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 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

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

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.

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