Marketing Representative - Employee Benefits
Job Summary
The Marketing Representative will assist in the marketing of medical and ancillary (non-medical) benefits by working with preferred carrier and vendor partners, along with reviewing and disseminating information. This position works as part of a centralized team that is a key component of the Employee Benefits operations within North Risk.
Essential Responsibilites
- Submit marketing RFP’s to ancillary and medical carriers per Risk Advisor or Account Manager specifications for new potential and existing clients
- Support Employee Benefits practice leaders with maintaining strong carrier and vendor partnerships
- Coordinator and track carrier and vendor education and overviews for the Employee Benefits practice
- Respond to any carrier questions or requests for additional information on the submitted RFP
- Monitor carrier response to RFP by requested due date; spreadsheet results compared to incumbent carrier and/or specifications
- Share, review, and communicate marketing results with the Risk Advisor and Account Manager
- Collaborate with the Risk Advisor and Account Manager to determine the best strategy
- Move new or existing clients to preferred carriers when possible
- Ensure all RFP documents are maintained and documented correctly and compliantly
- Follow all federal and state regulations, and best practices for avoiding errors and omissions
- Continue professional development by pursuing and maintaining professional designations
Requirements
- A combination of education and experience generally attained through a high school degree, bachelor’s degree (in business, math, or related field strongly preferred), and a minimum of 3 years in the insurance industry
- Willingness and ability to obtain a life & health insurance license
- Previous insurance underwriting and/or insurance carrier customer service experience preferred
- Excellent oral and written communication skills
- Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
- Self-starter who takes initiative to identify problems and lead by example
Behavior Expectations
- A role model for North Risk Partners’ core values, mission, and desired culture
- Demonstrate enthusiasm and a positive attitude
- Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
- A team player who collaborates and works well with his/her coworkers
- A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
Physical Requirements
- Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
- Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
- Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
- Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
- Move around office/building/facilities repeatedly throughout the day
- Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Tools and Equipment Used
- Telephones
- Calculators
- Copiers
- Computers
- Printers
- Office equipment
Work Environment
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
Compensation and Benefits
The estimated base salary range for this full-time position is $73,000 - $80,000 annually, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, and paid holidays.