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.
• Bachelor’s degree in business, finance, insurance, or a related field preferred.
• Minimum of 3 years of experience in group health and life insurance, exposure to fully insured and self-insured ancillary arrangements are a plus

Preferred

• Bachelor’s degree in business, finance, insurance, or a related field preferred
• Exposure to fully insured and self-insured ancillary arrangements are a plus

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