Benefits Analyst I
About The Position
This is a full-time opportunity to join an Analyst team that will play a key role in supporting Totalis Benefits and their clients. You’ll be joining a collaborative, team-oriented environment where you'll grow alongside peers and receive guidance from experienced professionals. In this role, you’ll assist with key aspects of the marketing and client service process, help prepare presentations and analysis, and provide valuable support to senior team members. You’ll also begin building relationships with broker partners and carriers, laying the foundation for a successful career in the employee benefits industry. If you're eager to learn, ready to contribute, and excited about being part of a brand-new team with room to grow, this is a great opportunity to take that next step.
Requirements
- Detail oriented
- Strong organizational skills
- Comfortable learning and using new technologies and systems
- Ability to express ideas clearly in both written and oral communications
- Effective time management and decision making skills
- Expert-level Microsoft Excel and PowerPoint skills
- Diligent follow up skills
- Bachelor's degree and internship experience OR high school diploma with at least 4 years of direct group benefits experience
- Experience in Excel utilizing advanced formulas, pivot tables, and data analysis tools
- Strong interest in employee benefits and the insurance industry
Nice To Haves
- Familiarity with ancillary benefit plan designs, contracts, carrier offerings, benefits marketplaces, and current industry trends is a plus
Responsibilities
- Manage the Request for Proposal Process including but limited to: Gathering necessary marketing materials needed for a clean quote submission from our broker partners.
- Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
- Collaborating and negotiating with carriers on quotes
- Organizing all data into a marketing analysis format
- Provide broker partners with a recommendation driven by RFP analysis
- Ensure all client data is entered into the appropriate system in a timely manner and that documents are stored appropriately in file system
- Understand, interpret and articulate carrier and vendor responses to broker partners
- Develop effective relationships with broker partners and carrier contacts
- Deliver sold case notice to appropriate carriers when coverage moves/sells
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
