Client Services Analyst

Role Overview

• Prepare client reporting, including cash value reports, death benefit reports, 101(j) reporting, and imputed income reporting with advanced Excel skills
• Support the administration of Nonqualified Deferred Compensation Plans, including fund allocation changes, distributions, and deferrals
• Support enrollment setup and testing, and assist with initiating death claim processes with carriers
• Calculate life and disability benefits for executives based on compensation structures and plan design
• Request quotes, submit applications, and peer review policy documents for executive benefit programs
• Generate premium invoices for Split Dollar/COLI plans and audit premium confirmations
• Prepare benefit statements using Excel and mail merge; develop client rollout communications and fee billing consent emails
• Manage project assignments such as benchmarking data compilation and Net Promoter Score surveys

Requirements

• High school diploma or equivalent
• 1+ years of experience in life and health insurance, employee benefits, or a related field, preferably in business administration
• Advanced Excel proficiency, including complex file manipulation
• Proven organizational, time-management, analytical, and problem-solving skills
• Detail oriented, high level of accuracy in work and meet commitments
• Ability to learn and navigate multiple internal systems

Benefits

• Professional development opportunities
• Interesting work
• Supportive leaders
• Vibrant and inclusive culture
• Career opportunities
• Benefits and rewards to enhance well-being