| Kapnick Insurance Group | | Benefit Market Analyst |
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Department: 3-Benefits | Job Status: Full Time | FLSA Status: Non-Exempt | Reports To: John Watson, Group Marketing Manager | Work Schedule: 8:30-5:00, M-F | Amount of Travel Required: 5% Positions Supervised: None | | | | |
To market, rate and prepare proposals and renewals for potential and existing customers in accordance with the objectives and procedures outlined by the Group Marketing Manager. Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Essential Functions Statement(s) - Analyze underwriting information submitted by Account Executive and discuss marketing strategy; request additional information if needed
- Determine appropriate markets, prepare RFP's and submit to vendors
- Work with carriers to secure accurate, competitive quotes
- Compile and analyze submitted quotes, meet with Account Executive to determine plans to propose; further negotiate rates with carriers and obtain requotes as necessary
- Prepare spreadsheets and sales proposals
- Stay abreast of carrier products, trends and quoting practices
- Assist the Group Marketing Manager with department projects as needed
- Request renewals rates monthly from inforce carriers for existing business
- Calculate rate comparisons for Account Executives and request alternate benefits options as needed
- Process renewal proposals according to procedures for each group size
- Prepare and assemble renewal proposals for Account Executives or coordinate with support staff in satellite offices
- Maintain the renewal status report
- Utilize Electronic Renewal Log for storage of e-mail communication
- Maintain current rate information from primary carriers and rating systems
- Stay current with underwriting guidelines and product information from primary carriers
- Attend departmental and agency meetings as required
- Perform other duties and projects as required
- Regular and timely attendance is an essential function of the job
- Communication - Ability to communicate effectively with others using the spoken and written word.
- Analytical Skills - Ability to use thinking and reasoning to solve a problem.
- Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
- Negotiation Skills - Ability to reach outcomes that gain the support and acceptance of all parties.
- Accuracy - Ability to perform work accurately and thoroughly.
- Organized - Possessing the trait of being organized or following a systematic method of performing a task.
- Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
- Confidentiality - Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.
Education: High School Graduate or General Education Degree (GED)
Experience: Two to four years related experience Computer Skills Advanced computer skills, especially in Microsoft (Excel, Outlook, Word, PowerPoint) Other Requirements Overtime is expected when required, especially during peak season. WORK ENVIRONMENT This is an office environment in a controlled atmosphere building. Prepared by: ___________________________ Date: ______________ Approval Signature: _____________________ Date: ______________ Employee Signature: ____________________ Date: ______________ The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate. Revised 4/15/13
How to Apply:
Human Resources
Kapnick Insurance Group
P.O. Box 1801
Adrian, MI 49221-7801
Equal Opportunity Employer
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