JOB SUMMARY

At Creative Benefits, Inc., we prioritize building teams that are collaborative, committed, caring, and client focused. We believe in superior service, tailored solutions, and creative problem-solving. In an industry marked by constant evolution, we value employees who are adaptable and eager to learn so that we can continue to offer the highest level of service to our clients no matter what. A successful Benefit Analyst will exemplify our values and integrate them into all aspects of their work.
Our Benefit Analyst supports the clients of Creative Benefits, Inc by completing a variety of tasks in partnership with our Account Managers. This includes providing an annual market review of their benefits package, census compilation, handout management, and enrollment form management.
The candidate that enjoys working independently but also partnering with internal teams and carriers will enjoy this environment. They know that strong relationships and open communication yield great results. The ability to navigate MS Excel, pivot, and reprioritize assigned tasks will lead to great success in this role.
The lines of coverage for this position may include Medical, Dental, Vision, Spending Accounts, life and AD&D insurance, disability, and voluntary, EAP and worksite benefits.

JOB SKILLS AND QUALIFICATIONS

· Experience entering data and ensuring accuracy
· Able to navigate MS Excel proficiently with a working understanding of formulas and basic excel functions.
· Experience navigating industry-specific, web-based portals and systems with an eagerness to learn new ones.
· Proficient in navigating MS Outlook, MS Word, MS PowerPoint and Adobe
· Organized with the ability to manage multiple tasks simultaneously
· Ability to work independently but also as a team
· Detail-oriented
· Customer/Client focused
· Good verbal and written communication skills
· High School diploma required, Associate degree or higher preferred
· Consistently represent Creative Benefits, Inc. in a professional manner

Experience:

• MS Excel: 1 year (Required

JOB RESPONSIBILITIES

• Support the Account Manager in the marketing of the annual benefits renewal to the applicable carriers and presentation compilation
• Obtain proposals from multiple insurance carriers for applicable lines of coverage
• Analyze proposals with client Account Manager to determine recommendations to be delivered in final client renewal presentation.
• Understand relevant industry terminology
• Organize proposals into company-branded spreadsheets
• Contact insurance carrier representatives and others to obtain further information
• Establish positive working relationships with all insurance carriers
• Ensure data accuracy of all presentations provided to the Account Management team
• Assist the Account Manager with the open enrollment process by preparing employee materials such as handouts and enrollment forms
• Other duties as requested

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Creative Benefits, Inc. is dedicated to providing exceptional employee benefits administration and consulting services with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized and large employers in the tri-state area and across the country in a variety of industries. Through our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization, we have earned a reputation as one of the top insurance brokerages in the industry.
We believe in hiring individuals who exemplify our company values and are willing to learn our field. Candidates of all backgrounds are encouraged to apply. We understand that all career paths are not linear, and you may find success at Creative Benefits even if your current experience differs from the job description.
Job Type: Full-time
Pay: From $42,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Experience:

• MS Excel: 1 year (Required)

Work Location: Hybrid remote in Newtown Square, PA 1907