Marketing Assistant – Employee Benefits

Brown & Brown Insurance

Employee Benefits Marketing Assistant handling RFPs and client presentations for account management in a leading insurance brokerage. Responsible for data management and compliance with industry standards.

Posted 5/1/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Meet requirements for licensing as directed by the branch/agency
Draft and construct presentations, spreadsheets, binders as well as various reports and analyses as assigned
On all assigned accounts: Use system to create RFP to begin renewal processes
Work with AE/ AM to request early renewal release and 24 months of claims experience from carriers
Prepare RFP for review with Account Manager and Producer
Release RFP to selected Carriers
Follow-up, receive and review quotes received from Carriers
Review all quotes and marketing correspondence with AE / AM for determination of what plans and rates to utilize
Finalize customer presentations with Account Manager and Producer
Maintain effective information management between Account Manager, Producer and Carrier through all applicable means of communication
Ensure all applicable data is kept accurate and files maintained
Follow Agency guidelines, policies and procedures
Remain current on industry trends and information, new product development, legislation, coverages and technology
Other duties as assigned

Requirements

What you’ll need

High School Diploma or GED
1 – 3 years' experience in a similar position
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

RFP preparationdata managementreport draftingpresentation constructionclaims experience analysis

Soft Skills

communicationconfidentialityorganizational skillsattention to detailtelephone etiquette

Certifications

High School DiplomaGED