Financial Resources Consultant - Employee Benefits National Accounts Underwriting
Core
Financial expert analyzing group insurance products (Life, Disability, Health, Vision, Dental) to develop competitive pricing strategies and financial recommendations for clients.
Role type
Senior IC financial resources consultant (group underwriting)
Builds
Client-ready financial reports, pricing strategies, and ROI analysis for group insurance programs
Domain
Insurance / Group Benefits / Actuarial Finance
Required skills
Group underwriting, financial analysis, pricing strategy, claim reserving, statistical modeling, data extraction, Excel expertise, presentation development
Preferred skills
Pricing Life & Absence Disability for large groups (>5k lives), experience with clients >2500 lives
Technologies
Microsoft Excel, MS Office Suite
Responsibilities
Analyze group products (Life, Disability, Health, Vision, Dental); serve as primary financial expert for account teams; negotiate with vendors for competitive costs; make complex claim picks and develop reserves; price self-insured products using data extracts; create client-ready reports and presentations; monitor book of business trends; develop statutory feasibility analysis
Seniority
Mid-Senior, hands-on IC