Home
/
Comprehensive
/
Underwriter Financial Consultant
Underwriter Financial Consultant-August 2024
Conshohocken
Aug 13, 2026
About Underwriter Financial Consultant

  The primary role of the Underwriter Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses.

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

  Perform financial, and risk analysis support for internal sales teams and their respective consulting clients;```{=html}

  ```- Conduct employee benefit due diligence projects for clients and portfolio companies;

  ```{=html}

  ```- Assist account teams with coordination and implementation of employee benefit programs for carve out transactions;- Provide the definition of clients' employee contribution modeling and strategies;- Responsible for the evaluation, determination and recommendation of alternative coverage, pricing options, and plan design changes based on economic analysis of available plan elements related to client goals;- Perform various reporting for plan change evaluations, budget and reserve calculations, and other on-going reviews;- Participate in prospective client data analysis and presentations;- Maintain quality service standards and organization to assure timely service to MMA East team;- Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, and constantly changing legislation that governs business.

  REQUIRED EDUCATION AND EXPERIENCE:

   

  Bachelor's Degree in Risk Management, Insurance, Actuary, Mathematics and/or other related field is required or the equivalent work experience;Minimum of 3 year's experience in the Benefits Brokerage, Consulting or Insurance industry is preferred;Intermediate working knowledge of MS Excel is required (i.e. ability to perform pivot tables, macros, and intermediate formulas);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

   

  Strong organizational, analytical skills and strong attention to detail;Excellent troubleshooting, decision making and problem solving skills;Must have strong negotiation and persuasion skills.Must be a goal oriented self-starterSolid interpersonal, verbal and written communication skills;Ability to work well independently and as a team member;Ability to multitask and successfully operate in a fast-paced work environment;Ability to prioritize projects and meet deadlines;Ability to follow through on and successfully execute tasks while adhering to specified quality standards;Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts;Proficiency in Microsoft Office Suite, including MS Word (intermediate), Excel (advanced) and Access (intermediate).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 and deal 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 finge , 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 in a hybrid manner based out of our Conshohocken, PA, office.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Elektronik & Systementwickler (m/w/d) 3D Erfassung und Bildgebende Systeme - Bensheim, Deutschland
Dentsply Sirona ist der weltweit größte Anbieter von Dentalprodukten- und technologien und unterstützt Zahnärzte und Zahntechniker dabei, eine bessere, schnellere und sicherere Versorgung in allen za
Senior Project Manager
Senior Project Manager POSITION DESCRIPTION: The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessa
Bilingual in Spanish Medical Billing Specialist
Description If you're motivated and have attention to detail, there is a growing company looking for a Bilingual in Spanish Medical Billing Specialist with strong technical skills. Situated in Camden
Labor & Delivery RN Inpatient, 0.9 FTE, Nights
Description Over 130 years ago, the Sisters of St Joseph came to the northwest corner of the Puget Sound to open a small community hospital. Fast forward to present day and PeaceHealth St Joseph is t
HR Strategy and Solutions Senior Consultant
HRT HR Strategy and Solutions Senior Consultant Are you passionate about delivering goals to your client that go above and beyond their expectations? Does the opportunity to work with the world's lea
BMV Customer Service Representative
BMV Customer Service Representative Date Posted: Jan 18, 2024 Requisition ID: 436522 Location: Bedford, IN, US, 47421 Work for Indiana Grow your career with the State of Indiana! With more than 50 ex
Technical Operations Program Manager
At GFiber, we believe in the power of great internet that lets people do more, helps communities get stronger and makes amazing things possible. We’re not just growing to build better internet experi
Maintenance Technician
Description: Working on various vats, boilers, conveyors, tanks, plumbing, & suction systems for the processing of cheese. Assisting with daily preventive maintenance on all equipment & syste
Maintenance Technician
Overview Experienced Maintenance Technician wanted! The Campus team is filled with passionate and enthusiastic people! Since 1958, we have been singularly focused on providing superb housing for coll
ABA Behavior Technician
Are you looking for a career that truly makes a difference in the world? Do you want to be part of our mission to help children with Autism reach their full potential and live happy, fulfilling lives
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved