Benefit Analyst

$40,200 - $74,900/Yr

Clark Insurance - Aliso Viejo, CA

Full-time - Entry Level

Hybrid - Aliso Viejo, CA

About the position

Work directly with Client Service Team (Client Managers, Client Executives and Principals) 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.

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.
• 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.

Requirements

• 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.

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K
• Employee assistance program
• Domestic partnership benefits
• Career mobility
• Employee network groups
• Volunteer opportunities