Key Benefits Marketing Analyst

at  HUB International

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

SUMMARY:

Assists the Benefit Consultant (BC) in the day-to-day needs of preparing quotes and presentations for their assigned book of business and new prospects, marketing for fully insured and marketing for self funded. Develops and maintains a positive relationship and rapport with our insurance carrier representatives. Examines carrier products, while analyzing and reviewing clients’ data to recommend appropriate plans and proposals for the client.
Typical functions include but are not limited to composing Request for Proposals (RFP), gathering and auditing benefit information along with experience rating reports and billing. The goal of the BA is to handle the everyday marketing tasks so that the BC is free to focus on client relations.

REQUIREMENTS:

Superior numeric skills with a high level of interest in working with data.
Strong communication, organizational and time management skills, with an extreme attention to detail.
Excellent computer skills – is an expert in Excel (charts, formulas, graphs) and able to learn new systems and programs.
Intuitive and an independent thinker, offering suggestions for new and forwarding practices.
Handles many simultaneous projects efficiently and effectively.
Operates in a fast-paced, energetic environment and welcomes change.
Proactively anticipate needs and prioritize action steps.
Models and exemplifies the HUB Fundamental 5.
Contributes to and flourishes in a team environment.
Department Accounting & Finance
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
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Timelines/Business Flow
Adheres to the renewal timeline.
Tracks renewal dates of all clients’ plans.
Sends, tracks, and follows up on census requests to clients and quote / RFP requests to carriers.
Ensures census data and client information is accurate.
Analyzes quotes to ensure they are complete and match client demographics.
Prepares, interprets, and analyzes complex reports containing financial and utilization data for client meetings on a monthly, quarterly, and annual basis.
Prepares spreadsheets for client presentations that communicate plan designs, rates, total cost, and claims experience in a professional format.
Administrative Processes
Maintains clear communication in team meetings with BC regarding team’s block of business.
Prints and binds presentation material for client meetings.
Updates Team Meeting Reports with all stages of timeline.
Miscellaneous
Assists with special projects as needed.
Generates open enrollment material, e.g., enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, power point slides for client presentations.
Attends training opportunities to increase industry knowledge and practical abilities.