Key Benefits Marketing Analyst
2 weeks ago
About HUB International
HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has experienced significant growth, driven in part by its industry-leading success in mergers and acquisitions.
What We Offer
At HUB, we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement, empowering our people to make the best decisions for our customers and organization. We offer:
- Competitive Compensation and Benefits
- Comprehensive Health and Wellness Programs
- Professional Development Opportunities
- Collaborative and Dynamic Work Environment
- Opportunities for Growth and Advancement
About the Role
The Benefits Marketing Analyst will assist the Benefit Consultant in preparing quotes and presentations for their assigned book of business and new prospects. This role will involve developing and maintaining positive relationships with insurance carrier representatives, examining carrier products, and analyzing client data to recommend appropriate plans and proposals.
Key Responsibilities
- Timelines and Business Flow
- Adhere to renewal timelines
- Track renewal dates of all clients' plans
- Send, track, and follow up on census requests to clients and quote/RFP requests to carriers
- Ensure census data and client information is accurate
- Analyze quotes to ensure they are complete and match client demographics
- Prepare, interpret, and analyze complex reports containing financial and utilization data for client meetings
- Prepare spreadsheets for client presentations that communicate plan designs, rates, total cost, and claims experience
- Administrative Processes
- Maintain clear communication in team meetings with BC regarding team's block of business
- Print and bind presentation material for client meetings
- Update Team Meeting Reports with all stages of timeline
- Miscellaneous
- Assist with special projects as needed
- Generate open enrollment material, e.g., enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, power point slides for client presentations
- Attend training opportunities to increase industry knowledge and practical abilities
Requirements
- Superior numeric skills with a high level of interest in working with data
- Strong communication, organizational, and time management skills, with an extreme attention to detail
- Excellent computer skills – expert in Excel (charts, formulas, graphs) and able to learn new systems and programs
- Intuitive and an independent thinker, offering suggestions for new and forward-thinking practices
- Handles many simultaneous projects efficiently and effectively
- Operates in a fast-paced, energetic environment and welcomes change
- Proactively anticipate needs and prioritize action steps
- Models and exemplifies the HUB Fundamental 5
- Contributes to and flourishes in a team environment
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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