Financial Reporting Analyst/Underwriter, Health Insurance and Employee Benefits

2 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 anEmployee BenefitsFinancial Reporting 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
  • State Life & Health license preferred
  • 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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