Benefits Analyst Lead

SUMMARY
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for servicing and retention of assigned customers/policies in large markets.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Works with Producer and/or Account Executive to determine bid and/or renewal strategy;
• Works with client or prospective client to identify the group’s specific characteristics including; benefit needs, design, benchmarking/trend analysis, group demographics and/or employee census;
• Gathers information and provides analysis and recommendations to client’s existing coverages;
• Prepares RFPs for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data;
• Selects employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations;
• Analyzes market proposals for verification of benefits, premium, and competitiveness;
• Performs self-funding analysis;
• Negotiates with incumbent and bidding carriers to ensure most competitive rates/products for clients and prospective clients;
• Serves as a technical expert, assisting other team members to resolve complex issues;
• Prepares proposals for client presentation;
• Reviews coverage contracts for accuracy of policy provisions;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal

SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite