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Plan Analyst

Plan Analyst Opportunity

Cornerstone Municipal Advisory Group, LLC is located in Troy, MI. We are a health insurance brokerage agency in Michigan with a core focus on municipal governments. We are looking to expand our team by hiring a Plan Analyst. We are a privately held company that operates two business organizations with overlapping strategic interests.

The purpose of the Plan Analyst is to support the Broker and Account Manager in the servicing of existing accounts and acquisition of new accounts. The primary focus is to assist with account reporting, analysis, and annual renewals. Plan Analysts may also attend client or prospect appointments with the Broker in order to assist with preparation for renewal or sales presentations.

The Plan Analyst develops analysis and quotes coverage for the following lines of insurance coverage: Medical, Prescription Drugs, Dental, Vision, Life, Disability, Stop Loss. Much of the work that will be performed in this job will be ad hoc and will require the Plan Analyst to have strong multi-tasking abilities.

We offer a challenging and rewarding career opportunity in a high energy, fast paced environment. The importance of time management, organizational skills, attention to detail and teamwork cannot be overstated.

Salary range is competitive and is commensurate with experience. Compensation package will also include a performance bonus program. Full range of benefits offered including 401k plan, paid vacation and holidays.

Responsibilities Include:

  • Develop Strategic Time Table for select clients and make certain Broker and Account manager/director stay on track to this schedule (e.g., quarterly management report, annual renewal, pre-renewal meeting).
  • Meet with the Broker to plan approach for upcoming renewals (e.g., who to quote).
  • Obtain information necessary for renewal spreadsheet (i.e., census, billing statements, plan information, claims, etc.).
  • Analyze plans to determine potential savings, plan design comparability, and network comparability (this is done with incumbent carriers as well as through competitive quote situations).
  • Create and analyze market bids (all lines).
  • Complete renewal spreadsheet and review with Broker.
  • Assist Broker in preparing for renewal meeting (e.g., print final copies); attend meeting if requested.
  • Identify reporting requirements of specific clients; (e.g., some clients may want to zero in on a different PPO network, while others’ “hot buttons” may be prescription costs).
  • Run online proposals – through BCBSM, HAP, Priority Health, others.
  • Analyze self-insured claims.
  • Ad hoc reporting.

Position Requirements, must be proficient:

  • Oral and written communication
  • Analyze data
  • Financial reporting
  • Mathematics
  • Flexibility/adaptability
  • Customer service
  • Time management
  • Ability to Prioritize/Organizational
  • General business acumen
  • Ability to multi-task
  • Ability to work with a team
  • Ability to delegate when necessary
  • Ability to work in a changing environment

Systems Skills:

  • Typing
  • MS Word
  • MS Excel
  • MS Outlook
  • MS PowerPoint
  • Internet Research
  • Carrier applications

Knowledge and Understanding:

  • Understand the different plans, carriers, and options.

Qualifications and Experience:

  • 2+ years’ experience with group health insurance agency, preferred
  • 2+ years’ office experience, preferred
  • 2+ years’ experience in customer service related field, preferred
  • Bachelor’s degree in Finance or business, or equivalent work experience, preferred


For consideration, send resumes to