Job Description:
• Analyze financial and contractual information for current and prospective clients.
• Prepare financial deliverables, model renewals, evaluate utilization trends, and support client decision-making with data-driven insights.
• Manage and prioritize analytical workflow to ensure accurate, timely deliverables.
• Prepare and maintain financial dashboards for a book of business.
• Conduct standard client analyses in alignment with the service calendar.
• Collaborate with subject matter experts to deliver holistic client solutions.
• Develop alternative plan strategies and cost-reduction opportunities.
• Act as primary contact with carriers for marketing, quoting, and renewals.
Requirements:
• 2-3+ years of experience in employee benefits, insurance, or a related field.
• College degree or CEBS designation preferred.
• Life & Health insurance license, or willingness to obtain within 90 days of hire.
• Ability to work in a fast-paced environment with some oversight and a high degree of accuracy and attention to detail.
• Advanced proficiency in Microsoft Excel (formulas, modeling, formatting) with strong skills in Word and other MS Office tools such as Power BI.
• Understanding and/or prior use of Claros, Blue Raven, or other actuarial modeling tools is ideal.
• Technical experience with BenefitPoint, AI, Benefit Administration Systems, and Carrier Portals is preferred.
• Strong analytical, problem-solving, and critical thinking abilities, with the ability to work with complex data and variables.
• Excellent written, oral, and interpersonal communication skills.
• Team-oriented, client-focused, and able to build effective working relationships with colleagues, carriers, and clients.
• Commitment to staying current on industry trends, regulations, and emerging products.
Benefits:
• Employee Benefits
• Competitive benefits package and variable pay programs
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