Benefits Marketing Analyst

Hub International Insurance•Metairie, LA

About The Position

The Benefits Marketing Analyst assists the Benefit Consultant with day-to-day marketing needs for an assigned book of business and new prospects, including preparing quotes and presentations and marketing fully insured and self-funded plans. The analyst develops positive working relationships with insurance carrier representatives and reviews carrier products and client data to recommend suitable plans and proposals. The role handles routine marketing tasks so Benefit Consultants can focus on client relationships. The position manages renewal timelines and related information, analyzes quotes and complex financial and utilization reports, and prepares professional client presentation materials. It also supports administrative processes, open enrollment materials, special projects, and ongoing training. HUB describes a collaborative, fast-paced environment with opportunities for training, licensing support, professional development, and career growth.

Requirements

  • Superior numeric skills and a strong interest in working with data.
  • Strong communication, organizational, and time-management skills, with exceptional attention to detail.
  • Excellent computer skills, including expert proficiency in Excel charts, formulas, and graphs, and ability to learn new systems and programs.
  • Intuitive and independent thinker who offers suggestions for new and forward-thinking practices.
  • Ability to handle many simultaneous projects efficiently and effectively.
  • Ability to work in a fast-paced, energetic environment and welcome change.
  • Ability to anticipate needs proactively and prioritize action steps.
  • Models and exemplifies the HUB Fundamental 5.
  • Ability to contribute to and flourish in a team environment.

Responsibilities

  • Adhere to renewal timelines and track renewal dates for clients’ plans.
  • Send, track, and follow up on census requests to clients and quote or RFP requests to carriers.
  • Ensure census data and client information are accurate.
  • Analyze quotes to confirm they are complete and consistent with client demographics.
  • Prepare, interpret, and analyze complex reports containing financial and utilization data for monthly, quarterly, and annual client meetings.
  • Prepare presentation spreadsheets showing plan designs, rates, total cost, and claims experience.
  • Communicate clearly with the Benefit Consultant in team meetings about the team’s book of business.
  • Print and bind presentation materials for client meetings.
  • Update Team Meeting Reports with timeline stages.
  • Assist with special projects as needed.
  • Generate open enrollment materials, including enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, and presentation slides.
  • Attend training opportunities to increase industry knowledge and practical abilities.
  • Build and maintain positive relationships with insurance carrier representatives.
  • Review carrier products and client data to recommend appropriate plans and proposals.

Benefits

  • Competitive salaries and benefits offerings.
  • Medical, dental, and vision insurance, plus voluntary insurance options.
  • Health Savings Account funding.
  • 401(k) matching program.
  • Company-paid life and short-term disability plans, with supplemental life and long-term disability options.
  • Comprehensive wellness program.
  • Paid parental leave.
  • Generous paid time off, including vacation, holiday, sick, and personal time.
  • Structured training, licensing support, and ongoing development opportunities.
  • Employee engagement events and community support through HUB Gives.
  • Career growth opportunities.
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