Benefits Analyst — Mid-Market Strategy & Renewals

Alliant Insurance Services; Swanston (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a customer service professional to support Producers by servicing existing mid-market accounts and pursuing new business. The role emphasizes accurate data, plan design insight, and collaborative problem solving within a team.

You will gather census data, prepare RFQs, and analyze proposals to ensure competitive benefits options while maintaining service excellence and client retention.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Two or more years of related work experience.
• Valid Insurance License; continuing education requirements for license renewal.

Responsibilities

• Works with client team to determine bid and renewal strategy for mid-market client accounts.
• Provides detailed plan design and cost information to service team.
• Identifies client characteristics including benefit needs, design, group demographics and employee census; may assist with benchmarking and trend analysis.
• Gathers information and provides analysis and recommendations to client's existing coverage.
• Requests census and RFQs from client, primarily for ancillary coverages.
• Processes RFQs received from clients.
• Prepares RFPs for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data.
• Collaborates with client team to select employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations.
• Analyzes market proposals for verification of benefits, premium, and competitiveness.
• Negotiates with incumbent and bidding carriers to ensure most competitive rates or products for clients and prospective clients.
• Serves as a technical expert, assisting other team members to resolve complex issues.
• Produces cost/benefit analysis for inclusion in proposal to be presented to clients.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Skills

Microsoft Office

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

Prioritization

Education

Bachelor's degree or equivalent

Two or more years of related experience

Valid Insurance License

Continuing Education for license renewal

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services, Inc. is seeking a customer service professional to support Producers by servicing existing mid-market accounts and pursuing new business. The role emphasizes accurate data, plan design insight, and collaborative problem solving within a team.

You will gather census data, prepare RFQs, and analyze proposals to ensure competitive benefits options while maintaining service excellence and client retention.