FNIC Trusted insurance advisors · 1 month ago
Placement Coordinator, Employee Benefits
FNIC Trusted insurance advisors is looking for an Employee Benefits Placement Coordinator to support their growing employee benefits team. In this role, you will manage the marketing workflow, analyze plan designs and claims data, and build relationships with carrier partners to craft competitive solutions for clients.
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Responsibilities
Prepare and manage Requests for Proposals (RFPs) for current clients and prospects in collaboration with non-validated producers
Develop targeted requests for quotes to ensure competitive and customized solutions
Analyze plan designs, utilization, and claims data to identify cost-saving opportunities and recommend the best carrier and product options
Assess client coverage needs and provide informed recommendations based on your findings
Dive into groups’ current benefit plans, utilization patterns, and claims experience to guide strategic decisions
Review carrier submissions and negotiate both pricing and benefits to achieve optimal outcomes for clients
Stay up to date on the insurance marketplace and identify new carriers or programs that enhance our offerings
Build strong, transparent relationships with carrier partners through frequent communication, collaboration, and responsiveness—keeping them informed of client needs and market opportunities
Track key performance indicators—including carrier meetings, turnaround times, business volume, satisfaction metrics, and carrier onboarding—to support effective relationship management and agency goals
Stay informed on new products, legislation, market trends, and industry updates to strengthen FNIC’s competitive position
Educate the Employee Benefits team on carrier or industry changes to ensure consistent and timely communication
Maintain accurate and complete records in Epic for all new business and renewal marketing activities
Use FNIC’s benchmarking tools and predictive AI platform to enhance analysis, support strategy, and elevate market competitiveness
Assist with prospecting and marketing initiatives, including drip campaigns and targeted outreach
Perform additional duties as needed
Qualification
Required
Strong verbal and written communication skills, with the ability to clearly convey information to clients and team members
Excellent organizational abilities, analytical thinking, and confident negotiation skills
Proficiency with Microsoft Office (Word, Excel) and everyday business communication tools
Comfort using standard office equipment, including computers, calculators, copiers, and phones
A high level of professionalism and respect for confidentiality
Reliable, consistent attendance and follow-through
The ability to work both independently and collaboratively as part of a team
Commitment to following safety procedures and using equipment responsibly
Willingness to adhere to workplace policies, procedures, and guidelines
Ability to build strong, positive working relationships across the organization and with clients, prospects, and carrier partners
A valid driver's license
A high school diploma or equivalent
Three to five years of experience in employee benefits insurance
Preferred
A Resident Life & Health Insurance License (or the ability to obtain one, if you'd like to make this optional)
Benefits
Health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance
Freestyle PTO
In-office gym or workout classes
Mental health resources - EAP
Tuition reimbursement
Frequent company outings, food days, and fun competitions