Client Analyst

Job description preview

From Marsh McLennan’s original posting

Company: Marsh McLennan Agency Description: 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…