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Teachers Insurance & Annuity Association of America jobs - 65 jobs

  • Wealth Management Client Relationship Manager

    Teachers Insurance & Annuity Association of America 4.6company rating

    Teachers Insurance & Annuity Association of America job in Dallas, TX

    Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. Key Responsibilities and Duties Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-23Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $79.8k-94.2k yearly Auto-Apply 3d ago
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  • Customer Resolution Manager

    Teachers Insurance & Annuity Association of America 4.6company rating

    Teachers Insurance & Annuity Association of America job in Dallas, TX

    The Customer Resolution Manager is responsible for tracking and analyzing questions, comments, and complaints regarding the company's products or services to improve the performance of the Customer Service department.. Through effective monitoring, this job supports the management of the first lines of support for difficult and sometimes complex problem resolution. Under limited supervision, the Customer Resolution Manager ensures that all specialists provide positive customer experience and enhance relationships between consumers and the company. Key Responsibilities and Duties Analyzes customer complaints to determine validity, risk, and cause of the complaint. Audits consultant phone calls, documentation, and interaction records to assure firm's compliance to industry regulations and standards. Collaborates with variety of departments including legal, payment operations, IT, and contract maintenance to correct and restore client account to proper status. Ensures that all complaints and corrections have been properly documented for FINRA review. Generates error reports to track the source of the error and the affected budget. Alerts management of errors caused by team members or processes and offers suggestions and solutions to prevent future errors. Educational Requirements University (Degree) Preferred Work Experience 3 Years Required; 5 Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 3 years of comparable experience in customer service or financial services. Position requires FINRA registrations, Series 6 or 7 & Series 63 Position requires to have resident state insurance licensing. Must comply with all regulatory requirements and remain in good standing. Preferred: Preferred to have 5 years of comparable experience in customer service or financial services. 3+ years of experience in complaint handling. Ability to manage sensitive client interactions regaining client confidence. Need strong listening skills and promote the role of client advocate. Need to evaluate and solve complex problems. Able to proficiently utilize Seibel, Salesforce, and Unified Workflow or similar CRM Systems Strong verbal and written documentation skills with the ability to communicate with and adapt to diverse individuals. Maintains the highest level of professionalism. Strong negotiation skills displaying sound judgment and decision-making. Related SkillsAdaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen Anticipated Posting End Date: 2026-01-22Base Pay Range: $56,600/yr - $77,300/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $56.6k-77.3k yearly Auto-Apply 3d ago
  • Commercial Lines Account Manager

    Marsh McLennan Agency 4.9company rating

    Houston, TX job

    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. Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer REQUIREMENTS: Education: College Degree, preferred 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: ****************************
    $43k-56k yearly est. 3d ago
  • Placement Consultant

    Marsh McLennan Agency 4.9company rating

    Dallas, TX job

    ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness 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: ****************************
    $72k-103k yearly est. 3d ago
  • MRSGM NA Account Manager, Logistics Insurance

    Munich Re 4.9company rating

    Houston, TX job

    Munich Re Specialty Global Markets North America (MRSGM N.A.) is looking for enthusiastic individuals to join us as we grow. As part of Munich Re Group, we are a unique organization providing expertise in specialty and marine lines of insurance as well as surety risks and customs bonds with in-house claims solutions. We are seeking a full time Account Manager, Logistics Insurance (U3) to join the Roanoke Insurance division as a hybrid employee in our Houston, TX office reporting to the Regional Vice President. Job Profile Assist prospects and customers with securing quotes for cargo and cargo related liability insurance Creates and maintains positive relationships with customers and carriers Issues policies, endorsements and renewal documents Provide service to company's sales staff and clients, including proposals, special quotes, binders and certificates of insurance Verify insurance company billings/discrepancy reports as required Assist in the production of new business and handle existing accounts as required Responsible for coordinating the initial renewal effort for assigned cargo and liability policies Responsible for CoverageDock referrals Job Requirements Bachelor's degree preferred or equivalent work experience P&C producer License in domicile state Excellent customer service skills to explain and provide our products in a prompt and accurate fashion Above average math skills to work with numbers and percentages Strong analytical skills and ability to make decisions, problem solve and think on your feet Proficiency with written and oral communication. Ability to provide information in a clear, concise manner with an appropriate level of detail, empathy and professionalism Strong organizational skills to maintain paperwork in an orderly and accurate manner Ability to build relationships and work as part of a team in a positive and professional manner Experience in standard office programs (Windows, Word, Excel) and strong aptitude for learning proprietary software MRSGM N.A. is open to considering candidates in numerous locations, including Houston, TX. The salary range posted below applies to the Company's Houston, TX location. The base salary range anticipated for this position is $55,000 to $75,000. In addition, the Company makes available a variety of benefits to employees, including health insurance coverage, life and disability insurance, 401k match, paid holidays, sick time, and paid vacation. The salary estimate displayed represents the typical salary range for candidates hired in this position in Houston, TX. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. About Us MRSGM N.A. is the holding company for Roanoke Insurance Group (RIG) and Munich Re Specialty Group Insurance Services (SIS) located throughout 7 locations in the United States and Canada with over 250 employees. SIS provides insurance to retail and wholesale insurance brokers in North America. Specialty lines include ocean and inland marine, cyber, tech E&O, terrorism, active assailant & political violence. RIG operates as a specialty insurance broker focused on surety, insurance and related offerings for logistics service providers, customs brokers and companies with supply chains. Benefits We offer our employees a diverse work environment which champions professional development, innovation and passion; providing employees with a great benefits package. All of our benefits are effective the first day of employment including: Generous healthcare plans Voluntary dental & vision plans 401(k) plan Flexible spending plans Health Savings Accounts (HSA) Paid time off Paid holidays Tuition reimbursement Short/long term disability Paid Parental Leave Employee Assistance Program (EAP) Employee Wellbeing Program Community involvement Life insurance At MRSGM N.A., individuality is a key driver for our success and progress. We believe that leveraging a variety of perspectives and backgrounds, and empowering all employees to make an impact, will motivate us to perform at our best and give us a competitive edge. We know there is always more work to be done, but we're committed to building an inclusive culture where everyone is welcomed and valued for their authentic selves. We offer equal opportunity employment regardless of age, sex, race, color, creed, national origin, religion, veteran status, sexual orientation, atypical hereditary traits, marital status, disability, gender identity or expression, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Applicants requiring employer sponsorship of a visa will not be considered for this position. California applicants, please review our CA Privacy Statement at: career-opportunities/ Apply Now Save job
    $55k-75k yearly 2d ago
  • Regional Business Account Executive

    Munich Re 4.9company rating

    Dallas, TX job

    Regional Business Development Executive- Texas HSB, a Munich Re company, is a specialty insurer and risk solutions provider known for its industry-leading equipment breakdown coverage. We combine deep engineering expertise with cutting-edge technology to help clients prevent loss and ensure operational resilience. Our offerings include equipment breakdown insurance and other specialty coverages (cyber, EPLI, service line, home appliances), along with a suite of risk management services powered by 1,200 engineers and inspectors, IoT sensors, AI, and predictive analytics. HSB is redefining insurance by focusing on prevention-not just protection. Candidates located in Texas are strongly preferred. About the Role The Regional Business Development Executive - Specialty Insurance is an individual contributor responsible for driving profitable growth and retention of specialty commercial insurance products, initially focusing on Cyber, Energy, and Equipment Breakdown (EB) lines. The role involves developing new business, managing key broker relationships, and supporting client retention. Success requires a strategic, consultative approach and collaboration with underwriting, engineering, claims, and other business units to deliver market-relevant solutions. Key Responsibilities Identify, engage, and secure new business opportunities with larger local, regional, and national firms across multiple lines of business (EB, Cyber, Energy, Property). Develop strong relationships across both retail and wholesale distribution channels, emphasizing IDC and Business Unit Select firms. Manage the full new business sales cycle: pipeline development, qualification, proposal delivery, and binding of key accounts. Coordinate with underwriting to structure solutions aligned with appetite and profitability targets. Manage renewals for existing accounts within the assigned territory. Lead account review and stewardship meetings with brokers and insureds. Identify and pursue opportunities for account growth, including coverage enhancements and cross-sell potential. Partner with underwriting and claims to address account-specific needs and ensure high service standards. Build and maintain productive relationships with key broker contacts at both the retail and wholesale levels. Represent the company at industry events, broker summits, and client-facing meetings. Provide clear and consistent communication back to internal stakeholders regarding broker needs and feedback. Develop and maintain a territory plan that prioritizes growth opportunities based on market potential. Monitor production metrics and contribute to regional sales reporting and forecasting. Adjust strategies based on evolving market conditions and internal underwriting direction. Partner with underwriting, claims, marketing, and product teams to deliver a coordinated client experience. Share market feedback and competitive intelligence to support continuous product and service improvement. Participate in internal planning, pipeline reviews, and cross-functional sales initiatives. Education and Experience Bachelor's degree in sales or marketing preferred. 10+ years of professional experience in the Property & Casualty or Surplus Line industries. General knowledge of property casualty insurance. Specific knowledge of EB, Cyber, Property, Predict and Prevent capabilities, Energy. Ability to assess and understand workflows. Consultative selling and presentation skills. Extensive product knowledge of HSB products and ability to identify potential Munich Re cross-sell opportunities. Territory/client management skills. Strong written and verbal communication skills. Experience working with larger local, regional, and national brokerages. At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Apply Now Save job
    $54k-79k yearly est. 3d ago
  • Oliver Wyman, Veritas - Endur Mid-Level Developer/Technical Consultant

    Marsh McLennan 4.9company rating

    Houston, TX job

    Company:Oliver WymanDescription: Passionate about impacting companies? Energized by helping clients overcome challenging problems? If so, take your career to the next level with Veritas. You bring the enthusiasm. We'll provide the growth and opportunities to succeed. Join our team as a: Endur Mid-Level Developer/Technical Consultant Location: Flexible, but Houston strongly preferred We Have: Fun, engaging clients in the energy industry Experts to work with Teammates focused on delivering above-and-beyond A dynamic, entrepreneurial culture Leadership that cares about you and your development You Bring: Strong coding capabilities including Endur JVS and /or OpenComponents development, SQL, Java, C# and various .NET languages Understanding of the Endur technical architecture Strong Endur functional knowledge as plus 5+ years of commodities industry, consulting, or vendor experience Understanding of energy supply, trading, and risk management Basic understanding of Options valuation and Value at Risk methodologies A desire to structure and organize complex problems Drive to understand the business and user context of an application Excellent communication and interpersonal skills People skills to work with teammates and clients Passion to find a better way to do things (but not reinvent the wheel) Motivation to develop and follow programming standards We Also Value: Degrees in Computer Science, Computer Engineering, Software Engineering, Management Information Systems, Data Science, Mathematics, or Statistics Experience with other commercial energy trading and risk management (ETRM) solutions including Allegro , RightAngle, CXL or other solutions Experience with option pricing models and/or risk models, such as Value-at-Risk (VaR) Experience with applied mathematics/statistics and advanced analytics Interest in latest technologies (quantum computing, AI, ML, etc.) Exciting Work You Will Do: Collaborating with client and stakeholders to evaluate challenges/opportunities and discussing potential technical solutions to achieve desired outcomes Participating and leading discissions regarding the selection and creation of client technology ecosystems Sharing best practice regarding overall technical solution designs and guiding client conversations Configuring and extending applications to meet business needs Designing and building technical solutions based on best practice with an eye towards long term supportability Designing and creating of architectures to capture data for the purpose of reporting, analysis and integration Designing and creating of cloud based environments to enable project delivery and management of production systems 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 7,000 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 X @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. 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. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. 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.
    $76k-119k yearly est. Auto-Apply 60d+ ago
  • National Events Coordinator

    Marsh McLennan Agency-Michigan 4.9company rating

    Remote or San Antonio, TX job

    Company:Marsh McLennan AgencyDescription: National Events Coordinator 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 National Events Coordinator 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 our National Events Coordinator, you will provide essential support to the National Events Manager in the planning and execution of large-scale in-person events across the country. This role focuses on assisting with event logistics, coordination, and communication to help ensure smooth and successful event delivery. The ideal candidate will have some experience in event coordination and a strong desire to grow their skills in a collaborative, fast-paced environment. You will assist with event logistics, coordination, and communication to help ensure smooth and successful event delivery. There will also be strong collaboration with external organizations and vendors to negotiate favorable rates and terms on behalf of the Company, ensuring all aspects of the event are aligned with the Company's goals and objectives. The ideal candidate needs experience in event coordination and must be customer-service focused with a desire to grow their skills in a collaborative, fast-paced environment. Key Responsibilities: Event Support & Coordination: Assist with the day-to-day coordination of national events, including helping manage timelines, deadlines, and deliverables. Support vendor communications, attendee logistics, and on-site event needs under the guidance of the National Events Manager. Logistics & Operations: Help coordinate event details such as venue arrangements, travel and hotel bookings, registration processes, and event materials. Support the management of event calendars and schedules to ensure all stakeholders are informed and aligned. Vendor & Partner Assistance: Support the maintenance of relationships with vendors, sponsors, and partners by assisting with communications, contract tracking, and coordination of sponsorship activations. Budget & Expense Tracking: Assist with tracking event budgets and expenses, working closely with finance and the National Events Manager to ensure accurate reconciliation and reporting. Cross-Functional Collaboration: Work collaboratively with regional event coordinators, department teams, and external partners to support event planning efforts and share updates. Compliance & Documentation: Help maintain event documentation, including policies, best practices, and post-event reports, ensuring adherence to company standards and procedures. Additional Support: Provide general administrative support related to event planning tools, resource management, and coordination between internal teams and external stakeholders. Our future colleague. 5 years of experience in event coordination, project support, or related roles preferred. Strong organizational skills with attention to detail. Professional demeanor and strong communication and interpersonal skills. Ability to work under pressure and manage multiple tasks and deadlines in a dynamic environment. Ability to work and communicate effectively with all levels of the organization and senior leadership. Proficiency in Cvent, Microsoft Office Suite including Excel, Outlook, Word, and PowerPoint. Ability to travel 25% for on-site event execution, site inspections, trainings, or to attend industry conferences. 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 fulfillment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering days Tuition reimbursement and professional development opportunities Remote work with 25% travel Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: marshmma.com/careers or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook 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 integrity, talent, and ambition who are interested in joining our client-focused teams. #LI-Remote The applicable base salary range for this role is $46,500 to $81,400.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 22, 2026
    $46.5k-81.4k yearly Auto-Apply 28d ago
  • Senior Employee Benefits (Health & Benefits) Sales Consultant

    Marsh McLennan 4.9company rating

    Houston, TX job

    Company:MercerDescription:We are seeking a talented individual to join our Health and Benefits Sales team at Mercer. This role can be based in Houston, Chicago or Pittsburgh where we have a Mercer office location. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Employee Benefits (Health & Benefits) Sales Consultant, you will leverage Mercer's expertise to develop innovative sales strategies that address critical challenges in healthcare, financial security, and career development for employers and their employees. We will count on you to: Apply highly developed market and internal service offering insights to sales cold calls to engage potential clients, generate interest, and schedule meetings or presentations. Create sales proposals, presentations, and RFP responses that creatively and effectively address complex prospect needs and appropriately communicate the business value of internal services and offerings. Lead complex sales processes from the identification stage to closing; leading pricing negotiations, facilitating product and expectation discussions, and ultimately securing a beneficial financial outcome for the business. What you need to have: BA/BS degree. Strong track record of achieving sales goals. Experience selling to companies in the 100 - 5,000 employee benefit space. Experiential knowledge of the Employee Benefits or Health and Benefits consulting industry and products. Strong network and ability to gain access to C-suite level executives. What makes you stand out: Life and Health License 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. #MERHBSP 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.The applicable base salary range for this role is $97,000 to $194,500.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.
    $97k-194.5k yearly Auto-Apply 60d+ ago
  • Actuary

    Teachers Insurance & Annuity Association of America 4.6company rating

    Teachers Insurance & Annuity Association of America job in Frisco, TX

    The Actuary performs actuarial work related to capital adequacy/financial strength, experience studies, actuarial modeling, asset liability management (ALM), valuation, retirement plan support, product development, pricing, non-guaranteed element determination and other business functions. Under minimal supervision, this job requires compliance with actuary practices and monitoring of changing regulations to ensure consistent compliance and delivery of optimal solutions to both internal and external clients. Key Responsibilities and Duties Develops actuarial analyses with respect to the company's actuarial liabilities and capital position to ensure adequate financial strength of annuity and life insurance product lines, as well as overall financial strength of the company. Performs experience studies and assumption development for the annuity and life insurance lines of business. Develops asset and liability modeling and analyses of annuity and life insurance lines of business including financial projections and stress testing. Works on various ALM projects such as economic scenario generation, duration analysis, and interest rate stress testing. Performs valuations of actuarial reserves and liabilities. Performs asset adequacy testing and analyses of annuity and life insurance lines of business. Tests retirement plans for compliance with non-discrimination rules, calculation of allowable TDA plan contributions, actuarial valuation of defined benefit plans, and analysis of mortality trends and longevity risk. Develops annuity products, pricing, and policyholder illustrations; determination of non-guaranteed elements such as crediting rates and dividend scales. Educational Requirements University (Degree) Preferred Work Experience 4+ years Required 7+ years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Experience: 4+ years of Actuarial experience required Associate of Society of Actuaries (ASA) Preferred Experience: 7+ years of Actuarial experience preferred Fellow of Society of Actuaries (FSA) Microsoft Excel, VBA, R, Python, Tableau Familiarity with MG-ALFA Experience with financial projections/planning & analysis, stress testing, capital management In-depth knowledge of US and Bermuda statutory and solvency frameworks for annuity products Excellent communication skills, both verbal and written; ability to effectively relay complex concepts to non-technical audiences Strong critical, analytical, and strategic thinking Self-motivated, able to work both independently and collaboratively, and able to prioritize required tasks appropriately A deep understanding of various aspects of TIAA or other complex financial services organizations (e.g. legal structure, sensitivity of different businesses to economic factors, etc.) Additional Job Responsibilities: Corporate and entity-level financial plans, forecasts, stress testing, prospective solvency analysis; support corporate projects, strategic initiatives, and transactions. As a key user of actuarial models (specifically the M-STAR modeling platform (MG-ALFA)), work with modeling teams to relay requirements, test results, and ensure models appropriately support emerging developments. The ability to intimately learn M-STAR's capabilities will be needed. Effectively communicate, collaborate, and negotiate with various other teams to ensure successful outcomes (Risk Management, GAO, CFP&A, Business Finance Office, Corporate Controllership, Corporate Strategy, Corporate Tax, Actuarial Modeling & Experience Studies, ALM, etc.). Presentations of data and recommendations to committees and other groups. #LI-CS1 Related SkillsAccountability, Actuarial Science, Business Acumen, Collaboration, Communication, Continuous Improvement Mindset, Executive Presence, Financial Acumen, Financial Modeling, Problem Solving, Relationship Management, TIAA Products/Services Acumen Anticipated Posting End Date: 2026-01-31Base Pay Range: $136,000/yr - $164,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $136k-164k yearly Auto-Apply 3d ago
  • Financial Services Consultant - Non Registered - Frisco, TX National Contact Center

    Teachers Insurance & Annuity Association of America 4.6company rating

    Teachers Insurance & Annuity Association of America job in Frisco, TX

    Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment - Able to communicate clearly and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and empathy - A learner's mindset, being coachable and open to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Key Responsibilities and Duties Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. Answers participant questions by communicating financial plan details and providing further explanation when necessary. Executes transactions and service requests on behalf of participant. Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. Refers participant to business partners when appropriate to help participant achieved their desired outcome. Educational Requirements Associate's Degree or Equivalent Experience Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Other Notes: Hybrid office presence. Candidates with SIE may be eligible for a $1500 bonus. The Start Date will be April 13th, 2026. Hours of operation are Mon - Fri between 7:00 am to 9:00 pm Central Time. Must be able to successfully complete employment screening, including a Credit Report background check. Interview will be in-person. TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700. Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: 2026-02-06Base Pay Range: $22.60/hr - $28.85/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $47k-66.7k yearly Auto-Apply 14d ago
  • Claims Specialist

    Marsh McLennan 4.9company rating

    Midland, TX job

    Company:Marsh McLennan AgencyDescription: 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; Monthly updating/reporting with Producers regarding claims on assigned accounts; 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: *************************** .
    $40k-70k yearly est. Auto-Apply 60d+ ago
  • Oliver Wyman - Transportation - Engagement Manager

    Marsh McLennan 4.9company rating

    Dallas, TX job

    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.
    $90k-123k yearly est. Auto-Apply 60d+ ago
  • Oliver Wyman, Veritas - Senior Business Analyst - Houston

    Marsh McLennan 4.9company rating

    Houston, TX job

    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. We are a 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. Join our team as a Consultant / Senior Business Analyst! Location: Houston, TX We Have: Fun, engaging clients in the energy industry Experts to work with and learn from Teammates who go above-and-beyond Dynamic, entrepreneurial culture Leadership that cares about you and your development You Bring: Strong problem-solving skills and critical thinking Hunger to learn new things and self-motivation around personal development Passion to find a better way to do things (but not reinvent the wheel) Drive to help companies achieve their objectives and goals Polished interpersonal and team skills Degree in Business, Engineering, MIS/CS, Finance or Economics 3 - 5 years of strong and related work experience, recommended GPA of 3.5 or higher Proficiency in MS Office, including Excel and PowerPoint What You Will Do: Estimating work, linking it to value drivers/benefits and working with the client to evaluate desired pathways to achieve outcomes. Driving concepts to completion. Providing summary materials to support decision making and critical conversations Evaluating overall progress to summarize team accomplishments and provide a path forward towards key objectives Planning and structuring tasks and activities into workplans to aid in communication and execution of projects Proactively identifying, capturing, categorizing and mitigating risks Adapting and rightsizing the Veritas project delivery methodology to specific project demands Establishing governance that enables executive level decisions to be connected to ground truth through accurate information flow at an appropriate cadence Facilitating conversations with diverse experiences and POV's to towards a consensus/decision Engaging clients for the purpose of expectation management and relationship building; enabling transparent and honest connections Leading teams through the process of form, storm, norm, perform towards effective collaboration Identifying resource needs to address gaps and evaluating areas of resource contention to address bottlenecks We Value: Consulting Aptitude Strong work ethic Desire to learn energy / commodities trading & marketing Curiosity around applied mathematics/statistics and advanced analytics In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. 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 7,000 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 X @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. 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. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. 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.
    $78k-105k yearly est. Auto-Apply 60d+ ago
  • Intern - Summer 2026

    Marsh McLennan 4.9company rating

    Dallas, TX job

    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: *************************** .
    $28k-37k yearly est. Auto-Apply 60d+ ago
  • Benefits Associate

    Marsh McLennan 4.9company rating

    Dallas, TX job

    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: *************************** .
    $38k-77k yearly est. Auto-Apply 55d ago
  • Oliver Wyman Actuarial - Life/Annuities Senior Manager

    Marsh McLennan 4.9company rating

    Dallas, TX job

    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.
    $89k-127k yearly est. Auto-Apply 28d ago
  • Construction Client Advisor

    Marsh McLennan 4.9company rating

    Dallas, TX job

    Company:MarshDescription: Marsh is seeking a talented Construction Client Advisor to join their team. This role is based in one of our Central Zone office 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.The applicable base salary range for this role is $120,500 to $256,700.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.
    $47k-85k yearly est. Auto-Apply 8d ago
  • Senior Lead Health & Benefits Consultant

    Marsh McLennan 4.9company rating

    Dallas, TX job

    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.
    $92k-136k yearly est. Auto-Apply 28d ago
  • Virtual Financial Consulting Director

    Teachers Insurance & Annuity Association of America 4.6company rating

    Teachers Insurance & Annuity Association of America job in Frisco, TX

    Virtual Financial Consulting The Virtual Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice via in person, phone and video chats to help clients accomplish their immediate and long-term financial goals. Key Responsibilities and Duties Monitors Virtual Financial Consultants' responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets. Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes. Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives. Maintains and grows strong relationship with Institutional Plan Sponsors. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 24 Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL Required: 5+ years of financial services experience Series 7, 63, and 24 completed within 120 days of start date Preferred: 7+ years of financial services experience Series 7, 63, and 24 completed Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: 2026-01-21Base Pay Range: $130,000/yr - $175,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $130k-175k yearly Auto-Apply 5d ago

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Teachers Insurance & Annuity Association of America may also be known as or be related to TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA and Teachers Insurance & Annuity Association of America.