Health Insurance Broker Analyst
 
Our client, an independent insurance brokerage firm in Lakewood, NJ, is seeking a Health Insurance Broker Analyst to join their growing team. This agency represents 30+ major carriers, serving over 1,000 business groups and 20,000+ individuals across healthcare, technology, logistics, and energy industries. This is an excellent opportunity for a benefits professional looking to leverage their analytical skills while working with diverse clients and carriers in a collaborative, tech-forward environment!
 
Broker Analyst Responsibilities:

• Submit and manage RFPs to multiple insurance carriers across various funding models including open market, self-funded, level-funded, level-select, and PEO options
• Research and analyze insurance policies from carriers, comparing premiums, deductibles, and coverage options to recommend best-fit solutions for clients
• Analyze data related to commissions, usage metrics, and claims to provide actionable business insights and support strategic decision-making
• Serve as liaison between clients, internal broker teams, and 30+ insurance carriers to resolve issues and ensure smooth account operations
• Assist in implementing and optimizing CRM and quoting systems including user acceptance testing (UAT), developing training materials, and gathering user feedback
• Prepare and maintain compliance documentation for applications and renewals, ensuring all plans meet state and federal regulations (ACA, COBRA, ERISA)
• Act as point of contact for client communication regarding claims issues, renewals, and plan adjustments
• Stay current on insurance industry trends, new products, and regulatory changes to provide informed recommendations

 
Broker Analyst Requirements:

• 3+ years of experience in the health insurance industry with strong benefits knowledge
• Experience submitting RFPs across multiple funding models (self-funded, level-funded, PEOs) - required
• Advanced Excel skills including formulas, pivot tables, and data analysis
• Proficiency with CRM systems and HRIS platforms
• Bachelor's degree preferred

 
Benefits:

• Competitive health, dental, and vision insurance
• M-F 9 am - 5 pm schedule with Friday afternoons remote
• 80 hours of flex holidays, 1 week sick 1 week PTO (4 weeks including Jewish holidays)

 
Salary:

• $90,000 - $110,000 plus up $10k annual bonus

 
Location: Lakewood, NJ