Account and Sales Administrator
MMC

Account and Sales Administrator

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account and Sales Administrator at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Account and Sales Administrator on the Employee Health and Benefits team, you'll:

• Coordinate benefits communications, including prospect presentations, renewal presentations, open enrollment presentations, and strategic planning decks
• Assist in the preparation of sales presentations, proposals, and contracts.
• Maintain and update customer databases, ensuring accuracy and completeness of information.
• Lead preparation and coordination of benefits publications request, benefit information guides, and other launch, open enrollment, and ongoing client communications
• Update client contacts in technology systems, and Benefit Point as needed
• Maintain accurate client MMA team contact lists
• Onboard new clients, including into Mineral, and other MMA benefits programs
• Lead contact for compliance matters, including wrap documents, policy booklets, SPDs, 5500 filings, and other compliance tasks
• Maintain document of record for carrier differences in treatment of compliance and transparency rules
• Maintain and update client disclosure requirements
• Answer and direct phone calls, take messages, and respond to inquiries in a professional and timely manner.
• Provide administrative support to the team, including drafting team meeting agendas
• Prepare and edit correspondence, reports, and presentations.
• Maintain and update filing systems, both electronic and physical, ensuring accuracy and confidentiality.
• Coordinate and organize meetings, conferences, and events, including arranging logistics, preparing materials, and taking minutes.
• Assist in the preparation of financial documents, such as contracts and invoices.
• Handle sensitive and confidential information with integrity and discretion.
• Perform other administrative duties as assigned.
• Assist with pipeline management
• Respond to customer inquiries and provide product information and support.
• Maintain working knowledge of MMC benefits programs and potentials for upsells and cross sells
• Maintain lists of cross sold accounts
• Assist with follow-ups from prospect presentations and client strategy meetings
• Assist in the coordination of sales events, trade shows, and conferences. Attend these events as needed and desired.
• Collaborate with the sales team to track sales activities, prepare reports, and analyze sales data.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• Proven experience as an administrative assistant or in a similar role.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize tasks effectively.
• Strong problem-solving skills and ability to work independently.
• Professional demeanor and ability to maintain confidentiality.
• High school diploma or equivalent; additional qualifications in office administration or related field are a plus.

• Follow up with customers to ensure customer satisfaction and address any concerns.
• Assist in the preparation of sales reports and forecasts.
• Coordinate with internal departments to ensure timely delivery of products and services.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma
• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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