Client Services Analyst

Marsh McLennan

Client Services Analyst supporting employer client accounts for executive benefits at Mercer. Role involves data analysis, client reporting, and project management in a hybrid work setting.

Posted 5/3/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

advanced Excelcash value reportingdeath benefit reporting101(j) reportingimputed income reportingfund allocation changesdistributionsdeferralslife and disability benefits calculationpremium invoicing

Soft Skills

organizational skillstime-management skillsanalytical skillsproblem-solving skillsdetail orientedhigh level of accuracycommitment to deadlines

Certifications

high school diploma or equivalent