Planning & Capacity Analyst managing project commitments and future growth opportunities at Saab. Collaborating with sales teams and senior leadership to provide analysis for key business decisions.
About the role
- Benefits Analyst supporting HUB's Account Executives across various analytic processes. Enhancing profitability and managing relationships with clients and vendors in a hybrid work environment.
Responsibilities
- Support the Account Executives and Advisors with quoting, reporting and other strategic analytic processes.
- Maintain excellent relationships with HUB clients and vendors.
- Increase profitability of existing product lines through the proposal process.
- Develop and communicate strategy for RFPs, results and reports to carrier partners/vendors.
- Responsible for the new and renewal submission and implementation as it relates to the quoting process.
- Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination.
- Interprets client’s needs and makes recommendations on direction of RFP and contribution analysis.
- Quoting new and renewal groups.
- Understands and analyzes the respective markets and products to find the best solutions to meet client’s needs.
- Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non-responses and late submissions.
- Negotiates with carriers throughout the RFP process.
- Addresses carrier questions during RFP process and advises carriers on the client benefit strategy.
- Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties.
- Conducts claims analysis and contribution modeling.
- Interprets census data and evaluates it for accuracy.
- Communicates with Account Executives and Producers on status of marketing activity.
- Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems.
- Creates and updates templates used during the strategy and marketing process.
- Adds to and maintains client access to external online portals.
- Provides training as a subject-matter-expert to other Client Services team members on various topics.
- Manages and assists with client-related service issues.
- Attend carrier sales meetings, trainings, and webinars.
- Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers.
- Communication and coordination with the carriers and internal HUB Team.
- Expert user in BenAdmin, workflow, carrier and proposal systems.
- Perform research and problem resolution of data issues using multiple systems, tools and resources.
- Maintains positive relationships both internally and externally.
- Maintain HUB Values including HIPPA and ACA Compliance.
- Ensure meeting HUB turn-around times as outlined in the KPIs.
- Assist in the development and implementation of new processes and procedures.
- Functions as the analytical subject matter in strategy meetings with Account Executive and Producer.
- Provides mentorship to more junior Benefit Analysts.
- Works within the project management tool SmartSheet.
- Works within Benefit Point to update client information.
Requirements
- College Degree
- 4+ years working for a carrier or brokerage firm.
- Strong verbal and written communication skills
- Analytical and problem-solving abilities
- Proficient in Microsoft Office – intermediate to expert user level preferred.
- Excellent organizational skills
- Ability to work well under pressure with attention to detail
- Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible
- Detail oriented
- Sense of urgency
- Understanding of benefits & benefit terminology
- Proficient typing ability
- High degree of independence and problem-solving skills
- Accurate completion of enrollment/changes which includes follow-up with carriers and team
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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