Position Overview
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
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Skills Required
- At least 1 year of experience in an office or customer service environment
- Ability to analyze and interpret insurance quotes and plan designs
- Effective written and verbal communication skills
- Excellent time management, organizational, multitasking, and attention-to-detail 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
- Working knowledge of Microsoft Word, Outlook, and PowerPoint
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
