Employee Benefits: Client Analyst

Craig Bradford Associates; King of Prussia (PA); On-site; USD 52,000 - 74,000; Full time

Benefits offered by this job

Health insurance

Job summary

Craig Bradford Associates, Inc. is seeking a Client Analyst to support the Employee Benefits Account Management team. The role focuses on coordinating client service, renewals, and reporting tasks, while maintaining data accuracy across systems. Strong communication and analytic skills are essential.

The candidate will work with internal teams and external partners, adhering to CRM processes and documented workflows, and will contribute to timely, accurate client deliverables.

Qualifications

• Bachelor's degree required.
• 1–3 years' experience in a consulting, brokerage, or insurance environment.
• PA Life, Accident & Health license or ability to obtain within 90 days.
• Experience with self-funded benefits is preferred.

Responsibilities

• Interfaces with the account management team to support client service and renewal efforts.
• Accesses database to create regularly scheduled reports.
• Audits data as requested.
• Follow up with carriers regarding reporting questions.
• Maintain filing and documentation processes.
• Follow CRM workflows including document management.
• Foster communication within the team and share information.
• Attend department meetings to stay current on activities.
• Perform other duties and projects as required.
• Escalate issues to appropriate resources for resolution.
• Oversee maintenance of plans, process maps, rates, and client information in Salesforce.
• Complete scheduled reporting tasks (monthly, quarterly, semi-annually).
• Identify, assess, and resolve issues as needed.

Skills

Customer service

Fast-paced environment

Team player

Resourceful

Communication

MS Office

Analytical skills

Education

Bachelor's Degree

Tools

Salesforce

Job description

The Client Analyst is a role that supports the entire Employee Benefits Account Management team to execute the strategic deliverables for the company's brokers/clients. The position is responsible for monitoring all tasks and deliverables and maintaining all project plans for assigned tasks. This position works with internal teams as well as outside partners as necessary and is a part of the company's account management team.

Job Responsibilities

• Interfaces with entire account management team to support client service and renewal efforts
• Accesses database to create reports on a regularly scheduled basis.
• Audits data as requested
• Follow up with carriers regarding reporting requests and/or questions
• Maintain proper filing and documentation processes
• Responsible for following role specific CRM workflows including proper document management
• Foster and maintain effective communication amongst the entire team. Share information / Ask questions / Seek clarity
• Attend department meetings to keep current on the activities of sales and service
• Perform other duties and projects as may be required
• Escalate issues to the appropriate resources to resolve issues.
• Oversee the maintenance of current and historical plans, process maps, rates, plan documents and other pertinent client information in Salesforce to maintain the integrity and accuracy of the system.
• Complete and provide scheduled reporting tasks (monthly, quarterly, semi-annually)
• Identify, assess, resolve, and/or escalates issues, concerns or challenges as needed.

Essential Requirements for Education and/or Experience

• Bachelor's Degree
• 1-3 years' experience in a consulting, brokerage, or insurance company environment
• PA Life, Accident & Health Insurance license (or able to acquire within 90 days)
• Self-Funded benefits experience preferred

Specialized Knowledge/Beneficial Skills and Experience

• Excellent customer service skills with a high level of customer focus, motivation and follow through
• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
• Works equally well autonomously or as part of a team
• Resourceful and inquisitive
• Excellent written and oral communication
• Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)
• Strong analytical skills and the ability to pay attention to details