Underwriting and Financial Analyst, Employee Benefits

Job Description: • Analyze financial and contractual information for current and prospective clients. • Prepare financial deliverables, model renewals, evaluate utilization trends, and support client decision-making with data-driven insights. • Manage and prioritize analytical workflow to ensure accurate, timely deliverables. • Prepare and maintain financial dashboards for a book of business. • Conduct standard client analyses in alignment with the service calendar. • Collaborate with subject matter experts to deliver holistic client solutions. • Develop alternative plan strategies and cost-reduction opportunities. • Act as primary contact with carriers for marketing, quoting, and renewals. Requirements: • 2-3+ years of experience in employee benefits, insurance, or a related field. • College degree or CEBS designation preferred. • Life & Health insurance license, or willingness to obtain within 90 days of hire. • Ability to work in a fast-paced environment with some oversight and a high degree of accuracy and attention to detail. • Advanced proficiency in Microsoft Excel (formulas, modeling, formatting) with strong skills in Word and other MS Office tools such as Power BI. • Understanding and/or prior use of Claros, Blue Raven, or other actuarial modeling tools is ideal. • Technical experience with BenefitPoint, AI, Benefit Administration Systems, and Carrier Portals is preferred. • Strong analytical, problem-solving, and critical thinking abilities, with the ability to work with complex data and variables. • Excellent written, oral, and interpersonal communication skills. • Team-oriented, client-focused, and able to build effective working relationships with colleagues, carriers, and clients. • Commitment to staying current on industry trends, regulations, and emerging products. Benefits: • Employee Benefits • Competitive benefits package and variable pay programs Apply tot his job