Marketing Analyst

Role Overview

The Marketing Analyst will provide support to help clients who are exiting their Professional Employer Organization (PEO) relationship. The position is responsible for marketing the plans to various carriers, placing the coverage with the selected carrier(s), and providing other general support to onboard new clients.

What You Will Do

The Marketing Analyst will gather client census data, current/renewal plan design and rate information, and any additional related materials required to prepare RFP for client marketing and renewal presentation for prospective groups. The position will also analyze market proposals received to verify benefits, premium rates and competitiveness.

Why It Might Be a Fit

The successful candidate will be a service-oriented individual with high personal standards and a hands-on work style. The position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

Requirements

• 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation
• Bachelor degree strongly preferred
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements
• Maintain a valid Driver’s License and dependable transportation
• Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas
• Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
• Above average analyzing, problem solving and planning/organizational techniques are essential

Benefits

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• domestic partnership benefits
• career mobility
• employee network groups
• volunteer opportunities

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