MMA-SE Region Sr. Benefit Advisor

Website J. Smith Lanier & Co., a Marsh & McLennan Agency LLC company

This is a non-sales, senior-level position, which is responsible for ensuring that all clients’ expectations are exceeded from a customer service standpoint. This position requires at 5-7 years of prior experience within Employee Benefits or a related field.

Areas of responsibilities include, but are not limited to:

  • Ensure that all aspects of outstanding customer service are provided to clients, both directly and by other members of the production team
  • Communicate closely with Producers, regarding pertinent activity on their accounts
  • Act as key liaison with clients, to assess needs and provide optimal solutions
  • Develop, maintain and execute proactive service plan for each client
  • Oversee, facilitate or execute new/renewal marketing process, as needed
  • Design detailed analyses and presentations for prospect/client meetings
  • Oversee, facilitate or execute implementation of new clients or additional coverage for existing clients
  • Develop education and communication materials, including Benefit Enrollment Guides
  • Lead enrollment meetings, prospect meetings and client/vendor meetings, as needed
  • Review SPD’s and agreements/contracts for accuracy
  • Assist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.
  • Oversee or handle resolution of any claim and plan administration problems/issues
  • Filing, file set-up, file maintenance in Agency Management and Imaging Systems


  • 5-7 years of experience in Employee Benefits or a related field
  • Excellent presentation, written, communication & customer service skills
  • Excellent leadership skills; ability to delegate & oversee the work of a team
  • Proficient with Microsoft Word, Excel, Power Point and Outlook
  • Must learn the Agency Management and Imaging Systems
  • Must have resident Agents License in Life and Health or obtain within 90 days

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. If you are interested in this position, please submit your resume to:

Maggie Herman, Director of Human Resources
Direct: (770) 295-1083

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