Senior Analyst (Remote)

National Financial Partners; Phoenix (AZ); Remote; USD 77,000 - 100,000; Full time

Job summary

A leading company in the financial services sector is seeking a Senior Analyst to join their remote team in Phoenix. The role involves managing the RFP process, preparing analyses, and building relationships with broker partners. Candidates should possess strong organizational skills and a background in group benefits, with a focus on delivering exceptional client service.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Qualifications

• Minimum of 5 years' experience in group benefits.
• College degree or high school diploma with extensive experience.

Responsibilities

• Manage the Request for Proposal Process, including gathering marketing materials.
• Ensure all client data is entered into Smartsheet timely.
• Develop effective relationships with broker partners and carriers.

Skills

Detail oriented

Strong organizational skills

Effective time management

Decision making skills

Strong Microsoft Excel skills

Strong PowerPoint skills

Diligent follow up skills

Education

College degree

High school diploma with 10 years experience

Job description

Senior Analyst (Remote)

National Financial Partners Phoenix, United States

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: This is a full-time position, working within an Analyst team. The Analyst II will manage the marketing process, prepare analyses presentations and provide general support to more senior team members. While in this role, the Analyst should be developing relationships with broker partners and carriers and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:

• Manage the Request for Proposal Process including but limited to:
  • Gathering necessary marketing materials needed for a clean quote submission from our broker partners.
  • Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
  • Collaborating and negotiating with carriers on quotes
  • Organizing all data into a marketing analysis format
  • Follow up with carriers to clarify responses
  • Provide broker partners with a recommendation driven by RFP analysis
• Ensure all client data is entered into Smartsheet in a timely manner and that documents are stored appropriately in file system
• Understand, interpret and articulate carrier and vendor responses to broker partners
• Develop effective relationships with broker partners and carrier contacts
• Deliver sold case notice to appropriate carriers when coverage moves/sells
• Additional duties as assigned

Knowledge, Skills, and/or Abilities:

• Knowledge of ancillary benefit plan designs, contracts, benefits marketplace, industry trends, carrier products and services
• Detail oriented
• Strong organizational skills
• Ability to express ideas clearly in both written and oral communications
• Effective time management and decision making skills
• Strong Microsoft Excel and PowerPoint skills
• Diligent follow up skills

Education and/or Experience:

• College degree and minimum of 5 years' experience or high school diploma with at least 10 years of group benefits experience.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $77,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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