Demo

Underwriting Marketing Analyst (Hybrid)

National Financial Partners
Charlotte, NC Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/9/2025

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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 Role :

This is a full-time exempt position that will be responsible for data gathering and timely marketing of all cases assigned to analyst by process deadlines, accuracy of final cost analysis, review of recommendations with client managers by agreed upon deadlines, maintain carrier contacts in salesforce, and overall vendor relationships (including dissemination of product information).

Principal accountabilities :

Essential Core Duties and Responsibilities

  • Calendar maintenance of marketing and analysis process
  • Vendor relationships
  • Data gathering from clients and carriers needed for RFP completion
  • Scrubbing census and eligibility data where necessary
  • Negotiation with vendors and final feedback to incumbents
  • Ensure spreadsheets are reviewed for accuracy against current and requested contracts
  • Contract comparison analysis where applicable
  • Familiarity with core carrier contracts, polices and differentiators
  • Communication to Employee Benefits team on relevant product deliverables
  • Vendor accountability for quote accuracy
  • Intermediate excel skills a requirement
  • Maintain server with quotes / final quoted terms from vendors
  • Maintain salesforce with accurate vendor contacts
  • Assist and organize the onboarding process for all new business cases and new business lines on designated accounts
  • Limited experience in self- funding medical plans necessary
  • Effective negotiation skills with vendors
  • Attendance at weekly Employee Benefits meetings, planning sessions and NFP-Sponsored events

Desired Skills

  • Exceptional written, oral, interpersonal communication skills
  • Advanced MS Office skills, to include excel, word, power point
  • Extremely high ability to learn software / technology quickly
  • Ability to work both independently and within a team environment
  • Proficiency in processing large amounts of information on an ongoing basis
  • Exceptional attention to detail and time management skills
  • Strong aptitude for organization and prioritization
  • Desire to work in a fast-paced environment with flexibility in duties and responsibilities
  • Desired Qualifications :

  • Minimum 5 years of experience in Employee Benefits related Industry
  • College graduate preferred
  • PowerBI experience a plus.
  • Licensing / Certifications : Active Life and Health License preferred

    Working Conditions : Will work in a climate-controlled office environment.

    Physical Demand : Ability to sit at a computer for a long period of time as well in office. Duties require standing, walking, talking, sitting, and hearing.

    What We Offer

    NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

    NFP and You... Better together!

    NFP is an inclusive Equal Employment Opportunity employer.

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