Marsh & McLennan Companies Analyst - Employee Benefits in Dallas, Texas

Job Description: Benefits Analyst

The Benefits Analyst position is a vital contributor to the client account team. This position reports to the Client Services Manager.

Primary Responsibilities:

Customer Service

  • Provide support for Account Manager through duties and responsibilities listed this Job Description and Benefits Timeline.

  • Research and answer questions regarding benefit plans, claims and billings for client, and adhere to the Benefits Timeline.

Client Data Management

  • Enter client data into agency management systems (Brokerage Builder / Sagitta) to complete the following:

o Request for proposals

o Prospect/opportunity Report

o Update Client Rates and Plans

o Maintain on-line client binder as per department guidelines

o Manage workflows as per activities created

Marketing updated

  • Request for Proposal (RFP) – Create and release to Carriers by due date

  • Create and maintain marketing binder

  • Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline

  • Spreadsheets – Prepare and review for accuracy


  • Prepare and develop communication booklets

  • Enrollment Meetings – Conduct enrollment meetings as necessary

  • Assist with client enrollment meetings

  • Education: College Degree preferred not required

  • Have or obtain Group 1 License within 14 days of hire (the company will provide assistance)

  • 12 to 18 months insurance industry experience or comparable customer service experience preferred

  • Ideal candidate has been performing significant portion of above noted tasks or similar activities for 24-36 months

  • Will consider candidates with similar office work environment experience

  • Ability to multi-task

  • Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers

  • Ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

  • Operational knowledge of various windows based application programs such as Excel, Word, and current Internet technologies

  • Bilingual Spanish is a plus

Job: *Account Management

Title: Analyst - Employee Benefits

Location: TX-Dallas

Requisition ID: DAL001Q3