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 materials such as benefit guides, brochures, flyers and payroll stuffers
Develop working knowledge of carriers and products available
Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of carrier quotes and correspondence and other client documentation
Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
Attend onsite and offsite client meetings as necessary
Other duties as assigned
Knowledge, Skills and Abilities Required:
1+ years in office or customer service environment
Ability to analyze and interpret quotes and plan designs
Ability to effectively communicate, both written and verbally, with internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with carriers, peers and clients
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint
Client Analyst • Scottsdale, AZ, United States
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