Client Analyst

Marsh McLennan Agency Description: Position Overview The Client Analyst position assists

Responsibilities

• Sales Executives, Client Executives and Client Managers with all aspects of servicing and preparing client proposals and to assist with communication materials such as client presentations and promotional materials.
• Principal Duties and Responsibilities Responsible for managing Requests for Proposal (RFPs) and quotes and developing solid relationships with insurance carrier representatives
• Prepare bid specifications for Requests for Proposal (RFPs); scrub and analyze client census data; release RFPs to carriers and follow up to assure timely responses; field questions from carriers to assist them in providing quotes; review quotes for accuracy and to insure they meet RFP specifications
• Assist in preparing client proposals for approval by Client Executive and/or Client Manager; help determine proposal content; proof all proposals for accuracy
• Assist Client Manager with implementation of new lines of coverage and carrier changes to insure smooth launch/transition
• Maintain client records in Agency database
• Assist Client Manager with preparation of employee communications materials such as benefit guides, brochures, flyers and payroll stuffers

Develop working knowledge of carriers and products available

• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of carrier quotes and correspondence and other client documentation
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Attend onsite and offsite client meetings as necessary
• Other duties as assigned

Requirements

• 1+ years in office or customer service environment Ability to analyze and interpret quotes and plan designs Ability to effectively communicate, both written and verbally, with internal and external parties
• Excellent time management, organizational and multi-tasking 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 in Word, Outlook and PowerPoint #LI-DNI #MMAWest