Market Analyst

Role Overview

• Play a critical role in supporting operations by handling key client tasks, delivering efficient workflows, maintaining accurate records, and ensuring the success of our mid-enterprise group markets.
• Focus on non-client-facing duties, involving handling policy documentation, managing client records, and supporting client service deliverables.
• Partner with cross-functional teams on impactful client deliverables and play an essential role in our benefits renewal cycle.
• Monitor competitors and market positioning to inform strategic initiatives.
• Work directly with our insurance carrier partners to ensure accurate policy issuance and updates.
• Process, organize, and maintain client files, policy documents, and claims data.
• Conduct regular audits to verify the accuracy of client and policy records.
• Generate reports on policy renewals, claims status, and other metrics.
• Monitor policy renewals and assist in the collection of renewals.
• Manage and organize client documentation, records, and databases.
• Process and verify data for accuracy and completeness.
• Prepare and submit RFP’s and manage RFP responses.
• Coordinate with other departments to ensure seamless operations.
• Enter, update, and maintain records in spreadsheets or databases.
• Generate reports for analysis and decision-making.
• Act as a liaison between departments to facilitate information flow.
• Handle correspondence such as emails, letters, and internal memos.
• Support in maintaining confidentiality and security of sensitive information.
• Provide administrative support for special projects or initiatives.

Requirements

• Bachelor's degree in Business, Marketing, Economics, or a related field.
• 5+ years of experience.
• 2-3+ years in administration, internal customer service, analysis or a related field.
• Prior experience working in financial services, consulting, or healthcare is highly desired.
• Proven ability to create and maintain systems for delivering white glove customer service.
• Exceptional project management skills with a track record of managing complex processes.
• Excellent communication and interpersonal skills to collaborate across teams and with clients.
• Ability to manage multiple priorities, meet deadlines, and maintain high-quality work.
• A proactive mindset with a passion for staying ahead of industry trends and ensuring client success.
• English Proficiency.

Benefits

• Competitive compensation including base salary
• Performance-based bonus programs
• Comprehensive benefits package