Benefit Marketing Analyst
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Job Description
Benefit Marketing Analyst role evaluating insurance contracts and developing marketing presentations. Collaborating with sales for strategic business goals in the dynamic insurance environment.
Responsibilities:
- Evaluate current and proposed insurance contracts for clients, assessing competitiveness and overall viability of ancillary benefit packages.
- Develop request for proposals (RFPs) and marketing presentations based on carrier proposals, ensuring clarity and alignment with client objectives.
- Collaborate closely with internal sales team to ensure sales activities support strategic business goals.
- Maintain accurate and up to date records in client management systems, ensuring documentation meets quality standards.
- Utilize technology, including API’s and digital tools, to optimize quoting processes, workflow efficiency and client service.
- Provide back up support for Senior Benefit and Marketing Analysts, contributing to benefit spreading for marketing presentation development.
- Deliver timely, accurate and strategic analyses to support internal sales efforts and drive informed client decisions.
Requirements:
- Minimum of 3 years of experience in group health and life insurance
- Strong analytical and critical thinking skills to evaluate carrier contracts and provide strategic recommendations
- Highly detail-oriented and organized, capable of managing multiple complex projects
- Technically proficient, with advanced Excel skills and experience leveraging digital tools to optimize workflows
- Excellent verbal and written communication skills, with the ability to engage professionally with clients and internal stakeholders
- Thrives in a fast-paced environment and eager to grow technical expertise and improve processes
Benefits:
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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