Job description

The Client Analyst supports the Client Account teams by assisting with client renewals and implementation. The Client Analyst will also assist with additional administrative functions that are designed to improve and enhance workflows, timeliness, and overall client experience. The Client Analyst conducts client open enrollment meetings as needed and assists in client relationship meetings. They will also effectively communicate our value proposition and latest industry trends.

MUST HAVE EXPERIENCE IN SUPPORTING 75+ lives

Essential Duties and Responsibilities (include but are not limited to):

• Renewal Process - works with Account Manager, Benefits Consultant, Client Executive to assist in the renewal process and the overall satisfaction of the client experience. Works closely with Account Team.
• Open Enrollment - conducts client open enrollment meetings as needed. Assists in client relationship meetings including prep of presentation materials.
• Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business. May be asked to assist in spreadsheet creation or to provide a peer-to-peer review of market analysis.
• Contract Review - review of contracts and benefits summaries of sold plans for accuracy.
• CRM - ensures policy information and commissions for all accounts and policies in D365
• Census - ensures accurate census received with input from client, Client Executive, and/or Account Manager.
• Service Teamwork - reviews accuracy of client work assignments from internal service team members including but not limited to SPR, open enrollment material, mid-year education campaign, and post enrollment audit activity.
• Service Issues - serves in an advisory capacity for clients. Follows-up on escalated service issues or coordinates through Customer Advocate Center (CAC)
• Compliance Checklist - assists in Client Compliance Checklist and needed requirements such as 5500 billing/filing, SBC distribution, SPD wrap documentation as appropriate
• Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes

Qualifications, Skills and Requirements:

• Excellent verbal and written communication, interpersonal, and presentation skills
• Advanced problem-solving skills
• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible, and disciplined
• Ability to work independently as well as in team environment
• Ability to thrive in fast-paced production environment
• Strong organizational and prioritization skills
• Prior experience in broker agency or benefit administration
• Familiarity with insurance carrier websites
• Proven track record in customer service
• Knowledge of health and ancillary products
• Familiarity with local carriers and preferred products

Education, Training and Experience:

• Bachelor’s Degree, preferred
• 2+ years’ experience in a broker agency or carrier, preferred
• Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
• Intermediate knowledge of all Microsoft Office products; required
• Intermediate knowledge of database applications, required

Job Type: Full-time

Pay: $24.00 - $31.00 per hour

Benefits:

• Health insurance
• Paid time off
• Work from home

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Berwyn, PA 19312: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Insurance Brokerage: 2 years (Required)

Work Location: Hybrid remote in Berwyn, PA 19312

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