Financial Benefits Analyst
Job Description
REQUIREMENTS
- 1-3 years experience working in the benefits consulting or healthcare industry
- Highly proficient in MS Excel, Word, and PowerPoint
- Equivalent professional experience
Preferred
- Life & Health Producer’s License
- Certification in data analysis or MS Excel
- Extensive experience with pivot tables, VLOOKUP/HLOOKUP, INDEX/MATCH, conditional formatting, and data validation
- Basic understanding of funding methodologies (including self-funded, level funded and fully insured) and underwriting
RESPONSIBILITIES
- Navigate carrier portals for data acquisition and development of client financial reporting dashboards
- Assist in building and updating Consulting-related tools and templates
- Work collaboratively with consulting and sales teams to provide financial related support
- Create ad-hoc analyses for informed client decisions
- Prepare financial analyses and exhibits for customer presentations
- Support the peer review process for data accuracy
- Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams
- Effectively manage multiple projects while meeting deadlines
- Develop strong relationships with cross-functional teams and third party solution partners
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