Senior Benefit Analyst.Overview:
Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance with the practices, policies, and procedures of the Company.
Responsibilities:
- Responsible for the marketing process: request census from client, prepare RFPs, confirm with producer requested commission level.
- Manage quotes, carrier proposals and applications until all materials for client and agency commissions are received.
- Prepare marketing, renewal worksheets and contribution worksheets.
- Prepare broker of record letters for new business.
- Coordinate with carriers on final plan/rates/commissions, requesting confirmed enrollment materials and submission of completed carrier forms.
- Produce Monthly client claims reports.
- Prepare termination letters to carriers upon Producer approval.
- Process enrollments if applicable with respective carriers.
- Review contracts, policies, booklets, and bills for accuracy.
- Maintain group specific hard copy and electronic files in chronological sequence for renewals, new business, recap of meeting notes.
- Update Outlook and the agency management system with any changes in contact information.
- Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
Qualifications:
- Experience in employee benefits.
- Life/Health license required and commitment to attend product workshops and related seminars.
- Proficiency with Microsoft Office products.
- Excellent organizational, project management, interpersonal, communication skills and ability to work in a team environment.
The expected salary range for this position is $85,000 - $90,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
