Employee Benefits Financial Analyst
Core
Provide financial consulting guidance and support for employee benefit clients by analyzing financial metrics, utilization data, and benchmarks.
Role type
Financial Analyst (Employee Benefits)
Builds
Monthly financial reports, renewal proposals, and alternative funding options for client benefit plans.
Domain
Insurance / Employee Benefits
Deliverable
dashboards & analysis
Required skills
Financial analysis, Excel (expert), reporting development, demographic analysis, claims review, contract negotiation support, plan change recommendations
Preferred skills
Life/Health insurance licensing, proactive client engagement, independent judgment
Technologies
MS Office Suite, Microsoft Excel
Responsibilities
Review monthly financial reports and utilization metrics; customize reporting requirements; support consultants in preparing meeting requests and contract materials; assist in prospective client presentations; perform demographic analysis and claims reviews; execute miscellaneous client projects.
