Benefits Analyst implementing new and existing policy data into the client database at Marsh McLennan Agency, ensuring tracking of client information and supporting the HBC team.
Responsibilities
Implement new/existing policy data into client database, Applied EPIC, including renewals, rewrites and plan changes to ensure the ability to track client information during the life cycle of the client.
Assistance will be obtained from a resource partner, as needed.
Collect and organize data in such a way to support the client and the HBC team.
Prepare and organize workbooks for Request for Proposal Client Projects
Prepare and perform Open Enrollment meetings via Teams/Zoom or at the client site
Must maintain a high regard for timely responses pursuant to the HBC standard.
Assist in the preparation of materials as requested by the Benefit Consultant and Vice President
Take and relay messages from clients and carriers, which will need to be documented in the Applied Epic system, aligned with HBC procedures system for tracking.
Perform other duties as requested, including special projects of an administrative nature.
Requirements
Required Life and Health License must be obtained within 75 days of the first day of New Hire Onboarding
0-2 years of relevant experience
Applicable industry designations preferred but not required
Excellent administrative skills, especially in MS Outlook, MS Word, MS Excel and MS PowerPoint.
Must have a high level of organization, timeliness and attention to detail.
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
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