Benefits Analyst II

Alliant; San Francisco, Northern (CA, KY); On-site; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services is seeking a renewal analyst to support account teams in processing renewals, conducting marketing analyses, and preparing financial summaries for fully insured and self-funded accounts. The role includes provider network analysis and carrier utilization review to guide renewal strategies.

Key responsibilities include coordinating renewal efforts, creating reporting packages, and presenting results to the account team.

Qualifications

• Bachelor’s degree or equivalent; business or mathematics preferred.
• 1+ year related work experience.
• Valid insurance license (or must be obtained within 90 days).
• Continuing Education requirements for license renewal must be met.
• Knowledge of HIPAA, COBRA, ACA, Medicare.
• Salesforce experience preferred.
• Knowledge of major fully-insured and self-funded lines of benefits (Medical, Dental, Vision, Life, Disability, EAP).

Responsibilities

• Initiates renewal projects and gathers client information for renewal analysis and marketing.
• Evaluates carrier utilization reporting to identify cost drivers and suggest plan changes.
• Coordinates renewal challenges and underwriting support.
• Creates financial reporting packages from templates.
• Performs provider network and utilization analyses.
• Develops renewal strategy with account team and defines responsibilities.
• Prepares preliminary and final renewal presentations and marketing materials.
• Executes plan option requests and marketing projects to meet account objectives.
• Ensures accuracy and completeness of marketing responses and requests clarifications as needed.
• Handles ongoing client maintenance projects.

Skills

MS Office

Excel Proficiency

Communication

Time Management

Customer Service

Organization

Teamwork

Education

Bachelor’s degree

Tools

Salesforce

Job description

Posted Friday, August 14, 2026 at 7:00 AM

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com . Hybrid work schedule: In-office requirement.

SUMMARY

Responsible for working with account team in processing renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned fully-insured and self-funded accounts. Performs a variety of analysis including provider network analysis and carrier utilization analysis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Initiates recurring analyst renewal projects on assigned accounts (pre-renewal spreads, carrier renewal process initiation, information requests, etc.); 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;
• Evaluates carrier utilization reporting to identify key cost drivers and make recommendations for possible plan design changes;
• Coordinates and assists in renewal challenges (underwriting);
• Creates new financial reporting package from templates as needed;
• Conducts provider network comparison analysis (access disruption analysis);
• Coordinates with account team to understand strategy for client renewal and define roles and responsibilities. Revisits throughout the renewal development process, outlining 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;
• Present preliminary renewal summaries and marketing results to account team to determine plan options and/or marketing strategy; works with account team to develop and execute negotiation strategy;
• Present all final results to account team; determines content and structure of renewal presentation and identifies analytical support materials (i.e.; utilization review, contribution strategy, benchmarking, financial reporting, etc.);
• 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;
• Handles ongoing (monthly/quarterly) client maintenance projects as determined by account team;
• Reviews team members work for accuracy and completeness as needed;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience. Degree in Business or Mathematics preferred.

One (1) or more years related work experience

Valid insurance license (or must be obtained within ninety (90) days of employment)

Must continue to meet Continuing Education requirements for license renewal

Basic knowledge of compliance topics (HIPAA, COBRA, ACA, Medicare).

Basic knowledge of programs (know of existence and how to get a quote).

Salesforce experience preferred

Knowledge of all major fully-insured and self-funded lines of benefits insurance (Medical, Dental, Vision, Life and Disability, EAP);

SKILLS

• Proficient in Microsoft Office Suite: Excel, Power Point, and Outlook
• Intermediate skills in Microsoft Excel
• 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
• Ability to work within a team and to foster teamwork
• Ability to work productively as an individual to accomplish assigned projects
• Ability to prioritize work for multiple projects and deadlines

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits