Benefits Analyst, Employee Benefits
Core
Support Account Executives and Advisors in the quoting, reporting, and strategic analytic processes for insurance products, serving as an integral part of the Sales and Account Executive Teams.
Role type
Benefits Analyst (Insurance Brokerage)
Builds
Insurance proposals, RFP responses, and client benefit strategies
Domain
Insurance brokerage / Employee benefits
Deliverable
product features
Required skills
RFP management, quoting, claims analysis, contribution modeling, census data interpretation, carrier negotiation, compliance monitoring, project management, data analysis, system administration
Preferred skills
Strategic planning, benchmarking, process improvement, mentorship
Technologies
BenAdmin, SmartSheet, Benefit Point, Microsoft Office
Responsibilities
Develop and communicate strategy for RFPs and reports to carrier partners; quote new and renewal groups; negotiate with carriers throughout the RFP process; conduct claims analysis and contribution modeling; interpret census data for accuracy; maintain client databases and update external online portals; provide training to Client Services team members; manage client-related service issues; maintain knowledge of new and existing products; ensure HIPAA and ACA compliance; meet KPI turn-around times; assist in developing new processes; function as analytical subject matter expert in strategy meetings; mentor junior Benefit Analysts.
Seniority
Mid-level, hands-on IC