Job Description
Our client is seeking a dedicated and proactive Employee Benefits Financial Analyst to join their team.
Benefits
- Competitive salary: $65-90K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications:
- Bachelor's degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required or equivalent level of experience.
- 2-5 years of experience in a similar position with knowledge in healthcare insurance.
- Familiarity with basic financial reporting and basic medical terminology.
- Familiarity with basic statistics and understanding of risk and insurance concepts is preferred.
Responsibilities:
- Request new and renewal quotes for Accounts from carrier per RFP.
- Review quotes/rates to ensure accuracy and completeness.
- Negotiate rates with carriers at the direction of the Advisor or Account Manager.
- Coordinate and analyze information on spreadsheets and present best options for client to Advisor and Account Manager.
- Create marketing reports and graphs to support client presentation.
- Build rapport with carrier representatives and responds to email inquiries in a timely manner.
- Provide education on industry changes and specific carrier changes to client.
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