Develop and maintain accurate plan performance reports for large group clients and deliver timely, insightful reports to client executives and internal team members
Develop renewal projection calculations for large group clients
Review client utilization reports and identify opportunities for plan design and product changes, based upon utilization patterns
Own all aspects of the marketing and analysis of the group benefit programs for clients by providing detailed reports and presentation of market information
Prepare and present accurate market exhibits for proposal responses, quarterly and annual client meetings
Collaborate with other client service team members on the renewal and the Request for Proposal (RFP) process
Own the carrier negotiation process
Act as subject matter expert on special projects
Develop and maintain strong working relationships with carrier partners
Maintain accurate, current, organized and complete market and financial information in internal databases
Assist team and clients as necessary with special projects
Additional responsibilities assigned by management

Bachelor degree in Business, Finance, Math, Accounting or other related field, preferred
3+ years experience working for a group insurance carrier, broker or consultant, strongly preferred
Knowledge of group insurance underwriting including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred
Working knowledge of all Microsoft Office products, required
Intermediate to Advanced Microsoft Excel experience, required
Current life and health producer license or ability to acquire within 90 days of hire (company paid), required

Senior Market Analyst

Key skills