Benefits Analyst

Bridge Specialty Group • Milwaukee, WI

9d

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking Benefits Analyst to join our growing team in Milwaukee, WI . The Benefits Analyst assist the Senior Consultant and Account Team in servicing the needs of employee benefit clients. The ideal candidate would be a motivated and detail-oriented individual capable of both interpreting data as well as interacting with clients on a time-sensitive basis. How You Will Contribute: Support Team Leads/Benefit Consultants with daily service issues/functions and frequent ad hoc requests, escalating issues as needed. Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs. Request and manage benefit renewal delivery and confirmation process. Draft benefit marketing, manage process and deliver results to Benefit Consultant. Create, review and edit employee benefit guides, presentations and other client communications as requested. Support client in open enrollment preparation and execution. Review plan documents (SBCs, SPDs, Certs, etc.) to ensure accuracy of content. Provide compliance updates/notices to clients and address questions/requests. Manage internal client audit process. Create and maintain records in client management database. Participate in market meetings, seminars and training programs as directed. Perform miscellaneous duties and projects. This may include involvement in building presentations, participating in client functions and meetings, performing demographic analysis, claims reviews, and other projects on prospective clients. Other duties may be assigned.

Requirements

• 2-3+ years’ experience with a thorough understanding and knowledge of employee benefits
• Bachelor’s Degree in related industry preferred and/or equivalent experience
• Basic knowledge of compliance and regulations in the benefits arena
• Proficient with MS Office Suite
• Microsoft Excel – Strong to expert level skills
• Strong analytical and critical thinking ability
• Ability to maintain a high level of confidentiality
• Excellent verbal and written communication skills
• Ability to work independently and exercise judgement
• Detail oriented with excellent organizational skills
• Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements.
• Must obtain and maintain active Life/Accident and Health Insurance Agent License within one year of employment.
• This position may require routine or periodic travel which may require the team memebers to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

Responsibilities

• Support Team Leads/Benefit Consultants with daily service issues/functions and frequent ad hoc requests, escalating issues as needed.
• Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs.
• Request and manage benefit renewal delivery and confirmation process.
• Draft benefit marketing, manage process and deliver results to Benefit Consultant.
• Create, review and edit employee benefit guides, presentations and other client communications as requested.
• Support client in open enrollment preparation and execution.
• Review plan documents (SBCs, SPDs, Certs, etc.) to ensure accuracy of content.
• Provide compliance updates/notices to clients and address questions/requests.
• Manage internal client audit process.
• Create and maintain records in client management database.
• Participate in market meetings, seminars and training programs as directed.
• Perform miscellaneous duties and projects. This may include involvement in building presentations, participating in client functions and meetings, performing demographic analysis, claims reviews, and other projects on prospective clients.
• Other duties may be assigned.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees