Summary:

This role collaborates with the Consultant and Account Management team to support all phases of marketing and proposal development of our clients Employee Benefits Health and Welfare plans.  Sets priorities and manages workflow to ensure outcomes and timely deliverables to account management team and Sales Consultants.   Thorough understanding of employee benefits products including but not limited to underwriting and rating concepts encompassing fully insured, level funded and self-funded medical programs, and ancillary products.   Ability to work in a fast-paced environment with minimal direction and a high degree of accuracy.  Demonstrated ability to interact with others effectively, utilizing strong written and verbal communications skills, providing a high level of attention to detail.     

Duties & Responsibilities:

• Work collaboratively with the Consultant and other team members to assist in the new business and renewal marketing process.
• Work cohesively with the sales consultants and account management team to obtain the required data to complete the marketing process. 
• Responsible for developing the new business and renewal proposals in Excel format.   
• Ability to problem solve, make independent decisions, set and meet deadlines, organize and manage multiple tasks in a fast-paced environment.
• Maintain excellent performance standards.
• Keep informed of industry trends, market opportunities, and new products offerings.

Required Qualifications:

• 1-3 years' experience with an insurance carrier, or brokerage
• Sound knowledge of medical and ancillary products, fully insured, level funded, and self-funded structures
• Strong communication skills
• Proficient with Excel