Employee Benefits Proposal Analyst

Overview

Alera Group, Inc. is looking for a talented and personable Employee Benefits Proposal Analyst for a new remote opportunity. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

The Proposal Analyst performs a variety of activities related to the day-to-day needs of the Client Services and Sales teams for proposal illustrations. This person works with the Sales and Operations teams for various illustration projects. This position must demonstrate good judgment, be very organized and be able to address all types of issues with decisiveness, speed and accuracy. In addition, this position must have a good understanding of Large and Small Group products and benefits, Self-Funded, Fully Insured and Level Funded concepts and other ancillary products. Responsibilities include

• Support the Client Services Team by providing an illustration for each group which includes current and renewal benefits and rates for all lines of coverage, and any carrier options to be presented to the client.
• Support the Sales Team by providing an illustration for each group which includes current and renewal (if applicable) benefits and rates for all lines of coverage, and any carrier options to be presented to the prospect.
• Mark sold plans as final and then work closely with each Client Managers and Assistant Client Managers on all the additional information to be included for the renewal and alternates, and how it is to be presented. This includes any customization on a case by case basis.
• Work closely with Client Managers to determine what information to include and present on the illustrations.
• Maintain the department’s Status reports, product files, folders and other pertinent documents making sure they stay current.
• Prepare the “Illustration Templates” and Plan Guides/carrier info folders and keep them current.
• Perform other work-related duties as assigned.

Qualifications

• Bachelor’s degree in business or related field preferred or the equivalent combination of education and experience.
• Two or more years of experience in the employee benefits industry in an office setting.
• Proficiency in Microsoft Word, Outlook, Excel (with formulas), and Adobe Acrobat; PowerPoint and Publisher are a plus.
• Strong communication, organizational, and time management skills with a detail-oriented approach.
• Ability to work independently, exercise good judgment, and perform under pressure to meet deadlines.
• Quick learner, adaptable to new skills and tools.

Benefits

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $24 to $32 per hour.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.