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Financial Benefits Analyst - Hybrid (Charlotte or Raleigh, NC, Nashville or Knoxville, TN)

2 Locations💼 Full-time🗓 2026-07-21 → 2026-07-31

Core

Supports financial analysis for clients' group benefit programs, creating illustrations and reports to help clients evaluate plan options.

Role type

Financial Benefits Analyst

Builds

Benefit and financial illustrations, utilization reports, and monthly reporting deliverables for clients.

Domain

Insurance / Healthcare benefits

Deliverable

product features

Required skills

Data analysis, Microsoft Excel (intermediate to advanced), Microsoft Office proficiency, Group insurance knowledge (medical, dental, pharmacy, life, disability)

Preferred skills

Healthcare industry experience, Group insurance carrier/broker/consultant background, Database applications experience

Technologies

Microsoft Excel, Microsoft Office, Database applications

Responsibilities

Draft accurate exhibits for client meetings, Analyze data to identify plan design opportunities, Draft monthly reporting deliverables, Analyze industry benchmarks for client competitiveness, Maintain market information in internal databases, Develop relationships with carrier partners

Seniority

Mid-level, hands-on IC

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