About Us
ExperINS is a modern benefits brokerage built for growing businesses that want to take care of their people and fuel their growth. We help companies build bold benefit strategies that align with their business goals — and then deliver them with white-glove, people-first service.
We’re not tied to insurance carriers. We sit on the same side of the table as our clients. We bring clarity, confidence, and strategy to an industry that’s often anything but.
Job Description
About the Role
Enjoy turning messy data into clean, client-ready insights? Want to build systems that make work faster and smarter?
We’re hiring a Data & RFP Analyst to support our Client Service team at ExperINS. This role sits at the center of our busiest work, managing RFPs, building high-quality Excel deliverables, and improving how we handle data across the business.
The Data Analyst supports business growth and client retention by transforming data into actionable insights, improving internal processes, and delivering analytics that strengthen sales opportunities, renewal strategy, and ongoing client consulting.
You’ll own critical workflows during peak seasons, while also helping us automate, streamline, and scale how we operate.
This is not just execution. This is building better systems.
What You’ll Do
Core Execution
- Partner with Sales team through diligence review. Prepare prospect and finalist claims and benchmarking reporting. Create executive-ready charts, exhibits and presentation materials for prospect and finalist presentations.
- Manage multiple RFPs at once and proposal processes through data gathering, formatting, quality review, and deadline coordination
- Develop renewal and prospect analytics including contribution modeling, plan comparisons, rate analysis, and cost projections
- Support service team by gathering data including plan performance materials, benchmarking, contribution strategies, and renewal projections
- Prepare client-ready reporting and presentation materials for pre-renewal, renewal, and strategic planning meetings
Automation & Process Improvement
- Build and maintain Excel macros, templates, and automated workflows
- Identify inefficiencies and redesign processes to reduce manual work
- Standardize templates, data inputs, and file structures across the team
- Improve turnaround time, consistency, and scalability of RFP execution
- Help create repeatable systems that make high-volume work easier to manage
Data Systems, SQL & Python