Benefits Marketing Analyst

Connor & Gallagher OneSource; Lisle (IL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Unlimited PTO

Life Insurance

Paid Holidays

401k

Hybrid work model with flexibility

Job summary

Connor & Gallagher OneSource is looking for a Marketing Analyst to support RFP and renewal processes in Lisle, Illinois. This analytical role involves managing marketing processes, creating detailed benefit comparisons, and collaborating with team members. Candidates must hold an Illinois insurance license or be able to obtain one, and have 3-5 years of experience in group insurance. The position offers a hybrid work model, unlimited PTO, life insurance, and competitive compensation.

Qualifications

• Must obtain Illinois Life, Accident & Health Insurance License within 90 days of employment.
• Minimum 3-5 years experience in group insurance, preferably at a brokerage firm.

Responsibilities

• Manage marketing process for existing and prospective clients.
• Organize RFPs and follow up with carriers.
• Create benefit comparison spreadsheets.
• Identify discrepancies in quotes and communicate with consultants.
• Maintain organized records of quotes and plan details.

Skills

Customer service skills

Organization

Multi-tasking

Data accuracy

Proficiency in Excel

Education

Illinois Life, Accident & Health Insurance License

3-5 years of experience in group insurance

Tools

MS Office Suite

Applied Epic

Job description

Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we’ve supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands‑on service model, delivering integrated, flexible solutions that help businesses and their people thrive.

Position Summary

Work internally with the Account Managers & Account Executives, the Marketing Analyst supports the day‑to‑day processes for RFPs and renewals, gathering quotes, and creating detailed benefit comparison spreadsheets, while building and maintaining effective, personalized, working relationships with the other members of the benefits team. This role is highly analytical, and detail driven.

Essential Functions

• Manage the marketing process for both existing and prospective clients.
• Sending RFPs and organizing carrier replies and follow ups.
• Entering the renewal options and benefit comparisons in a workbook, including plan design, rates and renewals, network details, & funding arrangements (fully insured, level‑funded, self‑funded).
• Identify discrepancies in carrier quotes and flag issues for consultants.
• Manage RFP timelines and ensure all required information is received by deadlines.
• Strategizing with the other team members, including the Account Managers & Account Executives, on appropriate solutions/recommendations.
• Maintain organized records of quotes, plan details, and historical renewals.
• Collaborate with our internal sub‑departments, where appropriate.
• Other tasks as determined by the Small Group Manager.

What’s in It for You

• Be part of a collaborative and growing organization that values innovation, client service, and professional development.
• Access to strong carrier relationships and competitive product offerings
• Competitive compensation structure including commission and incentive opportunities
• Unlimited PTO
• Life Insurance
• Paid Holidays
• 401k
• Hybrid work model with flexibility

Required Education and Experience

• A current Illinois Life, Accident & Health Insurance License, or be able to obtain within 90 days of employment.
• A minimum of 3-5 years of experience in group insurance, preferably at a brokerage firm.

Required Knowledge, Skills, and Abilities

• Familiarity with the employee benefits industry.
• Superior customer service skills, organization, multi-tasking while working independently, and strong data accuracy skills.
• Proficient in internet-based applications as well as MS Office Suite; specifically, Outlook Word, and PowerPoint. Above-average proficiency in Excel is required.
• Proficiency in Applied Epic is preferred.