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Benefit Analyst - Small Group

Expired Job

Mercer LLC San Diego , CA 92140

Posted 4 months ago

Benefit Analysts within the SBD assist Principals, Account Executives (AE's), and Account Managers (AM's) to provide outstanding professional service for Employee Health & Benefits for groups of 2 50 lives.

Essential Duties & Responsibilities

  • Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers.

  • Analyze proposals, inclusive of rates and benefits.

  • Review bid results with Principals, Account Executives, and/or Account Managers.

  • Maintain our Agency Management System.

  • Track renewals and proposals.

  • Coordinate and prepare materials required for formal client presentations.

  • Participate in presentations with Principal or Account Executive as requested.

  • Prepare and coordinate announcement material for enrollment process for sold or transferred business.

  • Work with carrier representatives to coordinate activity for a smooth implementation of new plans.

  • Coordinate and conduct employee open enrollment meetings as requested.

  • Coordinate "Administrative Installation" with insurance carrier representatives and participate in installation meetings.

  • Prepare files and other records needed for MMA.

  • Participate in market research projects.

  • Keep abreast of the marketplace.

  • Maintain the professional standards established by MMA when working with clients.

  • Provide back up to other Benefit Analysts as needed.

  • Share information with Benefit Analysts and others to create a good network of information within the Department.

  • All other duties as assigned.

Education and/or Experience

  • 5 years office administration experience in a fast paced, service oriented professional office environment, and a minimum of 1 year experience directly related to the responsibilities noted above is required.

  • Obtain and/or maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.

  • Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet.

  • Excellent communication skills, both verbal and written.

  • Must be well organized, dependable and team oriented with the ability to prioritize. Analytical and problem solving skills are essential.

  • Ability to exercise independent judgment and initiative within established guidelines.

Work Environment & Physical Demands

  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.

  • Work is performed in a typical interior/office work environment.

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Benefit Analyst - Small Group

Expired Job

Mercer LLC