Essential Duties and Responsibilities:
· Evaluate current and proposed insurance contracts for clients, assessing competitiveness and overall viability of ancillary benefit packages.
· Develop request for proposals (RFPs) and marketing presentations based on carrier proposals, ensuring clarity and alignment with client objectives.
· Collaborate closely with internal sales team to ensure sales activities support strategic business goals.
· Maintain accurate and up to date records in client management systems, ensuring documentation meets quality standards.
· Utilize technology, including API’s and digital tools, to optimize quoting processes, workflow efficiency and client service.
· Provide back up support for Senior Benefit and Marketing Analysts, contributing to benefit spreading for marketing presentation development.
· Deliver timely, accurate and strategic analyses to support internal sales efforts and drive informed client decisions.
Qualifications, Skills and Requirements:
· Minimum of 3 years of experience in group health and life insurance.
· Strong analytical and critical thinking skills to evaluate carrier contracts and provide strategic recommendations.
· Highly detail-oriented and organized, capable of managing multiple complex projects.
· Technically proficient, with advanced Excel skills and experience leveraging digita