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Benefit Analyst Small Group
Company | Marsh & McLennan |
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Location | Aliso Viejo, CA, USA |
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Salary | $40200 – $74900 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Mid Level |
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Requirements
- 5 years office administration experience in a fast paced, service oriented professional office environment
- Minimum of 1 year experience directly related to the responsibilities noted above
- Obtain and/or maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements
- Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet
- Excellent communication skills, both verbal and written
- Must be well organized, dependable and team oriented with the ability to prioritize
- Analytical and problem solving skills are essential
- Ability to exercise independent judgment and initiative within established guidelines
Responsibilities
- Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers
- Analyze proposals, inclusive of rates and benefits
- Review bid results with Principals, Account Executives, and/or Account Managers
- Maintain our Agency Management System
- Track renewals and proposals
- Coordinate and prepare materials required for formal client presentations
- Participate in presentations with Principal or Account Executive as requested
- Prepare and coordinate announcement material for enrollment process for sold or transferred business
- Work with carrier representatives to coordinate activity for a smooth implementation of new plans
- Coordinate and conduct employee open enrollment meetings as requested
- Coordinate ‘Administrative Installation’ with insurance carrier representatives and participate in installation meetings
- Prepare files and other records needed for MMA
- Participate in market research projects
- Keep abreast of the marketplace
- 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
- All other duties as assigned
Preferred Qualifications
No preferred qualifications provided.