and their participants
Manage the issue resolution process, meet quality and timing objectives and effectively communicate resolution issues; willingness to bring in more senior team members with more complicated issues
Coordinate Medicare Part D Creditable Coverage determination/testing and generate and distribute Medicate Part D participant notices to clients
Generate and distribute Federal Annual Notice packet to clients
Assist client with data needed for RxDC plan year reporting
Track and update stop loss reimbursements due to clients, including year-end Stop Loss reconciliation (as applicable)
Conduct benchmarking analysis for assigned clients
Analyze impact of new federal and state regulations on clients’ benefits plans and provide guidance to clients
Make decisions concerning open enrollment timing, procedures and draft open enrollment timeline
Coordinate and conduct open enrollment meetings including drafting open enrollment presentation and narrated PowerPoint (if applicable)
Travel and participate in onsite meetings at the client/prospect
Manage vendor relations and activities during plan changes and for ongoing service
Manage and prioritize work requests
Qualification
Required
Bachelor's degree or equivalent work experience
Minimum of 4-6 years client service experience in benefits brokerage and insurance, benefits consulting or benefits administration
Life and Health License preferred; If not licensed, required to obtain Life and Health License within first 90 days of employment
Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts
Strong organizational, analytical skills and strong attention to detail
Effective presentation skills
Effective decision making and problem-solving abilities
Solid interpersonal, verbal and written communication skills
Ability to exercise sound judgment and possess confidence to make decisions
Ability to prioritize projects and meet deadlines
Ability to work well independently and as a team member
Ability to multitask and successfully operate in a fast-paced work environment
Ownership of tasks while adhering to specified quality standards
Must be able to effectively interact and deal with people at all levels inside and outside of the Company
Aptitude for learning internal systems, applications and internal work flow of the department
Must be proficient with the MS Office suite (Word, Excel and PowerPoint, Teams)
Proficient with Canva
Ability to travel to client meetings at various local and regional locations
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
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