Employee Benefits Financial Analyst
Core
Provide analytical support to Strategic Account Executives by developing routine and custom reports on plan costs, claims, renewals, and carrier proposals for insurance clients.
Role type
Mid-level IC benefits financial analyst
Builds
Client-facing data reports and carrier proposal analyses
Domain
Insurance brokerage / Employee benefits
Deliverable
dashboards & analysis
Required skills
Data analytics, report development, claims analysis, carrier proposal analysis, plan cost variance analysis, renewal data management
Preferred skills
Benefit brokerage experience, insurance administration, critical thinking, complex data analysis
Technologies
None explicitly stated
Responsibilities
Develop routine reports for clients including renewal information, utilization, and claims analysis; Create custom reports for plan cost variances and claim projections; Prepare renewal information and commission schedules; Create bid specifications and analyze carrier proposals; Attend client meetings
Seniority
Mid-level, hands-on IC