Insurance Marketing Analyst – Employee Health & Benefits

Role Overview

• Gather and organize prospect and client information.
• Obtain loss runs and prepare loss summaries and loss-history analyses and stratifications.
• Perform analytical work such as researching claims issues, reviewing and calculating experience-mod worksheets, and running loss forecasters.
• Quote and rate programs across multiple carriers and create marketing documents.
• Follow up with carriers and maintain accurate documentation.
• Collaborate in sales efforts and participate in industry seminars to stay current on products and legislative changes.

Requirements

• High school diploma or equivalent.
• Relevant insurance education, training, or experience.
• Basic insurance knowledge and commitment to professional development (e.g., pursuing insurance designations).
• Strong communication, interpersonal, persuasion skills and tact to build and maintain positive relationships with clients, carriers, market contacts, and teammates.
• Discretion and analytical ability to evaluate client information and proposal competitiveness.
• Proficiency with basic computer applications (Microsoft Office Suite).

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work – minimum of 3 days in office each week
• Charitable contribution match programs
• Stock purchase opportunities