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Rating Analyst
Warner Pacific UniversityRating Analyst generating employee benefit quotes at Warner Pacific. Collaborating with sales teams and clients to provide accurate benefits packages and exceptional service.
About the role
Key responsibilities & impact- Generate employee benefit quotes including medical and/or ancillary products such as dental, vision, and life insurance
- Collect and review detailed client information such as employee census data, group information, plan preferences, and coverage requirements
- Generate competitive quotes for employee benefits products
- Customize benefits plans to align with client needs
- Communicate with clients, brokers, and sales representatives to gather necessary information and answer inquiries
- Work with the sales team, brokers, and account managers to provide support during the proposal process
- Recommend process improvements within the quoting workflow/system to enhance efficiency
- Stay updated on trends in employee benefits offerings
Requirements
What you’ll need- High school diploma or equivalent
- Previous quoting experience as an Associate Rating Analyst, minimum 3 years, or any combination of education and/or experience that would provide an equivalent background in terms of quoting knowledge and experience
- Knowledgeable of all employee benefits products such as group health, dental, vision and other ancillary products
- Proficient in using quoting software, CRM/Salesforce, Microsoft Office suite, spreadsheets (intermediate/advanced skills), and other relevant tools
- Excellent verbal and written communication skills
- Excellent customer service skills
- Strong analytical skills and attention to detail
- Ability to manage multiple tasks and prioritize in a fast-paced environment
- Ability to work independently as well as part of a team
Benefits
Comp & perks- Health insurance
- 401(k) + match
- Paid holidays
- Paid Time Off
- Short- and long-term disability benefits
- Life insurance
- Merit increases
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Employee Benefits Products KnowledgeQuoting ExperienceData AnalysisPlan CustomizationWorkflow Improvement
Soft Skills
Attention to DetailTask ManagementTeam CollaborationVerbal CommunicationWritten Communication