M Financial Group Jobs

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. M Financial Group is a dynamic and innovative financial services company dedicated to our mission, "To help our Member Firms succeed, thrive and realize their full potential." We pride ourselves on our commitment to excellence, creativity, and sustainability. In this role, you will be responsible for implementing M's social media strategy, including writing, editing, coordinating, and strategically scheduling high-value content. You will collaborate closely with marketing and communication leadership to create and execute an effective social media relations strategy that aligns with M's overarching brand and business goals. A love for analytics and technology solutions drives you to measure and improve the performance of every social media post and media opportunity, ensuring M's brand story is consistently and effectively represented. As we continue to grow and expand our reach, the Social Media and Marketing Operations Specialist plays a key role in supporting and managing the efficiency and effectiveness of marketing and communications programs and projects. This role supports the planning, execution, and measurement of marketing and communications campaigns and systems while ensuring smooth operations through streamlined processes, effective data and tool management, and driving key operational initiatives to enhance productivity and collaboration across teams. The role requires a detail-oriented individual with strong analytical skills, project management expertise, and a passion for driving continuous improvement in marketing operations. You will be responsible for directing, maintaining, and enforcing quality control across projects, ensuring all jobs are executed to the highest standard from inception to completion. This dual-focus role combines strategic social media expertise with operational excellence, making it an integral part of M's marketing and communications team. Responsibilities: * Social Media Strategy & Content: * Drive and implement the company's social media strategy to increase brand awareness and growth. * Manage the creation and posting of social media content on all company channels. * Create and maintain a social media calendar, coordinating with multiple departments to ensure alignment. * Track and report on digital metrics for M's social media channels, identifying opportunities to expand M Financial's presence and effectively address audience needs. * Collaborate with the writing team to develop compelling, high-quality content for social media, blog posts, news releases, newsletters, and marketing emails. * Assist with copywriting for corporate communications and marketing campaigns. * Marketing Operations & Communications * Provide support to marketing and communications content production channel, including Member Firm community extranet and digital content library. * Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and social media platforms (e.g. LinkedIn). * Ensure marketing technology stack integration and data integrity across systems like CRM, CMS, and email platforms. * Troubleshoot technical issues and work with IT or vendors as needed. * Build, test, and optimize email campaigns, landing pages, and surveys/forms within marketing automation tools. * Maintain best practices for data management, opt-in processes, and consent handling in marketing tools and ensure all marketing activities comply with privacy regulations. * Provide training and support for marketing tools and platforms to internal team members. * Collaborate with cross-functional teams to execute and track multi-channel marketing campaigns. * Measure and report on the effectiveness of email, web, survey, and other marketing efforts. * Identify areas for continuous improvement and recommend implementing changes to enhance performance and collaboration. Qualifications: * Bachelor's degree in Marketing, Business Administration, or a related field. * 2-4 years of experience in creative project management, marketing operations, marketing automation, social media, or related roles. * Strong project management skills, with the ability to assist in leading cross-functional teams and managing multiple projects simultaneously. * Proficiency in marketing automation platforms (e.g., Marketo, HubSpot, Pardot) and section-based content editors (e.g. drag and drop or WYSIWYG editors), analytics tools (e.g., Excel, Power BI, Google Analytics), and project management tools (e.g., Wrike), social media platforms (e.g. LinkedIn), other relevant marketing technologies. * Excellent written and oral communication skills, with the ability to effectively collaborate with stakeholders at all levels of the organization. * Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and requirements. * Previous experience in Financial Services/ Insurance/ Wealth Management / Corporate Solutions is a plus. Job Conditions & Environment: * This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely. * Normal office environment/ desk assignment. * Extensive use of PC's, computer terminal, display, keyboard, and mouse. * Extensive hands-on work with documents, spreadsheets, and other written documents. This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. M Financial is proud to be an equal opportunity workplace.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Retirement Services/Individual Non-Medical Coordinator JOB TYPE: FLSA Non-Exempt SUMMARY: Marsh & McLennan Agency - Southwest is founded on the principles of integrity, respect, trust, and hard work. We feel that building relationships and developing trust will always be the first order of business. MMA is a leading insurance brokerage firm delivering innovative solutions to organizations in the U.S. and around the world with Texas roots dating back to 1926. MMA Southwest offers commercial insurance brokerage, employee benefits consulting and specialized risk management services from its offices in Dallas, Houston, Austin, Fort Worth, Lubbock, Midland, Abilene, New Orleans, San Antonio and Baton Rouge. This position will divide time between several service lines and prioritize tasks working with Regional Executive Vice President to enhance and support department growth. ESSENTIAL DUTIES & RESPONSIBILITIES: Work with department head to expand Retirement/Individual Non-Medical Practice regionally and expand Individual Life practice; internal marketing/dept meetings/communications Assist Regional Executive Vice President with all administrative needs (Concur, travel, calendaring, etc…); Anticipate needs/proactive approach/provide updates on projects and requests Assist Regional Executive Vice President with ongoing client/prospect needs and requests; Salesforce entry/Prospect Coordination Strategic/Operational partner with Retirement Service, Individual Non-Medical and Medicare teams; Thought partner Plan webinars, events and trainings as it pertains to these departments; annual events/team building/department celebrations Implement initiatives provided by the Regional Executive Vice President/Department leaders Create content and participate in department meetings; keep all department projects on track Schedule meetings and appointments as needed for departments Coordinate executive communications, including taking calls, responding to emails and interfacing with colleagues/clients/carriers Coordinate sponsorships and non-profit events Prepare internal and external corporate documents for team members and industry partners Maintain an organized filing system of paper and electronic documents Uphold a strict level of confidentiality Other department needs as priorities arise; This is a fast growing and dynamic team that requires flexibility and someone who is willing to take on new tasks REQUIREMENTS: 3+ years industry/applicable experience with bachelor's degree and strong technical expertise in retirement plan design/administration Excellent communication skills, including advanced writing and presentation skills Strong industry knowledge regarding service providers, plan design, industry trends, etc. preferred Proficiency in Microsoft Office Suite 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** . #MMASW #LI-CR1

Company:Description: Reviews information for Account Manager pertaining to client insurance programs and helps draft insurance and reinsurance contracts. Works with Account Manager to drive business and retention and improve the client experiences throughout the proposal and renewal process. Reviews claims, contracts and audits, and follows up regarding endorsements, policy issuance, extensions and cancellations and escalates concerns to direct manager or client team, as appropriate. Monitors the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards. Monitors the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database. Strengthens and maintains relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention. Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from Account Manager as needed. Ensures all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing.

Company:MarshDescription: Are you ready to shape the future of risk management in the construction industry? At Marsh, a leader in risk management, we are seeking a talented individual to join our dynamic team. This role will be based in Dallas, TX, Houston, TX, or Austin, TX, and offers a hybrid work environment with a requirement of working at least three days a week in the office. About the Role: As a trusted program risk manager, you will provide tailored advice and solutions to clients regarding program management while managing an account load and acting as a liaison between various Marsh resources and clients. You will collaborate with the administration of the program alongside loss control and claims advocates, partner with Risk Practices for business placement, interact with insurers for documentation, and support account retention and growth through program management efforts. We will count on you to: Be a key member of the project risk team, assisting owners, developers, and contractors with wrap-up program (OCIP/CCIP/Rolling) design and project administration for large local and national construction projects. Execute Marsh project-specific casualty solutions, including multi-site and rolling wrap-up programs, acting as an advocate and advisor for clients. Engage contractors and subcontractors directly to facilitate participation in clients' wrap-up programs and work closely with Project Administrators for smooth execution. Facilitate carrier audits and program close-outs while collaborating with other advisory and placement colleagues as needed. What you need to have: 3+ years of experience in insurance, specifically wrap/construction insurance and OCIP/CCIP experience. Proficiency in Microsoft Word, Excel, and PowerPoint. P&C license required or ability to obtain within 90 days of hire. Excellent communication skills (verbal and written). What makes you stand out: Bachelor's degree. Technical product line experience preferred. Highly organized with the ability to prioritize tasks based on urgency. Managerial experience. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #LI-JG3 Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Marsh McLennan AgencyDescription: Claims Specialist As a Claims Specialist for the Marsh McLennan Agency, you will be a claims consultant providing oversight and advocacy on behalf of our clients throughout the process of a loss event and the life of a claim. Duties include: You will submit claims or provide guidance on claim submission; Review coverages and resolve claims issues; Ensure carrier commitments are honored; Coordinate and participate in scheduled claims reviews; Serve as your client's advocate with adjusters and their coverage counsel; Resolve coverage disputes whenever possible; Assess and strategize to produce best possible claim outcomes; Duties may also include: Review of client's overall claims program and individual complex claims situations; Develop strategic action plans to reach desired outcomes; Provide guidance regarding potential large settlements; Recommend suitable vendor partners, including claims TPAs, nurse triage, and others; Review adjuster's claim action plans; facilitate claims resolutions; Evaluate insurance company claim reserves and push for reductions where appropriate; REQUIREMENTS: High School Diploma, Bachelor's degree preferred; Adjusters license; Knowledge of accepted industry standards and practices; Ability to think critically, solve problems, plan and organize activities, serve clients, negotiate, effectively communicate verbally and in writing and embrace new challenges; Analytical skill necessary to make decisions and resolve issues inherent in handling of claims; 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** . #MMASW #LI-CR1

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to: A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed. Manage Accounts Receivables Manage Direct Billing with respect to Cancellations Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources): Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers. Create and complete COPE spreadsheets, as needed. Prepare Loss Summaries Prepare proposals for renewal terms Issue Acord Insurance Binders for renewal terms Initiate Premium Finance Requests Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client's coverages Process mail and phone requests on daily basis Prepare Acord applications Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance Adhere to document retention software documentation guidelines Perform Quality check and control on insurance policies in their entirety In absence of more senior team members, provide direction and guidance to other members when appropriate Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to: Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate. Ensure tasks from both Account Manager and outsourcing team are completed as directed Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service. Coordinate and monitor usage and quality of outsourcing teams Support the training and growth of the Account Manager, being a part of their training and development Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Client facing meeting as required, either in-house or offsite Become proficient using premium analysis software. Utilize carrier online rating programs as necessary. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager Design insurance program for client based on defined needs Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.) Identify and address any coverage gaps with producer, carrier and client Begin to become subject matter expert and resource in area of interest or technical capability. REQUIREMENTS: Licensed: Texas P&C Agent preferred Education: Bachelor's Degree, preferred Minimum of 5 years of midmarket Commercial Account Manager experience preferred Completion of CIC and CRM preferred Demonstrate ability to multi-task and prioritize work Willingness to work to meet client needs beyond scheduled hours. Proficient at Word, Excel, and current internet technologies. Demonstrate proactive work style - Does not have to be asked or reminded of tasks. Ability to learn, analyze and comprehend commercial lines of insurance. Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions. 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** . #MMASW #LI-K1 #LI-Hybrid

Company:MercerDescription: We are seeking a talented individual to join our global Mercer Workday integration practice team at Mercer. This role will be a remote position located within the United States. What you need to have: In this role, you will have the chance to grow your technical skills, enhance your project management abilities, and develop your consulting expertise. You will engage directly with clients, collaborating with subject matter experts from both the client and vendor sides, as well as our extensive Mercer delivery team. As a key member of our team, you will apply your knowledge of design principles and integration patterns to create comprehensive system solutions for our clients. You will utilize your computer science skills alongside Workday integration tools to develop, test, and deploy integrations throughout the full Workday lifecycle. You will work on multiple client engagements, supporting senior integration architects and project deliverables, while also mentoring offshore teams and contributing to the overall success of our projects. This role will involve implementing integrations in HR and Financial functional areas for prestigious global Fortune 1000 companies. As you demonstrate your advanced competencies, you will have the opportunity to progress into an integration architect role, further enhancing your career trajectory. What you need to have: 1-3 years of Workday implementation experience Completion of three full implementations with Workday HCM or Financial Integrations Workday Integrations Pro Certification Familiarity with XSLT, Java, JavaScript, .NET, CSS, REST/SOAP API, and cloud-based web services. Travel may be based on customer needs at specific milestones during various engagements Experience supervising and managing integration staff on assigned engagements A collaborative spirit, capable of building positive relationships at all organizational levels What makes you stand out: The successful candidate will be a recent bachelor's or master's college graduate with a degree in management of information systems (MIS) or computer science (CS), eager to work as a developer while blending technical skills with a career in consulting. Experience with other ERP systems, databases, data warehouses, data lakes, authentication/authorization systems, and CRM systems. Familiarity with Workday reporting and Workday Prism, and Workday Studio is a plus Strong interpersonal skills and the ability to identify process gaps and suggest improvements Understanding of API design principles (RESTful, GraphQL), microservices architecture, and event-driven systems. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.The applicable base salary range for this role is $90,000 to $180,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:May 20, 2025

Company:Marsh McLennan AgencyDescription: Corporate Events Manager Department: Marketing & Communications Status: Exempt Reports To: Director of Marketing & Communications Under the supervision of the Director of Marketing & Communications, the Corporate Events Manager is responsible for managing the planning and strategy for all internal and external, both live and virtual, events hosted or sponsored by MMA's Southwest region, with the goal of supporting business development efforts, increasing brand engagement and awareness, as well as improving and maintaining company culture. Additional responsibilities include regional marketing and communications support, content coordination, and internal communication support. The ideal candidate should be highly motivated, organized, detail-oriented, and possess strong written and interpersonal skills. Essential Duties & Responsibilities Manage and plan all aspects of events, both live and virtual, for both internal and external audiences. Work with MarComm team, executive leadership, heads of office and/or other internal departments, to proactively identify and set strategy for all MMA events (including but not limited to: internal meetings, external client/prospect events, seminars, webinars, client entertainment events, etc.) Develop and maintain budgets for all events, including post-event reports demonstrating actual spend compared to budget. Research vendors, venues and events through online inquiries, onsite tours, and event attendance. Negotiate proposals, contracts and hotel agreements with venues and vendors. Manage communication with outside vendors and companies, internal staff and producers, event sponsors and attendees regarding event details and event communication. Oversee the logistics and registration for all events, managing a database of attendees. Create and implement event planning processes and procedures to keep all involved parties in communication of event status. Manage and maintain all projects within designated project management tool to support effective team collaboration. Collaborate with creative team to communicate and support the creation of marketing deliverables associated with an event (email templates, social media graphics, landing pages, nametags, invitations, etc.) Setup, create and host internal and external regional webinars. Assist in the execution of virtual and live events to include webinar hosting and onsite support for in-person events. Manage all gift and branded merch requests and purchases related to events. Maintain regional event calendar and monitor national event calendar to identify conflicts. Develop and manage event promotion and publicity strategies with Regional Marketing & Communications Manager, vendors and other members of the SW team, to drive attendance and engagement. Coordinate onsite support for company events including serving as strategist, assisting with logistics, set up and breakdown. Research, present and implement new event opportunities to support business development, increase attendance, and improve brand awareness. Work with MarComm team on regional projects and assist where needed. Strong knowledge of Zoom, Smartsheet, and other event and engagement platforms, as needed. Job Scope This position is a relationship-oriented individual with high personal standards and strong attention to detail. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously. Someone who is an active communicator and is able to develop and maintain relationships, as well as manage venue relationships and personnel is critical to the success of this position. This position interacts with a large group of internal colleagues and external vendors. The Corporate Events Manager must be positive, outgoing, and approachable, as well as work effectively with diverse personalities. Requirements Bachelor's degree in Marketing, Communications, English or other related area of study strongly preferred. Successful work history to include at least 5 years of experience in Marketing, Events, or Public Relations. Experience managing virtual and in-person events. Excellent written and verbal communication skills required. Strong knowledge of the structure and content of the English language, rules of composition and grammar, and AP style. Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required. Skill in organizing resources and establishing priorities to effectively meet multiple deadlines. Demonstrated ability to develop, plan, and implement short and long-range event goals. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods. Work is performed in a typical interior/office work environment. This position requires the ability to stoop and bend regularly, and lift up to 25 lbs. 10% - 15% travel may be required. Travel consists of 1 - 2 overnight trips per year covering areas both in and out of state. Extended work required on occasion due to special events and attendance and participation at networking, training, and industry functions that begin well before the workday, and may extend well into the evening. Maintain a valid Driver's License and have reliable transportation. Note: This job description is only meant to be a representative summary of the major responsibilities and accountabilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description. 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** . #MMASW #LI-CR1

Company:Oliver WymanDescription: About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman. Practice Overview: Energy Oliver Wyman's Energy practice distinguishes itself by the value it creates for clients. We bring deep industry knowledge and state-of-the-art problem-solving capabilities and tools tailored to the needs of our clients. Oliver Wyman helps utilities and energy companies address strategic and operational challenges through proven, results-oriented approaches: we assist our clients to examine and pursue new market, product / service and acquisition opportunities; develop strategies and plans to address market shifts and regulatory challenges; increase customer satisfaction, loyalty and earnings; and optimize operations and organizational effectiveness. We have completed hundreds of engagements for leading electric and gas utilities and oil and gas clients across North America, Europe and the Middle East, creating sustainable shareholder value. Within ENR, we have a specialized Commodity Trading and Risk Practice, with global presence. We serve more than 80% of the Trading environment across a myriad of topics ranging from trading organizational set up, risk management, commercial and operational optimization of trading entities, analytics and AI advisory. We also have Trading Systems and Analytics arm called ‘Veritas'; a group that focusses solely on the ETRM, analytics and AI systems enablement of Trading entities. Our Americas lead of Commodity Trading and Risk sits in Houston and overseas both the Strategy Advisory and Veritas arms of the business. The team size in Houston is ~50 people. Role The Engagement Manager position offers excellent career and growth opportunities for talented, highly motivated professionals with significant prior experience. As a professional member of our firm, your initial responsibilities will include: Managing the execution of individual project modules. This typically includes developing hypotheses, managing data collection, model creation and analyses, conducting primary and secondary research, creatively tackling information limitations, and surfacing insights. Supporting our Partner group in project delivery through accurate and high quality case execution Owning and developing executive client relationships, presenting to a wide range of audiences, and working day-to-day with clients and other stakeholders. Reporting to Engagement Managers and Principals, effectively seeking guidance on technical and senior-level steer to projects Coaching consultants and helping them develop their skill sets Desired Skills and Experience Engagement Managers serve as the primary contact point for senior client executives and Oliver Wyman consultants staffed on client engagements. While specific responsibilities will vary based on previous experience the ideal candidate will have the following: 5-7 years of experience in Supply & Trading Strategy & transformation Experience in serving Oil & Gas and/ or Power clients (Integrated Majors, Independent Traders, Hedge Funds etc.) Conceptual understanding of Trading Operating Models and Commercial Optimization Strong background in conceptual problem solving and analytical skills Track record of leading and managing teams and delivering against tight deadlines in fast paced and demanding environments Outstanding communication skills; confidence in presenting to senior executives Undergraduate or advanced degree from a top academic program Ideally located in Houston Willingness to travel

Company:Marsh McLennan AgencyDescription: JOB TITLE: Executive Team Lead JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Oversee and manage a staff that will include some combination of Sr. Account Executives, Account Executives, and Account Managers with responsibility to oversee the Insurance Programs for assigned clients. Generally, this position is a very experienced team leader who manages a specific book of business. This position is matrixed to a specific Producer or Producers under whose auspices the Executive Team Lead is fully responsible and accountable for the total management of assigned Producer(s) specific clients. Primary function is to maximize Producer ability to generate revenue by relieving Producer non-sales duties and activities. Customer Satisfaction and Client Retention Oversee and manage the execution and delivery of client calendar/timeline milestones Lead and conduct meetings and other communication with client to assess, maintain, and improve customer satisfaction as well as, when appropriate, take on client-facing duties previously handled by Producer. Proactively maintain positive client relationship and have mastered the ability to analyze situations, make proactive decisions and direct a team to follow-through Demonstrate a strong consultative ability to instruct and provide strong guidance to the client, achieving a high-level of trust Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues Client Consultations/Recommendations Consult with clients and make strategic Risk Management plan design recommendations. Risk Management Plan design recommendations should align with clients' business strategy, culture, and priorities and should focus on trend management Maintain strong working knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients Maintain strong working knowledge and command of MMA services, resources and capabilities, and leverage them appropriately on behalf of clients Consult with clients and deliver appropriate funding arrangement recommendations Present financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc. Mastery level knowledge and command of CCIP capabilities and services Renewal / Account Rounding Process Present and review plan performance reports and renewal projections Conduct pre-renewal planning meetings, including recommendations for renewal strategies Work with Team and marketing representatives to manage renewal bid/marketing strategy and deliver renewal presentations Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf Make recommendations for additional products/services and for expanding broker/consultant services Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees Client Relationship Management -Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level Revenue Generation - Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client Marketing/Sales Activities - Represent MMA at conferences, meetings, councils, community, and industry events Internal Contributions and Functions Demonstrate strong leadership capabilities leading the account team: Setting strategy and tone for the team Providing reasonable onboarding and training guidance to teammates Demonstrate strong judgement and delegating when appropriate to accomplish work through influencing others, especially Account Executives and Managers. Providing performance expectation and correction, as needed Providing performance feedback on a regular basis as well as having input on annual performance reviews Utilize appropriate Director of Client Services as support when determining staff performance and performance management issues, when/if they arise. Proactively collaborate with appropriate Director Client Services to ensure Agency workflows, processes, and procedures are properly utilized by Account Executives and Managers. Serve as internal subject matter expert in designated areas of expertise. With Producer, create service milestones to ensure appropriate services are being offered to clients, midyear reviews, claims reviews, and loss control services offered when appropriate. Meet or exceed Role Model MHBT standards of excellence, including but not limited to: Insure maintenance of files and records in an orderly, timely manner via use of Sagitta and Image Right. Ensure Service Plans Commitments via consistent use of Renewal Timeline. Proficient in creation of and use of key industry risk management strategies or documents routine to daily service processes, ie Risk identification and assessment Coverage evaluation, Risk retention strategies (deductibles, SIR's, Captives) Function as primary go-to person Client Contract Review Maintain and exhibit a positive, professional appearance and image. Understand and adhere to policies and procedures within the MMA employee handbook. Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital. Mastery level knowledge of property and casualty products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements. REQUIREMENTS: Position is available on an as-needed business basis Licensed: Texas P&C Agent Education: Bachelor's Degree or equivalent professional experience preferred (Internal) 15+ years of Account Management experience preferred (including at least 2 years of Sr. Account Consultant and 5-7 years in Sr. Account Executive or Executive role) (External) At least 15 years of Sr. Commercial Account Consultant or Executive experience CIC & CRM, or CPCU preferred. If no designation, then 15+ years of experience as a Sr. Account Consultant or Executive Mastery level knowledge of property and casualty products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements preferred. High level of organization with strong attention to detail and the ability to set, recognize, and manage multiple priorities and deadlines are essential. Applied knowledge and skills in the areas of communication, typing/word processing, and interpersonal relations. Accuracy and the ability to execute short and long term goals and to work independently are essential. Proficient with Microsoft Office Suite, especially email, Word, and Excel, and PowerPoint and current internet technology. 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** . #MMASW #LI-AK1

Company:MarshDescription: We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. The selected candidate will be working alongside our client-facing colleagues to create and generate invoice requests as needed. You will participate in a comprehensive training program that includes classroom instruction, side-by-side learning, and on-the-job training, equipping you with the necessary knowledge to succeed in our systems; this position does not involve sales, and while an insurance license is not required, you are encouraged to pursue the licensing exam for career advancement. We will count on you to: Work directly with our client support team to provide timely and accurate invoice requests Utilize proprietary billing systems to ensure timely and accurate invoice requests Meet individual productivity, accuracy and timeliness metrics Collaborate on process improvement strategies as well as participate in meetings and engagement activities Remain current by understanding and following all Marsh compliance, professional and transparency standards What you need to have: Intermediate proficiency in Microsoft Office, particularly Excel (basic formulas, pivot tables) and Outlook organization. Strong communication skills for effective collaboration with remote client teams. Ability to multitask and meet deadlines to ensure excellent service during policy renewals. Attention to detail for accurate information and invoicing, along with a willingness to conduct thorough research when needed. What makes you stand out: 1+ year of experience in the financial services, insurance, or legal industry Bachelor's Degree Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #LI-JG3 Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

New York, NY I Houston, TX Flexible location | USA At AXA XL, we are focused on profitably growing our energy and energy transition portfolio, including oil & gas, power generation, renewable and low-carbon energy, and energy-related industries. We offer our clients global underwriting capability with local energy representation in 11 countries. Our underwriters are supported by expert risk consultants, giving a deep understanding of the risks we mitigate. Our teams take part in regular energy best-practice groups, ensuring they have access to the latest thinking on optimizing assets. The challenges created by the global energy transition call for new thinking. Whether our clients are an energy provider, in an industry involved in supporting the transition, or transitioning their business towards net zero, our innovative insurance products and solutions go beyond protection, embracing prevention. Our global insights from the energy sector and beyond give our clients better clarity about risk, at every stage of their assets' lifecycles, wherever they are in the world. DISCOVER your opportunity What will your essential responsibilities include? * Underwrite, manage and service a Property Energy Risk renewal book and produce new business in accordance with business unit goals. * Exercise discretion and independent judgment in the analysis and evaluation of risk. * Participate in roundtable discussions on risk assessment. * Negotiate with producers within the limits of delegated authority and in accordance with established underwriting standards to achieve profit objectives * Build and enhance relationships with assigned brokers and clients to identify and establish new distribution relationships. * Maintain expertise with the products, services, priorities, and target markets to more effectively enable clients to uncover hidden energy risks. * Promote the company's expertise by participating in industry conferences and events while regularly conducting and attending client and broker meetings. * Maintain compliance with all internal and external underwriting guidelines and legal requirements. * Be dedicated to learning 1-2 new energy technologies and share this information with your peers globally. You will report to the Head of Energy Transition, Americas. SHARE your talent We're looking for someone who has these abilities and skills: Required Skills and Abilities: * Property Energy Underwriting experience or a related area of expertise (energy or property underwriting) with a robust conceptual comprehension of oil & gas, power generation, renewable and low-carbon energy, and energy-related industries. * Exceptional organizational and time management skills with the ability to perform accurate mathematical calculations. * Outstanding collaborative skills in a fast-paced team-centric environment. * Business development skills evidencing a successful track record driving profitable growth. * Outstanding interpersonal, presentation, written and verbal communication skills. * The ability to demonstrate critical thinking, decision making, and problem-solving skills. * The ability to travel a minimum of 15% of the time is anticipated. * A bachelor's degree is required. * Continuing education or professional designations in insurance underwriting and information privacy FIND your future AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl.com Inclusion & Diversity AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and a diverse workforce enable business growth and are critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most diverse workforce possible, and create an inclusive culture where everyone can bring their full selves to work and can reach their highest potential. It's about helping one another - and our business - to move forward and succeed. * Five Business Resource Groups focused on gender, LGBTQ , ethnicity and origins, disability and inclusion with 20 Chapters around the globe * Robust support for Flexible Working Arrangements * Enhanced family friendly leave benefits * Named to the Diversity Best Practices Index * Signatory to the UK Women in Finance Charter Learn more at axaxl.com/about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience," focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: * Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. * Addressing climate change: The effects of a changing climate are far reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. * Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. * AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U.S. pay range for this position is USD 94,500 - 142,000. Actual pay will be determined based upon the individual's skills, experience, and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.

Company:Oliver WymanDescription: Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Our 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman's thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1000 companies. Visit our website for more details about Oliver Wyman: ******************* Job Overview: Oliver Wyman is seeking a Specialist Talent Manager to help support a population of specialists that make up the transportation teams within OW (such as OW Vector, Rail and ADG). In this role, you will work closely with the Head of OW Vector Talent Management and the business to assist with driving talent integration and retention, inclusion and diversity, training and development, employee relations and other talent projects. The successful Specialist Talent Manager will be able to proactively, delicately and empathetically balance the needs of the business alongside the preferences, career goals and development needs of the specialist. This is a hybrid role that requires 3 days per week in the office. There is no option to be fully remote. Key Responsibilities: Talent Management: Provide support to specialist providing guidance on all stages of the employee lifecycle Build relationships with the local HC teams and work together on talent management related initiatives, including employee relations issues or policy questions Develop relationships with each specialist and begin to be seen as a trusted advisor Monitor for work-life-quality issues and escalate when needed Development and Performance Management: Understand specialist performance, skills and development needs to assist with career conversations and calibrations Understand the specialist performance management framework and competency model and how it applies to own specialist's situations Read all performance appraisals and identify issues and/or address performance flags with manager/advisor/project lead Assist with the full performance cycle, attend and contribute to mid-year and year-end performance review meetings Utilization and Reporting: Review weekly utilization reports, cross reference with Fusion to ensure the latest information is captured working alongside the Vector Business Management Team Manage the project reviews for all specialists Assist with the analysis of performance outcome results during year-end Ad hoc analyses and reporting as needed Training and Development: Engage with leadership team to identify, and coordinate career development training opportunities Partner with OW Learning & Development on content development, training delivery, and managing online learning platforms Advise on individual training plans, incorporating feedback from employees, past reviews/development objectives and leadership Experience Required: At least 4 years of professional experience, in HR Generalist, talent management, organizational development roles Experience working is a fast-paced environment Experience delivering complex, analytical projects Passion for HR and people strategy/development Bachelor's degree Skills and Attributes: Proven ability to establish and grow relationships at all levels within an organization The ability to be productive, flexible and to simultaneously manage multiple project priorities in a complex, performance-driven environment Proven experience with access to confidential information as well as a strong sense of urgency Excellent written and verbal communication skills; ability to tailor the message to fit the audience Comfortable working with data and a strong attention to detail Comfortable working independently, but can thrive in a team setting; all while working in a fast-paced environment Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Oliver WymanDescription: Passionate about solving complex problems? Energized by making huge impacts on big challenges? If so, it's time to consider joining Veritas Total Solutions. We are a privately-owned management consulting company that focuses on our clients' success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we'll enable you with the things you need to succeed. We Have: Fast growing management consulting company Fun, engaging clients in the energy industry Industry experts in business, technology, and consulting Teammates focused on delivering above-and-beyond Dynamic entrepreneurial culture Leadership focused on enabling you You Bring: Consulting Skills 10+ years of Leadership building and running successful CTRM teams Executive client relationship skills, including communication and interpersonal skills Significant industry network and experience prospecting/closing sales Proven track-record of progressive, successful roles and/or project execution Functional Knowledge 10+ years of industry, consulting, or vendor experience in commodity trading and risk management Knowledge of energy markets such as oil, refined products, natural gas, LNG, and power Expertise in several functional areas including front, mid or back office Cultural Fit A high level of energy Motivation to collaborate, learn, and improve Drive to make an impact Ability to organize complex problems into a clear plan of action We Also Value: Application Knowledge Working knowledge of CTRM packages (e.g. Allegro, Openlink, RightAngle) Familiarity with other applications Technical Skills Experience leading design of CTRM ecosystems Experience building systems architectures including business intelligence Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Actuarial Associate to join our team. Primary responsibilities will include assisting in the development and projections of corporate models, analyzing reinsurance proposals, assisting in the Statutory and GAAP reporting, experience study analysis, and developing tools to analyze reinsurance results. Responsibilities: * Augment corporate model to include new products as they are introduced, as well as maintaining and updating existing models * determine required information and collect said information (e.g. actuarial memorandum, pricing assumptions) * Reproduce product mechanics using a spreadsheet and illustrations * Translate the spreadsheet calculations into ALFA * Project future profits for that product by making assumptions about the level and distribution of sales * Test and Validate results * Assist with the preparation and analysis of quarterly and annual Statutory and GAAP reports * Validate the accuracy of reinsurance settlement statements * Update and maintain reinsurance reporting databases and automated tools * Develop controls and processes for new reporting requirements * Assist in updating corporate model, analyzing quarterly financial results, and explaining variances to senior management * Perform ALFA model projections to be used in financial reporting * Perform analysis on financial results in order to explain material and unique events * Develop experience studies for mortality, lapse and other key business drivers * Determine data requirements for producing mortality, lapse and other key business driver studies * Develop and analyze experience study results * Make recommendations for key assumptions based on experience results * Assist in the creation of memos documenting the experience study findings and any assumption recommendations * Contribute to reinsurance acceptance procedures * Model products being considered for reinsurance * Analyze resulting economics to ensure that M's Financial targets are being met * Document and recommend acceptance of new products for reinsurance risk sharing Qualifications: * Bachelor's degree in actuarial science, mathematics, finance, economics, or related * ASA designation from the Society of Actuaries * A minimum of three years of actuarial experience * Excellent oral and written communication skills * Excellent MS Office software skills including Excel, Access, Word, and a strong ability to use the internet * Strong computer proficiency including installing software, using command line programs, and scheduling tasks * Experience automating tasks or analyzing data, preferably using Python or SQL * Excellent high-level mathematical and analytical skills * Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment, attention to detail and organizational skills * Ability to handle multiple, complex projects and deadlines simultaneously, and to reprioritize with little notice * Ability to establish and maintain effective working relationships with Carriers, Member Firms, and fellow M Team Members * Ability to interpret and implement complex instructions in many forms (written, oral, etc.) * Demonstrated ability to handle highly sensitive and confidential information Job Conditions and Environment: * Normal office environment/desk assignment * Extensive use of PC's, computer terminal, display, keyboard, and mouse * Extensive hands-on work with documents, spreadsheets, and other written documents * some travel (less than 10%) This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. M Financial is proud to be an equal opportunity workplace.

Company:Marsh McLennan AgencyDescription: In this position you will, prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Assist in the development of marketing plans and strategies and ensure teams are providing excellent client service. Maintain positive relationships with all key stakeholders assuring client retention and satisfaction. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Production: Prospect new clients. Quote and sell new business. Cross-sell additional products and services Marketing: Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client. Customer Service: Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs. Collect premiums and fees billed, if applicable Corporate Citizenship: Promote and maintain good client, company, and fellow employee relations. Promote the company image through civic, social, and business activities, and endeavors. Product Knowledge: Build and maintain internal and external knowledge of product and service offerings. Stay abreast of industry trends and pursue continuing education. Other Duties and Responsibilities: Other duties and responsibilities as directed by management. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in applicable business field or equivalent education and related experience Appropriate insurance licenses 3 years of insurance industry or other relevant experience Self-motivated, winning attitude, articulate, creative thinker, with good communication skills Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite Ability to travel, including overnight Preferred Qualifications: Advanced degree Skilled in Office Suite (Excel, Word, PowerPoint) Experienced with Requests for Proposal 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 McGriff, a division of Marsh McLennan Agency, check us out online: ************************ For careers at McGriff visit: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: **************************************** ****************************************************** ************************************ ********************************** ***************************** 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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. McGriff Insurance Broker | McGriff McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more. #MMAMCG #LI-Hybrid

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Wealth Solutions Intern to join our team. In this role, you will apply your coursework and analytical skills to perform a variety of tasks within projects in our Wealth Solutions group including, investment analysis, consolidated data into a easy to understand reporting templates, and analysis in a business setting. This internship occurs June 10th - August 15th Responsibilities: * Improve, and help create new, investment related resources and training materials for M staff, advisors, and Member Firm operational staff * Gather, analyze and present disparate data points to support development of short- and long-term product roadmaps * Support Investment Due Diligence team in establishing strategy review frameworks, policies and procedures * Participate in manager due diligence meetings * Contribute to documentation of processes and recommend improvements * Potential of handling confidential documents Qualifications: * Completion of at least sophomore year in college, majoring in Business, Finance, Accounting or other, related field * Proficient in Microsoft Office particularly Excel. Familiarity with Python, and VBA a plus * Strong interpersonal and organizational skills with ability to work independently and with a team * Efficient multitasker with the ability to prioritize and meet deadlines * Ability to shift direction in response to changing work situations * Very high attention to detail and accuracy Relationships: * The position reports directly to the VP & Head of Advisory Services and is part of the Wealth Solutions department. This position requires collaboration at all levels of the organization and with other members of the Wealth Solutions department. * This position may work with outside parties, including vendors. This position will require no travel in order to meet those needs. Job Conditions and Environment: * Professional office environment/desk assignment * Extensive use of PCs, computer terminal, display, keyboard, and mouse * Extensive close work with documents, publications, databases, and spreadsheets This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. M Financial is proud to be an equal opportunity workplace.

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. This position is responsible for providing technical underwriting expertise and insight to various stakeholders within the M Community, with a strong emphasis on Member Firm, M Carrier, and Reinsurance advocacy. This position serves as a liaison with carriers, reinsurers, medical institutions, Member Firms, and client advisors to manage risk assessments, mortality management, and life insurance capacity. While this position does not have direct reports, this position is viewed as a leader and assists the VP, Underwriting Advocacy with developing and implementing strategic initiatives and mentoring other members of the Underwriting Advocacy team. Responsibilities: Underwriting Services Assist in the creation of strategic department and policy direction based on objectives of M Financial Holdings Direct projects and initiatives which impact underwriting and risk assessment Lead the application of technical underwriting principles and expertise to assist with risk management decisions Advise other departments including the M Reinsurance team, on technical underwriting and reinsurance issues MF Support and Advocacy Act as a liaison between Member Firms, carriers, and reinsurers, leveraging deep knowledge of carrier products and life illustration systems to streamline underwriting processes and resolve issues Address escalated concerns and assist in proposing/implementing solutions to meet the needs of the Member Firms Develop advanced working knowledge of reinsurance and MFH's reinsurance arrangements Day to day responsibility for continued development of Prism and MRAS capabilities to support the underwriting process Regularly and proactively seek feedback from Member Firms; leverage feedback to help inform underwriting and new business strategy, support, and processes as appropriate Internal Support and Risk Assessment Support Strategic Corporate Objectives, Underwriting Initiatives, and appropriate utilization of Internal Retention Provide technical underwriting support to various projects, programs, and initiatives Evaluate exception requests; provide risk assessment and recommendations to M Reinsurance regarding the use of internal retention; secure reinsurer approval when necessary Lead and mentor underwriting staff at M through training sessions and guidance, fostering professional development Strategic Impact Elevate M's reputation and visibility in the industry; advocate for M and the HNW market needs and interests Stay informed of industry underwriting trends, competitive landscape, regulatory issues; assess impact to M, inform stakeholders, and collaborate with the VP, Head of Underwriting advocacy to implement solutions or bring forth ideas to address the changing environment Collaborate with internal teams, carriers, reinsurers, and vendors to build and foster strategic relationships, ensuring effective underwriting solutions and services. Participate in and/or lead projects and initiatives which impact underwriting, reinsurance, and innovation Capture underwriting data metrics to produce meaningful metrics for both internal and external stakeholders, utilizing an agile mindset focused on technology Manage existing underwriting vendor relationships Proactively work with Carriers to monitor underwriting service levels and results; make recommendations as appropriate for changes to staffing, underwriting guidelines, retention, or processes Other work as needed to support M's Mission, Vision, Value Proposition and strategic objectives Qualifications: Bachelor's degree with undergraduate focus in either Nursing, Actuarial, or Financial studies preferred Industry designations such as AALU, FALU, CLU or FLMI preferred Minimum of 10 years' progressively responsible underwriting Home Office, Reinsurance or Brokerage experience in the life insurance industry; strong medical and financial technical underwriting skills Demonstrated experience in risk management with progressively increasing signature authority Experience in underwriting and managing large and complex cases in the upscale market, including in-depth knowledge of reinsurance markets and the ability to effectively manage reinsurance negotiations Familiarity with advanced planning strategies and markets, including Private Placement, Premium Financing, and foreign national and international underwriting Exceptional communication and negotiation skills, with the ability to convey complex ideas in a clear and concise manner Demonstrated analytic skills using standard tools such as Microsoft Excel Strong problem-solving and critical thinking skills, with the ability to respond effectively to dynamic and changing needs Demonstrated ability to manage stakeholder relationships with a high degree of professionalism and responsiveness Proven leadership and mentoring abilities, capable of developing team members and fostering a collaborative, growth-oriented work environment Ability to establish and maintain effective working relationships with Member Firms, Carriers, Reinsurers, and internal Team Members Job Conditions & Environment: This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day remotely Normal office environment/desk assignment Business travel to industry meetings and Member Firm offices up to 10% of the time Extensive use of PC's, computer terminal, display, keyboard, and mouse Extensive hands-on work with documents, spreadsheets, and other written documents This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. M Financial is proud to be an equal opportunity workplace.

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. The Insurance Investment Product Specialist serves as a product champion and advocate within the M Community. As a key member of the M Wealth Solutions organization, the person in this position combines extensive technical product and investment knowledge with a deep understanding of the life insurance and annuity marketplace and strong presentation skills to position products within the Member Firm community. Responsibilities: Provide leadership, set strategic direction and oversee execution of the plan to bring efficiencies to the business utilizing third party systems and bringing structure to the overall business Work with the Insurance Solutions Product Team to develop differentiated solutions for M Member Firms Collaborate with advisors to create solutions to meet their clients' investment strategy and drive asset growth In collaboration with M Wealth, develop new investment solutions that meet the needs and objectives of M's insurance products, including annuities, VUL, and PPLI Partner with internal teams and industry contracts to analyze competitors' products and identify areas of differentiation and competitive advantage Partner with Marketing creating a compelling story around our product solutions Leverage the knowledge and expertise of the M Wealth team and key partners to develop messaging on economic trends, economic outlooks and financial market performance Partner with asset management partners to source intellectual capital to promote and support our investment offerings within the Member Firm community Deliver in-person and webinar presentations to Member Firms highlighting our capabilities and offerings Working with Marketing to elevate the recognition and perception of our brand, product solutions and investment expertise Qualifications: Bachelor's degree in finance, economics or related field, or equivalent combination of education and experience; master's degree in finance preferred FINRA Series 7 and 66 required (or must obtain within 180 days of hire) 7-10 years' experience in insurance industry with roles or duties involving investment management Experience in developing and implementing investment-related strategies and plans Deep knowledge of Variable Universal Life and Private Placement Life Insurance products and how investment products fit within Contemporary knowledge of investments, from a product, service, marketing, and distribution perspective, in the high-net-worth marketplace Strong analytical and problem-solving skills Proficiency in industry tools including FactSet, Y Charts, Morningstar, FactSet Demonstrated attention to detail and accuracy in work required Excellent oral and written communication skills Proven ability to track, prioritize, and report on the status of multiple projects Job Conditions & Environment This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day remotely Normal office environment/ desk assignment Travel 25% of the time Extensive use of PC's, computer terminal, display, keyboard, and mouse Extensive hands-on work with documents, spreadsheets, and other written documents This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. M Financial is proud to be an equal opportunity workplace