Client Analyst - Employee Health & Benefits

Marsh McLennan•San Diego, CA

2d•Onsite

About The Position

Client Analysts within the SBD assist Principals, Account Executives (AE’s), and Account Managers (AM’s) to provide outstanding professional service for Employee Health & Benefits for groups of 2 – 50 lives.

Requirements

5 years office administration experience in a fast paced, service oriented professional office environment, and a minimum of 1 year experience directly related to the responsibilities noted above is required.
Obtain and/or maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet.
Excellent communication skills, both verbal and written.
Must be well organized, dependable and team oriented with the ability to prioritize.
Analytical and problem solving skills are essential.
Ability to exercise independent judgment and initiative within established guidelines.

Responsibilities

Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers.
Analyze proposals, inclusive of rates and benefits.
Review bid results with Principals, Account Executives, and/or Account Managers.
Maintain our Agency Management System.
Track renewals and proposals.
Coordinate and prepare materials required for formal client presentations.
Participate in presentations with Principal or Account Executive as requested.
Prepare and coordinate announcement material for enrollment process for sold or transferred business.
Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
Coordinate and conduct employee open enrollment meetings as requested.
Coordinate “Administrative Installation” with insurance carrier representatives and participate in installation meetings.
Prepare files and other records needed for MMA.
Participate in market research projects.
Keep abreast of the marketplace.
Maintain the professional standards established by MMA when working with clients.
Provide back up to other Benefit Analysts as needed.
Share information with Benefit Analysts and others to create a good network of information within the Department.
All other duties as assigned.