The Senior Benefit Analyst role operates as the subject matter expert and escalation point person who is responsible for resolving issues while continuously looking for improvements in operational processes and handling implementation of those design initiatives.
Principal Duties and Responsibilities
Act as Marketing team lead in the preparation of letters and bid specifications for Request for Proposals (RFPs) follow up on RFPs and maintenance of the Pending Files for RFPs
Review necessary census and historical data for bid process on clients
Offer guidance to Sales Executives Account Executives and Account Managers on carriers and products appropriate for the lines of business quoted
Establish positive working relationships with Carrier Service and Sales Representatives
Negotiate with carriers for best new and renewal rates
Provide marketing research information by collecting analyzing and summarizing data for preparation of benchmark and trend reports
Implement quality control measures internally and across offices/locations to create greater consistency and efficiencies
Serve as facilitator of various new and renewal rate meetings to review information with stakeholders
Monitor workload of Benefit Marketing team to ensure deadlines are met identify process improvement initiatives and recommend new process standards
Assist in training Benefit Marketing team members on new or enhanced operational procedures and policies
Conduct all business in accordance with established policies and procedures
Attend onsite and offsite client meetings as necessary
Other duties as assigned
Knowledge Skills and Abilities
Required:
High School Diploma or GED
3 years in group benefits with at least 1 years in an Account Manager Marketer or similar level role
Licensed in Arizona Health Life and Disability (or ability to be licensed within 3 months of employment)
Excellent time management organizational and multi-tasking skills with high attention to detail
Ability to effectively communicate both written and verbally with internal and external parties
Ability to build and maintain effective relationships with clients carriers and peers
Ability to work independently and in cross-functional teams
Ability to analyze/interpret data and take appropriate action
Proficiency in Microsoft Office Products (Outlook Word Excel Power Point)
Preferred:
Some college or technical training in related discipline
Continuing education such as RHU REBC CEBS or CBP
Experience using BrokerageBuilder
Experience using various carrier websites
Required Experience:
Senior IC
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.