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Benefit Service Associate
Benefit Service AssociateMarsh McLennan • Walnut Creek, CA, US
Benefit Service Associate

Benefit Service Associate

Marsh McLennan • Walnut Creek, CA, US
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Administrative And Project Support

Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position.

Essential duties and responsibilities include :

  • Assist client service teams with the insurance bidding and renewal process.
  • Using approved templates, prepare and coordinate creation of new / renewal binders and iPad presentations, open enrollment communications, and other client presentation materials.
  • Provide general administrative support to client service teams.
  • Provide general day-to-day support to clients as skill and knowledge develops.
  • Adhere to internal process and procedures and keep abreast of changing regulations.
  • Develop good relationships with others on the client service team.

Education and / or experience :

  • Bachelor degree is preferred. However, a minimum 2 years' experience working in a professional office setting providing administrative support with a heavy emphasis on accuracy and detailed work can be considered in lieu of college.
  • Familiarity with the key features of commonly offered plan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledge of employee benefit insurance terminology and coverage options preferred.
  • Proficiency in using the internet and Microsoft Office applications to include Outlook, Word, Excel, and PowerPoint to create, format and update documents, presentations, and spreadsheets which contain tables, charts, graphs and advanced formulas.
  • Above average math skills to calculate ratios, rates and percentages.
  • Demonstrated ability to prioritize tasks, resolve problems, plan appropriately and make sound decisions within the scope of job responsibilities when there are changes in workload and when under the pressure of deadlines.
  • Strong verbal and writing skills to communicate in a concise, logical and professional manner.
  • Dependable with the self-initiative to follow through on assignments and work productively with others in a team environment.

    • Work environment & physical demands :

  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior / office work environment.
  • Occasional overtime may be required.
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    Benefit Service Associate • Walnut Creek, CA, US

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