Market Analyst (Client Focused) - Hybrid (Berwyn, PA)

OneDigital•Berwyn, PA

3d•Hybrid

About The Position

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Market Analyst is part of and supports the Client Account Management teams by assisting with client renewals, implementation, operational projects and overall service to a client book of business. The Market Analyst will also assist with additional administrative functions that are designed to improve and enhance workflows, timeliness, and overall client experience. The Market Analyst conducts client open enrollment meetings at times as needed and assists in client relationship meetings. They will also effectively communicate OneDigital’s value proposition and support in CRM updates to client profiles and enter in updated key information such as contacts, carriers, renewals, product updates, etc.

Requirements

Excellent verbal and written communication, interpersonal, and presentation skills
Advanced problem-solving skills
Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible, and disciplined
Ability to work independently as well as in team environment
Ability to thrive in fast-paced production environment
Strong organizational and prioritization skills
Prior experience in broker agency or benefit administration
Familiarity with insurance carrier websites
Proven track record in customer service
Knowledge of health and ancillary products
Familiarity with local carriers and preferred products
Bachelor’s Degree, preferred
2+ years’ experience in a broker agency or carrier, preferred
Current Life and Health license, required
Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
Intermediate knowledge of all Microsoft Office products; required
Intermediate knowledge of database applications, required
Licensed role

Responsibilities

Renewal Process - works with Sr. Account Managers, Sr. Benefits Consultants, Client Executives to assist in the renewal process and the overall service and satisfaction of the client experience. Works closely with Account Team on OneDigital solutions.
Open Enrollment – Helps create, update, and at times conduct client open enrollment materials and meetings as needed. Assists in client relationship meetings including prep of presentation materials.
Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business. May be asked to assist in spreadsheet creation or to provide a peer-to-peer review of market analysis.
Contract Review - review of contracts and benefits summaries of sold plans for accuracy.
CRM - ensures policy information and commissions for all accounts and policies in D365.
Census - ensures accurate census received with input from client, Client Executive, and/or Sr Account Manager.
Service Teamwork - reviews accuracy of client work assignments from internal service team members including but not limited to SPD, open enrollment material, mid-year education campaign, and post enrollment audit activity.
Service Issues - serves in an advisory capacity for clients. Follows-up on escalated service issues or coordinates through Customer Advocate Center (CAC).
Compliance Checklist - assists in Client Compliance Checklist, and needed requirements such as 5500 billing/filing, SBC distribution, SPD wrap documentation as appropriate.
Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes.