Evaluate current and proposed insurance contracts for clients, assessing competitiveness and overall viability of ancillary benefit packages.
Develop request for proposals (RFPs) and marketing presentations based on carrier proposals, ensuring clarity and alignment with client objectives.
Collaborate closely with internal sales team to ensure sales activities support strategic business goals.
Maintain accurate and up to date records in client management systems, ensuring documentation meets quality standards.
Utilize technology, including API’s and digital tools, to optimize quoting processes, workflow efficiency and client service.
Provide back up support for Senior Benefit and Marketing Analysts, contributing to benefit spreading for marketing presentation development.
Deliver timely, accurate and strategic analyses to support internal sales efforts and drive informed client decisions.

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, capable of managing 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
Thrives in a fast-paced environment and eager to grow technical expertise and improve processes.
Bachelor’s degree in business, finance, insurance, or a related field preferred

Centro Benefits Research

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