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Wellness Coordinator

1 month ago

Chicago, United States Assurance Agency Full time

Overview

The Wellness Coordinator is a team oriented, health and well-being aficionado who is devoted to providing support to the entire Wellness Team and to our clients. With guidance from the senior members of the team, they maintain all initiatives that educate, motivate and engage our clients and their employees in all aspects of wellness. The Wellness Coordinator helps their clients to Minimize Risk and Maximize Health directly through the programs administered.

Responsibilities

WELLNESS

* Enters and maintains client data in agency management systems in an accurate and timely manner
* Assists in the generation and preparation of client newsletters
* Assists in the customization and dissemination of posters and other collateral
* Assists in the content creation of various collateral
* Coordinates and implements flu shot clinics in conjunction with the preferred vendor
* Initiates and coordinates biometric screening process with clients
* Aids in implementation process and participate in on-site screenings when needed
* Collaborates with Wellness Advocate to put together vendor RFP's and workbooks
* Follows up with clients with regards to their annual wellness strategy and assist in the execution
* Populates client surveys and work with clients to deploy these surveys
* Assists in the coordination of wellness events and seminars
* Works with clients to set up and conduct challenges and events which includes client outreach and assistance
* Supports Wellness Team in meeting preparation and consulting proposals
* Researches new vendors, products and services in the marketplace
* Maintains insurance carrier relationships to understand wellness services/resources offered to mutual clients
* Maintains client, prospect and information in applicable databases as needed
* Takes initiative to research and learn new projects
* Is familiar with and follow agency procedures
* Performs related duties as necessary or assigned

EXECUTION OF CLIENT SERVICE

* Supports Wellness Advocates, Account Managers, Producers, Account Executives and other internal department members to flawlessly execute Assurance's service strategy for each client, designed to create measurable value and efficiencies in their businesses
* Processes plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate system
* Builds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email and in-person meetings
* Leverages insurance knowledge and communication skills to explain coverage terms, program options and other items to clients as needed
* Works with internal departments to ensure cohesiveness and timeliness of service execution
* Manages time effectively to prioritize workload, client service requests and service parameters on business processes

PEER RELATIONSHIPS

* Provides feedback and shares information at team meetings
* Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.
* Develops successful working relationships with Wellness Advocates, Producers, Account Executives, Account Managers, service team members, managers, carriers and members of other departments
* Communicates effectively with all members of the Risk Management Services and provides timely and complete information to allow them to effectively manage service execution

Qualifications

REQUIRED:

* Registered Dietician (R.D.) Degree
* Upon hire, Producers License for Life/Health
* Holds Certified Workplace Wellness Specialist (CWWS) and/or Certified Worksite Wellness Program Manager (CWWPM) or obtains within 6 months of hire

PREFERRED:

* BS/BA in fitness, nursing, exercise science or related health/wellness field
* Proficient in Microsoft Office Suite

About Marsh McLennan Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

* Medical, dental, vision, 401K benefits and more
* The flexibility to work at home or an office
* A paid day off to volunteer and company-organized volunteer events
* Up to $1,000 per year in matching charitable donations
* Up to $750 per year in wellness rewards
* A company-wide mentality that you can never appreciate your co-workers too much

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

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