Position Summary:
The Benefits Analyst is responsible for interpreting Summaries of Benefits and Coverage (SBCs) and any client-specific benefit information provided to accurately complete the department’s Project Requirements Document (PRD), and benefit book templates.
Key Responsibilities:
- Work with the Project Manager to understand the changes needed or the collateral to be created for the client.
- Obtain all necessary background information and materials and ask relevant questions to enable project completion.
- Effectively interpret SBCs, SPDs, benefits summaries and marketing spreadsheets and ensure the information is accurately transferred to or annotated in the PRD and other benefit templates.
- Review all work for consistency, accuracy, and wholeness.
- Ensure edits consistently follow our Higginbotham standard for benefits information.
- Promptly inform Project Manager and Content Writer when information is ready for next step or when information needs to be clarified or provided.
- Comply with organization and usage of content library.
- Balance a workload of several competing assignments with quick turnaround times.
- Proactively identify opportunities and work with team to improve processes.
Specific Knowledge, Skills and Abilities:
- Ability to work in a fast-paced environment and produce error-free work.
- Highly motivated self-starter who works independently to accomplish goals.
- Strong organization and time management skills, with attention to detail.
- Stay up-to-date with changes in benefits regulations, industry trends, and best practices to ensure our communication efforts remain compliant and competitive.
- Computer skills and tools, including Microsoft Office, Asana, and Monday.com.
- Team player with positive approach.
- Exceptional communication skills, both verbal and written.
- Commitment to continuous learning.
Experience and Education:
- Minimum of three years of experience in health insurance.
- General lines insurance license preferred.
- Bachelor’s degree preferred.
Physical Requirements:
- Ability to sit or stand for long periods of time.
- Repeated use of sight to read documents and computer screens.
- Repeated use of hearing and speech to communicate on telephone and in person.
- Repetitive hand movements, such as working on keyboard and writing.
Core Competencies:
- Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
- Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
- Dependability: Acknowledgment of the importance of being present and punctual
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
- Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
- Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Systems:
- Proficient with Microsoft Office Suite
- Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable
Physical Requirements:
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching, and stretching in all directions
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.