Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

BRIEF DESCRIPTION  

The primary role of the Client Services Associate is to support the Account Management and Client Service teams with the tactical deliverables within the services and products offered to our clients.  This internship opportunity will provide exposure to the clients’ benefit plan design, plan audits and compliance reviews, account planning meetings, and strategic support within the client partnership.    

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:  

Client Services 

Assist with plan audits, including review of contracts, amendments and other documents, to ensure compliance and appropriate documentation is aligned with plan design; 

Assist in the preparation of the compliance and renewal checklists for assigned clients; 

Participate in the benchmarking analysis for assigned clients; 

Create and maintain online files for all clients; 

Research client plan documents to assist in answering client questions; 

Assist with the development and updates of newsletters, benefit summaries, enrollment presentations, and highlight brochures; 

Participate in special projects, including, dependent eligibility audits and benefit statements; 

Assist and support needs generated by the Compliance Department such as, but not limited to, review form 5500 data requests; 

Assist in filing stop loss claims; 

Assist Financial Consulting and/or Voluntary Benefits teams with project support as needed; 

Account Management 

Observe Account Management teams to establish and cultivate relationships within client organizations to build high levels of client satisfaction while executing proper client agreements; 

Participate with the development, implementation and management of client specific project plans; 

Assist with the preparation of strategic account planning meetings and annual executive summits; 

Assist with Spending Account and Employee Assistance Program request for proposal process and analysis; 

Assist with the creation of contract terms, rates, plans, schedules, resources, involvement, and service expectations; 

Research new sources of revenue within specific client services and products; 

Assist with the creation of revenue forecasts to sales management; 

Assist in the research phases which influence business performance and provide findings that will improve profitability and/or enhance revenue for MMA to Account Management teams; 

Develop and maintain skills, knowledge and proficiencies required to be effective in sales techniques and in support of client strategies, goals and objectives; 

Continually build knowledge and skills to keep pace with market trends. 

REQUIRED EDUCATION AND EXPERIENCE:  

Working towards Bachelor’s Degree, preferably within Risk Management, Insurance or general Business; 

Prior internship experience in a benefits brokerage, consulting, or insurance industry is preferred; 

Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills; 

Must be organized, detail oriented and able to translate big picture ideas into client objectives. 

KNOWLEDGE, SKILLS AND ABILITIES 

Effective analytical, math and problem solving skills; 

Sound judgment, strong decision making ability and confidence to make difficult decisions; 

Excellent interpersonal, written and verbal communication skills; 

Ability to work well independently and as a team member; 

Must be organized, detail oriented and able to translate big picture ideas into client objectives; 

Ability to define problems, collect data, establish facts and draw valid conclusions; 

Must have ability to simultaneously handle multiple priorities and work in a team, fast paced environment; 

Ability to follow through on and successfully execute tasks while adhering to specified quality standards; 

Ability to prioritize projects and meet deadlines; 

Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts; 

Must have computer skills proficiency and experience with MS Office suite (including Word, Excel and PowerPoint); 

Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management; 

Aptitude for learning internal systems, applications and internal work flow of the department; 

Must be able to effectively interact with people at all levels inside and outside of the Company. 

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. 

WORK LOCATION  

Work is typically performed either on site at Conshohocken, PA office, or at various customer/MMA locations as required. 

The applicable hourly rate for this role is $25.

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 reasonableaccommodations@mmc.com

Marsh McLennan and it affiliates are

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

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