Employee Benefits Financial Analyst

Bachelor’s degree from an accredited college or university preferred
Minimum two years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred
Must be a critical thinker, with strong communication, interpersonal, multi-tasking and organizational skills
Excellent verbal and written communication skills
Strong communication, interpersonal, multi-tasking, and organizational skills required
Must be thorough, detail-oriented and is responsible for working with confidential information
Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
Ability to function independently with minimal supervision

Provide analytical support to the Strategic Account Executives to meet the data and reporting needs of the firm’s clients.
Serve as a reporting and analytics Subject Matter Expert (SME) for internal and external stakeholders, providing information and guidance in resolving inquiries.
Develop routine reports for clients to include renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.
Create custom reports as needed to assist in answering customer inquiries, including plan cost variances, plan change analysis, claim history, claim projections, etc. and conduct complex analysis of data when required.
Prepare renewal information, which includes plan data, census, renewal history, obtaining renewal rates from the carrier, including any alternates, ensures commission schedule is correct.
Create bid specifications for carrier proposal requests, obtain proposals from carriers, and prepare analysis of proposal results.
Attend and participate in client meetings.

Bachelor’s degree from an accredited college or university preferred
Minimum two years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred