M Financial Group jobs in Dallas, TX - 22 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. 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 Paralegal/Legal and Governance Analyst to join our team. SUMMARY: As a member of M Financial's Legal and Corporate Governance team, you will be responsible for supporting the Corporate Secretary and in-house attorneys on a broad range of issues with a specific focus on corporate governance and compliance efforts. RESPONSIBILITIES: • Corporate Governance:  Preparation and maintenance of corporate records, including board and committee materials, meeting minutes, resolutions and other governance documents. Assist with the scheduling and organizing documentation for board and committee meetings and annual stockholder meetings. Maintain corporate records, including, meeting minutes, entity formation documents and annual filings. • Legal Research and Document Drafting: Conduct legal research on various issues related to corporate law, securities and insurance law, including regulations, statutes and case law and prepare summaries. Assist in drafting, editing and reviewing of legal documents such as contracts, agreements, and corporate governance documents. Maintain and update legal files and document management systems. • Project Support: Contribute to a broad range of projects as assigned. QUALIFICATIONS: Flexible and adaptable to changing work processes Proven ability to manage multiple demands and projects in a fast-paced work environment Strong understanding of risk management principles and practices Excellent analytical and problem-solving skills Effective communication and interpersonal skills to collaborate with stakeholders at all levels Detail-oriented with a strong focus on accuracy and quality Ability to work independently and manage multiple projects simultaneously Sound judgment and ability to make decisions in complex and ambiguous situations Collaborative mindset Understand and comply with company, policies, practices and procedures Proficient in the use of legal research tools such as Lexis Nexis Proficient in the use of Microsoft Office, especially Word, PowerPoint and Outlook REQUIREMENTS: Minimum of 5 years of progressively responsible, related work experience Minimum of 3 years of corporate or legal experience (either at a law firm or in-house) Current Paralegal Certificate preferred Corporate Secretary experience preferred JOB CONDITIONS AND ENVIRONMENT: Hybrid work environment in Dallas, TX, primarily onsite 4 days/week Normal office environment/desk assignment Extensive use of PC's, computer terminal, display, keyboard, and mouse Potential for light travel, up to 10% Extensive hands-on work with documents, spreadsheets, and other applications 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: Benefits Associate JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP's Prospect/opportunity Report Update Client Rates and Plans Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline. Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client website as directed Maintain on-line client binder as per department guidelines Manage workflows as per activities created as per Benefit Timeline Marketing Request for Proposal (RFP) - Create and release to Carriers by due date as per Benefit Timeline Create and maintain marketing binder as per Department Guidelines and Benefit Timeline Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines. Spreadsheets - Prepare and review for accuracy as per Department Guidelines and Benefit Timeline. Formal Proposal -Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal. Communications Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline. Enrollment Meetings - Conduct enrollment meetings as necessary Reporting ICAF/Milliman/DMW - Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline. Aggregate Reports - Upon request of Account Executive, create the aggregate report that uses in their analysis to the client. Initiate stewardship report from workflows and activities in Benefit Point. Compliance Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline Schedule A's - Compile Data from Carriers and submit Schedule A's to client as per Department Guidelines and Benefit Timeline Annual Notices - Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Executive to ensure annual distribution as appropriate. Technical Expertise Expand Technical skill set by participating in technical skill development. Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account). Initiate participation in the GBA certification. Participation in the EBIA Webinars for 12 hours of CE Provide support to Sr. Account Consultant or Account Executive as directed. REQUIREMENTS: Education: College Degree Preferred Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills. Ability to demonstrate cooperation and effective communication with clients, vendors and internally with coworkers. Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness. Operational knowledge of various Windows-based application programs such as Excel, Word, Power Point, etc. Willing to work overtime due to the cyclical nature of business(primarily August thru December) 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: *************************** .

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to Generate surveys and request renewal applications Prepare Loss Summaries Prepare Proposals for renewal terms Initiate Premium Finance Requests Issue Certificates of Insurance and Auto ID cards 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 Teamwork Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to: Perform tasks assigned as part of the Agency Standard Service Plan Attend meetings with Risk Management Team as appropriate. Manage client's use of Certificate program, conducting training of client as needed. 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 Demonstrate cooperation and effective communication with clients, vendors and co-workers. Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness Other duties as requested by members of Service Team Provides guidance / quality check for other's work Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Complete Kaplan Pictorials Obtain insurance designations of CISR or equivalent Verify accuracy of endorsements and invoice as necessary Comprehend Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Become proficient using premium analysis software. Participate in Position Rotation Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer REQUIREMENTS: Education: College Degree, preferred Internal team rotation recommended (required if not training in a specific vertical) Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills. Operational knowledge of various Windows-based application programs such as Excel and Word Willing to work overtime due to cyclical nature of business. 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: *************************** .

Company:Marsh McLennan AgencyDescription: JOB TITLE: Intern JOB TYPE: FLSA Non-Exempt SUMMARY: Responsible for learning and developing tangible skills in the area of Insurance, Risk Management and Employee Health & Benefits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Demonstrates a high level of intellectual curiosity and willingness to learn the business. Consistent and punctual with the submissions of the work assignments to the mentor. Completes weekly activity report and other forms required as learning tools. Relays and applies knowledge acquired in the academic setting to the company setting. Participates in office, carrier, and/or client meetings. Develops and maintains professional relationships with clients. Provides assistance to other colleagues and performs various administrative and other duties as needed. Maintains accountability for his/her actions and activities, both personally and professionally. Adheres to company policies, procedures and rules governing professional staff behavior and abides by company policies governing the observation of confidentiality and the handling of confidential information. JOB SCOPE: Communicates and interacts with all levels of management, colleagues and external customers. Functional responsibilities require basic knowledge of insurance principles and commitment to develop sales knowledge and risk management skills. Must have the ability and desire to perform prospecting calls and attend networking events. Displays resourcefulness in finding solutions for our clients, companies and our Agency. Work is performed in a clean office environment, and may require occasional travel to various sites for organizational and client meetings. The majority of work occurs during regular day hours with extended hours and schedule flexibility necessary to complete projects and to meet department needs. REQUIREMENTS: High School Diploma required. Student entering their junior or senior year or graduating from a 4 year university. Majoring in Risk and Insurance Management or displaying a keen interest in learning insurance, risk management, or financial fields. MINIMUM QUALIFICATIONS: Proficiency with Microsoft Word and Excel. Strong organizational skills and ability to manage multiple priorities. Applied knowledge in the areas of communication, interpersonal relationship management, versatility and creativity. Ability to work effectively in a team environment. PHYSICAL DEMANDS: While performing the duties of this job, the colleague is regularly required to sit. The colleague is often required to stand; walk and stoop, kneel, or crouch. The colleague must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. 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: *************************** .

Company:MercerDescription: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will support markets in Dallas, Houston, Missouri, Iowa, Chicago, & Minnesota. This is a hybrid role that has a requirement of working at least three days a week in one of these offices. As a Lead Health & Benefits Consultant, you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to clients and set roles/responsibilities within the client team. Effectively communicate Mercer's position on the latest industry trends to clients. Be accountable for revenue and profitability for client accounts and projects. Monitor project success in terms of scope, budget, timeliness, and client satisfaction. Generate sales by expanding revenues from existing clients and leading prospecting efforts with new clients. Set strategic direction and create demand for new products/services in the marketplace. What you need to have: BA/BS degree. Minimum of 10+ years of experience in identifying, designing, recommending, and implementing efficient, innovative business solutions to clients' complex healthcare benefits challenges. Renowned expertise and industry reputation in the health & benefits field. Client-facing experience in a consulting environment. Life & Health License What makes you stand out: Strong, innovative sales and marketing skills, with the ability to effectively market organizational strengths. Superior analytical and mathematical skills, along with strategic planning, communication, and listening skills. Proven management skills in leading large, complex projects. 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 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. #MERHBUS 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.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: JOB TITLE: BI Associate JOB TYPE: FLSA Non-Exempt REPORTS TO: Learning & Development Specialist, Associate Program The Associate position is designed to educate and train inexperienced colleagues, prepare them for licensing, and give them experience necessary for advancement within the agency service teams. ESSENTIAL SKILLS: Ability to work independently and follow through on self-study assignments Active participation in training and discussions Adherence to Best Practices in policies and procedures Ability to comprehend and follow both oral and written instructions Attention to detail in work output Consistent follow up and/or follow through on assigned tasks Initiative in own development and growth Effective collaboration and teamwork Coachability SUPPORT PROCESSES: Required processes and support will vary from team to team.Examples of routine tasks assigned to Associates include: Daily certificate requests Issuing auto ID cards Requesting, reviewing and/or processing policy changes Assigning work to, and reviewing work from, outsourced third party Assisting with policy renewal tasks such as loss runs, client surveys, updating client information, etc. REQUIREMENTS: Obtain a valid P&C License within the first 90 days Operational knowledge of various Windows-based application programs such as Excel and Word 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: *************************** .

Company:Oliver WymanDescription: Drives the delivery of client engagements as “on the ground” managers Acts as key contacts with senior level clients, and provides leverage to the client and the firm by delivering high quality work, developing and capturing intellectual capital and supporting new or expanded business opportunities. Facilitates multiple cross-functional, moderately-sized teams to drive successful completion of results across team members, prepare and maintain project plans, establish project protocols and review results. Provides guidance and coverage for more junior consultants, insight and leverage for Partners. Participates in focused new business development and aspects of the commercial process. Leads firm building activities. 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. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $375 hourly. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and 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. 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:MarshDescription:Marsh is seeking a talented Construction Client Advisor to join their team. This role is based in one of our of our Texas offices and is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Acts as lead advisory colleague on medium sized, less complex books of business. Develops an understanding of the clients' business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients. Utilizes risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience and develop solutions for standard client needs.. Assists in presentations to prospective clients and develops/suggests innovative solutions to client and client team members to gain new clients and projects. Builds and maintains relationships with clients , and is the primary point of contact for day-to-day service needs. Maintains quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied. Keeps abreast of changing market conditions and contributes to the firm's body of knowledge within product line through active internal communication. What you need to have: 5+ years of industry experience, with a focus on Construction P&C license or the ability to obtain one. Bachelor's degree preferred. What makes you stand out: Ability to build strong relationships and resonate with internal colleagues, clients, and carriers. Self-starter with resourcefulness and the ability to bring solutions and ideas to the firm. Collaborative team player who can make an immediate impact. Interest in aligning with the company's goals and contributing to achieving them. Why join us? 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. 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:MarshDescription: We are seeking a talented individual to join our team at Marsh as an Associate Account Executive supporting our Commercial Property & Casualty clients in the Construction practice. This role will be based in our Dallas office. This is a hybrid role that has a requirement of working at least three days a week in the office. The successful candidate will support daily operations from a client service and administrative perspective, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution. We will count on you to: Use risk experience to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options; leverage analytics; and make recommendations to clients across commercial property and casualty lines. Partner with senior Account Managers to retain and generate new business by leveraging strategy information and managing contract reviews and midterm changes. Strive to meet sales goals and work with senior team members to expand the book of business. Strengthen and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth. Serve as a client contact, responding to complex client needs and questions to enhance the client experience. Cultivate a comprehensive understanding of changing market conditions and ensure compliance with all standards to better serve clients. What you need to have: 2+ years proven industry experience in a broker or underwriting P&C setting. Strong communication and relationship-building skills. Ability to analyze complex data and develop actionable recommendations. Property & Casualty License a must, or ability to obtain What makes you stand out: Construction experience highly preferred A track record of meeting or exceeding sales and growth targets. Professional certifications or advanced training in insurance or risk management. Knowledge of commercial property and casualty insurance markets, standards, and compliance requirements. 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. 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:Oliver WymanDescription: Oliver Wyman Actuarial - M&A Consulting Actuary - US Life The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness and clear communication. The US Life Actuarial Practice of Oliver Wyman works with organizations to manage their insurance risks using advanced actuarial and modeling techniques and has employees across over a dozen offices globally. Responsibilities Develop financial models for mergers, acquisitions, internal and external reinsurance, and other capital markets transactions with minimal oversight Manage actuarial due diligence, including review of actuarial appraisals, product features, experience studies/assumptions, and asset portfolio; breakdown of complex datasets into simple narratives and recommendations Develop executive level management reports, including development of data visualizations Present findings to senior management and C-suite executives Develop network of contacts throughout the industry via participation in deals, industry conferences, and other events Participate in client sales meetings and proposal development Work in partnership with our management consulting and actuarial practices in the US and globally Act as a trusted resource for both clients and junior staff for product- and technical-related actuarial questions Requirements 5+ years of professional experience in financial consulting or insurance - FSA preferred Prior life insurance M&A and pricing experience is required Demonstrated experience in actuarial pricing model development, profitability projections, and data flow management Strong background in risk management, sensitivity analysis, and regulatory compliance testing Proven experience in product development lifecycle and inforce policy management Familiarity with profitability measure calculations and develop sensitivity analyses for a broad range of life insurance and annuity products Broad exposure to life insurance, annuity and/or long-term care knowledge and industry recognition in areas such as product development, valuation, financial reporting, and risk management with subject matter expertise in at least one area Ability to lead and manage projects, including effective delegation and client solution development Exposure to various accounting regimes (e.g. US NAIC, Bermuda EBS, US GAAP, IFRS, Solvency II) Proficiency in financial modeling, pricing, valuation with a focus on base case profitability and stress analysis Ability to deliver against tight deadlines, in fast-paced, demanding environments Detailed oriented with the ability to work on multiple projects concurrently Evidence of intellectual curiosity and ability to think strategically and creatively Self-motivated, an entrepreneurial attitude, and not afraid of long hours Strong communication skills 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.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.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: JOB TITLE: Commercial Sr. Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system. Generally, this position is a very experienced individual contributor who manages 4-6 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific Account Executives on other. Access to a Commercial Account Manager and/or Sr. Account Manager may be available based on business need. Customer Satisfaction and Client Retention Directly manage the execution and delivery of client calendar/timeline milestones Conduct meetings and other communication with client to assess, maintain, and improve customer satisfaction 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 Serve as internal subject matter expert in designated areas of expertise. Meet or exceed Role Model MHBT standards of excellence, including but not limited to: Ensure maintenance of files and records in an orderly, timely manner via use of Sagittta and Image Right. Ensure Service Plans via constant 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 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 Executive experience preferred (including at least 5-7 years in Executive or Sr. Account Manager role) (External) At least 15 years of Commercial Account Consultant or Executive experience CIC & CRM, or CPCU preferred If no designation, then 15+ years of experience as an Account Consultant or Executive 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. College degree or equivalent professional experience preferred 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: *************************** .

Company:MercerDescription: We are seeking a talented individual to join our Digital Transformation team at Mercer. This role will be based anywhere in the United States. The Lead Consultant, Workday AMS Absence Enablement and Strategy is a new position in Mercer's Workday AMS Consulting organization. This role is designed to elevate the way we deliver Workday AMS by combining functional oversight and execution, consultant enablement, and client facing thought leadership. The individual in this role will ensure quality and consistency by mentoring peers, serving as a SME and escalation point and taking direct leadership of complex cases. They will also develop strategic direction through thought leadership and alignment with Mercer's broader Career and HR transformation offerings. In short, this role bridges execution, enablement and strategy. We will count on you to: Triage incoming Absence tickets, confirming scope. Provide initial estimates and validate effort to ensure realistic client expectations. Monitor ticket progression across the Absence workstream for consistency, quality and timely execution. Serve as the functional domain leader, providing guidance, enablement, and ongoing support to consultants. Mentor and coach team members, fostering skill development and knowledge sharing. Partner with Delivery leadership to ensure resource alignment within functional domains. Act as the escalation point and subject matter expert (SME) for complex or sensitive client issues. Assume direct ownership of high-impact or critical tickets when . Collaborate cross-functionally with other domain leads to ensure seamless client support. Develop and deliver thought leadership content, including webinars, enablement guides, and best practice materials to support AMS clients. Contribute to Mercer AMS packages by driving proactive, one-to-many engagement models. Represent Mercer AMS in industry forums, release overviews, and knowledge-sharing initiatives. Liaise with Mercer's Career business to align AMS functional expertise with broader Mercer offerings. Identify opportunities to expand client value through additional Mercer capabilities. Partner with Customer Success Managers (CSMs) to proactively identify retention and growth What you need to have: Active Workday Certification in Workday Absence (Workday Pro or Workday Partner certifications). 5+ years of experience as a certified Workday consultant at the level of a subject matter expert. 5+ years of post-production support for Workday Absence. Proven ability to mentor, coach, and enable consultants; experience serving as a subject matter expert or escalation point Ability to connect tactical AMS delivery with broader HR/technology transformation initiatives. Excellent written and verbal communication skills are essential Passion for exceptional customer service and customer collaboration Ability to successfully navigate client-facing situations and coordinate support resources Excellent written and verbal communication skills 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 $111,600 to $223,200.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:January 2, 2026

Company:Marsh McLennan AgencyDescription: Insurance Account Manager Training Program 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 9,000 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 Manager Trainee at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 Manager Trainee on the AMPD team, you'll learn the workflows and best practices of the customer service side of the insurance industry. In training you will learn to route policy documents and client notices. You must develop a working knowledge of insurance carrier websites and how to navigate them for necessary information. You will follow up with carriers for pending policy coverage changes and cancelations. You'll learn how to review renewal policies and endorsements for quality assurance. You will also be taught how to obtain loss history and how to issue insurance certificates. In addition to leaning the service side of the insurance industry, you will also go through a series of professional development trainings. Our future colleague. We'd love to meet you if your professional track record includes these skills: College degree or some combination of education and comparable work experience preferred Analytical problem-solving capabilities with a certain level of energy to carry out assignments via computer work. Strong accuracy and attention to detail with a degree of cautiousness, as well as a desire to follow procedure. Strong organizational and time management skills with the discipline to stay on-task. These additional qualifications are a plus, but not required to apply: Intermediate computer skills including Word, Outlook & Excel Currently hold, or be able to obtain with 90 days, a Florida 4-40 license and/or 2-20 license 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 Health Insurance 401k Professional development opportunities On-site Six week paid parental leave for the birth or adoption of a child Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** 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. #MMAcampus #MMABI #LI-Onsite #MMABou

Company:Marsh McLennan AgencyDescription: JOB TITLE: Senior Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the 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: Acts as a main point of contact with the Producer Initiate correspondence with the marketplace Function as a main 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 proactive decisions and manage the follow-through. Demonstrate a strong consultative ability to instruct and direct the client Manage upcoming deadlines and events, 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 Manager 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 are 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 Manage Perform Quality check and control on insurance policies in their entirety Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs 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 and manage tasks given to the Account Manager, 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 AM Job Description Provide direction and guidance to other members when appropriate 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 Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development Build and maintain vendor relationships Negotiate with carriers on cost and program design Assist in plan recommendations for the client Coordinate, Present and Attend Client Meetings including though not limited to: Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary 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 Stay up to date on carrier plans and websites. 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 Become subject matter expert and resource in area of interest or technical capability. REQUIREMENTS: Licensed: Texas P&C Agent Education: Bachelor's Degree, preferred (Internal) 5-7 years of Account Executive experience preferred (External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred CIC & CRM, or CPCU required If no designation, then 10-15 years of experience as an Account Executive preferred Demonstrated ability to meet and exceed objectives through effective delegation and account management 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. Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc. Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles Ability to speak professionally and comfortably in front of others Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, when necessary Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services. Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client. Ability to travel to meet client service needs when necessary 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: *************************** .

Company:Marsh McLennan AgencyDescription: 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. 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 make your mark as a Product Manager focusing on our Client Portal at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 a Product Manager driving the product vision and roadmap for our Client Portal website, you'll be responsible for aligning the product strategy with MMA's strategic objectives while understanding the unique needs of our clients across various regions. You will engage with senior stakeholders, including national and regional leaders, to gather insights and prioritize features that enhance client satisfaction and business outcomes. You will collaborate with cross-functional delivery teams, leveraging your understanding of Agile methodologies to provide the vision that enables them to execute their work effectively. Strong collaboration with the delivery team is essential. With a strategic mindset and the ability to balance competing priorities alongside deep insurance knowledge, you will play a key role in developing a product that effectively serves the diverse needs of small and mid-sized businesses across multiple regions and lines of business. As a Product Manager, you will ensure that the product adheres to the established vision and that the roadmap gains traction. You will own the relationship with key stakeholders and strive to understand their broader challenges to provide effective support. Key Responsibilities Product Strategy & Vision: Establish a compelling and clear product vision for the Client Portal that aligns with Marsh McLennan Agency's mission and strategic goals Develop a product roadmap that prioritizes features and enhancements based on client needs, market trends, and business objectives. Collaborate with regional stakeholders and various lines of business to ensure the roadmap reflects the diverse requirements of clients across multiple regions while supporting MMA's overall growth strategy Insurance Expertise: Bring a strong background in insurance with a comprehensive understanding of all lines of business within the insurance sector, as you will need to cover all lines or partner with subject matter experts Stakeholder Collaboration: Collaborate with business stakeholders, including the COO and CEO in each region, to gather insights and understand national and regional priorities Engage and collaborate with delivery cross-functional teams, including engineering, design, marketing, and customer support, to deliver high-quality features tailored to our diverse client base Feature Development: Work closely with the Product Owner to provide the vision and features necessary for the delivery team to execute their work effectively. You will collaborate with the delivery team to ensure alignment with business goals and communicate these objectives clearly Collaborate with the Product Owner to continuously prioritize and manage the product backlog, ensuring it reflects the most current client needs and business objectives. Regularly update the roadmap to align with evolving stakeholder feedback and market trends, ensuring it serves as a dynamic guide for the development team While you won't be responsible for the timely delivery of features and enhancements, you will support the Product Owner in ensuring that the product adds value to our clients while balancing the diverse needs of different regions Strategic Mindset: Bring a strategic mindset to navigate and balance competing priorities across diverse regions, ensuring that the Client Portal aligns with and supports the overarching business strategy of MMA Proactively identify and capitalize on opportunities for innovation and differentiation within the Client Portal space. Drive initiatives that enhance MMA's service offerings Conduct analyses of product performance metrics and user feedback to guide strategic decision-making and inform future development efforts. Use insights to optimize the client experience and ensure that the product continually meets client expectations Our future colleague. We'd love to meet you if your professional track record includes these skills: 8+ years of experience in product management, preferably with a focus on web applications or client portals in the insurance or financial services industry Bachelor's degree in Business, Computer Science, or a related field. MBA preferred Previous insurance agency/brokerage experience is a must-have Proven track record of delivering successful digital products that enhance client engagement across multiple groups Strong analytical and problem-solving skills Excellent communication and interpersonal skills to collaborate effectively with various stakeholders across regions Familiarity with Agile methodologies and project management tools (e.g., ADO, JIRA, Trello) Understanding of web development technologies and frameworks Experience with data analytics tools and techniques to measure product performance 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Remote work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #LI-REMOTE The applicable base salary range for this role is $94,500 to $165,300.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:January 12, 2026

Company:MercerDescription: We are seeking a talented individual to join our Digital Solutions team at Mercer. This role can be based anywhere in the United States. As part of Mercer, the world's largest HR consulting firm, our Digital Solutions practice is a certified Workday implementation partner and the digital consulting arm of Mercer. Digital Solutions specializes in business and cloud consulting and is dedicated to transforming our clients' businesses. We leverage expertise in big data, cloud computing, and enterprise services and design to provide our customers with full-lifecycle solutions. Our Workday practice consists of specialists with deep expertise in Human Capital Management, Payroll, Finance, process improvement, historical data conversion, and cloud software integrations. Senior Workday Certified Financials Consultant We will count on you to: In this lead-level role, you will be responsible for overseeing the complete implementation lifecycle of Workday Financials modules, supporting our clients through the entire lifecycle of Workday implementations and ensuring project deliverables are met within the specified timelines and budget You will help our clients leverage Workday technology to enhance and unify Finance, Human Resources, and talent management, enabling them to optimize their financial management capabilities Lead Workday Financials design sessions with clients to gather requirements and document key decisions Collaborate with stakeholders to understand and analyze business requirements, ensuring that the Workday solution aligns with the client's objectives; then translating business requirements into Workday Financials configuration, and leading the configuration of Workday modules through multiple prototype environments to fulfill client-specific needs, enhancing functionality and user experience Drive transformation of business processes for our customers, particularly in the areas of Foundation Data Model (FDM) and Financial Accounting Provide a point a view by understanding customer pain points and complexities and be able to provide solutions that complement the client's business. Assist client with data conversion from legacy system into Workday Provide guidance and direction to clients during various testing cycles of prototypes What you need to have: CPA is required Minimum of two full lifecycle engagements implementing Financial Accounting/ Foundation Data Model (FDM) with the Workday Platform 3+ years of Workday Financials experience and a total of 10-15 years of Financials experience (can be from other ERP systems) A deep understanding of Workday's configuration options and transactional lifecycles, such as Procure to Pay, Record to Report, or Cash to Conversion Experience working with the various phases of an implementation lifecycle and knowledge of implementation methodology Experience in designing and building financial reports such as balance sheet and P&L Outstanding leadership, communication, and presentation skills are essential What makes you stand out? Prior implementation partner experience Workday implementation experience in a lead role in one or more of the following areas: Financial Accounting, FDM, Core Financials Active certifications in FDM, Core Financials, and Financial Accounting strongly preferred Bachelor's Degree (Accounting or Finance) preferred 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 $111,600 to $223,200.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:January 30, 2026

Company:Oliver WymanDescription: About Oliver Wyman Vector Oliver Wyman Vector, an aviation, rail, and energy technical consulting company with offices in Atlanta, Georgia; Westlake, Texas; and London, England is looking for an experienced air carrier Flight Operations Subject Matter Expert (SME). This dynamic role involves assisting our aviation clients in addressing operational changes, adding new services, and/or implementing effective processes while incorporating Safety Risk Management practices and applicable regulatory requirements. Visit our website for more details about Oliver Wyman Vector: *************************************** With more than 2,900 professionals in over 40 cities around the globe, Oliver Wyman is the leading management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, organizational transformation, and leadership development. The firm helps clients optimize their businesses, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is part of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ******************** *************************************** Oliver Wyman's Aviation, Aerospace & Defense practice works with OEM's, commercial passenger and cargo carriers, MRO's, other service providers, and government entities to develop and implement business growth strategies, improve operational efficiencies, and maximize organizational engagements for aviation, aerospace, and defense clients over the past five years, and have consulted to nearly three quarters of the Fortune 500 firms in these sectors. The practice serves the industry worldwide with consultants based in the Americas, Europe, and the Middle East. Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy, and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy. With over 60,000 employees worldwide and annual revenue of approximately $13 billion, Marsh & McLennan Companies provides analysis, advice, and transactional capabilities to clients in more than 100 countries. Its stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges. Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ************ We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: ********************** Oliver Wyman is an equal opportunity employer.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP's Prospect/opportunity Report Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline. Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate workflows as per activities created as per Benefit Timeline Begin to act as a lead for other Account Manager's in the absence of the Account Executive Marketing Request for Proposal (RFP) - Create and release to Carriers by due date as per Benefit Timeline Create and maintain marketing binder as per Department Guidelines and Benefit Timeline Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines. Spreadsheets - Prepare and review for accuracy as per Department Guidelines and Benefit Timeline. Formal Proposal -Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal. Communication Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline. Enrollment Meetings - Conduct enrollment meetings as necessary Reporting ICAF/Milliman/DMW - Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline. Aggregate Reports - Upon request of Account Executive, create the aggregate report that uses in their analysis to the client. Initiate stewardship report from workflows and activities in Benefit Point. Compliance Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline Schedule A's - Compile Data from Carriers and submit Schedule A's to client as per Department Guidelines and Benefit Timeline Annual Notices - Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate. Technical Expertise Expand Technical skill set by participating in technical skill development. Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account). Initiate participation in the GBA certification. Participation in the EBIA Webinars for 12 hours of CE………..goal is attendance in all sessions. Provide support to Sr. Account Consultant or Account Executive as directed. Demonstrated success in servicing multiple client renewals under mentorship of AE or Trainer REQUIREMENTS: Education: College Degree Preferred 24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry experience preferred Bilingual Spanish a major plus Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills. Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers. Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness. Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies Willing to work overtime due to cyclical nature of business.(primarily August thru December) Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation 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: *************************** .

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 Paralegal/Legal and Governance Analyst to join our team. SUMMARY: As a member of M Financial's Legal and Corporate Governance team, you will be responsible for supporting the Corporate Secretary and in-house attorneys on a broad range of issues with a specific focus on corporate governance and compliance efforts. RESPONSIBILITIES: * Corporate Governance: Preparation and maintenance of corporate records, including board and committee materials, meeting minutes, resolutions and other governance documents. Assist with the scheduling and organizing documentation for board and committee meetings and annual stockholder meetings. Maintain corporate records, including, meeting minutes, entity formation documents and annual filings. * Legal Research and Document Drafting: Conduct legal research on various issues related to corporate law, securities and insurance law, including regulations, statutes and case law and prepare summaries. Assist in drafting, editing and reviewing of legal documents such as contracts, agreements, and corporate governance documents. Maintain and update legal files and document management systems. * Project Support: Contribute to a broad range of projects as assigned. QUALIFICATIONS: * Flexible and adaptable to changing work processes * Proven ability to manage multiple demands and projects in a fast-paced work environment * Strong understanding of risk management principles and practices * Excellent analytical and problem-solving skills * Effective communication and interpersonal skills to collaborate with stakeholders at all levels * Detail-oriented with a strong focus on accuracy and quality * Ability to work independently and manage multiple projects simultaneously * Sound judgment and ability to make decisions in complex and ambiguous situations * Collaborative mindset * Understand and comply with company, policies, practices and procedures * Proficient in the use of legal research tools such as Lexis Nexis * Proficient in the use of Microsoft Office, especially Word, PowerPoint and Outlook REQUIREMENTS: * Minimum of 5 years of progressively responsible, related work experience * Minimum of 3 years of corporate or legal experience (either at a law firm or in-house) * Current Paralegal Certificate preferred * Corporate Secretary experience preferred JOB CONDITIONS AND ENVIRONMENT: * Hybrid work environment in Dallas, TX, primarily onsite 4 days/week * Normal office environment/desk assignment * Extensive use of PC's, computer terminal, display, keyboard, and mouse * Potential for light travel, up to 10% * Extensive hands-on work with documents, spreadsheets, and other applications 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.