Marketing Analyst

Position: Employee Benefits Marketing Analyst
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary:

The Data & Systems Analyst supports the integrity and functionality of client benefit administration by managing data processes, eligibility reporting, policy validation, and system updates. This role ensures internal systems and client-facing platforms are accurate, aligned, and strategically maintained. The ideal candidate has strong attention to detail, systems knowledge, and the ability to collaborate across teams to deliver timely and accurate client support.

Essential Duties and Functions:
· Update and renew plans in BAM based on the Renewal Plan Decision communications.
· Maintain and manage individual policy details within BAM, including personal lines of coverage.
· Update AMS with fee agreements and coordinate client invoicing where applicable.
· Generate and distribute monthly analytics reports to clients, ensuring accuracy and clarity of the data.
· Conduct benchmarking analysis via mPloyer to support client strategy and renewal discussions.
· Administer client surveys as part of ongoing service evaluation and performance tracking.
· Maintain accurate Zywave portal access and contact information for each client.
· Ensure clients have up-to-date access to relevant tools, resources, and documentation.
· Maintain the Eligibility Master Sheet in Microsoft Teams to reflect accurate and timely enrollment data.
· Process manual lines of coverage and respond to eligibility or data discrepancies.
· Conduct thorough post–open enrollment audits across carrier, payroll, and Ben Admin systems.
· Submit updates and corrections as needed to maintain system integrity.
· Prepare and confirm the accuracy of payroll deduction reports.
· Deliver reports in coordination with client payroll schedules to ensure proper deductions.
· Coordinate with EBTech to gather build materials and support system renewals or new implementations.
· Participate in peer reviews and demos to ensure functionality, accuracy, and alignment with client expectations.
· Provide technical support and troubleshooting assistance as needed during onboarding or renewal.
· Review and verify final policy documents to ensure alignment with sold and implemented plans.
· Address and resolve any inconsistencies between sold coverage and policy issuance.

Competencies:

· Analytical- the individual collects data and can create and delivering an analytical presentation.
· Technical Skills- the individual pursues training and development opportunities, strives to continuously build knowledge and skills, and shares expertise with others.
· Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently, follows policies and procedures, supports organization’s goals and values.
· Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas, is a team player, and exhibits willingness to try new things.
· Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
· Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and can read and interpret written information.
· Problem solving—the individual identifies and resolves problems in a timely manner, develops alternative solutions, gathers, and analyzes information skillfully and maintains confidentiality.
· Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
· Quantity- the individual meets productivity standards, completes work in a timely manner.
· Adaptability—the individual adapts to changes in the work…