Overview
The organization is seeking a talented, motivated professional to join the Benefit and Marketing Team. This role contributes to evaluating group health and life insurance solutions and supporting internal sales efforts through analytics, proposals, and marketing presentation development.
Responsibilities
- Evaluate current and proposed insurance contracts for clients, assessing competitiveness and overall viability of ancillary benefit packages.
- Develop requests for proposals (RFPs) and marketing presentations based on carrier proposals, ensuring clarity and alignment with client objectives.
- Collaborate with the internal sales team to ensure sales activities support strategic business goals.
- Maintain accurate, up to date records in client management systems, ensuring documentation meets quality standards.
- Use technology, including APIs and digital tools, to optimize quoting processes, improve workflow efficiency, and enhance client service.
- Provide backup support for Senior Benefit and Marketing Analysts, including contributing to benefit spreading for marketing presentation development.
- Deliver timely, accurate, and strategic analyses to support internal sales efforts and enable informed client decisions.
Requirements
- Minimum of 3 years of experience in group health and life insurance.
- Strong analytical and critical thinking skills to evaluate carrier contracts and provide strategic recommendations.
- Highly detail-oriented and organized, with the ability to manage multiple complex projects.
- Technically proficient, with advanced Excel skills and experience leveraging digital tools to optimize workflows.
- Excellent verbal and written communication skills, with the ability to engage professionally with clients and internal stakeholders.
- Ability to thrive in a fast-paced environment and eagerness to grow technical expertise and improve processes.
Education & Experience
- Bachelor’s degree in business, finance, insurance, or a related field preferred.
- Exposure to fully insured and self-insured ancillary arrangements is a plus.
Compensation & Benefits
- Typical nationwide base pay range: $60,000 to $80,000 per year.
- Base pay depends on skills, education, qualifications, professional experience, and location.
- Some roles may be eligible for variable compensation, commission, and/or annual bonus based on individual performance and/or the company’s performance.
- Eligible employees receive health, wellbeing, retirement, and other financial benefits.
- Paid time off.
- Overtime pay for non-exempt employees.
- Robust learning and development programs.
- Reimbursement of job-related expenses per company policy.
- May include employee perks and discounts.
Location
Nationwide (typical base pay range applies across the U.S.).