Senior Client Analyst

Marsh McLennan•San Diego, CA

1d•Onsite

About The Position

The Senior Client Analyst works directly with the Client Service Team (Client Managers, Client Executives, and Principals) to provide a high level of client support for routine requests and needs. This role acts as a liaison with carriers and is responsible for maintaining client and carrier information. Key functions include supporting the renewal process, initiating marketing and renewal activities, preparing RFPs for assigned clients, analyzing market proposals, and collaborating with the Client Service Team to negotiate competitive rates. The analyst also finalizes and maintains client and carrier spreadsheets, produces cost contribution analyses, and coordinates materials for enrollment and client presentations. Additionally, the role involves coordinating client events, working with carrier representatives for smooth plan implementation, and managing administrative installations. Day-to-day client service, problem resolution, and maintaining accurate client data are also crucial aspects of this position. The Senior Client Analyst is expected to develop strong client relationships, uphold professional standards, provide backup to other Benefit Analysts, share information, attend meetings, and serve as a technical resource and mentor to less experienced associates.

Requirements

Possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
Maintain a valid Driver’s License and dependable transportation.
Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease.
Above average analyzing, problem solving and planning/organizational techniques are essential.
Service oriented individual with high personal standards and a hands-on work style.
Comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
Positive and approachable, and work effectively with diverse personalities.

Nice To Haves

Bachelor degree preferred

Responsibilities

Support the Client Service Team with the renewal process.
Initiate marketing and renewal process by gathering client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
For specifically assigned clients, prepare RFP.
Select employee benefit markets for solicitation, analyze market proposals received to verify benefits, premium rates and competitiveness and provide input in identifying alternative plans to show with analyses.
Collaborate with Client Service Team to negotiate with current and bidding carriers to ensure most competitive rates/products for clients.
Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
Produce cost contribution analysis to be included in presentation to clients.
Initiate, prepare and coordinate materials for the enrollment process and other formal client presentations.
Coordinate client open enrollment / health fair events.
Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
Maintain Agency Management System and the ImageRight System.
Follow processes and procedures as outlined in the Procedure Manual.
Provide day to day client service.
Act as liaison for client to research and resolve coverage, claim and administrative problems.
Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
Ensure the client data is accurate and current upon each renewal and throughout the policy period.
Prepare files and other records needed by MMA.
Develop good relationships with Clients and others on the Client Service Team.
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.
Attend monthly Analyst meetings and other meetings as requested.
Serve as a technical resource / mentor to less experienced associates.