Client Analyst - Employee Health & Benefits

ООО «ХАГЕМАЕР ГРУПП»; San Diego (CA); On-site; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K

Employee assistance program

Job summary

Marsh & McLennan in San Diego is seeking an experienced Benefit Analyst to support the Client Service Team with renewals, RFPs, and enrollment materials, coordinating with carriers and internal teams to ensure accurate data and timely responses.

The role requires health and welfare benefit knowledge, strong Excel/Word/PowerPoint skills, and the ability to manage multiple tasks, with a base salary range of $41,200–$76,800 plus incentives and a comprehensive benefits package.

Qualifications

• Must possess a basic understanding of health and welfare plan benefits and carriers.
• Bachelor degree strongly preferred and California Life & Disability license required.
• Proficiency with Word, Excel and PowerPoint to create tables, charts and pivot tables.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.

Responsibilities

• Support renewal process and gather data for RFPs.
• Coordinate enrollment materials and respond to client questions.
• Maintain client and carrier information and coordinate with carriers for implementations.
• Provide day-to-day client service and resolve coverage or billing issues.

Skills

Service orientation

Communication

Time management

Problem solving

Education

Bachelor degree

State of CA Life & Disability License

Tools

Microsoft Word

Excel

PowerPoint

Job description

Work directly with Client Service Team (Client Managers, Client Executives and Vice Presidents) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Support the Client Service Team with the renewal process.
• Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
• For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.
• For all other client RFP's, follow processes and procedures to market clients for renewal process.
• Analyze market proposals received to verify benefits, premium rates and competitiveness.
• Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
• Prepare and coordinate materials for the enrollment process and other formal client presentations.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
• Maintain Agency Management System and the ImageRight System.
• Follow processes and procedures as outlined in the Procedure Manual.
• Provide day to day client service.
• Act as liaison for client to research and resolve coverage, claim and administrative problems.
• Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
• Ensure the client data is accurate and current upon each renewal and throughout the policy period.
• Prepare files and other records needed by Marsh & McLennan.
• Develop good relationships with others on the Client Service Team.
• Maintain the professional standards established by Marsh & McLennan 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.
• Attend monthly Analyst meetings and other meetings as requested.

EDUCATION AND/OR EXPERIENCES

• successful candidate will be a service oriented individual with high personal standards and a hands‑on work style.
• This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
• This position interacts with and provides service to internal associates and has contact with external vendors.
• The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities.
• In addition, the following is required otherwise noted:Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
• Bachelor degree strongly preferred.
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Maintain a valid Driver's License and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
• Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease.
• Above average analyzing, problem solving and planning/organizational techniques are essential.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional overtime may be required.
• Travel is usually within driving distance.

#MMAwest#MMAEHB#LI-DNI

The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case‑by‑case basis.

In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.