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HUB International · 1 month ago

Benefit Analyst - Employee Benefits

Melville, NY

Full-time

Onsite

Entry Level

$41.21/hr - $46.70/hr

1+ years exp

HUB International is a leading insurance brokerage firm that empowers individuals to protect what matters most through a wide array of products and services. The Benefit Analyst will provide support to clients and team members in managing new and renewal accounts, ensuring accuracy and compliance throughout the marketing and enrollment processes.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Responsible for the marketing process: request census from client, prepare RFPs, confirm with producer requested commission level

Manage quotes, carrier proposals and applications until all materials for client and agency commissions are received

Prepare marketing and renewal worksheets

Prepare broker of record letters for new business

Confirm request to carriers on final plan/rates/commissions, requesting confirmed enrollment materials and submission of completed carrier forms

Prepare termination letters to carriers upon Producer approval

Process enrollments if applicable with respective carriers

Review contracts, policies, booklets and bills for accuracy

In conjunction with Compliance Officer, prepare Wrap documents/SPD manuals where appropriate

Maintain group specific hard copy and electronic files in chronological sequence for renewals, new business, recap of meeting notes

Update Outlook and the agency management system with any changes in contact information

Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends

Other responsibilities as assigned by Manager

Qualification

Employee benefits experienceLife/Health licenseMicrosoft Office proficiencyOrganizational skillsProject management skillsInterpersonal skillsCommunication skillsTeamwork skills