Client Analyst

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 ResponsibilitiesResponsible for managing Requests for Proposal (RFPs) and quotes and developing solid relationships with insurance carrier representativesPrepare 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 specificationsAssist in preparing client proposals for approval by Client Executive and/or Client Manager; help determine proposal content; proof all proposals for accuracyAssist Client Manager with implementation of new lines of coverage and carrier changes to insure smooth launch/transitionMaintain client records in Agency databaseAssist Client Manager with preparation of employee communications materials such as benefit guides, brochures, flyers and payroll stuffersDevelop working knowledge of carriers and products availableResponsible for electronic file set-up and maintenance, along with ongoing filing and documentation of carrier quotes and correspondence and other client documentationPlan, 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 metAttend onsite and offsite client meetings as necessaryOther duties as assignedKnowledge, Skills and AbilitiesRequired:1+ years in office or customer service environmentAbility to analyze and interpret quotes and plan designsAbility to effectively communicate, both written and verbally, with internal and external partiesExcellent time management, organizational and multi-tasking skills with high attention to detailAbility to build and maintain effective relationships with carriers, peers and clientsAbility to work independently and in cross-functional teamsProficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint