Multi-Market Analyst I
Warner Pacific Insurance Services
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $23 - $30 per hour
About the role
- Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy
- Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards
- Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time
- Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow
- Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery
- Collaborate with Sales Team to communicate quoting strategy and key priorities to partner carriers
- Support the preparation of spreadsheet comparisons by working closely with Multi-Market Administrators and Sales Team
- Ensure timely responses to emails, calls, and instant messages in line with department service level standards
- Accurately log and close sold group opportunities in CRM systems for internal visibility and to meet Finance Team deadlines
- Monitor and flag opportunities for process improvement, communicating suggestions to the Supervisor
- Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners throughout all quoting and sales processes
- Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications
- Facilitate seamless hand-offs and information sharing across Sales, Administrative, Service and Finance teams
- Partner closely with the Sales Team and Multi-Market Administrators to ensure cohesive and efficient proposal delivery
- Act as a resource to teammates by helping, sharing best practices, and supporting overall department goals
- Participate in team meetings and contribute to problem-solving discussions and strategy sessions
- Develop and maintain a strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines
- Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions
- Assist Sales in evaluating proposals and offering market insights to enhance broker consultation and client decision-making
- Review carrier proposals to ensure quotes include all requested details/plans
Requirements
- High School diploma or equivalent required
- Preferred 1-3 years of experience in a healthcare, insurance, or broker support role
- Strong proficiency in Microsoft Excel
- Experience with CRM systems like Salesforce is highly preferred
- Possesses strong verbal and written communication skills to clearly convey information and respond professionally to client inquiries
- Demonstrates strong interpersonal skills and a customer-first mindset
- Able to handle routine client interactions with professionalism and responsiveness
- Strong analytical and problem-solving skills and attention to detail
- Adept at managing multiple tasks and prioritizing in a fast-paced environment
- Capable of working independently and collaboratively with own and other teams
Benefits
- Merit increases
- Paid holidays
- Paid Time Off
- Medical
- Dental
- Vision
- Short- and long-term disability benefits
- 401(k) + match
- Life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM systemsMicrosoft Excelquote managementdata analysisRFP analysisprocess improvementproposal evaluationunderwriting guidelineshealthcare insurance knowledgeattention to detail
Soft Skills
verbal communicationwritten communicationinterpersonal skillscustomer serviceproblem-solvingtime managementcollaborationprofessionalismresponsivenessadaptability