Job Description
About The Role
Join a top-ranked brokerage firm recognized as an industry leader. We’re looking for a Benefits Analyst to support our Employee Benefits and Retirement Practice. In this fast-paced, client-focused role, you’ll partner with Account Managers to deliver exceptional service and insights across the full lifecycle of employee benefits plans.
What You’ll Do
- Collaborate with Account Managers and Producers to service and retain benefits clients
- Prepare reports for new business, renewals, and plan updates
- Conduct marketing, including preparing specs, reviewing quotes, and recommending solutions
- Analyze data to develop quarterly experience reports and renewal projections
- Maintain and update client files in our broker management system (e.g., EPIC)
- Troubleshoot issues and help administer clients’ benefit plans
- Assist with cross-selling and upselling HUB’s benefits solutions
- ...
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