Multi-Market Analyst I

Role Overview

• Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy
• Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards
• Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time
• Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow
• Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery
• Collaborate with Sales Team to communicate quoting strategy and key priorities to partner carriers
• Support the preparation of spreadsheet comparisons by working closely with Multi-Market Administrators and Sales Team
• Ensure timely responses to emails, calls, and instant messages in line with department service level standards
• Accurately log and close sold group opportunities in CRM systems for internal visibility and to meet Finance Team deadlines
• Monitor and flag opportunities for process improvement, communicating suggestions to the Supervisor
• Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners throughout all quoting and sales processes
• Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications
• Facilitate seamless hand-offs and information sharing across Sales, Administrative, Service and Finance teams
• Partner closely with the Sales Team and Multi-Market Administrators to ensure cohesive and efficient proposal delivery
• Act as a resource to teammates by helping, sharing best practices, and supporting overall department goals
• Participate in team meetings and contribute to problem-solving discussions and strategy sessions
• Develop and maintain a strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines
• Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions
• Assist Sales in evaluating proposals and offering market insights to enhance broker consultation and client decision-making
• Review carrier proposals to ensure quotes include all requested details/plans

Requirements

• High School diploma or equivalent required
• Preferred 1-3 years of experience in a healthcare, insurance, or broker support role
• Strong proficiency in Microsoft Excel
• Experience with CRM systems like Salesforce is highly preferred
• Possesses strong verbal and written communication skills to clearly convey information and respond professionally to client inquiries
• Demonstrates strong interpersonal skills and a customer-first mindset
• Able to handle routine client interactions with professionalism and responsiveness
• Strong analytical and problem-solving skills and attention to detail
• Adept at managing multiple tasks and prioritizing in a fast-paced environment
• Capable of working independently and collaboratively with own and other teams

Benefits

• Merit increases
• Paid holidays
• Paid Time Off
• Medical
• Dental
• Vision
• Short
• and long-term disability benefits
• 401(k) + match
• Life insurance