Employee Benefits Marketing Assistant

Bridge Specialty Group • Las Vegas, NV

2d

About The Position

The Employee Benefits Marketing Assistant supports the marketing and renewal process for employee benefits groups by coordinating information and communication among carriers, account managers, and producers. The role requests renewal and claims information, prepares and distributes RFPs, reviews carrier quotes, and helps finalize client presentations and sold plans. It also maintains meeting materials and ensures marketing documentation is stored and tracked appropriately.

Requirements

• High school diploma.
• At least 3 years of experience in the employee benefits industry.
• Proficiency in Microsoft Office programs, especially Excel.

Nice To Haves

• Nevada Life and Health License; preferred but not required in the State of Nevada.

Responsibilities

• Request early renewal releases and 24 months of claims experience from carriers, 120 days before the effective date for large groups and 90 days before for small groups.
• Request experience and dashboard reports from carriers 120 days before the effective date for large groups.
• Spread current plans and premiums.
• Receive and review carrier renewals with the Account Manager and Producer.
• Prepare RFPs for review with the Account Manager and Producer, then release them to selected carriers.
• Follow up on, receive, and review quotes from carriers.
• Answer carrier questions.
• Provide carrier quotes and marketing correspondence to the Producer for decisions about plans and rates.
• Finalize client presentations with the Account Manager and Producer.
• Maintain, print, and prepare meeting materials.
• Maintain effective information management among the Account Manager, Producer, and Carrier through applicable communication channels.
• Obtain written confirmation from the Carrier when finalizing rates.
• Send sold plans and rates to the Carrier for signoff.
• Ensure all RFP materials are located within IR and the server.
• Broker RFPs for existing groups.
• Request, extract, and track renewal proposals.

Benefits

• Medical/Rx, dental, vision, life insurance, and disability insurance.
• Employee stock purchase plan (ESPP), 401(k), student loan assistance, and tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED