Financial Analyst
Core
Provide financial reporting, analytics, and return on investment solutions for self-funded and ASO clients, focusing on cost management data and underwriting methods.
Role type
Financial Analyst (Employee Benefits)
Builds
Client-facing financial reports, renewal projections, and IBNR estimations
Domain
Insurance / Employee Benefits / Financial Consulting
Deliverable
dashboards & analysis
Required skills
Financial reporting, actuarial analysis, budgeting, data analytics, Microsoft Excel proficiency, carrier product knowledge
Preferred skills
Life and Health General Lines Insurance License, underwriting methods development
Technologies
Microsoft Excel, MS Office products
Responsibilities
Produce regular financial reporting and independent underwriting analysis; manage workflow for cases within the Employee Benefits team; assist in prospective client RFP responses and renewal presentations; obtain and compile client data from vendor partners; develop and maintain underwriting methods and techniques.
Seniority
Entry-level, <1 year experience