Financial Analyst/Underwriter, Health Insurance and Employee Benefits

3 weeks ago


Fort Worth, United States Higginbotham Insurance Agency Full time

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* (preferably with Large group experience) 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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