Benefit Analyst
Core
Support clients, producers, and relationship managers on new and renewal accounts by managing the marketing process, quotes, and carrier applications for insurance and benefits.
Role type
Benefit Analyst (Insurance Brokerage)
Builds
Insurance and benefits solutions for clients and agencies
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
Life/Health insurance licensing, RFP preparation, carrier quote management, contract review, enrollment processing, file management, Microsoft Office proficiency
Preferred skills
Industry trend familiarity, project management, team collaboration
Responsibilities
Prepare marketing and renewal worksheets, manage quotes and carrier proposals, process enrollments, review contracts and policies, prepare termination letters, maintain client files, update agency management systems
Seniority
Mid-level IC