Description

Client Analysts within the SBD assist Principals, Account Executives (AE's), and Account Managers (AM's) to provide outstanding professional service for Employee Health & Benefits for groups of 2 - 50 lives.

Essential Duties & Responsibilities

• Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers.
• Analyze proposals, inclusive of rates and benefits.
• Review bid results with Principals, Account Executives, and/or Account Managers.
• Maintain our Agency Management System.
• Track renewals and proposals.
• Coordinate and prepare materials required for formal client presentations.
• Participate in presentations with Principal or Account Executive as requested.
• Prepare and coordinate announcement material for enrollment process for sold or transferred business.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate and conduct employee open enrollment meetings as requested.
• Coordinate "Administrative Installation" with insurance carrier representatives and participate in installation meetings.
• Prepare files and other records needed for MMA.
• Participate in market research projects.
• Keep abreast of the marketplace.
• Maintain the professional standards established by MMA 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.
• All other duties as assigned.

Education and/or Experience

• 5 years office administration experience in a fast paced, service oriented professional office environment, and a minimum of 1 year experience directly related to the responsibilities noted above is required.
• Obtain and/or maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet.
• Excellent communication skills, both verbal and written.
• Must be well organized, dependable and team oriented with the ability to prioritize. Analytical and problem solving skills are essential.
• Ability to exercise independent judgment and initiative within established guidelines.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.

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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.