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

Our Newest Opportunity:

Summary:

The Financial Benefits Analyst supports all aspects of financial analysis related to clients’ group benefit programs. The Financial Benefits Analyst works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans.

• Drafts accurate exhibits for quarterly and annual client meetings
• Drafts client utilization reports using various carrier reporting methods. Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns
• Drafts monthly reporting deliverables for clients.
• Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry.
• Develops and maintains strong working relationships with carrier partners
• Maintains accurate, current, organized, and complete market information in internal databases
• Assists team and clients as necessary with special projects

• Ability to analyze data and recognize analytical patterns
• Strong verbal and written communication skills
• Ability to effectively handle multiple and changing client priorities and deadlines
• Excellent interpersonal skills
• Ability to thrive in a fast-paced environment

Education, Training and Experience:

• 2-3 years of experience
• Bachelor’s degree, required; Business, Finance, Math, Accounting, or related field, preferred
• Proficient in all Microsoft Office products, required
• Intermediate to advanced proficiency in Microsoft Excel, required
• Experience in the healthcare industry working for a group insurance carrier, broker, or consultant, preferred
• Knowledge of group insurance including medical, dental, CDHP, pharmacy, life, and disability products, strongly preferred
• Experience with database applications, a plus

Other:

License preferred

City and County of San Francsico

City of Los Angeles

County of Los Angeles