Employee Benefits Marketing Analyst

Bridge Specialty Group • Portland, OR

2d

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Employee Benefits Marketing Analyst to join our growing team in Portland, OR . The primary responsibility of an Employee Benefits Marketing Analyst is to provide support to the overall customer team by driving the marketing process, requesting, gathering, and illustrating renewals, except on Tech accounts. Marketing Analysts must maintain effective information management between the Customer Account Manager, Producer/Consultant, and carrier through all applicable means of communication, which includes providing a documented summary of all meetings. How You Will Contribute Update the current Annual Cost Comparisons for each assigned client Input renewal information, rates, and plans into clients’ Annual Cost Comparisons Work with Customer Account Managers (CAM) to obtain census information, current billing statements, volumes, and current benefit summaries Gather and review carrier renewals with the Customer Account Manager and Producer/Consultant Draft RFP for review, confirm carrier list, and release RFP to selected carriers Follow-up, receive, and review carrier proposals, and with the CAM’s help, answer carrier questions Provide all proposals and marketing correspondences with carriers to the CAM for plan selection Helping maintain various templates are up-to-date with annual compliance items and revisions on an ongoing basis Create benefit and rate analysis Finalize Annual Cost Comparison with the CAM and Producer/Consultant Prepare contribution analysis for appropriate risks based upon current and/or suggested schedule Ensure all RFP materials are filed in Agency management systems Update AM Best ratings within the RFP Tracking form and renewal report templates Exercise considerable discretion and independent judgement Conduct an appropriate level of confidentiality of information processed Keep current on marketplace changes and inform customer as necessary Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements Duties are done independently or in a team environment Other duties or special projects may be assigned

Requirements

• Bachelor’s Degree (BA/BS) with three (3) year experience in the field of Employee Benefits Administration or high school graduate with a minimum of five (5) years of related experience, other combination of work and/or education will be considered
• Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations.
• Insurance plans, underwriting principals, selection, pricing, rating, and premium calculation
• Familiarity with complex benefit issues to serve as the key contact for customers to resolve them
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Experience with Agency management systems or capacity to learn in-house software programs at an accelerated ability
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
• Maintain a high level of confidentiality

Responsibilities

• Update the current Annual Cost Comparisons for each assigned client
• Input renewal information, rates, and plans into clients’ Annual Cost Comparisons
• Work with Customer Account Managers (CAM) to obtain census information, current billing statements, volumes, and current benefit summaries
• Gather and review carrier renewals with the Customer Account Manager and Producer/Consultant
• Draft RFP for review, confirm carrier list, and release RFP to selected carriers
• Follow-up, receive, and review carrier proposals, and with the CAM’s help, answer carrier questions
• Provide all proposals and marketing correspondences with carriers to the CAM for plan selection
• Helping maintain various templates are up-to-date with annual compliance items and revisions on an ongoing basis
• Create benefit and rate analysis
• Finalize Annual Cost Comparison with the CAM and Producer/Consultant
• Prepare contribution analysis for appropriate risks based upon current and/or suggested schedule
• Ensure all RFP materials are filed in Agency management systems
• Update AM Best ratings within the RFP Tracking form and renewal report templates
• Exercise considerable discretion and independent judgement
• Conduct an appropriate level of confidentiality of information processed
• Keep current on marketplace changes and inform customer as necessary
• Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements
• Duties are done independently or in a team environment
• Other duties or special projects may be assigned

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level