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Employee Benefits Proposal Analyst

Employee Benefits Proposal Analyst

Job ID 
2017-2163
# of Openings 
1
Category 
Customer Service/Support
Location 
US-IN-Indianapolis

More information about this job

Overview

Job Title: EB Proposal Analyst

Department: Employee Benefits

Reports To: Operations Leader

FLSA Status: Non -Exempt

Job Code: Coordinator

 

Summary The Proposal Analyst will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations.

Responsibilities

Essential Duties

Responsible for marketing activities, including but limited to establishing timelines for end-to-end RFP process; Obtaining necessary information to prepare the request for proposal; distributing RFP to identified markets via BenefitPoint; Contacting the carrier to insure receipt of request for proposal and reports to the assigned Account Executive any issues that are identified; Insuring that the RFP deadlines are met by the carriers/service vendors; Determining that all information requested from the carriers /vendors has been received and is accurate according to quote requests; Creating spreadsheet with plan details and rate exhibits and reviewing for accuracy; Scheduling and meeting with Account Executives and Producers to present final RFP within established timeline.

 

Responsible for maintaining strong relationship with carriers and external business partners, including but not limited to having a clear understanding of carrier’s product offerings and processes to maintain efficient workflow and maintaining general product knowledge.

 

Follows agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance, and filing and file maintenance.

 

Participates in special projects/teams, proactively identifies area to assist team members, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.

 

Supervisory Responsibilities

There are no supervisory responsibilities for this job.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Education and/or Experience

High school degree or equivalent. College degree preferred.

 

Certificates, Licenses, Registrations

All applicable insurance licenses.     

 

 

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.