Financial Benefits Analyst

Role Overview

• Delivering high-quality financial, utilization, and benchmarking analysis to support client strategy, renewal planning, and ongoing service needs
• Developing accurate reporting, analyzing trends, and translating data into actionable insights
• Producing timely, accurate analytical deliverables that support client retention and growth initiatives
• Supporting complex client accounts through collaboration with Producers, Benefits Consultants, and Account Managers
• Maintaining accurate, current, and organized market and client data within internal systems

Requirements

• 4+ years of relevant experience in benefits analytics or financial analysis
• Bachelor’s degree required; Business, Finance, Math, Accounting, or related field preferred
• Proficient in Microsoft Office products, required
• Intermediate to advanced proficiency in Microsoft Excel, required
• Experience in the healthcare industry with a group insurance carrier, broker, or consulting firm preferred
• Strong knowledge of group insurance products including medical, dental, CDHP, pharmacy, life, and disability
• Active Health Insurance (Life & Health) license required

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Employee perks and discounts