Job Description
HUB International is a large insurance brokerage firm that emphasizes community and employee empowerment. The Benefit Analyst role involves supporting clients and relationship managers with new and renewal accounts, ensuring compliance and accuracy in documentation and processes.
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
Skills
- Experience in employee benefits
- Life/Health license required and commitment to attend product workshops and related seminars
- Proficiency with Microsoft Office products
- Excellent organizational, project management, interpersonal, communication skills and ability to work in a team environment
- 1-2 years of relevant experience
- Bachelor's degree (4-year degree)
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses
- Equity and commissions for some positions
Company Overview
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