Benefits Analyst

3 weeks ago

Cincinnati, United States Risk Strategies Full time

The Benefit Analyst assists in all aspects of day-to-day client management as directed by members of the team. The Benefit Analyst supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client's needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation.

The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Primary Responsibilities and Duties

  • Benefit Analyst does not directly manage any clients
  • Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed
  • Fully support the Team Leader and Account Managers
  • Assists in the project management of all assigned clients
  • Participates, as appropriate, on client conference calls with team members
  • Direct interaction with clients on day to day questions
  • Attends vendor meetings and participates in internal and external training(s)
  • Responsible for managing components of project (tasks)
  • Ensures accuracy of preliminary proposals and develops summary spreadsheets, as needed
  • Develops and assists in any marketing efforts, including follow-up with insurance carriers
  • Reviews SPDs/contracts for technical accuracy
  • Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources
Requirements and Qualifications
  • BA/BS preferred
  • Displays a commitment to professional growth and development; including training and mentoring.
  • Excellent organizational skills, accuracy, and attention to detail
  • Capacity to multitask, manage competing priorities with strong time management skills
  • Accepts responsibility and accountability for assigned projects
  • Strong client service orientation and ability to respond to all communications effectively and in a timely manner
  • Ability to work at a fast pace, both independently and in a team environment
  • Strong Microsoft Excel, Word and PowerPoint skills
Physical Demands and Work Environment
  • While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
  • The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud.


Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America's Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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