Benefits Analyst: Client Renewals & Data Insights

Marsh McLennan Agency; Aliso Viejo (CA); On-site; USD 40,200 - 74,900; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings

Employee assistance programs

Job summary

A leading insurance firm in Aliso Viejo seeks a Benefits Analyst to support client service and renewal processes. You will analyze client data, coordinate materials for presentation, and maintain relationships with clients. Ideal candidates possess strong analytical skills, a background in health benefits, and proficiency in Microsoft Office. This full-time role offers a competitive total rewards package including health benefits and retirement programs.

Qualifications

• 3 years of experience in group health and benefits service, preferably at a brokerage.
• Valid State of California Life & Disability License required.
• Strong math skills for calculations and analysis.

Responsibilities

• Support the Client Service Team with the renewal process.
• Act as liaison for clients to resolve issues.
• Maintain accurate client data before and during policy periods.

Skills

Customer service orientation

Analytical skills

Organization

Microsoft Office Suite

Education

Bachelor's degree strongly preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading insurance firm in Aliso Viejo seeks a Benefits Analyst to support client service and renewal processes. You will analyze client data, coordinate materials for presentation, and maintain relationships with clients. Ideal candidates possess strong analytical skills, a background in health benefits, and proficiency in Microsoft Office. This full-time role offers a competitive total rewards package including health benefits and retirement programs.