Employee Benefits Operations Analyst

Job Description

Job Description

These are the fun damental components of the job:

• Act as the gatekeeper for all new and renewal business within Salesforce, approving all opportunities after reviewing data fields and attachments related to the account
• Run monthly/quarterly audit reports and review for accuracy, make changes where necessary and reach out for training opportunities where applicable
• Advise on Ad‐hoc quality issues within Salesforce, document new/updated processes where applicable
• Recommend workflow enhancements, identify training opportunities within Salesforce as applicable
• Support 5500 process and filing as requested
• Maintain carrier contact and carrier commission information
• Maintain and track all commission and producer changes as guided
• Ad‐hoc reporting and financial analysis upon request
• Communicate with carriers or vendors on discrepancies or errors in commission payments
• Support all aspects of agency operations, including M&A, changes to operational models, etc.

Other fun ctions of the job:

• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• Bachelor’s degree in related field
• Minimum of 3 years of experience in a business analyst, project management or comparable position
• Application development, troubleshooting and updated experience
• Windows OS, MSOffice, Adobe Application expertise desired
• Familiarity of relational databases including SQL or Crystal Reports preferred
• Demonstrated relationship building skills
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Experience with Salesforce, QlikView or Applied/EPIC (insurance specific system) is a plus
• Experience utilizing data integration tools such as Informatica a plus
• Positive attitude, even in a fast-paced environment
• A passion to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision-making skills
• Precise verbal and written communication skills, even under time constraints

A bit about Lawley!

• We are not a call center environment
• We achieve success by building genuine relationships together, with our teams and clients
• We are a family owned insurance broker (70+ years!)
• We are deeply committed to the communities we serve and love to get involved
• We work hard and play hard!!!

Why Lawley?

• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more)
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old)
• Educational support, career development, and growth opportunities
• Job Security (we’ve never had a lay-off, even during the pandemic)
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm
• Comfortable, family-oriented culture, with an emphasis on work life balance
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
• Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $45,000.00 to $72,737.50.