Client Analyst

Marshmma; Tucson, Northern (AZ, KY); Hybrid; USD 48,000 - 64,000; Full time

Job summary

Marshmma is seeking a Client Analyst to support Sales and Client teams by preparing client proposals, managing RFPs, and creating communication materials such as presentations and brochures.

The role involves preparing bid specifications, analyzing census data, and coordinating with carriers to obtain timely quotes. You will help implement new lines of coverage and maintain accurate client records while assisting with client communications.

Qualifications

• 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

Responsibilities

• Assist Sales Executives, Client Executives and Client Managers with servicing and preparing client proposals
• Manage RFPs and quotes and develop relationships with insurance carriers
• Prepare bid specifications for RFPs and scrub/analyze client census data
• Assist in preparing client proposals for approval and proof for accuracy
• Assist with implementation of new lines of coverage and carrier changes
• Maintain client records in Agency database
• Prepare employee communications materials such as benefit guides and brochures
• Plan, prioritize and complete day-to-day workload to meet deadlines
• Attend onsite and offsite client meetings as necessary

Skills

Customer service

Data analysis

Communication skills

Time management

Attention to detail

Relationship building

Teamwork

Independent work

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

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