Account Analyst Employee Benefits
Account Analyst Employee Benefits
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Job Description
Company:
Marsh McLennan AgencyDescription:
Account Analyst Employee Health Benefits Salaried / NonExempt
Reports to: Analyst Manager
Summary/Objective
The Account Analyst supports the account management team with various administrative service functions in the Employee Health & Benefits department. Join a team of analysts in supporting clients and colleagues with census benefits websites and quality control for Employee Health and Benefits business.
Essential Functions
- Process all incoming mail for assigned team
- Process census data and communicate with account management team
- Prepare data and information for client enrollments.
- Review for accuracy and process applications binders endorsements renewals new business policies and plans census/enrollment requests and certificates of insurance (applicable by department)
- Prepare premium quotations on new business renewal business and any policy changes on existing policies for the account management team
- Assist team with the preparation of applications and supporting documents
- Set up client benefit enrollment portals
- Understand all carrier online capabilities for processing as necessary to complete your work processes
- Communicate with account management team Manager and Director to provide regular input on all account activity and workload
- Be familiar with and adhere to the departments procedure manual for the processing of your work processes
- Follow all systems procedures and regulations set forth by both the agency and the insurance companies
- Continue to update job knowledge by participating in educational opportunities
- Follow best practices and procedures with Epic agency management system.
- Update program charts
Competencies
- Strong data entry skills
- Technical capacity with proficiency in Microsoft Office software programs
- Good communication skills
- Good organizational and time management skills
- Customer focused
- Willingness to take direction from team members
- Detail oriented
Preferred Education and Experience
- 2 years of insurance experience or undergraduate degree
- Currently pursuing an insurance education designation
Movement to next position:
- Obtain license master responsibilities and core competencies of current role
- Proficiency with Excel and Outlook
- Department Specific Insurance Knowledge (TotalCSR; MMA Specific training)
Position Type
This is a fulltime position.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Required Experience:
IC
Employment Type
Full-Time
