Marketing Coorindator

About Us:
Strategic Benefit Resources is a leading Stop Loss consulting firm specializing in innovative stop-loss insurance solutions for self-funded employers, TPAs, and brokers. We are seeking a proactive and detail-oriented Program Analyst to join our team and support us in leveraging market intelligence, developing tailored stop-loss solutions, and managing insurance programs effectively.

Primary Role:
As a Marketing Coordinator, you will be assigned a group of clients and business partners to deliver world-class customer service. Working under the direct supervision of a Producer, you will have an annual target of 150 cases that will consist of both new and renewal business. By embracing our quality standards and acting as a caring professional, you will retain, grow, and enhance the client experience. The primary goal of this position is to work closely with the Producer and/or Sales Consultant to manage and service a book of business.

Job Functions:

• Independently manage workflow for the client life cycle

• Analyze and market employee benefits programs (especially individual and aggregate stop-loss insurance)

• Assist with file setup in preparation for each group’s marketing effort

• Qualify and review carrier quotes for accuracy of terms as well as log into our respective systems

• Prepare experience and claims reports, renewal and new business proposals, presentation materials, and supporting documents as necessary (benefit and financial analysis)

• Maintain effective working relationships with Carriers and Vendors

• Maintain broad knowledge base of Carrier and Vendor products and underwriting requirements

• Assist in the training and development of other team members

• Other duties as required by clients, business needs, or assigned by management

Knowledge and Skills:

• Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude

• Expertise in Microsoft Office Suite - specifically Outlook, Word & Excel

• Ability to work well both independently and within a team framework

• Project Management experience a plus

• Experience managing confidential information (HIPAA)

• High level of personal initiative, integrity, and professional ethics

• Commitment to ongoing professional continuing education

• Proven ability to be responsive, have high attention to detail, task-oriented, and an administrative focus

Experience and Education:

• College Degree, or equivalent job experience

• Minimum 2 to 4 years’ experience working with Employee Benefits Programs in a brokerage or equivalent setting preferred but not required

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: College diploma (3-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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