Benefits Analyst
*This is a hybrid position in Seattle, WA*
SUMMARY
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for servicing and retention of assigned customers and policies in mid-market accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Works with client team to determine bid and renewal strategy for mid-market client accounts;
• Provides detailed plan design and cost information to service team;
• Works with client or prospective client to identify and evaluate the client’s specific characteristics including; benefit needs, design, group demographics and employee census; may assist with benchmarking and trend analysis;
• Gathers information and provides analysis and recommendations to client’s existing coverage;
• Requests census and RFQs from client, primarily for ancillary coverages;
• Processes RFQs received from clients;
• Prepares RFPs for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data;
• Collaborates with client team to select employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations;
• Analyzes market proposals for verification of benefits, premium, and competitiveness;
• Negotiates with incumbent and bidding carriers to ensure most competitive rates or products for clients and prospective clients;
• Serves as a technical expert, assisting other team members to resolve complex issues;
• Produces cost/benefit analysis for inclusion in proposal to be presented to clients;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
• Bachelor’s degree or equivalent combination of education and experience
• Two (2) or more years of related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by Supervisor
SKILLS
• Proficient in Microsoft Office Suite
• Good verbal and written communication skills
• Good customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
#LI-LM1
Autres détails
- Type de paie Salaire
- Taux min. à l'embauche 68 000,00 $
- Taux max. à l'embauche 85 000,00 $
- Seattle, Washington, États-Unis