Placement Analyst ( Health and Benefits Broking Experience)

Hammerjack Pty Ltd; Taguig; On-site; PHP 600,000 - 800,000; Full time

Job summary

Hammerjack Pty Ltd in Taguig, Philippines, seeks a Health & Benefits Analyst to manage renewal activity and client data across the Asia Pacific region. You will coordinate data gathering, perform analyses, prepare quotes, and support placement and renewal deliverables for clients with accuracy and timeliness.

The role requires 2–3 years of experience in Health and Benefits plans, strong communication, and proficiency in MS Excel/PowerPoint.

Qualifications

• Experience with Health and Benefits plans is required.
• Proficient with data processing, invoicing, and reporting using standard tools.
• Experience in benefit consulting/brokerage or health underwriting is a plus.

Responsibilities

• Execute pre-placement, placement and post-placement activities for the Asia Pacific region.
• Prepare renewal reports and bid requests to target carriers/vendors.
• Collect, summarize and analyze proposal findings.
• Support production of renewal/placement deliverables for clients.
• Liaise with Data/Billing and Invoicing teams to validate enrolment data and invoice accuracy.
• Follow regulatory procedures as defined by the originating country.
• Peer review team members' work before delivery to clients.
• Attend trainings and internal excellence/compliance requirements.
• Participate in continuous improvement activities to build stakeholder confidence.

Skills

Excellent written and verbal comm.,

Strong client service orientation

Multitasking in fast-paced env.

Issue resolution & problem solving

Organized & detail oriented

Critical thinking & analysis

Interpersonal skills

Self-starter & independent work

Ask questions & seek help

Data review & accuracy checks

Education

Bachelor's degree preferred

Tools

Excel

PowerPoint

Job description

Skills:

• Excellent written and verbal communication skills in English
• Strong client service orientation and ability to respond to multiple stake holders effectively and in a timely manner
• Ability to work on multiple tasks in a fast-paced environment while adhering to strict deadlines is a must
• Flexibility and proven ability to identify and resolve complex issues
• Well organized and detail oriented
• Highly developed critical thinking and analytical skills
• Excellent interpersonal skills and a collaborative working style
• Self-starter attitude and ability to establish priorities, work independently and with limited supervision
• Ability to ask the right questions and seek help where appropriate
• Take accountability for quality and on-time delivery of own work and involving other team members when appropriate
• Ability to review and check data against subject domain knowledge (e.g., Health and Benefits plans) and understand the data's applicability/accuracy for the designated purpose
• Excellent Microsoft Office skills, particularly in Excel and PowerPoint
• Bachelor's degree preferred

Experience:

2-3 years experience working with Health and Benefits plans, ideally gained in a benefit consulting/brokerage firm or health underwriting/actuarial function of an insurance company

• Execute the pre-placement, placement and post-placement activities on behalf of onshore team in the Asia Pacific region, following agreed processes, tools and templates.
• Core delivery will include:
  • a) Initiating the renewal activity 90/120 days prior to expiry of clients Health & Benefits plans
  • b) Approach insurance carriers/vendors for required information and undertake data (financial, membership, invoices) processing and analysis to prepare pre-renewal reports, using agreed upon tools, standards and techniques
  • c) Prepare Quote Slips and distribute bid requests (RFP) to target carriers/vendors
  • d) Collect, summarize and analyze proposal findings
  • e) Support the production of renewal report / prepare placement / renewal deliverables for clients
  • f) Manage queries/requests from the carriers/vendors/clients or internal colleagues and elevate them when required
  • g) Follow up with clients on renewal documentation and census data
  • h) Liase with Data/Billing and Invoicing Team to validate and clean benefits enrolment and eligibility data and ensure correctness of carrier/vendor invoice
  • i) Follow regulatory procedure as defined by originating country
• Peer review team members work prior to delivery to clients.

In addition to this, you will:

• Attend training, meetings and/other educational events to increase understanding of trends, regulations and developments in the market.
• Receive training from experienced consultants.
• Comply with internal excellence and compliance requirements.
• Participate in continuous improvement activities to build stakeholders confidence.