Analyst I

About the Role

Key Responsibilities

• Manage the Request for Proposal Process including gathering marketing materials needed for a clean quote submission from broker partners, preparing RFPs, and sending them to carriers using tools such as Excel or other rating engines.
• Collaborate and negotiate with carriers on quotes.
• Organize all data into a marketing analysis format.
• Provide broker partners with a recommendation driven by RFP analysis.
• Ensure all client data is entered into the appropriate system in a timely manner and documents are stored properly.
• Understand, interpret, and articulate carrier and vendor responses to broker partners.
• Develop effective relationships with broker partners and carrier contacts.
• Deliver sold case notice to appropriate carriers when coverage moves or sells.

Requirements

• Familiarity with ancillary benefit plan designs, contracts, carrier offerings, benefits marketplaces, and current industry trends is a plus.
• Detail oriented with strong organizational skills.
• Comfortable learning and using new technologies and systems.
• Ability to express ideas clearly in both written and oral communications.
• Effective time management and decision-making skills.
• Expert-level Microsoft Excel and PowerPoint skills.
• Diligent follow-up skills.
• Bachelor's degree and internship experience OR high school diploma with at least 4 years of direct group benefits experience.
• Experience in Excel utilizing advanced formulas, pivot tables, and data analysis tools.
• Strong interest in employee benefits and the insurance industry.

Qualifications

• Bachelor's degree and internship experience OR high school diploma with at least 4 years of direct group benefits experience.

Benefits & Perks

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs