Key Benefits Marketing Analyst

Role Overview

• Assists the Benefit Consultant (BC) in the day-to-day needs of preparing quotes and presentations for their assigned book of business and new prospects
• Develops and maintains a positive relationship and rapport with our insurance carrier representatives.
• Examines carrier products, while analyzing and reviewing clients’ data to recommend appropriate plans and proposals for the client.
• Typical functions include but are not limited to composing Request for Proposals (RFP), gathering and auditing benefit information along with experience rating reports and billing.
• The goal of the Benefits Marketing Analyst is to handle the everyday marketing tasks so that the BC is free to focus on client relations.
• Adheres to the renewal timeline.
• Tracks renewal dates of all clients’ plans.
• Sends, tracks, and follows up on census requests to clients and quote / RFP requests to carriers.
• Ensures census data and client information is accurate.
• Analyzes quotes to ensure they are complete and match client demographics.
• Prepares, interprets, and analyzes complex reports containing financial and utilization data for client meetings on a monthly, quarterly, and annual basis.
• Prepares spreadsheets for client presentations that communicate plan designs, rates, total cost, and claims experience in a professional format.
• Maintains clear communication in team meetings with BC regarding team’s block of business.
• Prints and binds presentation material for client meetings.
• Updates Team Meeting Reports with all stages of timeline.
• Assists with special projects as needed.
• Generates open enrollment material, e.g., enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, power point slides for client presentations.
• Attends training opportunities to increase industry knowledge and practical abilities.

Requirements

• Superior numeric skills with a high level of interest in working with data.
• Strong communication, organizational and time management skills, with an extreme attention to detail.
• Excellent computer skills – is an expert in Excel (charts, formulas, graphs) and able to learn new systems and programs.
• Intuitive and an independent thinker, offering suggestions for new and forwarding practices.
• Handles many simultaneous projects efficiently and effectively.
• Operates in a fast-paced, energetic environment and welcomes change.
• Proactively anticipate needs and prioritize action steps.
• Models and exemplifies the HUB Fundamental 5.
• Contributes to and flourishes in a team environment.

Benefits

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package
• Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential
• HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives