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Benefit Analyst Small Group

Benefit Analyst Small Group

CompanyMarsh & McLennan
LocationAliso Viejo, CA, USA
Salary$40200 – $74900
TypeFull-Time
Degrees
Experience LevelMid Level

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.