CFA Institute
Key Benefits Marketing Analyst
CFA Institute, Metairie, Louisiana, us, 70011
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.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that's important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!Growth potential - HUB is constantly growing and so can your career!A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB Gives
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
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.#J-18808-Ljbffr
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.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that's important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!Growth potential - HUB is constantly growing and so can your career!A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB Gives
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
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.#J-18808-Ljbffr