Benefits Analytics Specialist

HUB International; Riverside (CA); On-site; USD 70,000 - 79,000; Full time

Job summary

HUB International is seeking a Benefit Analyst to support Account Executives and Advisors with quoting, reporting and strategic analytics. The role integrates with Sales and Account Executive Teams to maintain strong relationships with HUB clients and vendors, increasing profitability of product lines through the bidding and renewal processes.

The position emphasizes data gathering, benchmarking, claims analysis, census interpretation, and template creation, with a focus on HIPAA/ACA compliance

Qualifications

• College degree preferred.
• 3+ years working for a carrier or brokerage firm.
• Strong verbal and written communication skills.
• Analytical and problem-solving abilities.
• Proficient in Microsoft Office – intermediate to expert user level preferred.
• Excellent organizational skills.
• Ability to work well under pressure with attention to detail.
• Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible.
• Detail oriented.
• Sense of urgency.
• Understanding of benefits & benefit terminology.
• Proficient typing ability.
• High degree of independence and problem-solving skills.
• Accurate completion of enrollment/changes which includes follow-up with carriers and team.

Responsibilities

• Develops and communicates strategy for RFPs, results and reports to carrier partners/vendors.
• Responsible for the new and renewal submission and implementation as it relates to the quoting process.
• Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination.
• Interprets client’s needs and makes recommendations on direction of RFP and contribution analysis.
• Quoting new and renewal groups.
• Understands and analyzes the respective markets and products in order to find the best solutions to meet client’s needs.
• Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non-responses and late submissions.
• Negotiates with carriers throughout the RFP process.
• Addresses carrier questions during RFP process and advises carriers on the client benefit strategy.
• Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties.
• Conducts claims analysis and contribution modeling.
• Interprets census data and evaluates it for accuracy.
• Communicates with Account Executives and Producers on status of marketing activity.
• Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems.
• Creates and updates templates used during the strategy and marketing process.
• Adds to and maintains client access to external online portals.
• Provides training as a subject‑matter‑expert to other Client Services team members on various topics.
• Manages and assists with client‑related service issues.
• Attend carrier sales meetings, trainings, and webinars.
• Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers.
• Communication and coordination with the carriers and internal HUB Team.
• Expert user in BenAdmin, workflow, carrier and proposal systems.
• Perform research and problem resolution of data issues using multiple systems, tools and resources.
• Maintains positive relationships both internally and externally.
• Maintain HUB Values including HIPPA and ACA Compliance.
• Ensures we’re meeting HUB turn‑around times as outlined in the KPIs.
• Assist in the development and implementation of new processes and procedures.
• Functions as the analytical subject matter in strategy meetings with Account Executive and Producer.
• Provides mentorship to more junior Benefit Analysts.
• Works within the project management tool SmartSheet.
• Works within Benefit Point to update client information.

Skills

Analytical

Problem solving

Attention to detail

Communication skills

Organizational skills

Independence

Education

Bachelor's degree

Tools

Microsoft Office

SmartSheet

BenefitPoint

BenAdmin

Job description

HUB International is seeking a Benefit Analyst to support Account Executives and Advisors with quoting, reporting and strategic analytics. The role integrates with Sales and Account Executive Teams to maintain strong relationships with HUB clients and vendors, increasing profitability of product lines through the bidding and renewal processes.

The position emphasizes data gathering, benchmarking, claims analysis, census interpretation, and template creation, with a focus on HIPAA/ACA compliance