[Remote] Employee Benefits Marketing Specialist
Note: The job is a remote job and is open to candidates in USA. Ross & Yerger Insurance, Inc. is a Top 100 Independent Insurance Agency with a commitment to meeting the needs of its employees, clients, and community. The Employee Benefits Marketing Specialist is responsible for the end-to-end project management of the Employee Benefits coverage marketing efforts, ensuring timely and accurate marketing for new business and renewals while analyzing proposals and creating presentations for the sales team.
Responsibilities
- Prepares request for proposals for existing clients and new business prospects in coordination with Account Team through the use of the agency’s Client Management Systems. Create marketing narratives allowing carriers to meet each group’s goals for renewal
- Assists in creating formal, specifically targeted request for quotes as required (i.e. municipal RFQs)
- Analyzes coverage needs and recommends markets and products based on those findings. Includes analyzing the group’s current benefits plan designs, plan utilization and claims experience
- Promote products or carriers that have been identified by management (formal Carrier Partnerships)
- Reviews carrier submissions and negotiates with the carriers to achieve the best in cost and benefits
- Attends scheduled Marketing meetings and New Account prequalifying meetings
- Has complete knowledge of the insurance marketplace and can identify new markets for specialized coverages and programs
- Builds strong relationships with Carrier Sales Representatives, Carrier Renewal Representatives and Underwriters
- Remains informed regarding new products, legislation, market trends, underwriting guidelines, and additional industry information
- Notifies EB Team of carrier and/or industry changes that may affect current or new clients and develops efficient, creative ways to share this information
- Maintains RFP log to track New Business and Renewal Marketing activities. Furnishes updates and results to Management for purposes of attaining Carrier Partnership goals
- Perform other duties as required
Skills
- Current Mississippi Life and Health License
- College degree desirable; or equivalent combination of education and experience
- Possess the skills necessary to communicate with colleagues, clients, prospects and carriers concerning all lines of coverage
- Advanced Microsoft Office, Excel, Word and PowerPoint skills
- Ability to maintain and organize electronic files on the agency's Agency Management Systems
- Strong organizational and analytical skills with the ability to manage multiple tasks while maintaining a high attention to detail
- Responsive and self-motivated team player with the ability to communicate verbally and in writing with others to explain complex issues, receive and interpret complex information, and to respond appropriately
- Full knowledge of insurance rating and underwriting principles. Underwriting experience highly desired
- Knowledge of insurance markets with an in-depth understanding of Group Benefit Plans (Fully Insured vs. Self-Funded/Level-Funded) for all types of coverages (included but not limited to: Group Health, Dental, Life, Disability, Vision, Worksite Voluntary Products, Business Travel Accident, HSA's. HRA's, FSA's, Section 125, Retirement and/or Pension plans, 401(k), etc.)
- Knowledge of Federal and State Laws that impact small and large employers (i.e. PPACA, COBRA, HIPAA, FMLA, ERISA)
- Ability to maintain a professional manner at all times
Benefits
- Competitive compensation
- Comprehensive health and welfare benefits
- Continuing education reimbursement
- Generous Paid Time Off
Company Overview