Benefits Analyst

Keystone Agency Partners LLC • Morristown, TN

46d • Onsite

About The Position

Main Street Insurance Group is one of the fastest growing trusted independent insurance agencies in the Southeast, offering a comprehensive suite of insurance solutions to protect clients from the unexpected. We don’t just sell insurance. We work closely with our clients to help them make important and informed decisions every day when it comes to protection and their future. Main Street Insurance Group has been in business for over 125 years, with our roots dating back to 1898 and to three small North Carolina communities. We work to create customized solutions for our clients with expertise in Business Insurance, Home Insurance, Auto Insurance, Employee Benefits and Equine Insurance. Today, we work with a variety of individuals and businesses throughout the Southeast, with locations in North Carolina, Georgia, and Tennessee. If you are an experienced professional who delivers best-in-class service and is looking for a rewarding, challenging and meaningful work environment – then Main Street Insurance Group is looking for you!

The Benefits Analyst supports agency growth, client retention, and service excellence by completing benefit service work for assigned accounts in partnership with the Account Manager, Producer, and vendor partners. This role is responsible for analyzing client needs, supporting renewals and new business, maintaining accurate records, preparing client-facing materials, and ensuring service requests are handled promptly, professionally, and in accordance with agency standards.

Requirements

• Bachelor’s degree preferred, or equivalent experience in insurance, carrier, or HR account management roles
• Current Life & Health Insurance license within the state(s) of business, or the ability to obtain the license within 90 days of hire
• Understanding of employee benefits, benefit administration platforms, renewal workflows, carrier processes, and agency service standards
• Ability to review and interpret plan designs, census data, proposals, invoices, enrollment forms, and related benefit documentation
• High level of computer literacy including working knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint), Agency Management System (Applied Epic), benefit administration platforms (Employee Navigator), and carrier proprietary systems
• Strong written and verbal communication skills with a professional, client-focused approach
• Excellent attention to detail, organization, follow-through, and documentation habits
• Ability to manage deadlines, prioritize multiple requests, and provide timely updates to clients and internal team members
• Ability to pass a criminal background check, as permitted by law

Responsibilities

• Support agency growth and retention efforts by completing service work for assigned accounts in conjunction with the Account Manager and in accordance with agency service standards.
• Support the agency sales philosophy by identifying coverage gaps and opportunities for account rounding, cross-selling, and upselling.
• Analyze client needs, coverage forms, policies, proposals, plan designs, and related materials to identify potential loss exposure and recommend appropriate coverage solutions.
• Prepare proofs, summaries, schedules, censuses, proposals, benefit guides, federal notices, Section 125 plans, invoices, and other client or internal documents as needed.
• Process incoming mail, emails, faxes, phone calls, and service requests promptly and professionally, including timely client updates when an immediate answer is not available.
• Maintain client files in the Agency Management System by processing policies, changes, invoices, proofs of insurance, attachments, activities, and other service documentation per agency standards and procedures.
• Perform other duties as assigned.

Benefits

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree