Benefit Analyst

Marsh McLennan•Aliso Viejo, CA

1d•$41,200 - $76,800

About The Position

The Benefit Analyst works directly with the Client Service Team—including Client Managers, Client Executives, and Principals—to provide client support, respond to routine requests, liaise with carriers, and maintain client and carrier information. The role supports renewals and day-to-day client service, including gathering information for renewal and prospective-group requests for proposals, evaluating market proposals, maintaining spreadsheets and records, coordinating enrollment and implementation activities, and researching coverage, claims, and administrative issues. The analyst also maintains agency systems, follows internal procedures, collaborates with colleagues, and provides backup to other Benefit Analysts as needed. The successful candidate is service-oriented, approachable, and able to manage multiple tasks and deadlines in a changing, interruption-prone environment. The position serves internal associates and interacts with external vendors. Work takes place in a typical office environment and may involve occasional overtime and travel, usually within driving distance.

Requirements

Basic understanding of health and welfare plan benefits and carriers, acquired through 3 years of experience providing group health and benefits service, preferably at a brokerage or carrier, or in a benefits specialist role in a large corporation's Human Resources department.
Maintain a valid, unrestricted State of California Life & Disability License and meet continuing education requirements.
Maintain a valid driver's license and dependable transportation.
Proficiency with Microsoft Word, Excel, and PowerPoint, including professional experience creating tables, charts, graphs, pivot tables, and formulas.
Math skills to perform basic arithmetic and calculate percentages and amounts based on percentage increases or decreases.
Above-average analyzing, problem-solving, planning, and organizational skills.
Ability to manage multiple tasks and deadlines, adjust priorities, and work through frequent interruptions.
Ability to use a computer keyboard and remain stationary for extended periods, and to use office equipment such as fax and copy machines and telephones.

Nice To Haves

Bachelor's degree strongly preferred.

Responsibilities

Support the Client Service Team with the renewal process.
Gather client census data, current and renewal plan designs and rate information, historical claims data, and other materials needed to prepare RFPs for renewals and prospective groups.
Provide RFP information to Benefit Service Associates for specifically assigned clients and clarify information as needed; follow established processes for marketing other clients for renewal.
Analyze market proposals to verify benefits, premium rates, and competitiveness.
Finalize and maintain client and carrier spreadsheets according to internal requirements and client requests.
Prepare and coordinate materials for enrollment and other formal client presentations.
Coordinate with carrier representatives to support smooth implementation of new plans.
Coordinate administrative installation with insurance carriers and participate in installation meetings.
Maintain the Agency Management System and ImageRight System.
Follow processes and procedures in the Procedure Manual.
Act as a client liaison to research and resolve coverage, claim, and administrative problems.
Respond promptly to client and carrier questions and seek assistance from the Client Service Team when needed.
Ensure client data remains accurate and current at renewal and throughout the policy period.
Prepare files and other records needed by Marsh & McLennan.
Build effective relationships with colleagues on the Client Service Team and maintain professional standards when working with clients.
Provide backup to other Benefit Analysts as needed and share information across the department.
Attend monthly Analyst meetings and other meetings as requested.