Benefit Analyst

Job Title : Benefits Analyst

Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.

Essential Duties & Responsibilities

Support the Client Service Team with the renewal process :

• Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
• For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP's, follow processes and procedures to market clients for renewal process.
• Analyze market proposals received to verify benefits, premium rates and competitiveness.
• Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
• Prepare and coordinate materials for the enrollment process and other formal client presentations.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
• Maintain Agency Management System and the ImageRight System.
• Follow processes and procedures as outlined in the Procedure Manual.

Provide day to day client service :

Education and / or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted :

Work Environment & Physical Demands