Benefits Analyst I
Company: Morris & Garritano Insurance
Location: Irvine
Posted on: February 19, 2026
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Job Description:
Job Description Job Description Why Join M&G: We continue to
Win Awards and Achieve Honors for our Culture, Industry Expertise,
and Services Central Coast Best Places to Work by Pacific Coast
Business Times (2018-2025) Leaders of Influence – Insurance by
Orange County Business Journal (2023, 2025) Best Agencies to Work
for by Insurance Journal (2017-2019, 2021, 2024, 2025) NU Agency of
the Year by National Underwriters and PropertyCasualty360 (2018)
Big “I” Best Practices Agency by Independent Insurance Agents &
Brokers of America (2016-2025) 50 Fastest Growing Companies by
Pacific Coast Business Times (2017 – 2025) UBA Advisor Awards (2022
– 2023) About the Role: The Benefits Analyst plays a key role in
supporting both new and renewing group benefit programs by
delivering accurate cost analyses, data sets, and proposal
materials. This position is responsible for producing clear
comparisons and summarized insights that advisors depend on to
guide clients through important benefit decisions. Success in this
role requires exceptional organization, strong attention to detail,
and the ability to manage shifting priorities in a fast-paced
environment. As the analyst’s experience grows, they will develop
deeper expertise in carrier requirements, benefit plan structures,
and internal workflows. Accuracy, follow-through, and effective
collaboration with our sales team are essential to thriving in this
role. How You will be Compensated: $30-$44/hr Depending on
Experience Medical, Dental, Vision Insurance plans. We cover 98% of
the premiums for most individual plans Free Employee Assistance
Program Paid Holidays, Paid Sick Time, and Flexible Vacation Time
Paid Parental Benefits Disability and Life Insurance 401(k) with
50% match Flexible Spending Plan (FSA) and Health Savings Account
(HSA Who You Are: You are looking for a career path where you will
build on your analytical skills while contributing to impactful
work that benefits our clients as well as their employees You are
proactive, self-motivated, and eager to grow in increased
responsibilities You are both accommodating and analytical while
remaining adaptable to changes of pace You are meticulous with your
attention to detail and exercise discipline in your approach to
work You display patience and can adapt your communication style to
your audience You are serious minded with your responsibilities but
you enjoy a healthy sense of humor with your teammates and
colleagues What You'll Do: Support new business and renewal benefit
plans for small group medical and ancillary benefits Prepare,
organize, and audit census data, plan designs, rates, and carrier
materials Run medical side-by-side and employee cost comparisons
Assemble proposal materials and support medical and non-medical
quote requests Navigate insurance carrier portals to obtain rates,
plan information, and underwriting rules Maintain clean, accurate,
and audit-ready files across agency and carrier systems Provide
project and administrative support as assigned by department
leadership, including reporting, workflow improvements, and special
initiatives Progress into ownership of a defined small group book
of business by independently managing timely renewals, coordinating
carrier negotiations, and maintaining accurate files. Collaborate
with Sales, and internal teams to ensure timely execution of
projects and deliverables Protect confidential information and
comply with HIPAA requirements Your Qualifications: College degree
or equivalent work experience with data analysis and professional
communication of analytical results Strong Excel skills Familiarity
with healthcare benefits, insurance carrier systems, or independent
agency operations a plus
Keywords: Morris & Garritano Insurance, Cathedral City , Benefits Analyst I, Sales , Irvine, California
