Executive Benefits Analyst - Individual Disability Insurance
Core
Administer individual disability insurance (IDI) plans for clients and participants, managing enrollment, renewals, data analysis, and financial reporting.
Role type
Senior IC benefits analyst (executive benefits)
Builds
Supplemental benefit programs (IDI) for clients and plan participants
Domain
Insurance / Employee Benefits
Required skills
IDI plan administration, census and policy data analysis, financial reporting and revenue recognition, client and carrier interface, master enrollment file management, Microsoft Office proficiency, process improvement
Preferred skills
AI tool usage, mentoring junior staff, training contributions
Responsibilities
Administer IDI plans including status changes, enrollment, implementation, and renewal; Audit and analyze census, policy, and plan data; Drive accurate financial reporting and revenue recognition; Interface with clients and carriers to support enrollments and renewals; Address participant inquiries; Prepare renewal files and documentation; Track tasks and deadlines; Offer ideas for process improvements
Seniority
Mid-Senior, hands-on IC with mentorship responsibilities
