Benefits Analyst

Main-Street-Insurance-Group; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Vision Insurance

Disability Insurance

Supplemental Insurance

Critical Illness

Accident

Legal Insurance

Pet Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Competitive Compensation

Job summary

Main Street Insurance Group is seeking a Benefits Analyst in Forest City, NC. This full-time position supports growth, client retention, and service excellence by handling benefit service tasks for assigned accounts in collaboration with the Account Manager and vendors.

The role requires analyzing client needs, renewals, and new business, maintaining accurate records, and preparing client-facing materials, with a strong focus on timely, professional service and adherence to agency standards.

Qualifications

• Bachelor’s degree preferred or equivalent experience in insurance, HR account management roles
• Current Life & Health Insurance license or ability to obtain within 90 days of hire
• Understanding of employee benefits, renewal workflows, and carrier processes
• Ability to review plan designs, census data, proposals, invoices, and enrollment forms
• Strong computer literacy including Microsoft Office, Applied Epic, Employee Navigator, and carrier systems
• Strong written and verbal communication with a client-focused approach
• Attention to detail, organization, and follow-through
• Ability to manage deadlines and provide timely updates

Responsibilities

• Support agency growth and retention by doing service work for assigned accounts with the Account Manager
• Identify coverage gaps and opportunities for cross-selling and upselling
• Analyze client needs, forms, policies, proposals, and plans to identify loss exposure and recommend coverage
• Prepare proofs, summaries, schedules, census, proposals, benefit guides, notices, invoices, and other documents
• Process mail, emails, faxes, calls, and service requests with timely client updates
• Maintain client files in the Agency Management System per standards
• Perform other duties as assigned

Skills

Life & Health License

Microsoft Office

Applied Epic

Employee Navigator

Education

Bachelor’s degree or equivalent experience

Tools

Applied Epic

Employee Navigator

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Benefits Analyst

Full Time Main Street - 123 Forest City, Forest City, NC, US

About Us

Main Street Insurance Group is one of the fastest growing trusted independent insurance agencies in the Southeast, offering a comprehensive suite of insurance solutions to protect clients from the unexpected. We don’t just sell insurance. We work closely with our clients to help them make important and informed decisions every day when it comes to protection and their future. Main Street Insurance Group has been in business for over 125 years, with our roots dating back to 1898 and to three small North Carolina communities. We work to create customized solutions for our clients with expertise in Business Insurance, Home Insurance, Auto Insurance, Employee Benefits and Equine Insurance. Today, we work with a variety of individuals and businesses throughout the Southeast, with locations in North Carolina, Georgia, and Tennessee. If you are an experienced professional who delivers best-in-class service and is looking for a rewarding, challenging and meaningful work environment – then Main Street Insurance Group is looking for you!

Benefits Analyst

Position Summary

The Benefits Analyst supports agency growth, client retention, and service excellence by completing benefit service work for assigned accounts in partnership with the Account Manager, Producer, and vendor partners. This role is responsible for analyzing client needs, supporting renewals and new business, maintaining accurate records, preparing client-facing materials, and ensuring service requests are handled promptly, professionally, and in accordance with agency standards.

Key Responsibilities

• Support agency growth and retention efforts by completing service work for assigned accounts in conjunction with the Account Manager and in accordance with agency service standards.
• Support the agency sales philosophy by identifying coverage gaps and opportunities for account rounding, cross-selling, and upselling.
• Analyze client needs, coverage forms, policies, proposals, plan designs, and related materials to identify potential loss exposure and recommend appropriate coverage solutions.
• Prepare proofs, summaries, schedules, censuses, proposals, benefit guides, federal notices, Section 125 plans, invoices, and other client or internal documents as needed.
• Process incoming mail, emails, faxes, phone calls, and service requests promptly and professionally, including timely client updates when an immediate answer is not available.
• Maintain client files in the Agency Management System by processing policies, changes, invoices, proofs of insurance, attachments, activities, and other service documentation per agency standards and procedures.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree preferred, or equivalent experience in insurance, carrier, or HR account management roles
• Current Life & Health Insurance license within the state(s) of business, or the ability to obtain the license within 90 days of hire
• Understanding of employee benefits, benefit administration platforms, renewal workflows, carrier processes, and agency service standards
• Ability to review and interpret plan designs, census data, proposals, invoices, enrollment forms, and related benefit documentation
• High level of computer literacy including working knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint), Agency Management System (Applied Epic), benefit administration platforms (Employee Navigator), and carrier proprietary systems
• Strong written and verbal communication skills with a professional, client-focused approach
• Excellent attention to detail, organization, follow-through, and documentation habits
• Ability to manage deadlines, prioritize multiple requests, and provide timely updates to clients and internal team members
• Ability to pass a criminal background check, as permitted by law

Hours: Monday-Friday, 8:00am-5:00pm

Preferred Office Locations

• 1750 W. Andrew Johnson Hwy, Morristown, TN 37814
• Competitive Compensation
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies

Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.