Employee Benefits, Marketing Analyst

Key Responsibilities

• Support Producers and Account Managers throughout the sales, marketing, and renewal processes.
• Maintain ownership of data accuracy and organization across tracking tools and reports.
• Prepare, update, and maintain client and prospect spreadsheets, reports, and tracking tools.
• Aid in gathering information and preparing proposals, presentations, and marketing materials.
• Create and update client benefit guides, comparison documents, and enrollment materials.
• Track policy renewals, plan expirations, and key deadlines to ensure timely completion.
• Ensure accuracy, completeness, and consistency of all materials prior to distribution.
• Maintain accurate documentation within systems and shared databases.
• Cross-functional partnership & integration: coordinate with insurance carriers to obtain plan information and documentation, communicate with internal stakeholders regarding status and deadlines.
• Growth, change & special initiatives: assist with prospecting activities including data collection, research, and pipeline tracking, support team initiatives and additional duties as assigned.
• Process improvement & best practices: identify opportunities to improve data tracking and workflow organization, support consistent and efficient processes across team operations.
• Accountability: deliver accurate, timely, and high-quality materials and reports, maintain data integrity and organization across all systems, support team efficiency and operational continuity, build collaborative relationships across stakeholders, demonstrate strong prioritization and attention to detail.

Qualifications

• Associate’s or Bachelor’s degree or equivalent experience.
• Active Life and Health (215) license.
• 1-2 years of relevant experience.
• Strong organizational and problem-solving skills.
• Proficiency in Microsoft Excel and data management.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.