Marsh McLennan

Project Manager

• Works as a relationship manager to conduct risk management due diligence for private equity and strategic buyers and sellers.
• Works with corporate client deal teams to facilitate transactions.
• Manages leveraged purchasing of insurance for key private equity firms and their portfolio companies.
• Oversees various Marsh resources and Marsh's work with underwriters to ensure quality programs and services.
• Direct team of risk management product line specialists in reviewing transaction specific exposures, analyzing coverage, actuarial assessment of outstanding and projected self-funded costs, identifying potential uninsured hidden liabilities and estimating pricing for recommended coverages, transaction specific coverages and post-close coverages.
• Draft and deliver due diligence reports and oversee new and renewal risk management programs.

Transactional Advisor – Project Manager

Account Executive

• Overseeing all aspects of assigned accounts to achieve client retention goals
• Ensuring client satisfaction with our services
• Account rounding, troubleshooting, and cross-selling to other departments
• Collaborating with Producers on new business development
• Exemplifying a high level of professionalism and technical expertise
• Proactively driving retention and new business in alignment with sales and service model
• Establishing structure and accountability within departments/groups
• Providing technical advice, market insights, guidance, and leadership
• Facilitating educational opportunities for team members and providing direction for their career development and success

Team Leader, Senior Client Executive – Business Insurance P&C

Consultant

• Provide clients with pension consulting services in line with the client’s service schedule
• Support clients with Automatic Enrolment and the use of the AE module on Darwin
• Provide pension consultancy services, including scoping and managing Darwin related projects
• Meet your client retention target, ensuring clients remain profitable and create efficiencies
• Cross-selling/product mix. Deliver the whole firm to the client
• Identify opportunities where you or your colleagues from the wider team or business could assist the client meet their goals
• Know your retention and growth targets for the year as well as your pipeline and have an evolving plan as to how you will achieve your goals
• Support with the development of Associate Workplace Saving Consultants

Pensions Consultant

Manager

• Monitor and analyze cloud spending across various cloud platforms (e.g., AWS, Azure, Google Cloud) to ensure alignment with budgets and business objectives.
• Generate regular financial reports and dashboards for stakeholders.
• Help in development of accurate cloud cost forecasts based on historical usage, business growth projections, and upcoming projects.
• Collaborate with finance and cloud engineering teams to create and manage cloud budgets.
• Assist in identifying cost-saving opportunities by analyzing usage patterns, recommending rightsizing of resources, reserved instance purchases, or other cloud financial management strategies.
• Work closely with cloud architects, finance teams, procurement, and business units to align cloud financial planning with organizational targets.
• Assist in defining cost allocation, and chargeback/showback models.
• Evaluate cloud financial management tools and automation to improve accuracy, efficiency, and visibility of cloud spend.
• Provides accurate forecasting and budgeting, helping leadership make informed decisions and avoid unexpected expenses.
• Tracking and maintaining Cloud Purchase orders, Invoicing, receipting etc.

Manager – Business Management Specialist

Actuary

• Collaborate with cross-functional teams to assess risks and develop strategies
• Utilize statistical methodologies to create models
• Prepare reports for stakeholders and senior management
• Provide insights to enhance decision-making

Actuarial Specialist

Compliance

• Administer Mercer Super’s Significant Incident Review Panel (SIRP), including coordinating the meeting schedule and attendees, preparing and distributing papers and minutes, and tracking actions.
• Generate regular reporting on the management of incidents and breaches, including provision to Management Committees, to support effective tracking and management of compliance breach assessments and regulator breach reports within required timeframes.
• Design and maintain effective dashboards for use by the Compliance Team to manage incidents and breaches efficiently.
• Complete data analysis to identify trends, including potentially systemic issues, and provide insights to management on improvement opportunities to prevent recurrence of breaches.
• Perform compliance incident breach assessments and draft breach reports to regulators.
• Support other Compliance Team activities as required. This may include providing compliance advice, supporting the obligations management process, completing due diligence reviews of regulated documents, and managing regulatory change.
• Build strong relationships with key stakeholders and work collaboratively with the Marsh McLennan Pacific compliance function.
• Stay informed about industry trends and support the Head of Compliance in developing strategies to address compliance challenges.

Compliance Manager – Incidents & Breaches

Risk

• Lead and grow a team of respected subject matter experts on risk management frameworks, controls, and regulatory requirements
• Lead the execution of Line 1 risk and control activities, ensuring effective risk management practices are embedded across the organisation
• Provide trusted advice and coaching to senior leaders, risk and control owners to embed strong risk practices and culture
• Coordinate the program to test the design and operating effectiveness of key controls
• Facilitate workshops and conduct Risk and Control Self-Assessments (RCSAs) to promote a culture of risk awareness and compliance
• Support the business to design, implement, and monitor controls to ensure regulatory compliance and mitigate operational risks
• Collaborate with Material Service Providers (MSPs) to ensure effective implementation and monitoring of risk and control processes end-to-end

Senior Manager, Risk & Control Advisory

• Enhance and coordinate the governance framework for risk management forums, ensuring alignment with organizational objectives and regulatory requirements
• Develop and oversee forward agendas for risk management forums, facilitating the creation of comprehensive materials for informed discussions and decision-making
• Maintain central open issues from audit events, ensuring accurate and timely documentation and follow-ups
• Act as a central point of coordination for risk management forums, promoting a culture of risk awareness and accountability across various business units
• Monitor the effectiveness of governance forums and prepare reports on governance activities, providing insights and recommendations for continuous improvement

Risk Governance Lead

Sales

• Prospect and generate new client leads through targeted email campaigns, phone outreach, and in-person visits.
• Manage and develop self-generated sales opportunities as well as leads from Sales Professionals and Lead Generation teams.
• Participate actively in proposal development, negotiation, and closing of deals related to Total Rewards Products and Services.
• Collaborate closely with Sales Professionals to educate clients on a broad range of workforce solutions beyond Total Rewards offerings.
• Build and maintain strong client relationships to maximize lifetime revenue and ensure client satisfaction.

Workforce Solutions and Total Rewards Sales Associate

• Utilize exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts
• Provide professional insurance services to clients by coordinating with Producers, Underwriters, Service Team members and other departments
• Provide coverage analysis and risk management recommendations
• Complete applications, prepare submissions, negotiate coverage and pricing with carriers and prepare proposals according to agency standards
• Resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner
• Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals

Senior Client Executive, Business Insurance P&C

Client Partner

• Maintain files in agency management system and document management system in an orderly, up-to-date manner
• Perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts
• Obtain renewal information from the insured and company on designated accounts prior to renewal and completes applications as needed
• Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims
• Review existing accounts to determine if additional lines of insurance should be solicited
• Receive and review all terminations and cancellations to determine action to be taken
• Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities
• Document all material conversations with insured and/or carriers regarding exposures and coverages
• Manage a book of business alongside the assigned Producer on the account
• Gather and prepare submission information as appropriate to the account and coordinates the remarketing process
• Participate in client meetings
• Conduct on-line rating and use of insurance analysis tools
• Consistently strive to make a positive contribution to customer satisfaction
• Assist production unit in special projects related to sales and/or servicing
• Ensure confidentially of information acquired
• Respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance

Client Manager – Business Insurance

• Leading teams of consultants in complex analysis and problem solving
• Planning and executing analysis for individual project modules
• Supporting Partners' project execution through excellent case management
• Managing client relationships and networks
• Effective and impactful communication of issues and solutions

Engagement Manager – Health and Life Sciences

• Maintain the lifecycle of software applications from an internal policy and regulatory compliance perspective
• Work with business and IT application owners to onboard applications into the MMA environment
• Perform ongoing inventory maintenance to ensure that applications remain compliant with internal policies and evolving regulatory directives
• Drive MMA’s effort to ensure our applications and data remain secure
• Maintain the required application portfolio documentation and artifacts
• Perform regular health checks of the application inventory
• Provide project management services to the compliance and audit teams

Technical Application Manager

• Serve as the primary benefits advisor for a portfolio of mid-to-large market clients, providing strategic consulting on plan design, funding, compliance, and vendor management.
• Lead client meetings, renewal strategies, and annual planning processes in collaboration with internal account management and analytics teams.
• Evaluate and recommend benefit program options, including medical, dental, vision, life, disability, and voluntary benefits.
• Analyze claims data and benchmark information to identify cost drivers and develop actionable recommendations.
• Support clients in navigating legislative and compliance requirements, such as ACA, ERISA, COBRA, and HIPAA.
• Partner with carriers and vendors to negotiate renewals and ensure service excellence.
• Serve as a mentor and subject matter expert to Consultants, Account Managers, and Analysts on the EH&B team.
• Contribute to business development efforts by participating in finalist meetings and assisting in the development of proposals and presentations.

Senior Consultant

Financial Planning and Analysis

• Construct real estate portfolios across key client segments
• Update clients on market trends/best ideas
• Educate stakeholders through written papers and presentations
• Identify growth opportunities within the real estate industry
• Collaborate with leaders across various segments to provide advice
• Drive real estate thought leadership via Strategic Research Teams