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Benefits Analyst I (Hybrid)

$55k - $65k

National Financial Partners

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:

Summary of the role: This is a full-time opportunity to join an Analyst team that will play a key role in supporting Totalis Benefits and their clients. You’ll be joining a collaborative, team-oriented environment where you'll grow alongside peers and receive guidance from experienced professionals.

In this role, you’ll assist with key aspects of the marketing and client service process, help prepare presentations and analysis, and provide valuable support to senior team members. You’ll also begin building relationships with broker partners and carriers, laying the foundation for a successful career in the employee benefits industry.

If you're eager to learn, ready to contribute, and excited about being part of a brand-new team with room to grow, this is a great opportunity to take that next step.

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
    • Provide broker partners with a recommendation driven by RFP analysis
  • Ensure all client data is entered into the appropriate system 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

Knowledge, Skills, and/or Abilities:
  • Familiarity with ancillary benefit plan designs, contracts, carrier offerings, benefits marketplaces, and current industry trends is a plus
  • Detail oriented
  • Strong organizational skills
  • Comfortable learning and using new technologies and systems
  • Ability to express ideas clearly in both written and oral communications
  • Effective time management and decision making skills
  • Expert-level Microsoft Excel and PowerPoint skills
  • Diligent follow up skills
Education and/or Experience:
  • Bachelor's degree and internship experience OR high school diploma with at least 4 years of direct group benefits experience
  • Experienced in Excel utilizing advanced formulas, pivot tables, and data analysis tools
  • Strong interest in employee benefits and the insurance industry

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 $55,000 to $65,000. 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.

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Vacancy posted 4 days ago
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