Regional Voluntary Benefits Specialist

4 weeks ago


Atlanta, Georgia, United States Marsh McLennan Agency Full time

Regional Voluntary Benefits Specialist

Founded in 2007, Ironwood continues to make a positive impact on our clients by protecting their business and supporting their employees across the world, providing Corporate Risk and Insurance, Employee Benefits Brokerage and Consulting Services, and Private Client Services. Our depth of resources, technology platforms, and dedicated service teams provide our clients with the level of risk management and insurance and employee benefits services they need to protect their assets and attract and retain employees.

Our mission is simple: Make a positive difference through service to our clients, our community, our insurance company partners, and each other.

As of January 2020, Ironwood officially joined Marsh & McLennan Agency LLC (MMA), a subsidiary of Marsh, a global leader in insurance brokering and risk management. MMA was established in 2008 as a separate operating subsidiary of Marsh Inc., primarily to serve the employee benefits and property/casualty needs of the mid-size employer market. Under the umbrella of Marsh, Inc. and the Marsh & McLennan Member Companies, we are recognized as the world's leading insurance broker and risk adviser.

Through the strength of our management team, our geographic presence and our world class services, MMA provides public and private companies with risk management and employee benefit support that helps them flourish. We are proud to provide our clients with best-in-class services that meet their growing needs.

As a part of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition

Applicants must be within driving distance to a local Southeast Region office to be considered for this role and have the ability to commute to a local office a minimum of three days per week.

Job Summary

The main goal and function of the Regional Voluntary Benefits Specialist will be responsible for assisting the Regional Director of Voluntary Benefits with pre-sale and implementation of voluntary benefits prospects and clients. The Regional Voluntary Benefits Specialist is specifically responsible for preparation and tracking of RFPs, spreadsheeting quotes and plan options, and preparing presentations..

We will count on you to:

  • Acts as back up for Regional Director of Voluntary Benefits
  • Provides day-to-day administrative support
  • Assists with coordination of enrollment platforms, including providing data to enrollment vendor for tech builds and attending testing calls
  • Tracks RFP responses and answers carrier questions
  • Collaborates with Resource Pro to review and finalize marketing spreadsheets.
  • Tracks carrier subsidies and cost submissions
  • Tracks Open Enrollment dates and supporting client teams in preparation
  • Presents VB products at Open Enrollment meetings
  • Completes claims research
  • Updates AMS with sold account details
  • Maintains departmental records in internal systems (Image Right, Benefit Point)
  • Completes post enrollment tracking and follow up
  • Supports client/carrier implementation process (calls, paperwork, etc.)
  • Prepares presentations and case studies for meetings
  • Assists account teams with Benefit Guide preparation and other enrollment materials
  • Makes office visits to meet teams around the Southeast region
  • Establishes and maintains solid working relationships with the service teams, producers, and MMA colleagues in all departments
  • Develops and maintains technical knowledge, market trends, company information, and other operating techniques
  • Fosters productive and professional relationships with carriers and other vendors; schedules meetings as needed

What you need to have:

  • College degree or equivalent industry experience is required
  • Advanced skills in Microsoft Office Suite, especially Excel and PowerPoint; must be able to learn, understand and apply new technologies (i.e., Benefit Point, Image Right, Smartsheet, Sales Force)
  • Possess ability to manage multiple projects simultaneously
  • Must have Life & Health resident agents license or obtain within 90 days of employment

What is in it for you?

Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including:

  • Medical, dental, vision insurance benefits
  • 401K and company match program
  • Company-paid life and disability
  • Employee Stock Purchase Plan
  • Generous paid time off programs
  • Volunteer paid time off (VTO)
  • Career mobility
  • Pet insurance
  • Employee networking groups
  • Continuing education and training opportunities

MMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. 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.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception. MMA was named a 2021 Top Workplace for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.

Marsh McLennan and its Affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

At MMA, your future is limitless. For more information about our company, please visit us at:

#MMASE


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