Employee Benefits Marketing Analyst

Bridge Specialty Group•St. Petersburg, FL

About The Position

The Data & Systems Analyst supports the integrity and functionality of client benefit administration by managing data processes, eligibility reporting, policy validation, and system updates. The role ensures internal systems and client-facing platforms are accurate, aligned, and strategically maintained. The ideal candidate has strong attention to detail, systems knowledge, and the ability to collaborate across teams to deliver timely and accurate client support.

Requirements

Minimum of a high school diploma or GED.
Florida Life & Health Insurance license (2-15).
Valid driver’s license.
Proficiency with MS Office Suite and Excel.
Organizational, verbal, and written communication skills.
Ability to maintain a high level of confidentiality.

Nice To Haves

Associate’s or bachelor’s degree in a business- or finance-related discipline.
Professional designation.
Typing speed of 40 to 50 words per minute.
Agency Management System knowledge.
Willingness to travel.

Responsibilities

Update and renew plans in BAM based on Renewal Plan Decision communications.
Maintain individual policy details within BAM, including personal lines of coverage.
Update AMS with fee agreements and coordinate client invoicing where applicable.
Generate and distribute monthly analytics reports to clients, ensuring accuracy and clarity.
Conduct benchmarking analysis via mPloyer to support client strategy and renewal discussions.
Administer client surveys as part of ongoing service evaluation and performance tracking.
Maintain accurate Zywave portal access and client contact information.
Ensure clients have up-to-date access to relevant tools, resources, and documentation.
Maintain the Eligibility Master Sheet in Microsoft Teams to reflect accurate and timely enrollment data.
Process manual lines of coverage and respond to eligibility or data discrepancies.
Conduct post-open-enrollment audits across carrier, payroll, and BenAdmin systems.
Submit updates and corrections to maintain system integrity.
Prepare and confirm the accuracy of payroll deduction reports.
Deliver reports in coordination with client payroll schedules to ensure proper deductions.
Coordinate with EBTech to gather build materials and support system renewals or new implementations.
Participate in peer reviews and demos to ensure functionality, accuracy, and alignment with client expectations.
Provide technical support and troubleshooting during onboarding or renewal as needed.
Review and verify final policy documents for alignment with sold and implemented plans.
Address and resolve inconsistencies between sold coverage and policy issuance.