Senior Placement Specialist, Employee Benefits jobs in United States
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Unison Risk Advisors · 17 hours ago

Senior Placement Specialist, Employee Benefits

Unison Risk Advisors is a company committed to exceptional service and proactive client support. The Senior Placement Specialist supports the Employee Benefits practice by gathering and analyzing insurance market data, preparing proposals, and delivering strategic benefits solutions for clients.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Gather data for quotes, review current benefits and plan amendments, and work with marketing to prepare RFPs
Analyze market summaries and present proposals to internal teams and clients
Audit renewals for completeness and accuracy
Maintain awareness of employee benefits and healthcare issues, including applicable legislation and industry-specific trends
Track marketplace developments, carrier changes, product innovations, and competitor movements
Conduct assessments and participate in roadmap discussions tied to the Gibson GPS process
Keep colleagues and leadership informed of major developments and renewal outcomes
Partner with service teams and practice leaders to ensure deliverables and timelines are met
Submit activity reports and participate in team/producer meetings
Complete expense reports as required
Serve as backup support to team personnel when needed
Maintain confidentiality of all client and company information

Qualification

Employee Benefits experienceData analysisPresentation skillsLife & Health licenseMicrosoft Excel proficiencyCommunication skillsProblem-solving capabilitiesTeam collaboration

Required

Prior insurance experience, preferably in an Employee Benefits advisor or analyst role
Current Life & Health license
Demonstrated analytical and problem-solving capabilities
Proficiency in Microsoft Outlook, Word, and Excel
Strong presentation and communication skills

Preferred

Bachelor's degree preferred; CEBS designation a plus
Have experience in employee benefits, preferably in an agency setting
Are skilled at gathering data, analyzing information, and solving complex problems
Are energized by presenting findings and supporting strategic decision-making
Communicate clearly—both in writing and verbally
Are comfortable working independently and as part of a collaborative team

Benefits

Comprehensive benefit offering available to chose from

Company

Unison Risk Advisors

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Unison Risk Advisors is committed to an independent brokerage service model guided

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Peloton Capital Management
2022-03-16Private Equity
Company data provided by crunchbase