Stop Loss Consultant

Yes Society


[Hiring] CRM & Lifecycle Marketing Consultant @Yes Society
Yes Society • via Remotive
Contractor
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Job description
About Yes Society

Incubated by acclaimed winemaker Maggie Harrison and the team at Antica Terra, Yes Society is an exclusive membership and concierge service that offers access to the most special, rare bottles in the world. With significant organic momentum and a growing reputation within the world of wine collecting, we are seeking a CRM & Lifecycle Marketing Consultant (contract-to-hire) to enhance our members’ experience—from initial waitlist to first purchase and beyond.

About The Role

The CRM & Lifecycle Marketing Consultant will report to the GM, Yes Society. We are seeking a contract proposal, which, pending performance and business needs, may present the opportunity to convert to a full-time, director-level position.

As the CRM & Lifecycle Marketing Consultant, you will:
• FIX: Audit current customer flows and remedy existing areas of friction—with specific focus on disentangling comms from sister brands across our waitlist, onboarding, and pre-shipment experiences
• BUILD: Lead RFP process, recommendation, and implementation of a new CRM platform
• OPTIMIZE: In collaboration with cross-functional partners, develop reporting and dashboarding capabilities to provide stakeholders with ongoing visibility into channel performance
• OPTIMIZE: Revamp comms calendar and evergreen CRM strategy, using performance insights to recommend content and frequency of communications across manual, automated, and transactional campaigns
• OPTIMIZE: Based on recommended lifecycle strategy, brief in content and creative teams to bring comms to life across various owned channels (primarily email & SMS)
• GROW: Develop basic audience segmentation based on member purchasing behavior to achieve higher CLV by way of incremental marketplace sales and limited collection offerings
• GROW: Develop and implement creative A/B tests tied to audience segmentation to maximize conversion from purchase to resell to upsell

Requirements

About You
• Minimum of 10 years of experience in lifecycle marketing or retention marketing.
• Proven track record of driving growth and maximizing customer lifetime value.
• Both a strategic thinker and a technical executor
• Strong analytical skills with the ability to interpret data and make data-driven decisions.
• Familiarity with Shopify and Klaviyo
• Familiarity with marketing automation platforms, CRM systems, and analytics tools.
• Excellent communication and interpersonal skills.
• Experience leading cross-functional workstreams

Even Better
• Experience in the luxury, hospitality, and/or wine industries
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US012 Marsh & McLennan Agency LLC


Stop Loss Consultant
US012 Marsh & McLennan Agency LLC • United States • via Workday
Full–time
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Job description
Company: Marsh McLennan Agency Description: The Stop Loss Consultant is tasked with supporting and helping to grow the Center of Excellence for Stop Loss. The Stop Loss Consultant works with the Account and Underwriting Teams, exercising discretion and independent judgment, providing financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Partner with carriers and internal teams to build and maintain schedules for client renewal and data collection to ensure consistent and timely receipt; Perform underwriting, financial, and risk analysis support for internal teams and their respective consulting clients; Responsible for clients’ benefits marketing process, such as: data acquisition, request for proposal (RFP) preparation, vendor question resolution, proposal review and analysis, and client exhibit and presentation preparation; Perform the analysis and negotiation of rates and plan options with insurers on behalf of clients to secure optimal, cost-competitive benefit plans; Validate renewals and proposals for accuracy; Work closely with MMA Agency contacts to help intake Stop Loss process but to also educate Agency on self-funding, stop loss and captives as appropriate. Coordinate with team member to understand Stop Loss RFP status and overall panel block positions; Update Leadership on identified trends in stop loss market including tracking DTQ rate, overall renewal positions and contractual concerns to be addressed as part of ongoing panel management conversations; Support MMA stop loss captives quoting process; Review RFP/Renewal results as requested by MMA East or local MMA Agency; Help support Stop Loss claims tracking process; Help compile the results of the annual Request for Information process of potential Stop Loss Panel participants to determine panel selection recommendations as well as suggested changes to overall agreement to obtain optimal concessions for the Center of Excellence; Experience and knowledge of other lines of coverage, such as Dental, Vision, Health Savings Accounts, Flexible Spending Accounts and COBRA Administration to build out a Center of Excellence Model including creation of detailed RFIs to complete market evaluation; Help review and provide best practice recommendations on current MMA East models and outputs including financial analysis, qualitative and quantitative analysis, disruption and discount analysis as needed for other lines of coverage; Maintain quality service standards and organization to assure timely service to MMA East and MMA Agency teams; Remain abreast of the dynamic, competitive insurance environment, new and complex insurance initiatives, appropriate data analysis techniques and constantly changing legislation that governs business; Support other initiatives of the Strategic Initiatives Division and Underwriting Team as needed. REQUIRED EDUCATION AND EXPERIENCE: Bachelor’s Degree in Risk Management & Insurance, Actuarial Science, Mathematics and/or other related field is preferred or equivalent experience is required; Minimum of two years prior work experience the Benefits Brokerage, Consulting, or Insurance industry; Strong background in self-funding, stop loss underwriting required. KNOWLEDGE, SKILLS AND ABILITIES Strong organizational, analytical skills and strong attention to detail; Excellent troubleshooting, decision making and problem solving skills; Proven ability to support multiple projects simultaneously with attention to detail and process; Ability to multi-task and work in a fast-paced environment; Excellent verbal and written communication skills; Ability to prioritize projects and meet deadlines; Ability to follow through on and successfully execute tasks while adhering to specified quality standards; Must be able to effectively interact with people internal and external customers Intermediate knowledge of MS Office Suite (Word, Excel, Access, Outlook), working knowledge of pivot tables. Who you are is who we are. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, ****** orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMA The applicable base salary range for this role is $52,000 to $+6,+00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications will be accepted until: March 28, 2025 Click here to return to the MMC Careers Site Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter @mmc_global or subscribe to BRINK.

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