Account Analyst

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

As part of our Consulting Client Service Team, the Employee Health & Benefits Analyst plays a vital role in ensuring a high degree of client satisfaction and retention, working collaboratively with a cross-functional team that includes Producers, Strategic Account Executives, and Financial Consultants. The primary responsibility of this role is to take proactive ownership of the daily client support for all services and products provided, ensuring alignment with the strategic vision of our partnership.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

• Create and update client activity log

• Coordinate plan audits, review of plan documents including insurance contracts, amendments, Summary Plan Descriptions and other documents, to ensure compliance and appropriate documentation;

• Review and complete renewal checklists for assigned clients;

• Complete the MMA compliance checklist with support from the Compliance Department and proactively review with the client

• Coordinate and support needs generated by the Compliance Department such as, but not limited to, review form 5500 data requests;

• With minimal input from others, interpret plan documents to answer client questions;

• Proactively manage all Open Enrollment activities including drafting communications including the OE benefit guide, highlight sheet, and poster/postcard using templated documents. When applicable, coordinate with Communications Consultant to determine plans and draft materials.

• Organize and conduct virtual or onsite Open Enrollment meetings for employees;

• Set up and maintain client contacts/mailing lists in BenefitPoint management system;

• Create and maintain online folders/files for all clients

• Coordinate special projects, including, dependent eligibility audits, claim audits and benefits statements;

• Work directly with carriers to resolve disputed claim, billing, and eligibility issues for clients and their participants.