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Senior Data Analyst
2 months ago
Established as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice and have complex needs, limited resources and desire to work with professionals that have experience, resources and expertise relevant to their industry.
MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients (high net worth). We offer specialized solutions and services covering a wide spectrum of business needs and exposures. Our goal is to help our clients achieve their business objectives.
The Senior Data Analyst will ensure the execution of our analytics platform and measure the impact of our efforts. He or she reviews detailed information, analyzes data in terms of specific business goals, and displays findings in simple, meaningful, and actionable formats consistent with our brand. The Senior Data Analyst creates and refines analytical tools that benefit our clients and takes responsibility and ownership for the accurate and timely production of team reports.
THOUGHT LEADERSHIP
- Operates as the agency technical expert in financial Analytics, providing analytical resources to production staff and clients
- Meets or exceeds established performance metrics as designated by Supervisor
- Mentors Data Coordinator(s)
- Assists with preparation of educational presentations for the production staff to continue their education and keep to date on analytical tools available
ANALYTICS
- Obtains claim and utilization data from carrier and/or third-party administrator in order to complete monthly and quarterly claim reports, projections and reserve analysis.
- Maintains a reporting schedule and tracking system to ensure that all client reports are being completed in a timely manner
- Aids in the implementation and maintenance of our claim analytic platform to new and existing clients
- Demonstrates an understanding of utilization patterns, large claim impact analysis, trending, and other analytic tools
- Participates in client meetings to present reporting and utilization data, when needed.
- Work closely with other members of the analytics team to train, develop and innovate within the department.
- Takes initiative to research and learn new projects
EXECUTION OF CLIENT SERVICE
- Supports Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute Assurance's service strategy for each client, designed to create measurable value and efficiencies in their businesses
- Builds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone email and in-person meetings
- Works with internal departments to ensure cohesiveness and that the client's needs are handled quickly and effectively
- Leverages insurance knowledge and communication skills to explain claim reports, utilization and other issues to clients as needed
- Effectively manages time to ensure workload is prioritized, client needs are addressed, and Assurance's expectations on client service and business process are met
DATA AND PROCESS INTEGRITY
- Consistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
- Achieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals
PEER RELATIONSHIPS
- Participates in ongoing scheduled meetings with Analytics team to discuss accounts, renewals, service needs, service platform, provide feedback, etc.
- Communicates effectively with team members and provides timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload
- Develops successful and effective working relationships with Producers, Account Executives, Client Service Representatives, service team members, managers, carriers, and members of other departments
REQUIRED:
- Upon hire, Producers License for Life/Health, as appropriate for role
- 3+ years in an Employee Benefits role
- Advanced skill level in Microsoft Excel
PREFERRED:
- BS/BA in insurance, business administration, accounting, finance, economics, or mathematics
- Proficient in Microsoft Office Suite
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, volunteer opportunities, and other programs. For more information about our company, please visit us at:
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.