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Design and Analysis Specialist
Hub International Ltd
Raleigh, NC, United States
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The Design & Analysis Specialist (D&A) is an analytical and administrative position. D&As are responsible for the end-to-end management of Group Health benefit renewals for an assigned block of clients. The D&A ensures that all renewals are completed on time, accurately and completely. Renewal tasks include gathering and managing all of the necessary information to build, analyze and present the renewal including Eligibility Audits, Risk Assessment Questionnaires (RAQs), EE censuses, and obtaining the quotes from various insurance carriers. The D&A analyzes the carrier quotes and creates spreadsheets that clearly display and communicate the renewal data and uses the data to create the renewal presentation materials for the Consultant. Once the renewal decision is made, the D&A gathers the benefit information including benefit summary information and enrollment forms for the client’s employees to make their election decisions. The D&A supports medical quoting for prospective clients through the Sales Department and any following enrollments. The D&A ensures a smooth transition from the renewal process to the Client Care department for ongoing service.
The D&A must be able to operate both independently and in a team setting plus must be very organized with absolute attention to detail. Project management skills are a plus. The D&A must have strong client facing skills and be able to interact and communicate with clients on a wide variety of matters concerning their renewals. The D&A must possess strong active listening skills and able to effectively communicate with our clients, team members, and management. The D&A must have the ability to change gears and re-prioritize in a fast-paced environment. The D&A must be proficient with the Microsoft Office suite of products especially Excel.
The Design & Analysis Specialist role’s primary functions are:
• Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients
• Requesting and Managing the RFP and quote process with the various insurance carriers.
• Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers.
• Working with the Consultants to create a recommendation plan to present to clients.
• Creating and managing all proposals for the Consultants to present to our clients.
• Assisting the Consultants with the underwriting process including working with the various insurance carriers and clients.
• Assisting the Sales Representatives with medical quoting, enrollment and takeover paperwork.
• Creating “Benefits at a Glance” (BAAG) brochures that summarizes the clients’ renewal decisions.
• Administrative duties associated with the role including maintaining organized file systems (both paper and electronic.
• Ordering and maintaining insurance carrier documentation including enrollment materials and provider booklets.
• All other duties as assigned.
Skills, Experience and, Abilities
Minimum level of education:
College degree in Business or Finance preferred
Licenses and Credentials:
• Authorized to work in the US
• NC Life and Health Insurance License is required within 3 months of employment
Knowledge and Experience:
A working knowledge of group health and employee benefits with an understanding of ancillary coverage such as life, disability, and dental insurances is preferred
Technical Skills and Experience:
A thorough (intermediate to advanced) knowledge of and experience with Microsoft Excel.
Abilities and Skills:
• Achiever – driven to accomplish goals
• Analytical – ability to create order from chaos
• Highly Organized – must be structured and precise with the management of HUB International and client data
• Relationship Oriented – Able to build and maintain strong interpersonal relationships
• Technical – Expert with MS suite of products especially Excel, Word, PowerPoint, and Outlook. Also able to learn new software platforms including Benefit Point (Agency Management platform).
• Independent Thinker – comfortable with offering suggestions and ideas to improve all aspects of our business
• Multi-tasking – must be able to handle simultaneous projects and demands
• Team player – must be team oriented but with the ability to work independently
• Ability to inspire and maintain a positive team spirit within the department and the company.
• Communications – must have strong written and verbal communication and negotiation skills
• Collaboration – must be able to collaborate with other’s to develop best practices and standards
• Flexible – must be comfortable with change and able to operate effectively in a high-pressure and fast-paced environment