Financial Analyst

4 weeks ago

Berwyn PA United States Alera Group Full time

 

The Financial Analyst & Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver highly competent client service.  The Financial Analyst & Underwriter will assist with a variety of projects and assist in guiding clients as they manage all financial aspects of their health and welfare benefits plans. 


  • Review and monitor ongoing plan performance and resulting client deliverables
  • Lead and/or support financial modeling, budgeting, and renewal projections
  • Robust knowledge and understanding of financial tools and workbooks
  • Assist with calculation of premium equivalent rates for self-funded clients
  • Support benchmarking and data analytics
  • Lead data analysis and due diligence reviews for new business efforts and client projects
  • Support key processes and internal activities to deliver client facing services
  • Apply mathematical concepts in detailed and complex situations
  • Maintain proper filing processes
  • Lead and/or support market review and negotiation for stop loss contracts and renewals
  • Build and maintain positive relationships with internal staff as well as external clients, insurance carriers, vendors, and retained subject matter experts
  • Seek continual growth and expansion of employee benefits and industry knowledge
  • Lead and/or support calculations for regulatory fees (i.e. PCORI)
  • Manage and execute other projects as assigned

  • PA Life and Health License (preferred and maintained as current)
  • Bachelors degree or equivalent experience
  • Proven history of self-direction, creativity, and ability to meet deadlines
  • Critical thinking, problem-solving and analytical skills
  • Excellent working knowledge of MS Office Suite (Word, PowerPoint, Outlook) with expert knowledge of Excel
  • Strong rapport building skills
  • Excellent follow though and attention to detail
  • Strong analytical skills and judgment
  • Excellent written, communication and presentation skills
  • Effective time management skills with strong organizational and prioritization abilities
  • Ability to work well in a fast paced, high pressure environment
  • May require travel to service clients
  • Ability to work extended hours during peak periods

We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

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PandoLogic. Category:Finance, Keywords:Financial Analyst, Location:Berwyn, PA-19312

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