Marsh McLennan Agency · 2 weeks ago
Benefit Analyst
Walnut Creek, CA
Full-time
Onsite
Mid Level
$41K/yr - $77K/yr
3+ years expMarsh McLennan Agency is a company that provides employee health and benefits services. They are seeking a Benefit Analyst to support the Client Service Team with client renewals, analyze market proposals, and maintain client and carrier information while providing day-to-day client service.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Support the Client Service Team with the renewal process
Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups
For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP’s, follow processes and procedures to market clients for renewal process
Analyze market proposals received to verify benefits, premium rates and competitiveness
Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests
Prepare and coordinate materials for the enrollment process and other formal client presentations
Work with carrier representatives to coordinate activity for a smooth implementation of new plans
Coordinate Administrative Installation with insurance carrier and participate in installation meetings
Maintain Agency Management System and the ImageRight System
Follow processes and procedures as outlined in the Procedure Manual
Provide day to day client service
Act as liaison for client to research and resolve coverage, claim and administrative problems
Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed
Ensure the client data is accurate and current upon each renewal and throughout the policy period
Prepare files and other records needed by Marsh & McLennan
Develop good relationships with others on the Client Service Team
Maintain the professional standards established by Marsh & McLennan 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
Attend monthly Analyst meetings and other meetings as requested
Qualification
Required
Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation
Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements
Maintain a valid Driver's License and dependable transportation
Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas
Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
Above average analyzing, problem solving and planning/organizational techniques are essential
Preferred
Bachelor degree strongly preferred
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Domestic partnership benefits
Career mobility
Employee network groups
Volunteer opportunities
Other programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
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