Overview

The Employee Benefits Marketing / RFP Analyst is responsible for managing the end-to-end marketing process for new and renewal business opportunities. This role gathers and analyzes client data, prepares RFPs, markets cases to carriers, and develops accurate, competitive proposals. The position also supports mid-year reviews, implementation, and carrier transitions. Success requires strong attention to detail, the ability to manage multiple projects simultaneously, and a deep understanding of the employee benefits marketplace. How you'll make an impact RFP & Marketing Process Gather, review, and validate client data required for RFP submissions (census, plan designs, claims, contribution strategies, etc.) Prepare and distribute Requests for Proposal (RFPs) to insurance carriers and vendor partners Market client opportunities to appropriate carriers based on industry knowledge, underwriting appetite, and client needs Proactively follow up with carriers to e...