Primary Role:

The Plan Analyst assists with the Producer and Account Executive in marketing and presentation of renewal and new Employee Benefit Plans.

Duties and Responsibilities:

In association with the Benefits Consultant, the Plan Analyst creates a marketing strategy with client or prospect through fact finding, research and collecting marketing data for all company supported products. Follow up for complete information, screen for risks, analysis of data collectedCreate and execute plan of action to include timelines of projects, resources needed and material required, monitoring each assigned project through completion Forward collected and analyzed data to carriers for quote requestAnalyze quotes received to determine best options and spreadsheet the informationTracking and negotiating renewal increases and optionsDevelop presentation materials from quotes and coordinate presentation meetingsMay be responsible for any action items necessary as assigned by Producer/AE as a result of the pre or post presentation meeting, administratively, as well as on-going follow-up with client and carrier May be responsible for scheduling and coordinating on-site meetings, ordering and providing group materials, including carrier rep involvement as neededMay assist Account Manager with auditing of all enrollment paperwork for new or renewal business, submission to carrier, follow through to completion, issue of coverage or confirmation of renewal changesMay assist Account Manager with file closing when all coverages are issued or renewed. Review all carrier documents/contracts to ensure all sold quotes, presentations and client instructions match policy implemented by insurance carrierProduce documents and reports as well as compose and produce correspondence and electronic mail on processing of new and renewal businessCommunicate with carriers in gathering information on new products and market changes and assist with ancillary product presentations to clientsWork closely with the Producer/AE throughout annual renewal and/or new business process providing administrative support and analysis skills to meet case timeline targetsTimely and accurate documentation in BMS (BenefitPoint)Assist with special projects, as assignedMust follow HUB Broker Standards

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.  Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.Quality Management – Demonstrates attention to detail.Project Management – Ability to work with a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

3-5 years previous work experience related to group health insuranceMinimum High School DiplomaBachelor’s Degree desired, but not requiredL&H License required or able to obtain within 120 days from hire

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation

Public Speaking/Language Skills:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.Bilingual in English and Spanish a big plus.

Math Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and

companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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