Benefits Analyst: Impactful Client Solutions & Growth

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

Benefits offered by this job

Vision Insurance

Disability Insurance

Supplemental Insurance (Critical Illn/

Supplemental Insurance (Accident)

Supplemental Insurance (Legal)

Supplemental Insurance (Pet)

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Competitive Compensation

Job summary

Main Street Insurance Group, a trusted independent agency with over 125 years in the Southeast, seeks a Benefits Analyst to support growth, client retention, and service excellence. You will analyze client needs, support renewals and new business, and prepare client-facing materials in partnership with the team.

Ideal candidates hold a Life & Health license or can obtain one within 90 days, plus a bachelor’s degree or equivalent experience in insurance or HR roles.

Qualifications

• Bachelor’s degree or equivalent experience in insurance, carrier, or HR account management roles.
• Life & Health Insurance license within state(s) of business 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 Applied Epic, Employee Navigator, and MS Office.

Responsibilities

• Support agency growth and retention efforts by completing service work for assigned accounts in conjunction with the Account Manager.
• Identify 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 with 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.
• Perform other duties as assigned.

Skills

Plan design knowledge

Employee benefits understanding

Client communication

Cross-functional collaboration

Attention to detail

Education

Bachelor’s degree preferred, or equivalent experience in insurance, carrier, or HR account management roles

Life & Health Insurance license within state of business or ability to obtain within 90 days

Tools

Applied Epic

Employee Navigator

Microsoft Office

Job description

Main Street Insurance Group, a trusted independent agency with over 125 years in the Southeast, seeks a Benefits Analyst to support growth, client retention, and service excellence. You will analyze client needs, support renewals and new business, and prepare client-facing materials in partnership with the team.

Ideal candidates hold a Life & Health license or can obtain one within 90 days, plus a bachelor’s degree or equivalent experience in insurance or HR roles.