Client Analyst

Marsh McLennan • Scottsdale, AZ

3d

About The Position

The Client Analyst assists Sales Executives, Client Executives, and Client Managers with servicing clients and preparing proposals. The role also supports the creation of client presentations and promotional materials. It manages Requests for Proposal (RFPs) and quotes, develops relationships with insurance carrier representatives, and helps ensure client proposals, coverage implementations, and related communications are accurate and timely.

The Client Analyst maintains client records and electronic files, builds working knowledge of carriers and available products, and prioritizes workload across new business, renewals, and ongoing service responsibilities. The position may attend client meetings onsite or offsite and performs other duties as assigned.

Requirements

• At least 1 year of experience in an office or customer service environment.
• Ability to analyze and interpret quotes and plan designs.
• Effective written and verbal communication skills with internal and external parties.
• Strong time management, organizational, and multitasking skills, with high attention to detail.
• Ability to build and maintain effective relationships with carriers, peers, and clients.
• Ability to work independently and in cross-functional teams.
• Proficiency in Microsoft Excel and working knowledge of Word, Outlook, and PowerPoint.

Responsibilities

• Manage Requests for Proposal (RFPs) and quotes and develop relationships with insurance carrier representatives.
• Prepare bid specifications; scrub and analyze client census data; release RFPs to carriers; follow up to ensure timely responses; field carrier questions; and review quotes for accuracy and compliance with RFP specifications.
• Assist with preparing client proposals for approval by the Client Executive and/or Client Manager, help determine proposal content, and proof proposals for accuracy.
• Assist the Client Manager with implementation of new coverage lines and carrier changes to support a smooth launch or transition.
• Maintain client records in the Agency database.
• Assist the Client Manager with employee communications materials, including benefit guides, brochures, flyers, and payroll stuffers.
• Develop working knowledge of carriers and available products.
• Set up and maintain electronic files and file and document carrier quotes, correspondence, and other client documentation.
• Plan, prioritize, and complete daily workload for assigned accounts, balancing new business, renewals, and ongoing service responsibilities while meeting internal and external deadlines.
• Attend onsite and offsite client meetings as necessary.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed