Marketing Analyst

Position Summary:

The Marketing Analyst is an entry‑level support role within the Employee Benefits team s position provides administrative, analytical, and marketing support to Producers and Account Managers throughout the prospecting, quoting, renewal, and client service processes. The role is primarily operational and hands‑on, focused on preparing marketing materials, maintaining accurate data and tracking tools, and supporting team efficiency and client delivery.

• Support Producers and Account Managers throughout the sales, marketing, and renewal processes.
• Maintain ownership of data accuracy and organization across tracking tools and reports.

• Prepare, update, and maintain client and prospect spreadsheets, reports, and tracking tools.
• Assist with gathering information and preparing proposals, presentations, and marketing materials.
• Create and update client benefit guides, comparison documents, and enrollment materials.

• Track policy renewals, plan expirations, and key deadlines to ensure timely completion.
• Ensure accuracy, completeness, and consistency of all materials prior to distribution.
• Maintain accurate documentation within systems and shared databases.

• Coordinate with insurance carriers to obtain plan information and documentation.
• Communicate effectively with internal stakeholders regarding status and deadlines.

• Assist with prospecting activities including data collection, research, and pipeline tracking.
• Support team initiatives and additional duties as assigned.

• Identify opportunities to improve data tracking and workflow organization.
• Support consistent and efficient processes across team operations.

• Deliver accurate, timely, and high‑quality materials and reports.
• Maintain data integrity and organization across all systems.
• Support team efficiency and operational continuity.
• Build collaborative relationships across stakeholders.
• Demonstrate strong prioritization and attention to detail.

• Associate’s or Bachelor’s degree or equivalent experience.
• 1‑2 years of relevant experience preferred.
• Strong organizational and problem‑solving skills.
• Proficiency in Microsoft Excel and data management.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• Ability to obtain Life and Health (215) license.

• Experience supporting employee benefits or insurance teams.
• Familiarity with CRM or agency management systems.
• Relevant internship or coursework experience.

• Ownership & Accountability
• Data‑Driven Decision Making
• Process Improvement
• Collaboration & Communication
• Attention to Detail
• Time Management