Financial Analyst, Employee Benefits
Core
Provide analytical support, data mining, and actuarial valuations for employee benefits clients, serving as a Subject Matter Expert for self-funded plans and complex reporting.
Role type
Senior IC employee benefits financial analyst
Builds
Custom reports, renewal submissions, carrier bid analyses, and experience reporting for client benefit strategies
Domain
Insurance brokerage / Employee benefits administration
Required skills
Self-funded plan expertise, actuarial valuation (AVs), ISL modeling, claims analysis, RFP management, carrier negotiation, data mining, benchmarking, client relationship management
Preferred skills
Group benefits marketing, advanced data analytics, strategic planning, mentorship
Technologies
BenAdmin, Snapshot 360, Health Insights, Infused Analytics (Cedar Gate), carrier proposal systems
Responsibilities
Develop routine and custom reports for client renewals and utilization; conduct complex claims analysis and contribution modeling; negotiate with carriers during RFP processes; perform actuarial valuations and ISL modeling; mentor junior analysts; manage a book of business with $2M–$2.5M revenue
Seniority
Senior, hands-on IC with mentorship duties
