Client Analyst

Company: Marsh McLennan Agency Description:

Position Overview The Client Analyst position assists 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

Knowledge, Skills and Abilities Required: 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

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