Responsibilities

• Market employee benefit plans to carriers and vendor partners for new business and renewals.
• Develop marketing strategies based on client objectives, claims experience, demographics, and funding arrangements.
• Prepare and distribute complete, accurate marketing submissions to carriers; manage all follow-up and data requests.
• Evaluate carrier proposals, negotiate rates and terms, and prepare clear and accurate comparison analyses for internal teams and clients.
• Recommend optimal plan designs, funding strategies, and carrier selections based on market results and client goals.
• Maintain strong relationships with carrier underwriters and representatives to stay current on underwriting guidelines, product offerings, and competitive positioning.
• Ensure all marketing activities comply with regulatory requirements and agency standards.
• Oversee the marketing team’s creation of RFP responses, renewal proposals, and finalist presentations for prospects and existing clients.
• Collaborate with account teams, underwriting, compliance, and subject-matter experts to gather and refine proposal content.
• Ensure proposals are client-specific, data-driven, and aligned with the agency's capabilities and value proposition.