Marketing Analyst, Ancillary Benefits

About the Role

Key Responsibilities

• Owns execution of ancillary RFPs for small to large group clients, both new business and renewal.
• Leverages ancillary benefits knowledge to conduct a thorough analysis and highlight plan design modifications, enhancements, and deviations that go beyond price comparisons.
• Adheres to all clearly defined best practices and Service Level Agreements (SLAs) to ensure a timely and quality deliverable to broker partners.
• Maintains all marketing opportunities in the organization's Customer Relationship Management system (CRM) to ensure seamless integration with cross-functional teams.
• Builds relationships with internal colleagues as well as external broker and carrier partners.
• Supports efforts to gather carrier underwriting guidelines, plan administration insights, and compliance details to support internal processes and broker education.
• Implements continuous improvement initiatives with strategic direction from leadership.

Requirements

• Bachelor's degree or higher.
• 1-3 years' experience in marketing analyst or carrier underwriting role.
• Holds active life, accident, and health license.
• Understands ancillary products (dental, vision, life, disability, and supplemental health).
• Thrives in a fast-paced environment and is comfortable with organizational change.
• Meticulous attention to detail.
• Effective communicator with proven ability to collaborate cross-functionally.
• Self-starter who excels with minimal oversight or direction.
• Adaptable and capable of balancing competing priorities.
• Strong sense of curiosity and willingness to learn.
• Team-oriented mindset.

Nice to Have

• Experience working in a remote environment.
• Knowledge of CRM systems and benefits technology.

Qualifications

• Bachelor's degree (4-year degree).

Benefits & Perks

• Comprehensive benefit and total compensation packages including health, dental, vision, life, and disability insurance.
• FSA, HSA, and 401(k) accounts.
• Paid-time off benefits.
• Eligible bonuses, equity, and commissions for some positions.