Client Proposals & RFP Specialist

Marsh Agency; Scottsdale (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Marsh Agency in Scottsdale, AZ is seeking a Client Analyst to support Sales Executives, Client Executives and Client Managers by preparing client proposals and communications materials.

The role involves managing RFPs and quotes, analyzing census data, coordinating with insurance carriers, preparing bid specifications, and assisting with new lines of coverage implementation while maintaining client records.

Qualifications

• 1+ years in office or customer service environment.
• Ability to analyze and interpret quotes and plan designs.
• Ability to communicate effectively, both written and verbally.
• Excellent time management, organizational and multi-tasking skills.
• Ability to build and maintain 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

• Manage Requests for Proposal (RFPs) and quotes and develop relationships with insurance carrier representatives.
• Prepare bid specifications for RFPs; scrub and analyze client census data; release RFPs to carriers and follow up to secure timely responses; respond to carrier questions and review quotes for accuracy.
• 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 ensure smooth launch/transition.
• Maintain client records in Agency database.
• Prepare 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 filing and documentation of carrier quotes and correspondence and other client documentation.
• Plan, prioritize and complete day-to-day workload with deadlines.
• Attend onsite and offsite client meetings as necessary.
• Other duties as assigned.

Skills

Data analysis

Communication skills

Time management

Relationship building

Independent work

Cross-functional teamwork

Tools

Microsoft Excel

Word

Outlook

PowerPoint

Job description

Marsh Agency in Scottsdale, AZ is seeking a Client Analyst to support Sales Executives, Client Executives and Client Managers by preparing client proposals and communications materials.

The role involves managing RFPs and quotes, analyzing census data, coordinating with insurance carriers, preparing bid specifications, and assisting with new lines of coverage implementation while maintaining client records.