SUMMARY

Responsible for marketing trends and conditions in order to produce accurate and viable employee benefit solutions for clients and prospects.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creates and sends requests for proposals (RFPs) to carriers, including follow-up as necessary;
• Solicits bids for clients from carriers and vendors;
• Monitors receipt of bids to ensure that the quotes are timely and are to specification;
• Communicates negotiated rate and plan design alternatives to the respective client service team member;
• Creates accurate and consistently formatted proposals;
• Reviews peer proposals for accuracy;
• Develops and maintains carrier relationships;
• Keeps abreast of legislative, market and product changes;
• Attends and actively participates in marketing meetings;
• Flexibility to work long hours during busy season, if needed;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

• EDUCATION / EXPERIENCE
• Bachelor's Degree or equivalent combination of education and experience
• One (1) or more years experience working for a group insurance carrier or benefits brokerage firm

SKILLS

• Excellent verbal and written communication skills
• Good problem solving, planning, organizational and prioritization skills
• Strong quantitative and analytical skills
• Strong multi-tasking skills with high level attention to detail
• Ability to interface with executives – internal and external
• Proficient in Microsoft Office products

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