Financial Analyst, Employee Benefits
Core
Develop accurate and timely financial analysis, reporting, and quantitative analysis for employee benefit account teams and clients.
Role type
Financial Analyst (Employee Benefits)
Builds
Monthly reporting, IBNR analysis, underwriting analysis, data warehouse reports, and plan performance analysis.
Domain
Insurance / Employee Benefits
Deliverable
dashboards & analysis
Required skills
Financial analysis, quantitative analysis, project management, data analytics, Microsoft Office Suite, vendor coordination
Preferred skills
Insurance or risk management background, business principles application, complex financial communication
Responsibilities
Develop and review monthly reporting for assigned clients, Prepare IBNR analysis, Produce underwriting analysis for client renewals and projections, Produce data warehouse-based reports, Support Client Team strategy initiatives with evaluation of plan design alternatives, Coordinate with vendors to obtain necessary data
Seniority
Individual Contributor
