Benefits Analyst jobs in Ohio

C
Sales Support Analyst – Stop Loss
  • Custom Design Benefits
  • Cincinnati, OH FULL_TIME
  • Department: Job Title: Reports to:

    Sales Sales Support Specialist Vice President, New Business
    Development & Compliance

    Job Summary: The following statements are intended to describe the general nature and level of work being performed. They are not intended to

    be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

    The Sales Support Specialist is primarily responsible for supporting the Sales and Account Managers in generating new
    business and renewing existing accounts for service lines (medical, dental, vision) through organizing and requesting
    information relative to RFPs received and renewals, identifying viable prospects, development of strong insurer and
    network relationships, and securing competitive stop loss bids. The Sales Support Specialist is also responsible for
    entering RFP, renewal, opportunity, and broker information into Salesforce and assists in creating close strategies with
    the Sales and/or Account Manager.

    Essential Functions:

    • Coordinate request for proposal process from receipt of RFP through sale of product/service and renewals.
    This includes, but is not limited to:
    • Review of initial RFP materials to determine missing information and barriers to stop loss.
    • Discussion with sales manager to understand strategic sales direction or if internal declination protocols apply.
    • Communication with broker/agent to obtain missing and additional competitive information.
    • Entry of all relevant data and milestones in Salesforce and archive creation for all RFP documents relating to
    open prospects in shared network location.
    • Select appropriate partner markets from which to request proposals based on partner market strengths,
    understanding of the prospect group, and sales strategy. Organize, prepare, and submit RFP information to
    selected markets. Respond to follow-up inquiries as necessary.
    • Review of bids from partner stop loss markets for accuracy, consistency of terms with those requested
    alignment with sales strategy, and competitiveness.
    • Prepare proposal/Summary of Benefits (if we build a TC plan based on their current benefit) and provide to
    sales manager and broker within allotted time frame. Formal written proposals with extensive background
    documentation may be required. Additionally, ASO proposals and ancillary proposals (i.e. COBRA) will be
    required.
    • Respond to follow-up inquiries concerning stop loss quotations from sales manager and/or broker.
    • Provide feedback on competitiveness of stop loss proposals, in price and provisions, to partner markets.
    • Ensuring that preferred carriers maintain appropriate turnaround times and proper rating on renewal and
    quotes. Also, may include providing preferred carriers with feedback regarding operating standards CDB has
    set and strategy development to increase closing ratio and sales of renewal business and vetting new stop loss
    partners.
    • Review and identify members for whom the underwriters will want updated status on condition and
    treatment plan while underwriting a renewal and take appropriate steps to obtain the medical
    updates in a timely manner using the ticket process.
    • Responsible for all aspects of the stop loss renewal on current inforce business. Providing the best renewal
    and renewal options available.
    • Shopping for competitive Stop Loss Insurance by providing timely reporting for client renewals including
    negotiations. This process includes analysis of PBM and PPO arrangements as well as plan design and broker
    consultation, generation of COBRA rates, completion and coordination of all paperwork and forms for
    implementation of stop loss, CDB internal notifications and providing client and broker feedback.
    • Ability to understand stop loss contractual provisions, network, PBM and financial, plan design information
    and bring those elements in to the underwriting process.
    • Ability to anticipate and understand the unique needs of our sales partners and develop strong working
    relationships.
    • Support the post-sale and renewal process through assistance with stop loss binding, disclosure and
    coordination/completion review for accuracy of all documents required for implementation of stop loss and
    preparation of ASA.

    • Effectively utilize Salesforce by entering accurate and timely information updates, documentation of milestone
    events, and assigning necessary tasks for project workflow. Create new and utilize existing report templates
    within Salesforce to track prospect status, provide feedback to brokers and partner markets, and maintain
    organization of ongoing work/tasks. Salesforce entry also includes building accurate rate sheets to enable
    Finance to Invoice and provides other departments contractual information they need to build reports / enter
    data into the claims system. Rate sheet includes administration, stop loss, and ancillary lines.
    • Develop and maintain positive working relationships with both internal and external stakeholders, including
    but not limited to Sales Managers, Account Managers, stop loss partners, brokers, and analysts.
    • Provide marketing support and feedback for the development of new or enhanced products and services.
    Assist in updating proposal documents and marketing materials to include new product and service
    information.
    • Create and maintain a library of policies and procedures for standard tasks, ensuring continuity of information
    and documented training materials are available.
    • Peer review of proposals for accuracy and clarity, ensuring shared knowledge of current prospects and
    superior communication in external proposals.
    • Other duties as assigned.

    Essential Skills and Experience:

    • Understanding of self-funding and third-party administration including, but not limited to stop loss, all
    components of health benefits, plan design, FSAs, HRAs and HSAs, wellness, and COBRA, preferred.
    • Prior Underwriting experience preferred.
    • MS Office proficient, with exceptional Excel capabilities.
    • Highly organized and detail-oriented self-starter, having the ability to work with little direction.
    • Able to manage multiple projects concurrently, with the capacity to prioritize and deliver accurate and timely
    results.
    • Excellent oral and written communication skills.
    • Advanced problem solving and critical thinking skills, with a strong mathematical proficiency.
    • Strong sense of urgency and customer focus, including a consultative approach to customer service.

    Fundamentals: 1. Take Care of Our Clients; 2. Deliver Results; 3. Be a Fanatic About Response Time; 4. Own It; 5. Be a
    Great Teammate; 6. Honor Commitments; 7. Get Clear on Expectations; 8. Work Smart

    StrengthsFinder: Achiever-E; Analytical-S; Arranger-E; Communication-I; Deliberative-E; Positivity-R; Relator-R;
    Responsibility-E; Self-Assurance-I; Strategic-S

    Degree of Supervision: Close Supervision (Entry Level), Supervision (Independent), General Supervision (Advanced), Direction (Manager),

    General Direction (Director)

    • General Supervision

    Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative

    of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to
    enable individuals with disabilities to perform the essential functions.

    • Physical Demands: Job requires sitting up to eight hours a day. Body movement primarily in hand and arm
    functions associated with normal office activities. Hand and eye coordination, and hand dexterity is required
    for handwriting and keyboarding over prolonged periods of time. Specific vision abilities required by the job
    include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust
    focus. This position requires occasional lifting and/or carrying of no more than 25 pounds, and bending,
    squatting pushing and pulling.
    • Work Environment: The noise level in the work environment is usually minimal.

    Revised 2021
    Approved by: JMueller 4.9.19


    Sales Support Specialist

    Success Factors (List at least 2 situations that would designate success.)




    Situation:



    Obstacle:




    Action:



    Result:
    -
    Situation:




    Obstacle:



    Action:



    Result:

  • 16 Days Ago

C
Credit Analyst
  • Credit Analyst
  • Canfield, OH FULL_TIME
  • To use all information in creating a clear picture of the customer’s financial position. This is vital to the Lenders; it allows them to make well informed decisions before entering into a lending rel...
  • 9 Days Ago

O
Benefits Consultant
  • Ohio Health Benefits
  • Tallmadge, OH FULL_TIME,OTHER
  • Join our Award-Winning Team! Transform your career by joining our team at Ohio Health Benefits as a Benefit Consultant, where we simplify health insurance for Medicare, Individual, and Small Group cli...
  • Just Posted

A
Insurance Benefits Advisor
  • Association Member Benefits Advisors
  • , OH FULL_TIME
  • About Our CompanyFor over 65 years, AMBA has provided much-needed coverage to retired public servants nationwide. Our network expanded to include groups like hard-working public employees, state retir...
  • 1 Month Ago

F
Benefits Analyst II
  • First Student
  • Cincinnati, OH FULL_TIME
  • Benefits Analyst Remote Work Environment First things First: Who are we? First America is the largest passenger transportation company in North America, we provide passenger transport and maintenance ...
  • 23 Days Ago

A
Group Benefits Analyst
  • AAA Club Alliance
  • Holland, OH FULL_TIME
  • King Agency, a subsidiary of Energy Insurance Agency and AAA Club Alliance Inc., is hiring a Group Benefits Analyst to join our team in Holland, OH! This is not a client-facing role. This individual w...
  • 9 Days Ago

P
Benefits Analyst
  • PulteGroup, Inc.
  • Atlanta, GA
  • JOB SUMMARY: Provide administrative and analytical support to the Company group benefit programs (group health, dental, ...
  • 3/28/2024 12:00:00 AM

S
Benefits Analyst
  • Sonesta International Hotels Corporation
  • Orlando, FL
  • Job Description Summary The Benefits Analyst utilizes strong organizational and project coordination skills to own the r...
  • 3/28/2024 12:00:00 AM

A
Employee Benefits Analyst
  • Atlantic Group
  • Philadelphia, PA
  • Job Overview - Employee Benefits Analyst: As an Employee Benefits Analyst, you will collaborate closely with a diverse r...
  • 3/27/2024 12:00:00 AM

M
Benefits Analyst
  • Manpower
  • Sacramento, CA
  • Our client, Sacramento is seeking a Benefits Analyst to join their team. As a Benefits Analyst, you will be part of the ...
  • 3/27/2024 12:00:00 AM

R
Part Time Employee Benefits Analyst
  • Roach Howard Smith & Barton
  • Dallas, TX
  • Help Us Make a Difference! Founded in 1945, RHSB's goal is to put our client's needs first. We are a close-knit team ded...
  • 3/25/2024 12:00:00 AM

M
Benefits Analyst
  • Manpower
  • Orange, CA
  • Job Title: Sr. Benefits Analyst Location: Orange, CA Pay Rate (or Pay Range, if required): $51.66/hr. What’s the Job? Se...
  • 3/25/2024 12:00:00 AM

G
Benefits Analyst
  • Gypsum Management and Supply
  • Tucker, GA
  • Position Summary: The Benefits Analyst is responsible for assisting with the administration of all benefits programs, in...
  • 3/24/2024 12:00:00 AM

V
Benefits Analyst
  • Ventura foods
  • Brea, CA
  • Job Description Job Description Location: Brea HQ Exemption: Exempt OUR COMPANY: Ventura Foods is a leading global manuf...
  • 3/24/2024 12:00:00 AM

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Benefits Analyst jobs
$57,122 to $71,230

Benefits Analyst in Wilmington, MA
Support acquisition and integration activities for US employees, including internal and vendor system updates, outsourcing processes, and fostering positive employee experience with technology tools and resources.
June 13, 2022
Benefits Analyst in Walnut Creek, CA
Requests census and RFQs from client, primarily for ancillary coverages.
March 30, 2022
Benefits Analyst in Los Angeles, CA
Manage a high volume “O’Melveny Benefits Team” e-mail account by providing partners and employees prompt responses to their inquiries about the firm’s health and welfare benefits.
February 20, 2022