Financial Analyst

Financial Analyst, Employee Benefits

We are currently seeking a Financial Analyst in our Employee Benefits department. The role involves reviewing and analyzing client information to uncover insights that enable clients to make informed decisions about their benefit offerings, collaborating with internal Benefit Advisors and insurance carrier contacts to ensure timely and accurate delivery of client service standards. Training will be provided to teach you the necessary skills.

Responsibilities

• Work as a team with Employee Benefit Advisors to retain assigned book of business by providing superior analysis and service in a timely manner
• Accurate maintenance of client records
• Review monthly and quarterly reports produced for clients
• Renewal analysis, negotiations and custom presentation creation
• Identify claiming patterns and highlight changes or results outside the norm

Qualifications