Lead Specialist / Manager - Proposal Specialist for Voluntary Benefits and Life & Disability Insurance

Lead Specialist / Manager - Voluntary Benefits and Life & Disability - Proposal Specialist

Company:

Mercer

Description:

We are seeking a talented individual to join our Health Operations team at Mercer.

This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.

Manager / Lead Specialist – Proposal Specialist (VB & LAD)

What can you expect?

We are seeking a highly skilled Lead Specialist/Manager to join our team in the B2B process. In this role, you will be responsible for serving the US regions for RFP marketing and renewal of Life & Disability and Voluntary benefits.

Ensure the timely and accurate production and processing of relevant documents and information, including report preparation. Contribute to the achievement of Service Level Agreements (SLAs), Key Performance Indicators (KPIs), and business objectives. Adhere to Company policies and performance standards. Update reports based on predefined templates on a regular basis to ensure accurate entry. Maintain a basic understanding of the core aspects of relevant Insurance and related legislation.

We will count on you to

• Data processing and analysis - assist the consulting team in gathering, organizing, entering and reviewing data using Excel spreadsheets & Intellify system to be used for various client projects
• Use Proposal Tech system to develop, distribute, and summarize marketings for consulting team review
• Checking vendor data for reasonableness and follow-up with vendors regarding missing or inaccurate data
• Developing draft responses of questions from vendors
• Consulting projects including creating Requests for Proposals for marketing and renewal of client insurance policies
• Ensuring compliance of all internal and client policies
• Updating of workflow process documents
• Creating reports, perform data analysis, including presentation of data insights
• Participate and contribute in any special project requirements
• Learn and understand business specific domain
• Adhere to process documentations (e.g. SOPs, PMAPs, Exception and Update Tracker etc..)
• Focus on the culture of First Time Right
• Ownership of delivery on assigned work through self-planning and monitoring of all activities

What you need to have:    

• Graduate with minimum 5-8 years’ experience overall
• Intermediate to advanced level knowledge in MS Excel (Must)
• Proficiency with MS PowerPoint
• Strong experience in Project/Process/Task Requirements & translating requirements into working deliverables
• Excel VBA/Python and R-Studio (Preferred- Good to have)
• Knowledge of H&B domain (MUST)
• Sound knowledge of process documentation, development of SOP, knowledge artifacts
• Ability to work independently and on a team
• Advanced Logical, Data Analytical & Data Mining skills
• Strong experience in Workflow, RCA, Defect Management
• Proficient in Effort Estimation
• Project management skills – thorough understanding of projects and processes
• Excellent interpersonal skills, strong oral & written communication skills
• Ability to prioritize and handle multiple tasks in a demanding work environment

What makes you stand out?

• Adaptable communicator, facilitator, influencer and problem solver
• Good relationship skills, Proven ability to work on own initiative as well as in a team
• Ability to multi-task and prioritize time effectively
• Be highly analytical
• Able to work to tight deadlines and extended hours based on client requirement
• Have a successful track record interacting with business leaders
• Financial services industry experience preferred
• Provides and oversees financial information for the regional functions including firm wide initiatives
• Ability to lead and drive change within a transforming and matrixed organization
• Streamlines and standardizes financial activities and procedures to improve efficiency

Why join our team?

• Adaptable communicator, facilitator and problem solver
• High attention to detail
• Good relationship skills, Proven ability to work on own initiative as well as in a team 
• Ability to multi-task and prioritize time effectively

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.Marsh 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, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh 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 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.

Experience Level

Senior Level