Insurance Market Analyst
Brookfield, WI 
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Posted 22 days ago
Job Description

The Benefit Companies

As Wisconsin's leading full service employee benefits broker and financial risk advisor, The Benefit Companies, Inc. is devoted to finding solutions to employers for over 35 years.  Wisconsin's premier companies look to us to help them navigate the daunting employee benefits, insurance, retirement planning, tax and accounting, consulting, payroll processing, and the executive recruitment landscape, seeing opportunities other don't and creating opportunities others can't.

Our Latest Opportunity:

We are looking for a talented individual to become an Insurance Market Analyst / Quoter.  This position is ideal for an individual who enjoys multi-tasking, helping people, and working in a fast paced environment.

Job Responsibilities Include:

  • Creates and edits census information in preparation for requests for a quotation by requesting a prior bill, gathering information from files, other areas in the company, or calling the client.
  • Gathers accurate information regarding plan design, renewal date, experience information, etc.
  • Compiles available experience information, for 50+ life groups, in order to obtain accurate quotations where needed.
  • Sends information to all available markets.
  • Accurately inputs all quotations into proposal format ensuring all outstanding carriers have been contacted, benefit description information is inserted, and once approved, binds information into the proposal forms.
  • When handling renewals, gathers all renewal data (including percent change, loss ration, trends, census changes, etc.), completes the renewal sheet, completes the renewal letter, and starts the out to market process.
  • Maintains all necessary files.
  • Responsible for all projects and mailings as assigned.
  • Handles claims and billing issues when necessary.
  • Assists in covering for team members who are out of the office.
 
Qualifications:
  • An active Wisconsin Health and Life Insurance License preferred, but not necessary
  • Strong math skills
  • Strong skills in Microsoft Excel, with proficiency in building spreadsheets utilizing formulas
  • Proactive and excellent follow up skills
  • Detailed and organized
  • Positive attitude
  • Customer Service experience
  • Relationship driven
  • Professional

 

Job Summary
Start Date
ASAP
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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