Employee Benefits, Marketing Analyst

Employee Benefits Marketing Analyst

Position Summary

The Marketing Analyst is a support role within the Employee Benefits team at Hatcher. This position provides administrative analytical and marketing support to Producers and Account Managers throughout the prospecting quoting renewal and client service processes. The role is primarily operational and hands-on focused on preparing marketing materials maintaining accurate data and tracking tools and supporting team efficiency and client delivery.

Key Responsibilities

Functional Leadership & Ownership

Support Producers and Account Managers throughout the sales marketing and renewal processes.

Maintain ownership of data accuracy and organization across tracking tools and reports.

Hands-On Execution & Delivery

Prepare update and maintain client and prospect spreadsheets reports and tracking tools.

Assist with gathering information and preparing proposals presentations and marketing materials.

Create and update client benefit guides comparison documents and enrollment materials.

Reporting Quality & Operational Support

Track policy renewals plan expirations and key deadlines to ensure timely completion.

Ensure accuracy completeness and consistency of all materials prior to distribution.

Maintain accurate documentation within systems and shared databases.

Cross-Functional Partnership & Integration

Coordinate with insurance carriers to obtain plan information and documentation.

Communicate effectively with internal stakeholders regarding status and deadlines.

Growth Change & Special Initiatives

Assist with prospecting activities including data collection research and pipeline tracking.

Support team initiatives and additional duties as assigned.

Process Improvement & Best Practices

Identify opportunities to improve data tracking and workflow organization.

Support consistent and efficient processes across team operations.

Accountability

Deliver accurate timely and high-quality materials and reports.

Maintain data integrity and organization across all systems.

Support team efficiency and operational continuity.

Build collaborative relationships across stakeholders.

Demonstrate strong prioritization and attention to detail.

Qualifications

Associates or Bachelors degree or equivalent experience.

Active Life and Health (215) license.

1-2 years of relevant experience

Strong organizational and problem-solving skills.

Proficiency in Microsoft Excel and data management.

Strong written and verbal communication skills.

Ability to work independently and collaboratively.

Key Competencies

Ownership & Accountability

Data-Driven Decision Making

Process Improvement

Collaboration & Communication

Attention to Detail

Time Management