Case Manager – Executive BenefitsOur not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Associate Consultant at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

The Case Manager – Executive Benefits (CM-EB) is responsible for processing new business submissions, coordinating underwriting efforts, and handling policy service for all products administered through the Life Department – individual life insurance, disability insurance, and long-term care insurance – with a focus on coverages issued through our Executive Benefits clients and programs (i.e., “multi-life” accounts).  For both individual and multi-life clients, the CM-EB handles cases from the proposal stage, through application/enrollment, to policy issuance and delivery, and inforce servicing.  The CM-EB serves as the primary liaison on assigned clients/cases between carriers, our partner general agencies, and MMA’s producers.

Serve as the primary new business, operations, and servicing contact for all assigned clients.Facilitate the application and underwriting evidence collection process for individual new business cases.Coordinate the implementation of new multi-life Executive Benefit programs, including enrollment, policy placement, and communication strategies.Conduct regular reviews of assigned Executive Benefit clients’ programs to ensure all rosters are up-to-date and that additions, terminations, salary updates, etc. are being reported as necessary.Provide ongoing support and assistance to clients with inforce policies – addressing inquiries, resolving issues, and ensuring client satisfaction.Stay up-to-date on products, industry trends, new business procedures, regulations, and best practices related to individual life/DI/LTC insurance and Executive Benefits, and share knowledge with clients and internal teams.Support sales team efforts to identify opportunities for growth within existing client accounts and support new business development.Prepare presentations with producers, for both internal and client-facing purposes.Maintain accurate and up-to-date client records, documentation, and reports.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

Maintain a valid insurance license.Bachelor's degree in Business, Finance, or a related field, or equivalent work experience.Previous experience in account management or client services, preferably in the insurance industry.Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients at all levels.Strong analytical and problem-solving abilities, with a keen attention to detail.Ability to work independently and manage multiple client accounts simultaneously.Proficiency in Microsoft Office Suite and CRM software.Strong knowledge of executive benefit plans – including nonqualified deferred compensation, supplemental executive retirement plans, and executive life insurance – a plus.Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

Medical, dental and vision plans401(k) match after one yearGenerous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & developmentTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://twitter.com/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.