Job Description

Are you someone who thrives in a fast-paced environment, has a sharp eye for detail, and enjoys working with numbers, people, and purpose? Has healthcare experience? If so, we want to hear from you

A leading General Agency in the Tri-State area is looking for a Benefits Data Analyst to join our team full-time. If you're already in the employee benefits space or eager to grow in it, this is a great opportunity to be part of a team that values collaboration, mentorship, and growth.

What You'll Be Doing:

  • Work directly with clients and insurance carriers to collect essential information (census data, claims history, plan details, etc.)
  • Create clear, compelling cost analysis presentations and proposals—primarily in Excel
  • Organize and submit RFPs to major insurance carriers (medical + ancillary lines)
  • Manage the entire RFP process: timelines, follow-ups, and documentation
  • Build relationships with carrier reps and contribute t...

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