Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients.
Review the source documents for accuracy and ensure that they include all the required data for that specific report.
Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions.
Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients.
Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients.
Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy.
Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace.

Bachelors in Risk Management and Insurance, Actuarial Science, Finance, Statistics, Mathematics is highly preferred
3 years of related experience with an employee benefits consultant/ broker or medical insurance carrier
Strong Analytical Skills
Ability to prioritize and Excellent organizational skills
Working knowledge of the group insurance marketplace is preferred but not required
Strong knowledge of Microsoft Excel
Proficiency with Power Query, Power BI and Visual Basic.

Financial Analyst – Employee Benefits

Key skills