ESSENTIAL FUNCTIONS

• Ensure execution of MJ’s consulting process, including coordination of activity of the respective MJ client team members in Analytics, Risk Services, Risk Transfer, Claims Consulting and Advocacy
• Oversee the lifecycle of a client’s multi-year risk treatment strategy, including the creation, ongoing evaluation and periodic revision
• Manage the generation and execution of client annual service and strategic plans
• Support new business goals through the demonstration and presentation of MJ’s capabilities and sales process
• Schedule, facilitate and participate in client and prospect meetings including proposal and capabilities presentations, strategy meetings, pre-renewal meetings, renewal meetings, quarterly reviews, and claim reviews
• Support the Risk Management Consultant and the Risk Transfer Specialist in the creation and execution of the marketing and overall risk transfer strategy
• Steward onboarding and the overall relationship between client and respective insurance carriers, TPA’s, and other vendors
• Contribute to the overall strategic planning of the department, providing key field insight and industry awareness to inform agency initiatives
• Provide mentoring and guidance to other team members, as appropriate
• Capture and advocate for the client perspective and experience with internal constituents

TECHNICAL FUNCTIONS

• Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint
• Familiar with the use of an Agency Management System and a document management system

REQUIRED EXPERIENCE

• A minimum of 2+ years experience in a similar role, or sales, risk management, operations, customer service or marketing experience with an in-depth knowledge of the insurance brokerage business
• Demonstrated skills: analytical, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through, versatility
• Proven ability to work independently with minimal supervision
• Proven ability to work collaboratively with and lead inner-departmental teams
• Excellent verbal and written communication skills; professional presentation
• Proven ability to navigate conflict; negotiate; and collaborate to achieve optimal solutions

REQUIRED EDUCATION

• Bachelor’s degree in business or work equivalent
• Property & Casualty insurance license

About the Job

The MJ Companies are looking for a dedicated Administrative Client Coordinator to support our Benefits Consulting Client Executive team by providing high-quality internal client service, strategic coordination, and comprehensive administrative support throughout the client lifecycle. In this role, the Administrative Client Coordinator will play a crucial part in ensuring seamless client experiences, coordinating key tasks such as meeting scheduling, data preparation, and follow-up communications. Acting as a vital link between Client Executives and various internal resources, the Administrative Client Coordinator will support a range of client-focused activities, from organizing core meetings to managing client deliverables and tracking essential tasks. This position requires a proactive individual with strong organizational skills, attention to detail, and a commitment to delivering excellent service.

Essential Functions

Client Support and Administrative Tasks

• Coordinate core and ad-hoc client meetings and follow-up calls as needed (calendar management, internal & external communication etc.).
• Prepare meeting rooms for client and vendor visits and coordinate client engagement activities (e.g., client dinners and lunches).
• Track and maintain internal lists used for client outreach such as client surveys and contact lists leveraging agency CRM.
• Support Client Executives with administrative service requests, ensuring prompt and high-quality assistance.

Support Client Deliverable Production

• Prepare client deliverables, compiling data, formatting slides and relevant content, ensuring quality and accuracy.
• Assist with annual refresh of the client deliverable templates.

Open Enrollment Coordination

• Coordinate Open Enrollment tasks, including content preparation, editorial review, and milestone tracking.
• Assist with quality control for Open Enrollment client deliverables, as needed.

Collaboration and Communication

• Coordinate closely with Client Executives and the Benefits Consulting team to align strategic objectives and support needs.
• Maintain regular communication with the department leadership for ongoing support and alignment.

Education

• High school diploma or equivalent required.
• Bachelor's degree preferred, or relevant work experience.

Knowledge & Experience

• Preferred minimum of 2 years in client-facing customer service, administrative support, or project management. Demonstrated skills: project management, prioritization, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow-through and ability to work independently
• Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s Culture.
• Excellent verbal and written communication skills; professional presentation skills

Technical Functions

• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Strong project management and client service background

About the job

The Population Health & Wellness Director is a senior-level, client-facing leader responsible for designing, implementing, and optimizing population health, wellness, and preventive care strategies for employer clients. This role partners closely with benefits consultants, carriers, vendors, and client leadership to improve employee health outcomes, enhance engagement, and drive measurable cost containment results.

This position blends strategic consulting, program design, data-driven insights, and vendor management, supporting The MJ Companies Employee Benefits Consulting value proposition as a trusted advisor in employee health and wellbeing.

Key Responsibilities

Population Health Strategy & Program Design

• Develop and lead comprehensive population health and wellbeing strategies aligned with clients’ benefits, workforce demographics, and business objectives
• Design multi-year population health roadmaps addressing preventive care, chronic condition management, mental health, wellbeing, and health equity
• Evaluate and recommend evidence-based wellness, disease management, digital health, and point-solution vendors

Client Consulting & Relationship Management

• Serve as a subject-matter expert for population health and wellness in client strategy meetings, renewals, finalist presentations, and plan design discussions
• Translate health data and population insights into actionable recommendations for HR, Finance, and executive stakeholders
• Partner with benefits consulting teams to integrate population health strategies into total rewards and benefits planning

Data Analytics & Outcomes Measurement

• Analyze population health data including medical and pharmacy claims, biometric results, risk assessments, and engagement metrics
• Define KPIs and success metrics to assess program effectiveness, ROI, and improvements in health outcomes
• Create client-facing dashboards, reports, and executive summaries to communicate results and trends

Vendor & Partner Management

• Manage relationships with wellness, digital health, and population health vendors, including contracting support, performance reviews, and outcomes evaluation
• Stay current on emerging population health trends, regulatory considerations, and best practices in employer-sponsored benefits
• Coordinate vendor implementations and ongoing optimization across diverse client populations

Internal Collaboration & Thought Leadership

• Collaborate with sales, account management, compliance, pharmacy and analytics teams to support prospecting and client retention efforts
• Develop population health content for marketing, thought leadership, and educational presentations
• Mentor, manage, and support the Population Health & Wellness team

Education

• Bachelor’s degree in Public Health, Health Administration, Nursing, Exercise Science, Health Promotion, or a related field required
• Master’s degree (MPH, MBA, MHA, or similar) preferred
• 8+ years of experience in population health, wellness consulting, healthcare analytics, or employee benefits
• Experience working within an employee benefits brokerage, consulting firm, health plan, or wellness vendor environment preferred

Certifications (Preferred)

• Certified Health Education Specialist (CHES)
• Certified Corporate Wellness Specialist (CCWS)
• Registered Nurse (RN) or other clinical credential
• Health & Productivity Management (HPM) certification

Knowledge & Experience

• Deep understanding of employer-sponsored health plans, population health management, and wellness program design
• Strong proficiency in interpreting medical and pharmacy claims data and translating insights into solutions
• Excellent presentation and executive communication skills
• Proven ability to influence without authority and partner with diverse stakeholders
• Project management skills with the ability to manage multiple client initiatives simultaneously

Technical Functions

1. Population Health Data & Analytics- Interpret and analyze medical, pharmacy, and integrated claims data, evaluate trends, identify cost drivers and modifiable risk factors
2. Population Health Program Architecture & Design- Design multi-year population health strategies and architect integrated solutions 
3. Vendor Evaluation, Selection & Performance Management- Conduct vetting of wellness, digital health, and population health vendors, lead vendor RFPs, monitor vendor performance
4. Measurement, ROI & Outcomes Evaluation- Define and measure KPIs and success metrics for population health program
5. Technology & Data Integration- Oversee data integration between claims data sources, wellness platforms, vendors and administration systems, support use of systems and data tools
6. Clinical, Regulatory & Compliance Oversight- Ensure programs align with standards, regulations, and requirements
7. Plan Design & Benefits Alignment- Align population health initiatives with plan design and strategies
8. Client & Consultant Enablement - Equip benefits consultants with technical population health insights

About the job

The Population Health & Wellness Director is a senior-level, client-facing leader responsible for designing, implementing, and optimizing population health, wellness, and preventive care strategies for employer clients. This role partners closely with benefits consultants, carriers, vendors, and client leadership to improve employee health outcomes, enhance engagement, and drive measurable cost containment results.

This position blends strategic consulting, program design, data-driven insights, and vendor management, supporting The MJ Companies Employee Benefits Consulting value proposition as a trusted advisor in employee health and wellbeing.

Key Responsibilities

Population Health Strategy & Program Design

• Develop and lead comprehensive population health and wellbeing strategies aligned with clients’ benefits, workforce demographics, and business objectives
• Design multi-year population health roadmaps addressing preventive care, chronic condition management, mental health, wellbeing, and health equity
• Evaluate and recommend evidence-based wellness, disease management, digital health, and point-solution vendors

Client Consulting & Relationship Management

• Serve as a subject-matter expert for population health and wellness in client strategy meetings, renewals, finalist presentations, and plan design discussions
• Translate health data and population insights into actionable recommendations for HR, Finance, and executive stakeholders
• Partner with benefits consulting teams to integrate population health strategies into total rewards and benefits planning

Data Analytics & Outcomes Measurement

• Analyze population health data including medical and pharmacy claims, biometric results, risk assessments, and engagement metrics
• Define KPIs and success metrics to assess program effectiveness, ROI, and improvements in health outcomes
• Create client-facing dashboards, reports, and executive summaries to communicate results and trends

Vendor & Partner Management

• Manage relationships with wellness, digital health, and population health vendors, including contracting support, performance reviews, and outcomes evaluation
• Stay current on emerging population health trends, regulatory considerations, and best practices in employer-sponsored benefits
• Coordinate vendor implementations and ongoing optimization across diverse client populations

Internal Collaboration & Thought Leadership

• Collaborate with sales, account management, compliance, pharmacy and analytics teams to support prospecting and client retention efforts
• Develop population health content for marketing, thought leadership, and educational presentations
• Mentor, manage, and support the Population Health & Wellness team

Education

• Bachelor’s degree in Public Health, Health Administration, Nursing, Exercise Science, Health Promotion, or a related field required
• Master’s degree (MPH, MBA, MHA, or similar) preferred
• 8+ years of experience in population health, wellness consulting, healthcare analytics, or employee benefits
• Experience working within an employee benefits brokerage, consulting firm, health plan, or wellness vendor environment preferred

Certifications (Preferred)

• Certified Health Education Specialist (CHES)
• Certified Corporate Wellness Specialist (CCWS)
• Registered Nurse (RN) or other clinical credential
• Health & Productivity Management (HPM) certification

Knowledge & Experience

• Deep understanding of employer-sponsored health plans, population health management, and wellness program design
• Strong proficiency in interpreting medical and pharmacy claims data and translating insights into solutions
• Excellent presentation and executive communication skills
• Proven ability to influence without authority and partner with diverse stakeholders
• Project management skills with the ability to manage multiple client initiatives simultaneously

Technical Functions

1. Population Health Data & Analytics- Interpret and analyze medical, pharmacy, and integrated claims data, evaluate trends, identify cost drivers and modifiable risk factors
2. Population Health Program Architecture & Design- Design multi-year population health strategies and architect integrated solutions 
3. Vendor Evaluation, Selection & Performance Management- Conduct vetting of wellness, digital health, and population health vendors, lead vendor RFPs, monitor vendor performance
4. Measurement, ROI & Outcomes Evaluation- Define and measure KPIs and success metrics for population health program
5. Technology & Data Integration- Oversee data integration between claims data sources, wellness platforms, vendors and administration systems, support use of systems and data tools
6. Clinical, Regulatory & Compliance Oversight- Ensure programs align with standards, regulations, and requirements
7. Plan Design & Benefits Alignment- Align population health initiatives with plan design and strategies
8. Client & Consultant Enablement - Equip benefits consultants with technical population health insights

This compensation range is specific to the State of Colorado and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. In addition to your salary, The MJ Companies offers benefits such as, a comprehensive benefits package, and 401k contribution (all benefits are subject to eligibility requirements). An estimated base salary range is $120,000-160,000.

About the job

The Population Health & Wellness Director is a senior-level, client-facing leader responsible for designing, implementing, and optimizing population health, wellness, and preventive care strategies for employer clients. This role partners closely with benefits consultants, carriers, vendors, and client leadership to improve employee health outcomes, enhance engagement, and drive measurable cost containment results.

This position blends strategic consulting, program design, data-driven insights, and vendor management, supporting The MJ Companies Employee Benefits Consulting value proposition as a trusted advisor in employee health and wellbeing.

Key Responsibilities

Population Health Strategy & Program Design

• Develop and lead comprehensive population health and wellbeing strategies aligned with clients’ benefits, workforce demographics, and business objectives
• Design multi-year population health roadmaps addressing preventive care, chronic condition management, mental health, wellbeing, and health equity
• Evaluate and recommend evidence-based wellness, disease management, digital health, and point-solution vendors

Client Consulting & Relationship Management

• Serve as a subject-matter expert for population health and wellness in client strategy meetings, renewals, finalist presentations, and plan design discussions
• Translate health data and population insights into actionable recommendations for HR, Finance, and executive stakeholders
• Partner with benefits consulting teams to integrate population health strategies into total rewards and benefits planning

Data Analytics & Outcomes Measurement

• Analyze population health data including medical and pharmacy claims, biometric results, risk assessments, and engagement metrics
• Define KPIs and success metrics to assess program effectiveness, ROI, and improvements in health outcomes
• Create client-facing dashboards, reports, and executive summaries to communicate results and trends

Vendor & Partner Management

• Manage relationships with wellness, digital health, and population health vendors, including contracting support, performance reviews, and outcomes evaluation
• Stay current on emerging population health trends, regulatory considerations, and best practices in employer-sponsored benefits
• Coordinate vendor implementations and ongoing optimization across diverse client populations

Internal Collaboration & Thought Leadership

• Collaborate with sales, account management, compliance, pharmacy and analytics teams to support prospecting and client retention efforts
• Develop population health content for marketing, thought leadership, and educational presentations
• Mentor, manage, and support the Population Health & Wellness team

Education

• Bachelor’s degree in Public Health, Health Administration, Nursing, Exercise Science, Health Promotion, or a related field required
• Master’s degree (MPH, MBA, MHA, or similar) preferred
• 8+ years of experience in population health, wellness consulting, healthcare analytics, or employee benefits
• Experience working within an employee benefits brokerage, consulting firm, health plan, or wellness vendor environment preferred

Certifications (Preferred)

• Certified Health Education Specialist (CHES)
• Certified Corporate Wellness Specialist (CCWS)
• Registered Nurse (RN) or other clinical credential
• Health & Productivity Management (HPM) certification

Knowledge & Experience

• Deep understanding of employer-sponsored health plans, population health management, and wellness program design
• Strong proficiency in interpreting medical and pharmacy claims data and translating insights into solutions
• Excellent presentation and executive communication skills
• Proven ability to influence without authority and partner with diverse stakeholders
• Project management skills with the ability to manage multiple client initiatives simultaneously

Technical Functions

1. Population Health Data & Analytics- Interpret and analyze medical, pharmacy, and integrated claims data, evaluate trends, identify cost drivers and modifiable risk factors
2. Population Health Program Architecture & Design- Design multi-year population health strategies and architect integrated solutions 
3. Vendor Evaluation, Selection & Performance Management- Conduct vetting of wellness, digital health, and population health vendors, lead vendor RFPs, monitor vendor performance
4. Measurement, ROI & Outcomes Evaluation- Define and measure KPIs and success metrics for population health program
5. Technology & Data Integration- Oversee data integration between claims data sources, wellness platforms, vendors and administration systems, support use of systems and data tools
6. Clinical, Regulatory & Compliance Oversight- Ensure programs align with standards, regulations, and requirements
7. Plan Design & Benefits Alignment- Align population health initiatives with plan design and strategies
8. Client & Consultant Enablement - Equip benefits consultants with technical population health insights

About the job

The Population Health & Wellness Director is a senior-level, client-facing leader responsible for designing, implementing, and optimizing population health, wellness, and preventive care strategies for employer clients. This role partners closely with benefits consultants, carriers, vendors, and client leadership to improve employee health outcomes, enhance engagement, and drive measurable cost containment results.

This position blends strategic consulting, program design, data-driven insights, and vendor management, supporting The MJ Companies Employee Benefits Consulting value proposition as a trusted advisor in employee health and wellbeing.

Key Responsibilities

Population Health Strategy & Program Design

• Develop and lead comprehensive population health and wellbeing strategies aligned with clients’ benefits, workforce demographics, and business objectives
• Design multi-year population health roadmaps addressing preventive care, chronic condition management, mental health, wellbeing, and health equity
• Evaluate and recommend evidence-based wellness, disease management, digital health, and point-solution vendors

Client Consulting & Relationship Management

• Serve as a subject-matter expert for population health and wellness in client strategy meetings, renewals, finalist presentations, and plan design discussions
• Translate health data and population insights into actionable recommendations for HR, Finance, and executive stakeholders
• Partner with benefits consulting teams to integrate population health strategies into total rewards and benefits planning

Data Analytics & Outcomes Measurement

• Analyze population health data including medical and pharmacy claims, biometric results, risk assessments, and engagement metrics
• Define KPIs and success metrics to assess program effectiveness, ROI, and improvements in health outcomes
• Create client-facing dashboards, reports, and executive summaries to communicate results and trends

Vendor & Partner Management

• Manage relationships with wellness, digital health, and population health vendors, including contracting support, performance reviews, and outcomes evaluation
• Stay current on emerging population health trends, regulatory considerations, and best practices in employer-sponsored benefits
• Coordinate vendor implementations and ongoing optimization across diverse client populations

Internal Collaboration & Thought Leadership

• Collaborate with sales, account management, compliance, pharmacy and analytics teams to support prospecting and client retention efforts
• Develop population health content for marketing, thought leadership, and educational presentations
• Mentor, manage, and support the Population Health & Wellness team

Education

• Bachelor’s degree in Public Health, Health Administration, Nursing, Exercise Science, Health Promotion, or a related field required
• Master’s degree (MPH, MBA, MHA, or similar) preferred
• 8+ years of experience in population health, wellness consulting, healthcare analytics, or employee benefits
• Experience working within an employee benefits brokerage, consulting firm, health plan, or wellness vendor environment preferred

Certifications (Preferred)

• Certified Health Education Specialist (CHES)
• Certified Corporate Wellness Specialist (CCWS)
• Registered Nurse (RN) or other clinical credential
• Health & Productivity Management (HPM) certification

Knowledge & Experience

• Deep understanding of employer-sponsored health plans, population health management, and wellness program design
• Strong proficiency in interpreting medical and pharmacy claims data and translating insights into solutions
• Excellent presentation and executive communication skills
• Proven ability to influence without authority and partner with diverse stakeholders
• Project management skills with the ability to manage multiple client initiatives simultaneously

Technical Functions

1. Population Health Data & Analytics- Interpret and analyze medical, pharmacy, and integrated claims data, evaluate trends, identify cost drivers and modifiable risk factors
2. Population Health Program Architecture & Design- Design multi-year population health strategies and architect integrated solutions 
3. Vendor Evaluation, Selection & Performance Management- Conduct vetting of wellness, digital health, and population health vendors, lead vendor RFPs, monitor vendor performance
4. Measurement, ROI & Outcomes Evaluation- Define and measure KPIs and success metrics for population health program
5. Technology & Data Integration- Oversee data integration between claims data sources, wellness platforms, vendors and administration systems, support use of systems and data tools
6. Clinical, Regulatory & Compliance Oversight- Ensure programs align with standards, regulations, and requirements
7. Plan Design & Benefits Alignment- Align population health initiatives with plan design and strategies
8. Client & Consultant Enablement - Equip benefits consultants with technical population health insights

About the job 

The Employee Benefits+ Communication Coordinator partners with two teams within The MJ Companies. First, this role supports the EB Communication + Engagement team to deliver high‑quality communication materials and supporting day-to-day communication needs that provides an exceptional experience for both MJ associates and clients.  

Additionally, this position supports the communications related to the products and services of MJ Retirement, which specializes in managing retirement plans and financial wellbeing programs for MJ clients. 

The position offers valuable exposure to the retirement and insurance industries and employee communications, making it an ideal launch point for a new career path or a growth opportunity within the C+E team. 

Essential functions 

• Serve as the communication lead for assigned clients, establishing and nurturing strong relationships built on trust and reliability where possible, with guidance from C+E team members as needed 

• Handle production of multiple creative responsibilities ensuring a high level of accuracy under strict timelines 

• Collaborate with clients and MJ associates to develop communication initiatives that drive positive changes in employee health, wellness, financial wellbeing, and overall benefits utilization 

• Alongside C+E supervision, offer proactive and responsive communication strategies and recommendations by staying up to date with industry trends and best practices 

• Handle all aspects of campaign management, including planning, copywriting, design coordination and project management 

• Create and manage all MJ Retirement program materials, communications, internal newsletters, and owned platforms 

• Ensuring MJ Retirement clients are accurately onboarded to team member communication platforms (e.g. Venrollment, Foleon) 

• Ad hoc projects as assigned 

Education 

• Bachelor’s degree or relevant experience in communication, journalism, marketing, or related discipline preferred 

Knowledge & Experience 

• 2-5 years of experience creating campaigns and other communications for a professional services company 

• 0-3 years of internal employee communications graphic design experience, ideally at a large corporation, consulting firm, health insurer, or similar organization; related experience considered 

• Basic ability to write clear and compelling copy 

• Excellent proofing and editing skills 

• Beginner ability in developing comprehensive communication strategies and campaigns targeting diverse employee populations in a consultative environment 

• Thrive in a culture of innovation, process improvement, and never settling with the status quo 
• Outstanding people, verbal and written communication skills, ability to prepare clear and concise documents and reports and convey complex concepts to a broad audience with C+E team guidance 

Technical Functions 

• Beginner ability in the use of Adobe Creative Suite (InDesign, in particular) and MS Office Suite 

• Experience utilizing online SaaS platforms (e.g. Foleon) 

Job Summary

Join Team MJ as a Marketing Coordinator!

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards.

We are seeking a talented and innovative Marketing Coordinator to join our Corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance and business consulting. In this role, you will be responsible for executing tasks that promote MJ’s products and services and increase brand awareness.

The Marketing Coordinator will play a vital role on our team, aiding with campaign development, presentation design, sales, marketing and internal communication support. If you are a creative marketer who thinks strategically, enjoys crafting compelling content, and coming up with innovative ways to build and advance the company’s vision, this is the job for you!

We believe in supporting our team’s growth and development. When you work at MJ, you can expect competitive benefits, competitive compensation, and a culture of like-minded, hard-working people. If you are a talented, inventive marketer with creative savvy and a passion for success, we want you to be a part of our team.

Key Responsibilities

• Assist in the execution of daily departmental activities and initiatives, contributing to departmental and organizational goals.
• Create visually stunning presentations and collateral materials for sales and marketing support.
• Assist in the creation of marketing campaign content and assets: graphics, blog posts, marketing events, etc.
• Maintain sales and marketing collateral, ensuring all are current and accurate, and create new materials as necessary.

• Supports the functional execution of internal communications strategy and change management to enhance the employee experience and drive understanding of enterprise business strategy.
• Create and distribute engaging content across various internal communication channels, including email newsletters, intranet, digital signage, and company events.
• Support the planning and execution of company-wide events and meetings, including logistics coordination and development of communication materials to ensure meeting objectives are achieved.
• Develop content that is high-quality and accurate.
• Coordinate all marketing activities to reinforce MJ’s voice and presence in the market.

technical FUNCTIONS:

• Proficiency in MS Office Suite; experience with Adobe Creative Suite (Illustrator, InDesign, Photoshop, etc.) preferred.
• Proficiency in using communication tools, including email marketing software, intranet platforms, and digital signage systems.
• Familiarity with analytics tools to track and evaluate communication effectiveness.

Required Experience

• Capacity to manage and balance multiple projects concurrently, demonstrating proficiency in prioritization and adherence to deadlines.
• Ability to effectively prioritize tasks and employ critical thinking in problem solving.
• Strong analytical and project management skills, with a keen attention to detail.
• Possess the passion and discipline to stay at the forefront of marketing trends.
• Excellent verbal and written communication skills.
• Demonstrate self-motivation and excellent time management discipline with minimal direction.
• Strong resourcefulness and initiative; able to proactively identify solutions and utilize available resources to solve problems.
• Ability to meet deadlines in a fast-paced, quickly changing environment.
• Exceptional interpersonal skills to effectively work with all levels within the organization.

 Education/Experience:

• Bachelor’s degree in marketing, communications, graphic design or related discipline or equivalent education preferred.
• 2+ years of relevant experience or equivalent combination of education and work experience

Job Location:

Carmel, Indiana; Phoenix, Arizona; Denver, Colorado, Nashville, Tennessee

Position Overview

The Personal Lines Manager is a newly created role designed to scale and optimize the operational execution of the Personal Lines business unit. This position serves as the operational backbone of the team, owning day-to-day service delivery and supporting the Personal Lines team where needed.

This role is ideal for a strong operational leader who thrives in translating strategy into execution, ensuring consistency, accountability, and an elevated client experience across the Personal Lines division.

Key Responsibilities

1. Day-to-Day Team Leadership & Execution

• Serve as the primary point of contact for Personal Lines service staff and support teams

• Assign, prioritize, and monitor workloads to ensure efficiency and balance

• Ensure service standards, response times, and internal SLAs are consistently met

• Support onboarding, training, and ongoing performance expectations for team members

• Provide guidance and real-time problem-solving to keep operations running smoothly

2. Service Delivery Oversight & Client Experience

• Oversee the quality, consistency, and timeliness of client servicing, with sensitivity to HNW/UHNW client expectations

• Step in to manage escalations or complex service issues as needed

• Ensure white-glove service standards are upheld across all client touchpoints

• Coordinate proactively with internal teams to deliver timely, seamless client service

3. Process, Systems & Documentation

• Own, document, and maintain standard operating procedures (SOPs) for Personal Lines operations

• Ensure processes are followed consistently and refined as the business evolves

• Identify opportunities for efficiency through process improvement, automation, or outsourcing

• Partner with leadership on system enhancements and operational improvements

4. Internal & Cross-Functional Coordination

• Act as the operational liaison

• Ensure clean handoffs, clear expectations, and defined accountability across all stakeholders

5. Leadership Enablement (Core Function of the Role)

• Absorb operational decision-making that does not require executive involvement

• Ownership of daily task management, internal follow up, routine service escalations

Required Qualifications:

• Active Property & Casualty insurance license
• Experience working with HNW/UHNW client segments preferred, not required
• High attention to detail with the ability to see the big picture
• Confident, independent decision-maker
• Ability to remain organized and proactive under pressure
• Prior team lead or management experience
• Familiarity with process improvement, SOP development, and service optimization

This position is a part of a brokerage apprenticeship program, a paid role that combines on-the-job learning with required education and training.  As part of the role, the apprentice will work toward an associate's degree and complete an industry designation (e.g., PEBC, PRC) while building foundational skills in Employee Benefits.  The role will provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team.

ESSENTIAL FUNCTIONS

+Participate in required training, including industry designation coursework and testing (e.g., PEBC, PRC), as applicable.

+Maintain satisfactory progress and mees program participation requirements throughout the apprenticeship term.

+Work together with the Account Manager and Client Executive to service clients

+Assist with review of contracts for accuracy of policy details

+Review Benefits Open Enrollment information for accuracy of information

+Provide day-to-day customer service to clients

+Assist Client Executives and Account Managers in retention of existing clients

+Work with health risk management team in the analysis of claims information and development of additional value-add reporting including but not limited to Benefit Informatics

+Gain working knowledge of functionality of resource tools

+Assist in maintenance of client management system

+Prepare and distribute Request for Proposal (RFP) packets for all lines of group insurance coverages including medical, dental, vision, life, disability and other ancillary lines of coverage

+Work in Excel to prepare renewal information for clients

TECHNICAL FUNCTIONS

+Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint

REQUIRED EXPERIENCE

+Enroll in and complete required college coursework through Western Governors University (WGU) toward an associate degree.

+Strong written, verbal and interpersonal skills with keen attention to detail; professional presentation

+Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, ability to prioritize projects

REQUIRED EDUCATION/CERTIFICATION

+Eligible to apply to and enroll in Western Governors University (WGU) as part of the apprenticeship program.

OVERVIEW

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and collaboration has enabled us to maintain a best-in-class approach to risk management, employee benefits, and total rewards.

ESSENTIAL FUNCTIONS/RESPONSIBILITIES

+ Assist client with claim reporting by establishing best practices, collecting relevant information, analyzing potential coverage, and submitting on their behalf.

+ Provide ongoing consultation and monitoring of open complex claims. Support and guide clients through the carrier claim process. Act as an advocate for the best and most expedient resolution of claims.

+ Analyze policy language to determine all appropriate avenues to seek coverage. Conduct in-depth review of all coverage positions, challenging when appropriate.

+ Conduct formal client onboarding to assist in the development of processes for internal claim administration, facilitate and participate in claim reviews to communicate disposition strategies and financial developments, and provide ongoing proactive solutions to meet clients needs.

TECHNICAL FUNCTIONS

+ Proficient in the use of Microsoft Office Products: Excel, Word, Outlook

+ High level knowledge of property/casualty insurance including coverage forms, legal issues, and claim protocols.

REQUIRED EDUCATION/EXPERIENCE

+ Bachelor’s degree in business or related area; work equivalent

+ Property & Casualty license (or ability to obtain)

+ A minimum of 5-8 years experience in the insurance industry in a Claims or related position

+ Demonstrated skills: sense of urgency, detail-oriented, excellent organizational and time management skills

+Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s culture.

+ Excellent verbal and written communication skills; professional presentation

OVERVIEW

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and collaboration has enabled us to maintain a best-in-class approach to risk management, employee benefits, and total rewards.

ESSENTIAL FUNCTIONS/RESPONSIBILITIES

+ Assist client with claim reporting by establishing best practices, collecting relevant information, analyzing potential coverage, and submitting on their behalf.

+ Provide ongoing consultation and monitoring of open complex claims. Support and guide clients through the carrier claim process. Act as an advocate for the best and most expedient resolution of claims.

+ Analyze policy language to determine all appropriate avenues to seek coverage. Conduct in-depth review of all coverage positions, challenging when appropriate.

+ Conduct formal client onboarding to assist in the development of processes for internal claim administration, facilitate and participate in claim reviews to communicate disposition strategies and financial developments, and provide ongoing proactive solutions to meet clients needs.

TECHNICAL FUNCTIONS

+ Proficient in the use of Microsoft Office Products: Excel, Word, Outlook

+ High level knowledge of property/casualty insurance including coverage forms, legal issues, and claim protocols.

REQUIRED EDUCATION/EXPERIENCE

+ Bachelor’s degree in business or related area; work equivalent

+ Property & Casualty license (or ability to obtain)

+ A minimum of 5-8 years experience in the insurance industry in a Claims or related position

+ Demonstrated skills: sense of urgency, detail-oriented, excellent organizational and time management skills

+Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s culture.

+ Excellent verbal and written communication skills; professional presentation

OVERVIEW

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and collaboration has enabled us to maintain a best-in-class approach to risk management, employee benefits, and total rewards.

ESSENTIAL FUNCTIONS/RESPONSIBILITIES

+ Assist client with claim reporting by establishing best practices, collecting relevant information, analyzing potential coverage, and submitting on their behalf.

+ Provide ongoing consultation and monitoring of open complex claims. Support and guide clients through the carrier claim process. Act as an advocate for the best and most expedient resolution of claims.

+ Analyze policy language to determine all appropriate avenues to seek coverage. Conduct in-depth review of all coverage positions, challenging when appropriate.

+ Conduct formal client onboarding to assist in the development of processes for internal claim administration, facilitate and participate in claim reviews to communicate disposition strategies and financial developments, and provide ongoing proactive solutions to meet clients needs.

TECHNICAL FUNCTIONS

+ Proficient in the use of Microsoft Office Products: Excel, Word, Outlook

+ High level knowledge of property/casualty insurance including coverage forms, legal issues, and claim protocols.

REQUIRED EDUCATION/EXPERIENCE

+ Bachelor’s degree in business or related area; work equivalent

+ Property & Casualty license (or ability to obtain)

+ A minimum of 5-8 years experience in the insurance industry in a Claims or related position

+ Demonstrated skills: sense of urgency, detail-oriented, excellent organizational and time management skills

+Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s culture.

+ Excellent verbal and written communication skills; professional presentation

ABOUT THE JOB

The Digital Marketing Specialist is a key member of the Marketing + Communications team at The MJ Companies. This role is responsible for executing and optimizing our digital marketing efforts across all channels to drive awareness, engagement, and conversions. The digital marketing specialist will collaborate across teams to ensure our digital presence supports our brand strategy, engages our audiences, and drives measurable results.

ESSENTIAL FUNCTIONS

Digital Campaign Management:

+ Plan, execute, and optimize digital advertising campaigns across Google Ads, social media platforms, and other paid digital channels to drive lead generation and conversion.

+ Manage SEO and SEM strategies to improve visibility, drive qualified traffic, and increase conversions.

+ Execute and analyze email marketing campaigns, including audience segmentation, A/B testing, automation workflows, and performance tracking.

+ Develop, schedule, and publish engaging content for social media channels; monitor performance and engagement.

Website & Conversion Optimization:

+ Optimize website performance; conduct landing page testing and implement conversion rate optimization (CRO) best practices.

+ Manage, update, and optimize website content for performance and user experience.

Analytics & Reporting:

+ Track and analyze performance across all digital channels using Google Analytics, SEMrush, and other measurement tools.

+ Develop dashboards and regular reports highlighting KPIs, ROI, and campaign performance.

+ Leverage data to make recommendations that improve campaign performance and marketing effectiveness.

Content & Brand Alignment:

+ Ensure all digital touchpoints reflect consistent brand voice, messaging, and visual identity.

+ Contribute to broader marketing initiatives, including integrated campaign planning and execution.

EDUCATION

+ Bachelor’s degree in marketing, communications, business, or a related field.

KNOWLEDGE & EXPERIENCE

+ 3-5 years of relevant experience in digital marketing, preferably in a B2B or professional services environment.

+ Demonstrable ability to analyze performance data, derive insights, and optimize campaigns accordingly.

+ Exceptional written and verbal communication skills, with strong attention to detail.

+ Ability to effectively prioritize tasks and employ critical thinking in problem solving.

+ Ability to meet deadlines in a fast-paced, quickly changing environment.

TECHNICAL FUNCTIONS

+ Proficiency with digital tools and platforms including Google Ads, Google Analytics, SEO/SEM tools (e.g. SEMrush), and social media ad managers.

+ Proficiency with marketing automation and CRM platforms (e.g. HubSpot, Marketo), including campaign setup, lead nurturing workflows, and reporting.

Job Summary

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards.

We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs).

The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management.

If you are an organized team player who enjoys crafting compelling content aimed at securing new business opportunities, this is the job for you!

We believe in supporting our team’s growth and development. When you work at MJ, you can expect competitive benefits, competitive compensation, and a culture of like-minded, hard-working people. If you are a talented, inventive marketer with creative savvy and a passion for success, we want you to be a part of our team.

Key Responsibilities:

• Collaborate with internal teams and subject matter experts (SMEs) to develop high-quality, persuasive content that aligns with MJ’s brand, voice, and strategy.
• Analyze incoming RFP requests to understand requirements, ensure it meets scorecard criteria, coordinate input sessions with consulting team, and contribute to proposal strategy discussions.
• Draft, review, and edit proposal responses, executive summaries, and supporting materials, ensuring content is client-focused, persuasive, and aligned with brand standards.
• Responsible for managing multiple proposals simultaneously, ensuring that each submission is clear, accurate, and strategically positioned to win.
• Leverage and maintain the proposal content library, ensuring high-quality, reusable content is current, relevant, and accurate.
• Manage proposal timelines, tasks, deliverables, ensuring on time delivery of all submissions, while balancing concurrent deadlines.
• Conduct thorough reviews for accuracy, compliance, and clarity, with special attention to detail incorporating feedback from internal stakeholders, where appropriate.
• Support continuous improvement of proposal processes, tools, and templates to enhance team efficiency and quality of responses.
• Assist in tracking proposal success rates, feedback, and post-submission insights to refine future responses.

Technical Functions:

• Familiarity with proposal software (e.g. Loopio, RFPIO, or equivalent) for content management and workflow automation.
• Proficiency in MS Office Suite; experience with Adobe InDesign preferred.

Required Experience:

• Exceptional written and verbal communication skills
• Capacity to manage and balance multiple projects concurrently, demonstrating proficiency in prioritization and adherence to deadlines.
• Ability to effectively prioritize tasks and employ critical thinking in problem solving.
• Strong analytical and project management skills, with a keen attention to detail.
• Exceptional attention to detail.
• Demonstrate self-motivation and excellent time management discipline with minimal direction.
• Ability to meet deadlines in a fast-paced, quickly changing environment.
• Exceptional interpersonal skills to effectively work with all levels within the organization.

 Education/Experience:

• Bachelor’s degree in marketing, communications, business or related discipline or equivalent education preferred.
• 3-5 years of relevant experience in project coordination, writing, or similar functions required.

Job Summary

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards.

We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs).

The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management.

If you are an organized team player who enjoys crafting compelling content aimed at securing new business opportunities, this is the job for you!

We believe in supporting our team’s growth and development. When you work at MJ, you can expect competitive benefits, competitive compensation, and a culture of like-minded, hard-working people. If you are a talented, inventive marketer with creative savvy and a passion for success, we want you to be a part of our team.

Key Responsibilities:

• Collaborate with internal teams and subject matter experts (SMEs) to develop high-quality, persuasive content that aligns with MJ’s brand, voice, and strategy.
• Analyze incoming RFP requests to understand requirements, ensure it meets scorecard criteria, coordinate input sessions with consulting team, and contribute to proposal strategy discussions.
• Draft, review, and edit proposal responses, executive summaries, and supporting materials, ensuring content is client-focused, persuasive, and aligned with brand standards.
• Responsible for managing multiple proposals simultaneously, ensuring that each submission is clear, accurate, and strategically positioned to win.
• Leverage and maintain the proposal content library, ensuring high-quality, reusable content is current, relevant, and accurate.
• Manage proposal timelines, tasks, deliverables, ensuring on time delivery of all submissions, while balancing concurrent deadlines.
• Conduct thorough reviews for accuracy, compliance, and clarity, with special attention to detail incorporating feedback from internal stakeholders, where appropriate.
• Support continuous improvement of proposal processes, tools, and templates to enhance team efficiency and quality of responses.
• Assist in tracking proposal success rates, feedback, and post-submission insights to refine future responses.

Technical Functions:

• Familiarity with proposal software (e.g. Loopio, RFPIO, or equivalent) for content management and workflow automation.
• Proficiency in MS Office Suite; experience with Adobe InDesign preferred.

Required Experience:

• Exceptional written and verbal communication skills
• Capacity to manage and balance multiple projects concurrently, demonstrating proficiency in prioritization and adherence to deadlines.
• Ability to effectively prioritize tasks and employ critical thinking in problem solving.
• Strong analytical and project management skills, with a keen attention to detail.
• Exceptional attention to detail.
• Demonstrate self-motivation and excellent time management discipline with minimal direction.
• Ability to meet deadlines in a fast-paced, quickly changing environment.
• Exceptional interpersonal skills to effectively work with all levels within the organization.

 Education/Experience:

• Bachelor’s degree in marketing, communications, business or related discipline or equivalent education preferred.
• 3-5 years of relevant experience in project coordination, writing, or similar functions required.

ABOUT THE JOB

The Digital Marketing Specialist is a key member of the Marketing + Communications team at The MJ Companies. This role is responsible for executing and optimizing our digital marketing efforts across all channels to drive awareness, engagement, and conversions. The digital marketing specialist will collaborate across teams to ensure our digital presence supports our brand strategy, engages our audiences, and drives measurable results.

ESSENTIAL FUNCTIONS

Digital Campaign Management:

+ Plan, execute, and optimize digital advertising campaigns across Google Ads, social media platforms, and other paid digital channels to drive lead generation and conversion.

+ Manage SEO and SEM strategies to improve visibility, drive qualified traffic, and increase conversions.

+ Execute and analyze email marketing campaigns, including audience segmentation, A/B testing, automation workflows, and performance tracking.

+ Develop, schedule, and publish engaging content for social media channels; monitor performance and engagement.

Website & Conversion Optimization:

+ Optimize website performance; conduct landing page testing and implement conversion rate optimization (CRO) best practices.

+ Manage, update, and optimize website content for performance and user experience.

Analytics & Reporting:

+ Track and analyze performance across all digital channels using Google Analytics, SEMrush, and other measurement tools.

+ Develop dashboards and regular reports highlighting KPIs, ROI, and campaign performance.

+ Leverage data to make recommendations that improve campaign performance and marketing effectiveness.

Content & Brand Alignment:

+ Ensure all digital touchpoints reflect consistent brand voice, messaging, and visual identity.

+ Contribute to broader marketing initiatives, including integrated campaign planning and execution.

EDUCATION

+ Bachelor’s degree in marketing, communications, business, or a related field.

KNOWLEDGE & EXPERIENCE

+ 3-5 years of relevant experience in digital marketing, preferably in a B2B or professional services environment.

+ Demonstrable ability to analyze performance data, derive insights, and optimize campaigns accordingly.

+ Exceptional written and verbal communication skills, with strong attention to detail.

+ Ability to effectively prioritize tasks and employ critical thinking in problem solving.

+ Ability to meet deadlines in a fast-paced, quickly changing environment.

TECHNICAL FUNCTIONS

+ Proficiency with digital tools and platforms including Google Ads, Google Analytics, SEO/SEM tools (e.g. SEMrush), and social media ad managers.

+ Proficiency with marketing automation and CRM platforms (e.g. HubSpot, Marketo), including campaign setup, lead nurturing workflows, and reporting.

ABOUT THE JOB

The Digital Marketing Specialist is a key member of the Marketing + Communications team at The MJ Companies. This role is responsible for executing and optimizing our digital marketing efforts across all channels to drive awareness, engagement, and conversions. The digital marketing specialist will collaborate across teams to ensure our digital presence supports our brand strategy, engages our audiences, and drives measurable results.

ESSENTIAL FUNCTIONS

Digital Campaign Management:

+ Plan, execute, and optimize digital advertising campaigns across Google Ads, social media platforms, and other paid digital channels to drive lead generation and conversion.

+ Manage SEO and SEM strategies to improve visibility, drive qualified traffic, and increase conversions.

+ Execute and analyze email marketing campaigns, including audience segmentation, A/B testing, automation workflows, and performance tracking.

+ Develop, schedule, and publish engaging content for social media channels; monitor performance and engagement.

Website & Conversion Optimization:

+ Optimize website performance; conduct landing page testing and implement conversion rate optimization (CRO) best practices.

+ Manage, update, and optimize website content for performance and user experience.

Analytics & Reporting:

+ Track and analyze performance across all digital channels using Google Analytics, SEMrush, and other measurement tools.

+ Develop dashboards and regular reports highlighting KPIs, ROI, and campaign performance.

+ Leverage data to make recommendations that improve campaign performance and marketing effectiveness.

Content & Brand Alignment:

+ Ensure all digital touchpoints reflect consistent brand voice, messaging, and visual identity.

+ Contribute to broader marketing initiatives, including integrated campaign planning and execution.

EDUCATION

+ Bachelor’s degree in marketing, communications, business, or a related field.

KNOWLEDGE & EXPERIENCE

+ 3-5 years of relevant experience in digital marketing, preferably in a B2B or professional services environment.

+ Demonstrable ability to analyze performance data, derive insights, and optimize campaigns accordingly.

+ Exceptional written and verbal communication skills, with strong attention to detail.

+ Ability to effectively prioritize tasks and employ critical thinking in problem solving.

+ Ability to meet deadlines in a fast-paced, quickly changing environment.

TECHNICAL FUNCTIONS

+ Proficiency with digital tools and platforms including Google Ads, Google Analytics, SEO/SEM tools (e.g. SEMrush), and social media ad managers.

+ Proficiency with marketing automation and CRM platforms (e.g. HubSpot, Marketo), including campaign setup, lead nurturing workflows, and reporting.

Proactively drive sales and services to new and existing clients by providing innovative solutions 
to all of their risk management needs.

ESSENTIAL & TECHNICAL FUNCTIONS
> Consult with clients to understand business needs and objectives; identify and qualify potential sales opportunities; create 
and execute strategy independently driving consistent results.
> Demonstrate advanced knowledge of customer industry including terminology, technology trends, challenges and 
government regulations; demonstrate ability to match optimal insurance products to client’s unique business needs.
> Build and maintain relationships founded on trust with key decision makers or potential influencers; nurture relationships 
over longer sales cycle.
> Effectively utilize all resources within department to exceed client expectations; actively collaborate with resources outside 
department to maximize sales opportunities.
> Represent company at trade association meetings, carrier forums and industry gatherings.
> Responsible for mentoring of ‘rookie’ producers. 

REQUIRED EXPERIENCE
> 3-10 years experience in risk management / sales role
> Experience in mentoring and developing new sales team members
> Coachable and competitive entrepreneurial spirit; high degree of self-motivation and discipline
> Excellent written and verbal communication skills; demonstrated facilitation, negotiation and persuasion skills
> Demonstrated ability to manage pipeline data and measure performance standards to ensure achievement of sales goals
> Proficiency in MS Office products (Outlook, Excel, Word)

REQUIRED EDUCATION/CERTIFICATION
> Bachelor’s degree in Sales, Marketing, Risk Management or related business discipline
> Property & Casualty license or ability to obtain 

JOB LOCATION
>Carmel, Indiana

Company Purpose:

The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success.

About the Job

The Director of Benefit Compliance plays a critical role in supporting MJ’s clients by navigating the complex landscape of employee benefits regulations. This role serves as a trusted expert and advisor on ERISA, ACA, HIPAA, and other applicable compliance matters, offering proactive guidance, creating tools and resources, and supporting MJ teams in delivering an exceptional client experience. The Director of Benefit Compliance ensures MJ remains at the forefront of healthcare compliance by monitoring regulatory changes, educating internal stakeholders and clients, and developing scalable compliance processes and tools.

Essential Functions

Client Compliance Support & Consulting

• Serve as the subject matter expert on benefit compliance topics, including ERISA, ACA, HIPAA, COBRA, Section 125, and other federal/state regulations.
• Provide proactive guidance and day-to-day support to clients on a wide range of compliance questions.
• Assist with compliance reviews and audits, offering actionable insights and support.
• Partner with clients and vendors to support ACA reporting, RxDC, PCORI filings, and non-discrimination testing.

Compliance Documentation & Tools

• Coordinate essential compliance documents with vendor partners including:
  • Compliance Notice Packets
  • Custom client forms (e.g., affidavits, certifications)
  • Wrap Documents
  • Section 125/POP Plan Documents
• Support client agreement processes including Business Associate Agreements (BAAs), Compensation Disclosure Statements (CDS), Service Fee Agreements (SFAs), and Non-Disclosure Agreements (NDAs).
• Track timelines for required document restatements or updates.

Education & Communication

• Monitor impactful legislation and regulatory changes, and translate updates into client- and team-friendly resources.
• Develop and deliver compliance education through:
  • Monthly public webinars
  • Targeted email alerts and newsletters
  • Internal training sessions and team briefings
• Work with the Employee Benefits Communication team to create templates and guidance materials for clients to use during Open Enrollment or throughout the year.
• Work with the Marketing & Communications team to coordinate, facilitate, (and possibly present) compliance webinars for clients and prospects.

Internal & External Collaboration

• Partner closely with MJ’s client service teams to ensure seamless compliance integration in client support.
• Collaborate with leadership and cross-functional departments to improve compliance offerings.
• Represent MJ in client meetings, vendor discussions, and public forums as a compliance thought leader.
• Assist in evaluating new products, services, or processes for regulatory risk and compliance alignment.

Leadership & Team Development

• Lead and mentor members of the compliance team, fostering professional growth and skill development.
• Delegate work effectively while maintaining quality and ensuring deadlines are met.
• Establish performance expectations, provide regular feedback, and conduct goal-setting conversations with team members.
• Promote a culture of continuous learning, collaboration, and client service excellence.
• Partner with People + Culture to support hiring, onboarding, and career development initiatives for compliance team members.

Education

• Bachelor’s Degree in the field of Compensation & Benefits, Human Resources, Business Administration, Finance, or Healthcare Administration
• Master’s in Human Resources, Public Health, Healthcare Law, or Business Administration preferred

Knowledge & Experience

• 7–10+ years of progressive experience in employee benefits, healthcare compliance, or legal/regulatory roles
• Experience supporting self-funded and fully insured health plans
• Demonstrated experience interpreting and applying federal and state regulations (e.g., ERISA, ACA, HIPAA, COBRA, MHPAEA) to benefit administration.
• Proven client-facing experience in a consultative or advisory capacity
• Experience managing or mentoring compliance, benefits, or HR teams
• Familiarity with vendor partnerships related to ACA reporting, RxDC, non-discrimination testing, or HIPAA tools
• Previous experience creating or overseeing compliance documentation and workflows (e.g., Wrap Docs, 125 plans, BAAs)

Technical Functions

• Interpret and apply regulations such as ERISA, ACA, HIPAA, COBRA, and Section 125 to client benefit plans
• Coordinate creation of compliance documents and agreements with vendor partners, including Wrap Docs, 125 plans, BAAs, and NDAs
• Oversee client compliance processes such as 5500 filings, PCORI fees, ACA reporting, and RxDC submissions
• Conduct compliance reviews, manage non-discrimination testing, and support remediation efforts
• Communicate regulatory updates and guidance through written alerts, webinars, and client meetings
• Collaborate with vendors and internal teams to implement compliance tools, dashboards, and reporting processes
• Maintain scalable compliance resources and ensure consistent client delivery across teams

Proactively drive sales and services to new and existing clients by providing innovative solutions 
to all of their employee benefits needs.

ESSENTIAL FUNCTIONS

• Consult with clients to understand business needs and objectives; identify and qualify potential sales opportunities; create 
  and execute strategy independently driving consistent results.
• Demonstrate advanced knowledge of customer industry including terminology, technology trends, challenges and 
  government regulations; demonstrate ability to match optimal insurance products to client’s unique business needs.
• Build and maintain relationships founded on trust with key decision makers or potential influencers; nurture relationships 
  over longer sales cycle.
• Effectively utilize all resources within department to exceed client expectations; actively collaborate with resources outside 
  department to maximize sales opportunities.
• Represent company at trade association meetings, carrier forums and industry gatherings.
• Responsible for mentoring of ‘rookie’ producers. 

TECHNICAL FUNCTIONS

• Proficiency in MS Office products (Excel, Word, Outlook, PowerPoint)
• Demonstrated ability to manage pipeline data and measure performance standards to ensure achievement of sales goals

REQUIRED EXPERIENCE

• Associate Consultant to have sales internship experience
• Experienced Consultant to have B2B sales consulting experience or relevant industry sales experience
• Demonstrated skills: coachable and competitive entrepreneurial spirit; high degree of self-motivation and discipline
• Excellent written and verbal communication skills; demonstrated facilitation, negotiation and persuasion skills

REQUIRED EDUCATION/CERTIFICATION

• Bachelor’s degree in Sales, Business, Entrepreneurship or related business discipline

Proactively drive sales and services to new and existing clients by providing innovative solutions 
to all of their employee benefits needs.

ESSENTIAL FUNCTIONS

• Consult with clients to understand business needs and objectives; identify and qualify potential sales opportunities; create 
  and execute strategy independently driving consistent results.
• Demonstrate advanced knowledge of customer industry including terminology, technology trends, challenges and 
  government regulations; demonstrate ability to match optimal insurance products to client’s unique business needs.
• Build and maintain relationships founded on trust with key decision makers or potential influencers; nurture relationships 
  over longer sales cycle.
• Effectively utilize all resources within department to exceed client expectations; actively collaborate with resources outside 
  department to maximize sales opportunities.
• Represent company at trade association meetings, carrier forums and industry gatherings.
• Responsible for mentoring of ‘rookie’ producers. 

TECHNICAL FUNCTIONS

• Proficiency in MS Office products (Excel, Word, Outlook, PowerPoint)
• Demonstrated ability to manage pipeline data and measure performance standards to ensure achievement of sales goals

REQUIRED EXPERIENCE

• Associate Consultant to have sales internship experience
• Experienced Consultant to have B2B sales consulting experience or relevant industry sales experience
• Demonstrated skills: coachable and competitive entrepreneurial spirit; high degree of self-motivation and discipline
• Excellent written and verbal communication skills; demonstrated facilitation, negotiation and persuasion skills

REQUIRED EDUCATION/CERTIFICATION

• Bachelor’s degree in Sales, Business, Entrepreneurship or related business discipline

SUMMARY

Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.

ESSENTIAL FUNCTIONS

• Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
• Lead the renewal and marketing process, including preparing and distributing RFP packets
• Analyze and view proposals; provide recommendations to the Sales/Consulting team
• Work with Consultant in the preparation of new and renewal service contracts
• Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms
• and accuracy of data
• Coordinate plan design changes, contract changes and carrier changes
• Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
• Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal
• contact for service needs
• Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
• Ensure information in Benefit Point is up-to-date and accurate

TECHNICAL FUNCTIONS

• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Familiar with the use of an Agency Management System and Document Management System

REQUIRED EXPERIENCE

• Preferred minimum of 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
• Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
• Excellent verbal and written communication skills; professional presentation skills

REQUIRED EDUCATION/CERTIFICATION

• Bachelor’s Degree preferred
• Life & Health License