Employee Benefits Proposal Analyst II
Houchens Insurance Group
Overview Description Are you a self-motivated individual who thrives in fast-paced environments and values organization? Join our team in a role where you can contribute your unique skills and drive to a team dedicated to innovation and excellence. What you will receive Unlimited growth based on your performance. Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world. Long-term career with substantial development and advancement opportunities. Opportunity to collaborate within a production team model to ensure efficient operations and optimal output. Comprehensive medical, dental, and vision plans and many more supplemental benefits. Work-life balance. Plus, much more! What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and excellent benefits. We are dedicated to embodying the three fundamental pillars of service: Clients Co-owners Communities By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all. To learn more about Houchens Insurance Group, visit us on LinkedIn. Responsibilities 30% Small Group Marketing – Markets groups to carriers and prepares a formal renewal presentation; manages renewal timelines and processes; works with clients and producers to gather marketing data; seeks opportunities for potential upselling of accounts; coordinates with the marketing lead where applicable; sends groups to several markets for pricing and product comparison; obtains online quotes from carrier websites when applicable; negotiates client renewals with carriers based on competitive information; prepares formal proposals for Producers to deliver to customers. 30% Insurance Knowledge – Knows coverage for various Employee Benefits lines of business and is capable of researching resources to gain more knowledge; applies this to other areas of responsibility. 20% Relationships and Renewal Marketing – Assists with or collects data needed to market existing Employee Benefit accounts; develops quality submissions to carriers for appropriate types of coverage; submits information to insurance carriers and negotiates premiums and coverage in a timely manner; negotiates with carrier personnel and underwriters to develop the most attractive proposal for prospects; reviews quotes, prepares spreadsheets, and additional content specific to prospect size and situation; interacts regularly to build relationships with carrier personnel; manages phone calls and emails in a timely manner and attends off-site meetings as scheduled for relationship building and product knowledge; prepares formal proposals and communicates to Sales Producers; maintains Producer confidence in job knowledge and awareness of current industry trends and developments. 10% Teamwork – Works with the team and other departments; plans and discusses execution of strategies; meets deadlines set forth by Producers; volunteers to back up and assist others as needed; manages PTO with departmental needs; handles special projects as assigned by the Director of Employee Benefits. 10% Determination – Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program. Qualifications Computer Skills To perform this job successfully, an individual should have knowledge of database software, spreadsheet software, word processing software, internet software, and design software. Education and/or Experience At least six years related experience and/or training, preferably handling group health plans or an equivalent combination of education and experience. Certifications Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan. #J-18808-Ljbffr Houchens Insurance Group
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