Benefit Analyst

Marsh McLennan•Aliso Viejo, CA

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 benefit renewals and day-to-day client service, coordinating with internal associates and external vendors while managing multiple tasks, deadlines, and changing priorities. The position also helps prepare enrollment and presentation materials, coordinate implementation and administrative installation of new plans, resolve coverage and claims issues, and maintain accurate client records and agency systems. The role is performed in a typical interior office environment and may involve occasional overtime and travel, usually within driving distance.

Requirements

At least 3 years of experience providing group health and benefits service, preferably at a brokerage or carrier, or in a benefit specialist role in a large corporation’s Human Resources department.
Basic understanding of health and welfare plan benefits and carriers.
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.
Basic arithmetic skills, including calculating percentages and amounts based on percentage increases or decreases.
Above-average analytical, problem-solving, planning, and organizational skills.
Service-oriented approach, high personal standards, and a hands-on work style.
Ability to manage multiple tasks and deadlines, adjust priorities, and handle frequent interruptions.
Ability to work effectively with diverse personalities and interact positively with internal associates and external vendors.

Nice To Haves

Bachelor’s degree strongly preferred.

Responsibilities

Support the Client Service Team with the renewal process.
Gather client census data, plan design and rate information, historical claims experience, and other materials needed to prepare renewal and prospective-group RFPs.
Provide Benefit Service Associates with RFP information for specifically assigned clients and clarify questions as needed; follow established procedures to market 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 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.
Research and resolve client coverage, claim, and administrative problems as a client liaison.
Respond promptly to client and carrier questions and request assistance from the Client Service Team when needed.
Keep client data accurate and current at renewal and throughout the policy period.
Prepare files and other records needed by Marsh & McLennan.
Develop effective working relationships with the Client Service Team and maintain professional standards when working with clients.
Provide backup to other Benefit Analysts as needed.
Share information with Benefit Analysts and others to support information-sharing within the department.
Attend monthly Analyst meetings and other meetings as requested.