Benefit Analyst

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• Obtains and verifies rates using multiple quoting platforms to ensure alignment with client specifications.

• Prepares accurate client‑facing proposals across medical, dental, vision, life, disability, voluntary, and other employee benefits lines.

• Builds and maintain Excel‑based financial illustrations and models with a high level of accuracy.

• Coordinates with Account Managers, Senior AMs, and Consultants to prepare proposal packages and respond to data needs.

• Reviews client census data for accuracy and completeness.

• Reconciles discrepancies across carrier invoices, RFP responses, and client‑submitted information.

• Communicates with clients or internal teams to clarify missing or inconsistent data.

• Maintains consistent file structure and data standards within team systems.

• Prepares and distributes Requests for Proposals (RFPs) using standard processes.

• Follows up with carriers and vendors to ensure timely receipt of requested information.

• Organizes responses and prepare summary comparisons for internal stakeholders.

• Communicates effectively with internal team members and external partners via email, virtual meetings, and phone.

• Aligns work with established team workflows and renewal processes.

• Ensures documentation, proposals, and file structures are maintained with a high degree of accuracy and completeness.

• Assists with internal data integrity tasks, including updating systems such as Plansight, BenefitPoint, ImageRight, or SharePoint when needed.

• Applies strong math and data validation skills to ensure accuracy across all deliverables.

• Produces consistent, error‑free work; double‑checks data inputs and outputs.

• Follows structured workflows and uses standardized tools and templates.

• Works effectively with Account Managers, brokers, and other team members.

• Balances multiple deadlines and competing priorities with efficiency and professionalism.

• Expresses information clearly and professionally; asks clarifying questions when needed.

• Operates effectively in a fast‑paced environment with shifting priorities.

• Builds strong understanding of funding arrangements, plan structures, carrier platforms, and market trends.

• Develops advanced Excel and analytical capabilities to support increasingly complex models and client needs.

• Grows familiarity with small, mid‑market, and national practice workflows.

• Demonstrates increasing accuracy, speed, and independence within 12–18 months.

• Ensures accurate, high‑quality proposals and financial models

• Supports renewal and new business workflows with reliable data

• Strengthens collaboration across the Employee Benefits team

• Improves client‑facing deliverables through consistency and precision

• Contributes to efficient, coordinated service delivery

• Supports Account Managers, Senior Account Managers, and Consultants in delivering client‑ready materials.

• Participates in internal team meetings and contribute to continuous process improvement efforts.

Qualifications:

• Bachelor’s degree preferred; equivalent work experience considered.

• Advanced proficiency in Microsoft Excel; strong skills in other Microsoft Office applications (Outlook, Word, Teams, SharePoint).

• Highly organized with exceptional attention to detail; committed to producing error‑free work.

• Ability to work both independently and within a collaborative team environment.

• Strong time‑management skills with the ability to prioritize tasks in a fast‑paced environment with tight deadlines.

• Strong, professional communication skills.

Benefits: 

• Company Paid Life Insurance, Long-Term and Short-Term Disability.

• Medical, Dental, Vision and FSA/HSA plans.

• 401(k) with company match.

• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.

• Generous PTO.

• An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.