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

Benefits & Compensation:

Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Employee Wellness Program
Company paid holidays, plus PTO

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.

Applications will be accepted until the position is filled

Higginbotham

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Benefits Analyst