Marsh McLennan

Insurance

• Serving as a resource for the team, analyzing client needs and providing recommendations on coverage and marketing strategies.
• Collaborating closely with Producers in sales efforts, including responding to Requests for Proposals.
• Maintaining strong relationships with insurance carriers through various communication channels.
• Staying informed on market trends and risk transfer alternatives.
• Coordinating with local leadership to align line-of-business strategies and promote best practices.
• Negotiating pricing and policy terms with carriers to ensure the best fit for clients.
• Leading the renewal process by preparing applications and submissions.
• Supporting the development and execution of marketing and renewal strategies.
• Utilizing client management systems and other technology platforms to track progress and document interactions efficiently.
• Maintaining continuous professional development through attendance at seminars and carrier meetings.
• Mentoring colleagues and providing backup support to account teams as needed.

Employee Health & Benefits Insurance Placement Lead

Analyst

• Assist in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager
• Process changes to the policies at the direction of the Client Manager, to be sent to the carrier
• Process, invoice and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager
• Follow operating procedures related to file and record maintenance procedures
• Carry out billing procedures for renewal policies
• Comply with applicable insurance regulations
• Review policies received from carriers to ensure conformance to specifications/binders
• Expedite with insurance carriers needed corrections to policies received
• Process or prepare endorsements and applications
• Order policies and other insurance documents required to meet minimum standards from Insurance carriers
• Assist in updating client’s loss history and collecting updated information on client exposures
• Prepare schedules of insurance coverage and correspondences on routine insurance matters
• Update applications and schedules at the request and direction of the Client Manager
• Rate and issue company specific endorsements
• Conduct all business in accordance with established policies and procedures

Senior Client Analyst

Financial Planning and Analysis

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
• Analyze markets, investment managers, portfolios, and investment performance.
• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
• Mentor junior colleagues in their career development.
• Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions.

Senior Investment Consultant

Client Services Representative

• Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
• Ensure all financial aspects of the client are efficiently managed
• Possess technical ability to discuss regulatory updates with clients
• Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
• Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
• Perform and execute review of financial statements

Client Service Manager – Captives

• Perform responsibilities comparable to a full-time analyst with support from experienced colleagues
• Complete comprehensive analysis of health care data using spreadsheet and database management software, with most time spent in Excel
• Assist in the development of reports, spreadsheets, and presentations
• Work on multifaceted projects to gain a better understanding of health care delivery systems, specifically government-sponsored health and welfare programs, such as Medicaid and Medicare
• Work in a fast-paced, challenging and dynamic consulting environment with colleagues across the practice at all levels

Government Financial Intern

Government Financial Intern – College Program

Business Development Rep

• Develop the assigned territory through all existing and prospective Business Development Team channels
• Manage existing client base in the region to support organic growth through new business generation and renewal retention, prospecting and developing new relationships
• Frequent travel to visit new/existing/prospective clients in the territory, working closely with underwriting and Business Development Team management to ensure a superior level of service for our clients and their insureds
• Strategic planning for your territory’s growth and expansion, new product development and other production-oriented activities
• Serving as a client advocate and consultative advisor on the company’s products and services as well as the marketplace at large
• Collaborate with underwriting staff to jointly develop relationships
• Engage with partners at industry events and become a valuable resource for the assigned territory

Business Development Specialist

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
• Analyze markets, investment managers, portfolios, and investment performance.
• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
• Mentor junior colleagues in their career development.
• Source and cultivate relationships with prospective clients and engage with existing clients to grow the breadth of services we deliver to help them advance their missions.

Healthcare Investment Consultant

Project Manager

• Build and deliver the project management framework to operationalise Risk Passport
• Lead stakeholder meetings and workshops
• Develop and execute change management strategies
• Contribute to the commercial development of Risk Passport
• Provide regular MI and reporting to leadership
• Coordinate with regional teams for membership content updates
• Document governance adherence for Risk Passport
• Develop strong relationships with regional teams
• Drive cross-functional and cross-regional collaboration

Engagement Manager / Project Manager

Human Resources

• Manage end-to-end administration of the Partner Review Cycle for the IMEA region.
• Act as career advisor for Partners and maintain partner performance and talent data.
• Collaborate with Partner Development Council and Learning & Development teams to design tailored programs.
• Lead regional coordination and execution of the Partner Review Committee process.
• Manage Partner performance management processes, including mid-year feedback and year-end reviews.
• Own the onboarding and integration experience for new Partners.
• Provide input on Partner employment relations matters, including exit negotiations.

Partner Talent Management Lead

• Manage end-to-end administration of the Partner Review Cycle (PRC) for the IMEA region, including timelines, logistics, materials preparation, pack consolidation, and coordination of meetings.
• Act as career advisor for Partners, provide clarity on career and growth plans within the firm.
• Maintain and validate partner performance and talent data; prepare summary reports and operational dashboards for the IMEA Executive Director of Talent and regional leadership.
• Collaborate with the Partner Development Council (PDC), Learning & Development teams and ED of Talent for IMEA to design and deliver tailored Partner development programs addressing key skill gaps and regional needs.
• Lead the regional coordination and operational execution of the Partner Review Committee (PRC) process, ensuring rigorous candidate identification, compelling business case development, and seamless candidate experience.
• Team with other Partner Talent Management Lead roles across the firm to share best practices and improve collaboration.
• Responsible for managing the end-to-end execution and integrity of Partner performance management processes, including mid-year feedback, year-end reviews, and objective-setting, collaborating with the IMEA ED of Talent, Business Impact Managers and cross-functional teams to ensure fairness, consistency, and accountability.
• Manage Partner watchlists, mutual departure discussions, and Focused Development Plans (FDPs) with rigor and sensitivity in close partnership with the IMEA ED of Talent and Regional Head of HC Operations.
• Support local HC and regional leadership in managing Partner exits and alternative pathways, ensuring smooth transitions aligned with firm strategy and culture.
• Own the onboarding and integration experience for new external Partners and newly promoted Partners, proactively monitoring progress, identifying challenges, and recommending timely interventions to ensure successful assimilation.
• Provide hands-on operational support to ensure seamless transitions, engaging appropriate commercial leaders and stakeholders as needed.
• Collaborate with the Head of Recruiting in IMEA by creating an open feedback loop on Partner candidates, regularly evaluating recruitment outcomes, and providing actionable insights to enhance recruiting effectiveness.
• Work with the IMEA ED of Talent Partner to provide timely input on Partner employment relations matters, including exit negotiations and conflict resolution, balancing firm interests with Partner engagement and retention considerations.
• Prepare and present data-driven reports and insights on Partner performance and talent management metrics to the IMEA Management Committee to guide and inform decision making.
• Maintain rigorous operational standards and accountability in talent processes to ensure fairness, consistency, and transparency.

Operations

• The Claims Advocacy Leader on the PRIVATE CLIENT SERVICES team is a foundational pillar of the Private Client Services National (PCS-N) service offering and a meaningful differentiator in the marketplace.
• The PCS Claims Advocacy Leader will formulate and execute a client first vision, strategy and operational design for Claims Advocacy that enhances the claimant experience and strengthens retention.
• This position will lead multiple Claims Advocacy teams and field claim executives and direct claims operations activities, including best practices, to achieve effective and efficient delivery of services.
• They will synchronize CAT event responses, resources for major claims, educational offerings and capabilities across PCS regions.
• As a subject matter expert the PCS Claims Advocacy Leader will lead efforts to resolve issues with insurers that protect the interests of key clients and Family Offices and retain relationships.
• The position will also contribute to client and COI communications, participate in client webinars and in coordination with MMC Public Relations, serve as the face of MMA PCS Claims Advocacy to external constituents.

Claims Advocacy Leader

Consultant

• Claims Management: Utilize Origami to track and update claim acknowledgments and leverage EPIC to obtain copies of policies for assigned accounts. Manage and handle claims of severe complexity, specifically lost time matters from intake through resolution. Assigned a minimum of 25 client accounts to actively monitor and manage. Proactively follow up on open Workers' Compensation claims to ensure timely progression toward resolution. Negotiate with adjusters on behalf of clients to drive favorable claims outcomes. Adopt a forward-looking coverage approach for assigned casualty claims by proactively identifying potential challenges and leveraging opportunities to enhance client results. Prepare and organize materials for claim review meetings and stewardship meetings for assigned accounts. Collaborate with the Claims Intake Team to support accurate and timely claim reporting, serving as a knowledgeable resource throughout the intake process. Support return-to-work initiatives by coordinating with clients and carriers on the development and utilization of return-to-work panels. Execute all other claims-related duties as assigned.
• Claims Expertise: Be a trusted claims specialist in the marketplace; actively be present in the agency and the community with a focus on sharing claims knowledge and the impact of claims to a risk management program. Continue to drive for further education and knowledge; stay ahead of trends within coverage issues and claims technical skills. Provide coverage and claims strategy advice to clients and internal team members. Educate team members and clients through intentional training and education platforms on claims, handling of claims and claims case studies.
• Claims Trending & Analysis: Monitor trending within claims activity via Claims Insights Develop loss analysis reports including Claims Summaries and Loss Stratification documents. Remit claims related data such as loss statistics, key trends, cost reduction opportunities and other data in order to assist development of action plans to manage client's total cost of risk. Provide recommendations to the internal marketing, sales and service teams regarding trending coverage issues in a way to mitigate and further engage our clients in understanding the coverage available to enhance their risk management portfolio.
• Carrier Relationships: Build strong carrier relationships with adjusters and other claims team members in an effort to form a partnership that supports both client needs and carrier objectives. Communicate effectively with carriers as issues arise and work toward resolving issues efficiently.

Claims Consultant – Workers Compensation

Risk

• Provide value added loss prevention services to our Business Insurance accounts
• Establish and maintain valued risk management relationships with our clients
• Evaluate employee safety exposures and controls and providing effective risk improvement solutions
• Effectively promote our risk control capabilities in new business opportunities
• Assess Automobile/fleet, General Liability and Crime exposures with effective feedback on exposures and controls in place and/or needed
• Develop insightful risk assessment reports for external and internal customers
• Serve as a liaison for loss control activities between client and carrier
• Monitor loss information and analyze trend development; develop effective overview and solutions
• Provide effective loss control resources and solutions to clients
• Develop and maintain proactive service plans established with client’s support and buy-in
• Develop and conduct effective safety training programs using PowerPoint with multi-media
• Conduct Commercial and Industrial Property fire/safety inspections and effectively relating proper risk control measures (NFPA codes)

Senior Business Insurance Risk Control Consultant

• Account management by driving client satisfaction and revenue growth across an assigned portfolio
• Manage requests for inforce clients up to 1,500 lives
• Support additional accounts exceeding 1,500 lives
• Design, implement and manage voluntary benefit solutions
• Collaborate closely with regional Health & Benefits colleagues
• Develop and execute value-based expansion, penetration and retention strategies
• Maintain a strong professional network and represent Mercer’s brand in the market

Employee Health & Benefits Insurance Placement Lead

Senior Client Analyst

Senior Investment Consultant

Client Service Manager – Captives

Government Financial Intern

Government Financial Intern – College Program

Business Development Specialist

Healthcare Investment Consultant

Engagement Manager / Project Manager

Partner Talent Management Lead

Partner Talent Management Lead

Claims Advocacy Leader

Claims Consultant – Workers Compensation

Senior Business Insurance Risk Control Consultant

Voluntary Benefits Consultant – Mid Market Leader