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Financial Analyst/Underwriter, Health Insurance and Employee Benefits
2 months ago
Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits
Financial Analyst .
Tasks:
Evaluates the financial risk of medical & ancillary benefits for clients and prospective clients
Proficiently communicates with internal/external customers using web-based tools
Uses group experience and demographic analysis to drive future strategies such as plan changes, stop loss levels, funding changes, & contributions
Creates RFPs for carriers and manages the financial part of the renewal
Evaluates and explains financial analyses to internal benefit analysts/producers
Presents explanation of financial analyses/strategies to external clients
Specific Knowledge, Skills and Abilities:
Underwriting experience required
Advanced proficiency in Excel (VLOOKUPs, Formulas, Charts, Graphs, Pivot Tables)
Excellent knowledge of multiple types of health plan funding arrangements
Excellent written and verbal communication skills
Exceptional organizational and multitasking skills
Understanding of the client/broker/carrier relationship
Proven experience with time management in various positions
Proficiency in a variety of computer applications, as well as CRM Data entry systems
Demonstrated dedication to providing superior customer service and gaining client loyalty
Proficiency in mentoring, training, and presentation skills
Experience and Education:
Undergraduate degree
3+ years industry-specific experience
5+ years retail and customer service experience
Location: ( Texas based) In office, hybrid or remote (dependent upon candidate and their skillset)
Houston, TX
Dallas, TX
Fort Worth, TX
Remote Opportunities available for Qualified Candidates
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