Member Benefits Services Analyst
Catholic Mutual Group · Omaha, NE · 1 mo ago
OTHRFull-time
Key Responsibilities
- Track, analyze, and prepare internal and carrier reports, including monthly reports, ancillary reports, loss ratios, commission data, and annual meeting comparison materials
- Collect, compile, and format data for client requests, internal reporting, and annual meeting presentations
- Support new and renewal business by analyzing current plans, RFPs, proposals, and quotations
- Review spreadsheet comparisons, presentation materials, and benefit summaries
- Aid in the renewal process by securing pricing, reviewing proposals, validating comparative data, and presenting proposals to clients
- Conduct final accuracy reviews on new and renewal policies, brochures, certificates, and related documents
- Maintain and calculate commissions; coordinate with the Finance Department; and prepare annual premium/commission estimates
- Update and distribute pharmacy rebate information and Buying Alliance savings
- Generate and distribute consulting invoices on monthly or quarterly schedules
- Develop benefit strategies for renewals, including major plan changes
- Resolve coverage issues and participate in vendor selection discussions
- Attend client and carrier meetings, stewardship meetings, and sales presentations
- Solicit new business and maintain strong client relationships
Qualifications
- Bachelor’s degree required
- 3-5 years of business or financial experience
- Working knowledge of group benefits across multiple product lines (self-funded health, dental, life, accident)
- CEBS or REBC designation and/or Accident and Health license preferred
- Strong mathematical, analytical, and writing skills
- High proficiency in Microsoft Word, Excel, and PowerPoint
- Excellent customer service and client-relationship skills
- Strong presentation skills with the ability to clearly communicate benefit solutions
- Familiarity with carrier products and underwriting guidelines
- Strong negotiation, organizational, and time-management abilities