Benefits Analyst I – Renewal & Strategy

Alliant Insurance Services; Los Angeles (CA); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Alliant Insurance Services in Los Angeles, CA, seeks an experienced renewal analyst to support account teams in processing renewals, performing marketing analyses, and compiling financial summaries. The role involves coordinating with carriers, presenting options, and executing negotiation strategies to deliver competitive renewal outcomes.

The ideal candidate will have a Bachelor's degree, insurance licensing or eligibility, and strong communication, planning, and multitasking abilities within

Qualifikationen

• Excellent verbal and written communication skills.
• Excellent problem solving and time management skills.
• Good customer service skills, including telephone and listening skills.
• Excellent planning, organizational and prioritization skills.

Aufgaben

• Gathers, reviews and validates all information related to assigned clients for renewal analysis and marketing purposes, gaining comprehensive familiarity with client's current details and history.
• Coordinates with account team to understand strategy for client renewal and define roles and responsibilities.
• Revisits as needed throughout the renewal development process.
• Understands and clarifies clear outline of renewal project action items, including all deadlines.
• Collaborates with all current insurance carriers and vendors to obtain preliminary and/or firm renewals and prepares initial financial summary and benefit highlights.
• Presents preliminary renewal summaries to account team to determine plan options and/or marketing strategy.
• Executes all relevant plan option requests, marketing projects and necessary analysis to complete account strategy objectives.
• Reviews all marketing and plan option responses, evaluates for accuracy and completeness, and requests clarifications and revisions as needed.
• Presents all marketing results and plan options to account team (spreads), works with account team to develop negotiation strategy, and executes negotiation strategy.
• Updates financial summary and benefit highlight comparisons with all final negotiation results.
• Presents all final results to account team; determines content and structure of renewal presentation and identifies additional analytical support materials.
• Completes all additional assigned work projects for renewal presentation.
• Completes all final sold documentation and communication and other renewal closure duties as required.
• Handles ongoing client maintenance projects as determined by account team.
• Complies with data standards and data integrity.

Kenntnisse

Communication skills

Problem solving

Time management

Customer service

Planning

Organizational skills

Prioritization

MS Office

Ausbildung

Bachelor's degree

Experience preferred

Insurance license

Jobbeschreibung

Alliant Insurance Services in Los Angeles, CA, seeks an experienced renewal analyst to support account teams in processing renewals, performing marketing analyses, and compiling financial summaries. The role involves coordinating with carriers, presenting options, and executing negotiation strategies to deliver competitive renewal outcomes.

The ideal candidate will have a Bachelor's degree, insurance licensing or eligibility, and strong communication, planning, and multitasking abilities within