Client Analyst
Core
Supports Sales Executives and Client Managers in servicing clients, preparing proposals, and managing RFPs for insurance coverage.
Role type
Client Analyst (Insurance Brokerage)
Builds
Client proposals, bid specifications, and carrier quote documentation
Domain
Insurance brokerage and client services
Required skills
RFP management, quote analysis, client census data scrubbing, proposal preparation, carrier relationship management, database maintenance, employee communication material preparation, deadline management
Preferred skills
Microsoft Excel proficiency, Microsoft Word/Outlook/PowerPoint knowledge
Responsibilities
Manage Requests for Proposal (RFPs) and quotes; prepare bid specifications; scrub and analyze client census data; field questions from carriers; review quotes for accuracy; assist in preparing client proposals; maintain client records in Agency database; assist with implementation of new lines of coverage; prepare employee communications materials; plan and prioritize day-to-day workload for assigned accounts
Seniority
Entry-level to Junior