Associate Multi-Market Analyst- Hybrid

Warner Pacific Insurance Services•Thousand Oaks, CA

19h•Hybrid

About The Position

The Associate Multi-Market Analyst is responsible for supporting the Large Group and Level Funded business for our broker community, and carrier partners by analyzing health insurance RFPs (Requests for Proposal), ensuring accurate and timely quoting processes, and contributing to the effective delivery of group health proposals. This role demands precision, proactive communication, and a solid understanding of health insurance markets and carrier expectations. The ideal candidate possesses strong proficiency with Excel, the ability to synthesize complex data from multiple sources into a consistent format, and strong communication skills for collaboration with internal support specialists, sales consultants, and brokers. The ability to meet tight timeframes and deadlines is essential in this fast-paced environment.

Requirements

High School diploma or equivalent required.
Strong proficiency in Microsoft Excel.
Possesses strong verbal and written communication skills to clearly convey information and respond professionally to client inquiries.
Demonstrates strong interpersonal skills and a customer-first mindset.
Strong analytical and problem-solving skills and attention to detail.
Adept at managing multiple tasks and prioritizing in a fast-paced environment.
Capable of working independently and collaboratively with own and other teams.

Nice To Haves

1-3 years of experience in a healthcare, insurance, or broker support role.
Experience with CRM systems like Salesforce is highly preferred.
Able to handle routine client interactions with professionalism and responsiveness.

Responsibilities

Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy.
Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards.
Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time.
Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow.
Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery.
Collaborate with Sales Team to communicate quoting strategy and key priorities to partner carriers.
Support the preparation of spreadsheet comparisons by working closely with Multi-Market Administrators and Sales Team.
Ensure timely responses to emails, calls, and instant messages in line with department service level standards.
Accurately log and close sold group opportunities in CRM systems for internal visibility and to meet Finance Team deadlines.
Monitor and flag opportunities for process improvement, communicating suggestions to the Supervisor.
Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners throughout all quoting and sales processes.
Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications.
Facilitate seamless hand-offs and information sharing across Sales, Administrative, Service and Finance teams.
Partner closely with the Sales Team and Multi-Market Administrators to ensure cohesive and efficient proposal delivery.
Act as a resource to teammates by helping, sharing best practices, and supporting overall department goals.
Participate in team meetings and contribute to problem-solving discussions and strategy sessions.
Perform related responsibilities and additional tasks as needed to support team and business operations.
Develop and maintain a strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines.
Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions.
Assist Sales in evaluating proposals and offering market insights to enhance broker consultation and client decision-making.
Review carrier proposals to ensure quotes include all requested details/plans.
Demonstrate outstanding judgment, honesty, and integrity in all responsibilities and decision-making.
Take ownership of assigned tasks and follow through independently, ensuring accountability.
Maintain a solutions-oriented mindset, proactively identifying inefficiencies and proposing improvements.
Act as a role model for responsiveness, accuracy, and service excellence within the team.