Benefits Marketing Analyst

HUB International•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 for fully insured and self-funded plans. The analyst develops and maintains positive relationships with insurance carrier representatives, examines carrier products, and analyzes client data to recommend appropriate plans and proposals. The role handles routine marketing tasks so the Benefit Consultant can focus on client relationships. Typical work includes preparing requests for proposals, gathering and auditing benefit information, experience-rating reports and billing information, and preparing financial and utilization reports and presentation materials. The analyst also supports renewal timelines, open enrollment materials, team communications, and special projects. HUB describes its culture as collaborative, growth-oriented, and focused on employee development and community involvement.

Requirements

  • Superior numeric skills and a strong interest in working with data.
  • Strong communication, organizational, and time-management skills, with extreme attention to detail.
  • Expert-level Excel skills, including charts, formulas, and graphs, and the 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 proactively anticipate needs and prioritize action steps.
  • Models and exemplifies the HUB Fundamental 5.
  • Ability to contribute to and thrive 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 match client demographics.
  • Prepare, interpret, and analyze complex financial and utilization reports for monthly, quarterly, and annual client meetings.
  • Prepare spreadsheets for client presentations showing plan designs, rates, total cost, and claims experience.
  • Maintain clear communication 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 all stages of the timeline.
  • Assist with special projects as needed.
  • Generate open enrollment materials, including enrollment guides, election forms, personalized confirmation sheets, enrollment or change forms, and presentation slides.
  • Attend training opportunities to increase industry knowledge and practical abilities.
  • Compose requests for proposals and gather and audit benefit information, experience-rating reports, and billing information.
  • Develop and maintain positive relationships with insurance carrier representatives.
  • Examine carrier products and analyze client data to recommend appropriate plans and proposals.

Benefits

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