Marsh McLennan

Account Manager

• Works with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client
• Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients
• Builds personalized client relationships through demonstrated ownership of the service plan
• Analyzes risk, coverage, program structure and recommends options
• Oversees the accuracy and display of information in client portals
• Manages time to prioritize workload, client service requests and service parameters
• Conducts meetings independently with clients
• Evaluates coverage, terms, and conditions of quotes received from underwriters

Senior Account Manager, Surety

Customer Success Manager

• Build out custom Brainshark client engagement Videos
• Create custom client engagement deliverables
• Create custom engagement surveys
• Set up and maintenance/support of MMA Resource Portal
• Build out iNGAGED App manage client app updates and reporting
• Special projects as needed
• Assist production team with custom engagement documents for prospects/clients
• Assist with distribution of educational materials and user guides for online resources

Employee Health & Benefits Client Engagement Specialist – Bilingual

• Receive phone calls and office visitors regarding changes to existing and or new policies
• Determine acceptability and placement, make recommendations, complete applications or endorsements requests and collect premium where applicable
• Inform, educate and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
• Handle all client, producer, and insurer service requests
• Maintain and develop advanced knowledge of underwriting and rating procedures for all types of policies
• Maintain and further cultivate agency relationships with underwriters
• Review existing accounts to determine if an additional line of insurance or coverages of insurance should be recommended
• Mentor team members with emphasis on culture and morale
• High level agency management system tasks, accounting and claim management tasks
• Execute processes outlined in procedure manual
• Perform other duties as requested including exercising discretion and judgment prioritizing workload.

Personal Insurance Account Manager

Growth Marketing

• Support the Construction Analytics & Growth Leader to deliver insightful data analytics that drive strategic growth initiatives across the US Construction team
• Analyze and interpret complex construction industry data to identify emerging trends, market opportunities, and client needs.
• Develop and tailor innovative, data-driven solutions that address client challenges and support business growth across the US Construction practice.
• Be organized, managing multiple deadlines and leading follow up when needed to drive execution of business strategies and initiatives.
• Monitor industry developments, regulatory changes, and technological advancements to inform proactive risk management and growth strategies.

Construction Growth Analyst

People Operations

• Actively shape the future of the Strategic People Advisory and Corporate Governance Advisory Practice
• Support commercial and financial management of the practice
• Work closely with the Business Lead and COO Germany as well as the Sub-Practice Leads
• Assess technological trends and their impact on consulting
• Manage cross-functional initiatives to optimize client management, organizational structure, and processes

Senior Business Manager – Strategic People Advisory

Financial Planning and Analysis

• Advise individuals on all aspects of managing their wealth and related financial planning needs
• Develop relationships with existing corporate clients and provide expert financial planning advice to employees
• Develop relationships with existing individual clients and provide ongoing advice
• Generating new business opportunities including sourcing new individual clients from external channels
• Deliver presentations to employees on retirement planning and financial education
• Meeting sales and revenue targets
• Maintaining a detailed sales pipeline
• Keeping accurate records of meetings and advice process, providing compliant advice based on Mercer procedures
• Self-managing day-to-day workload
• Working with colleagues to optimise Mercer’s service and brand
• Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice

Senior Account Manager, Surety

Employee Health & Benefits Client Engagement Specialist – Bilingual

Personal Insurance Account Manager

Construction Growth Analyst

Senior Business Manager – Strategic People Advisory

Senior Financial Planning Consultant