Client Analyst

Marsh McLennan • Scottsdale, AZ

5d

About The Position

The Client Analyst supports Sales Executives, Client Executives, and Client Managers with client servicing, proposal preparation, and communication materials, including presentations and promotional materials. The role manages requests for proposal (RFPs) and quotes, coordinates with insurance carriers, and helps ensure proposals and client documentation are accurate and timely. The Client Analyst also supports new coverage implementation, maintains agency records and electronic files, and assists with employee communications materials. The position requires balancing new business, renewal business, and day-to-day service responsibilities while meeting internal and external deadlines. Attendance at onsite and offsite client meetings may be required as necessary.

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.
• Excellent 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 RFP bid specifications; scrub and analyze client census data; release RFPs to carriers and follow up on responses; answer carrier questions; and review quotes for accuracy and compliance with RFP specifications.
• Assist with preparing client proposals for Client Executive and/or Client Manager approval, help determine proposal content, and proofread proposals for accuracy.
• Assist the Client Manager with implementation of new coverage lines and carrier changes to support smooth launches and transitions.
• Maintain client records in the agency database.
• Assist the Client Manager in preparing employee communications materials, including benefit guides, brochures, flyers, and payroll stuffers.
• Develop working knowledge of available carriers and products.
• Set up and maintain electronic files, and file and document carrier quotes, correspondence, and other client documentation.
• Plan, prioritize, and complete daily workload across new business, renewal business, and account service responsibilities while meeting 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