The Senior Benefit Specialist - Client Relations provides program support to VB clients directly and by managing the day-to-day operations of the client account which is achieved by collaborating with the team on client deliverables and expectations, managing the profitability of the teams block of business, looking for ways to cross sell within the account, providing strategy to increase participation and managing the client financials to ensure profitability.


ACCOUNTABILITIES:


Supports the client and the team on day-to-day support, ensuring that all client deliverables are met on time and as expected in the statement of work. (Client Centered)

Manages a profitable book is essential and ensuring that the client sees value and results in what our team is doing on a day-to-day basis (Results)

Ensures the team operates at the highest level of integrity to optimize client satisfaction. (Integrity and Accountability)


KEY

RESPONSIBILITIES
include, but are not limited, to the following:

Manage the budget by creating and revising clients new business, value adds, chargebacks, revenue shares and splits documenting and saving them to appropriate folders.

Create annual client-specific financial reports and save to appropriate folder

Manage client management document, project plans and open items log (meetings, RFP process, communications, implementation, technology build, timeline, etc.)

Manage agendas, open items log and take meeting notes

Quality review 360 diagnostic assessments

Confirm that carriers within client strategy are MMA East approved, appointed, and added to BenefitPoint

Obtain Non-Disclosure Agreement (NDA)

Assist in the creation/peer review marketing results client presentation

Conduct internal and external implementation call with carrier(s)

Schedule all client and carrier calls

Review and manage the carrier agreements/contracts: request, review and send to client

Solely responsible for providing client requirements to BenAssist Resource Center and provide enroller training

Manage billing and administrative discussions with client and carrier(s)

Gather and communicate client reporting metrics (benefits programs, call center, technology, etc.)

Prepare materials for annual stewardship, renewal, and marketing results client meetings

Responsible for delivering quality communications to client

Responsible for obtaining all final signoffs as it pertains to communications, platform builds, microsites, call center tools and carrier policy service documents

Be the primary contact and resource for strategy, marketing, implementation, and day-to-day tasks for cases weighted 50% or less


REQUIRED EDUCATION AND EXPERIENCE

:


Bachelors degree or the equivalent work experience

Life, health & accident license

6-9 years of voluntary benefits experience

Strong knowledge of voluntary benefit solutions and technology

Intermediate to advanced working knowledge of PowerPoint and MS Excel is preferred (i.e., ability to perform pivot tables).


PHYSICAL DEMANDS AND WORK ENVIRONMENT


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is:

Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms.

Occasionally required to stand and walk.

Extensive use of computer and keyboard and viewing of computer screen is required.

Specific vision abilities required by this job include vision, and ability to adjust focus.

Other working conditions are normal for an office environment.

Required travel to client meetings is expected (travel throughout the United States)


WORK LOCATION

This position will be based out of our MMA New England, Boston, MA location.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: (link removed)