Placement Analyst

The Role

• Execute the pre-placement, placement and post-placement activities on behalf of onshore team in the Asia Pacific region, following agreed processes, tools and templates.
• Core delivery will include:
  
  1. Initiating the renewal activity 90/120 days prior to expiry of clients' Health & Benefits plans
  2. Approach insurance carriers/vendors for required information and undertake data (financial, membership, invoices) processing and analysis to prepare pre-renewal reports, using agreed upon tools, standards and techniques
  3. Prepare Quote Slips and distribute bid requests (RFP) to target carriers/vendors 
  4. Collect, summarize and analyze proposal findings
  5. Support the production of renewal report / prepare placement / renewal deliverables for clients 
  6. Manage queries/requests from the carriers/vendors/clients or internal colleagues and escalate them when required
  7. Follow up with clients o...