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HUB International · 2 months ago

Benefits Analyst II

Carlsbad, CA

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $90K/yr

5+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Benefits Analyst II role involves supporting Account Executives with quoting, reporting, and strategic analytics to enhance client relationships and profitability.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Develops and communicates 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 in order 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

Ensures we’re 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

Qualification

Benefits analysisRFP strategy developmentData analysisClient relationship managementMicrosoft Office proficiencyProject managementNegotiation skillsCommunication skillsProblem-solving abilitiesOrganizational skillsTeam-orientedAttention to detail