Associate Financial Consultant

Associate Financial Consultant

Requirements

• College degree or equivalent work experience.
• Minimum 3-5 years’ experience in brokerage, consulting, insurance, or corporate benefits environment
• Familiar with employee benefit products: medical, pharmacy dental, vision, disability and life
• Basic knowledge of health plan rating and underwriting concepts
• Knowledge of large group insured & self funded markets including captives, reference based pricing, etc
• Understands Consumer Directed Health Plans
• Accurate and high attention to detail
• Excellent analytical & problem-solving skills
• Excellent verbal and written communications skills
• Excellent presentation skills
• Excellent interpersonal skills
• Able to work independently and with a sense of urgency
• Able to work well in a team environment
• Ability to multi-task
• Knowledge of all Microsoft Office applications
• Current life & health license

Responsibilities

• Manage data collection process
• Prepare analytics and reporting of clients for client management team on a regular basis.
• Assist in developing, enhancing and maintaining underwriting methods and techniques.
• Perform data analysis and basic financial analysis.
• Conduct plan performance analysis.
• Develop claims projections for existing clients.
• Assist with financial modeling of plan design alternatives.
• Assist in developing client contribution strategies.
• Assist with carrier negotiations.
• Prepare FRP responses as directed and in conjunction with the sales team.
• Review contract benefits and rates.
• Perform accuracy review of plan information before sending to client.
• Assist in preparation and delivery of client presentations.
• Prepare client documents, including initial results report based on RFP responses.
• Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.

Preferred Qualifications

No preferred qualifications provided.