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Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marketing Analyst

Insurance Sales & AgencyPosted on Nov 9
Full-timeWalnut Creek, CA, USA

About the Job

Requirements

  • Must have a basic understanding of health and welfare plan benefits and carriers, gained through three years of group health and benefits service preferably at a brokerage or carrier, or as a benefits specialist in a large corporation’s human resources department.
  • A bachelor degree is strongly preferred.
  • Must maintain a valid, unrestricted California Life and Disability License and meet continuing education requirements.
  • Must maintain a valid driver’s license and dependable transportation.
  • Must be proficient with Microsoft Word, Excel, and PowerPoint, including professional experience creating tables, charts, graphs, pivot tables, and formulas.
  • Must have math skills for basic arithmetic and calculating percentages and amounts based on percentage increases or decreases.
  • Must have above-average analysis, problem-solving, and planning and organizational skills.
  • Must be able to use a computer keyboard and sit stationary for extended periods, and use office equipment such as fax and copy machines and telephones.

Responsibilities

  • Support the Partnership Implementation Manager with client onboarding.
  • Gather client census data, current and renewal plan designs and rate information, and other materials needed to prepare requests for proposals for client marketing and renewal presentations for prospective groups.
  • Follow processes and procedures to market clients for renewal.
  • Analyze market proposals 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 enrollment materials, including benefits communications deliverables and formal client presentations.
  • Work with carrier representatives to coordinate activity for smooth implementation of new plans.
  • Coordinate with the Technology Solutions Team to set up the benefits administration system and support testing before system go-live.
  • Coordinate administrative installation with the insurance carrier and participate in installation meetings.
  • Build initial data in the Agency Management System.
  • Follow processes and procedures outlined in the Procedure Manual.
  • Work with the Partnership Implementation Manager to facilitate a seamless handoff and transition from initial implementation to the ongoing MMA service team.
  • Provide service to internal associates and have contact with external vendors.
  • Travel to client sites occasionally as required, usually within driving distance.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
1871

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