Benefits Analyst

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.