Client Analyst

Marsh • Scottsdale, AZ

6d

About The Position

The Client Analyst assists Sales Executives, Client Executives, and Client Managers with client servicing, proposal preparation, and communication materials, including client presentations and promotional materials. The role manages RFPs and quotes, supports proposal development and implementation of coverage changes, maintains client and carrier documentation, and helps ensure timely completion of account-related work.

Requirements

• At least 1 year of experience in an office or customer service environment.
• Ability to analyze and interpret quotes and plan designs.
• Ability to communicate effectively, both verbally and in writing, with internal and external parties.
• Excellent time management, organizational, and multitasking skills, with strong 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 on responses; answer carrier questions; and review quotes for accuracy and compliance with RFP specifications.
• Assist in preparing client proposals for approval by the Client Executive and/or Client Manager, help determine proposal content, and proofread proposals for accuracy.
• Assist the Client Manager with implementation of new lines of coverage and carrier changes to support a smooth launch or transition.
• Maintain client records in the Agency database.
• Assist the Client Manager in preparing employee communications materials, such as benefit guides, brochures, flyers, and payroll stuffers.
• Develop working knowledge of carriers and available products.
• Set up and maintain electronic files, including ongoing filing and documentation of carrier quotes, correspondence, and other client documentation.
• Plan, prioritize, and complete day-to-day workload across new business, renewal business, and service responsibilities, 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
• Career Level: Entry Level
• Education Level: No Education Listed