Client Placement Assistant
On-site · Cranston, Rhode Island, United States
Job Summary
In-office Client Placement Assistant role at Hilb Group in Cranston, RI supporting proposal development and data-driven client deliverables. Responsibilities include verifying and obtaining rates, preparing client-facing proposals across medical, dental, vision, life, disability, and other benefits; building Excel-based financial illustrations; coordinating with Account Managers and Consultants to assemble proposal packages; reviewing census data for accuracy; reconciling carrier invoices and data, maintaining file structures, and producing RFP responses and summaries. The role emphasizes data accuracy, adherence to standardized workflows, collaboration with internal teams and external partners, and ongoing development of Excel and analytic capabilities to support client needs and renewal processes.
Required Qualifications
- Bachelor’s degree preferred; equivalent work experience considered
- Advanced proficiency in Microsoft Excel; strong skills in other Microsoft Office applications (Outlook, Word, Teams, SharePoint)
- Highly organized with exceptional attention to detail; committed to producing error-free work
- Ability to work both independently and within a collaborative team environment
- Strong time-management skills with the ability to prioritize tasks in a fast-paced environment with tight deadlines
- Strong, professional communication skills
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