Employee Benefits Marketing Assistant
Core
Coordinate carrier renewals, prepare RFPs, and manage quote comparisons for employee benefit plans.
Role type
employee benefits marketing assistant
Builds
client presentations and finalized plan/rate selections for large and small groups
Domain
employee benefits / insurance
Deliverable
client delivery
Required skills
carrier communication, RFP management, quote analysis, data extraction, Microsoft Excel
Preferred skills
NV Life and Health License
Technologies
Microsoft Office (Excel)
Responsibilities
Request renewal releases and claims experience from carriers; prepare and release RFPs; review quotes and provide them to producers; finalize client presentations; maintain information management between account managers, producers, and carriers; track renewal proposals.