Benefits Marketing Analyst

About the Role

Key Responsibilities

• Adheres to the renewal timeline and 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 the Benefit Consultant regarding the team's block of business.
• Prints and binds presentation material for client meetings.
• Updates Team Meeting Reports with all stages of the timeline.
• Assists with special projects as needed.
• Generates open enrollment materials, e.g., enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, and PowerPoint 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, especially in Excel (charts, formulas, graphs), and ability 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 anticipates needs and prioritizes action steps.
• Models and exemplifies the HUB Fundamental 5.
• Contributes to and flourishes in a team environment.
• 1-2 years of relevant experience.
• High school or equivalent education.

Nice to Have

• Experience with benefit plan analysis and client proposal preparation.
• Knowledge of insurance carrier products and industry practices.

Benefits & Perks

• 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
• Employee engagement events
• Growth potential and career development opportunities
• Opportunity to be part of a motivated, top talent team
• Community support and involvement through HUB Gives