Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow.
We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team.
JOB PURPOSE:
This position will be responsible for the daily service of assigned accounts under the direction of Account Manager(s). This person will eventually assume full Account Management duties on certain accounts, while assuming responsibility for assigned lines of business for larger accounts.
JOB FUNCTIONS & RESPONSIBILITIES:
Primary Responsibilities
1. Work with Employee Benefits Consultants and Producers on marketing of new and renewal business to include:
a. Using independent discretion and judgment collect, analyze and interpret data from client benefit plans
b. Develop potential solutions and alternatives and make recommendations to Employee Benefits Consultant and/or Producers
c. Assist in preparation of new and renewal proposal presentations
2. Present renewal proposals, or portions of renewal proposals, to clients as assigned by Account Manager.
3. Handle day-to-day service issues
a. Provide excellent customer service to clients and their employees
b. Using independent discretion and judgment handle claim research and resolution for clients and their employees
c. Liaison between carrier/vendors and clients and their employees
d. Document all client related service issues in the Agency Management system.
4. Responsible for maintaining client and benefit plan information on employer web portal.
5. Attend annual enrollment meeting and benefit fairs for clients when requested.
6. Coordinate new client implementations and support broader project and team initiatives as needed.
7. Negotiate and advocate on client’s behalf with insurance marketplace.
8. Maintain current knowledge of marketplace, available coverage’s, carriers and legislative regulations.
9. Attend client meetings with Employee Benefits Consultant/Producers as requested.
10. Perform other duties as requested.
Secondary Responsibilities
11. Serve as a peer mentor and resource to less experienced Account Analysts, providing guidance, coaching, and knowledge-sharing to support their development.
12. Maintain client files, including filing, correspondence and chart documents.
13. Coordinate Annual Benefit fairs and enrollments with clients and vendors
14. Assist with on-going account administration.
15. Prepare/Draft client and vendor correspondence.
16. Maintain database of census and related information for client accounts.
17. Prepare and coordinate print material for enrollments.
18. Prepare employee surveys and benchmark surveys as requested.
19. Manage and prepare internal quality assurance procedures, checklists and tasks for assigned clients.
20. Perform other duties and projects assigned by The Graham Company managerial personnel.
21. Attend meetings relating to your position.
JOB SPECIFICATIONS:
1. College degree preferred.
2. Minimum five (5) years of experience in the Employee Benefits industry (brokerage or insurance company) with a primary focus on Health Insurance.
3. Ability to develop creative, client specific solutions and work product, while working within a framework of established standards and best practices.
4. Be a “team player” and perform other duties and projects as assigned. Also, assist other team members when needed (e.g., taking phone messages, answering questions, greeting visitors, etc.).
5. Ability to exercise independent discretion and judgment.
6. Pursue a program for personal and professional development; and obtain and maintain the required insurance agent’s license.
7. Good communication skills (oral and written).
8. Ability to set and meet deadlines.
9. Ability to work autonomously, while recognizing team-oriented goals.
10. Ability to perform well under pressure.
11. Ability to organize, prioritize and manage multiple tasks.
12. Detail oriented, resourceful.
13. Ability to work in a fast-paced environment.
14. Hold a valid Life, Accident & Health Insurance License (or ability to pass licensing exam after a brief company sponsored self-study program).
15. Pursue a program for personal and professional development; and maintain the required insurance agent’s license.
16. Maintain valid Driver’s License or alternate efficient and effective means to visit clients/prospects.
17. Professional Demeanor.
18. Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.
19. Proficient in Graham standard computer applications.
20. Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee’s ability to safely perform their job.
The applicable base salary range for this role is $74,725 to $85,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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 program
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]
Marsh McLennan and it affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAE
#LI-Hybrid
Skills Required
- Minimum five years of experience in the employee benefits industry, preferably in brokerage or insurance, with a primary focus on health insurance
- College degree
- Life, Accident and Health Insurance License, or ability to pass the licensing exam after company-sponsored self-study
- Ability to obtain and maintain the required insurance agent's license
- Valid driver's license or an efficient and effective alternative for visiting clients and prospects
- Good oral and written communication skills
- Ability to exercise independent discretion and judgment
- Ability to develop creative, client-specific solutions within established standards and best practices
- Ability to set and meet deadlines
- Ability to work autonomously while supporting team goals
- Ability to perform well under pressure in a fast-paced environment
- Ability to organize, prioritize, and manage multiple tasks
- Detail-oriented and resourceful
- Professional demeanor
- Proficiency in Graham standard computer applications
- Regular and predictable attendance
- Fit-for-duty status, including not being under the influence of drugs or alcohol
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
-
Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
-
Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
-
Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
