Senior Financial Analyst

7 days ago

Los Angeles, California, United States Lockton Full time
Job Summary:

Lockton is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our client service team, you will be responsible for preparing and delivering comprehensive financial reports for client health benefit plans. Your analytical skills and ability to leverage data will help clients manage their health benefit plans with optimal financial efficiency.

Key Responsibilities:
  • Prepare routine financial reports for self-funded clients and review financial reports with clients.
  • Calculate loss projections, negotiate renewals, and set funding rates for self-funded clients.
  • Develop and use industry formulas to create models that analyze, illustrate, or project loss trends, complete feasibility studies, financial models, and pricing models, and evaluate benefits utilization and claims data to assist clients in developing cost management and health risk management strategies.
  • Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
  • Use financial modeler and other tools to predict the financial impact of health reform on client plans.
  • Calculate IBNR reserve estimates for self-funded clients.
  • Participate in program presentations to clients and prospects.
  • Understand and evaluate retiree medical and Medicare Part D liabilities.
  • Assist client team in evaluating stop loss RFP responses, negotiate contract terms and pricing with selected vendors.
  • Analyze and interpret client data warehouse information, identify cost or case management opportunities, and present recommendations to clients.
  • Prepare custom reports and analysis for specific client needs.
  • Maintain benchmarking data and leverage use of benchmarks across clients.
  • Serve as a Subject Matter Expert on underwriting and financial reporting, as well as stop loss contracts and vendors.
  • Leverage internal systems knowledge and utilization within the department and among clients.
  • Create new financial reporting templates and update computer databases to improve standard models used in analysis.
  • Calculate the allocation of insurance program costs to clients' individual operating units.
  • Participate in the negotiation of insurance program terms and costs.
  • Stay informed of insurance industry developments and products available in the marketplace.
  • Contribute to customer satisfaction and strive to improve service to the customer.
  • Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
  • Protect the confidentiality of information learned by performing the duties of the position.
  • Comply with Lockton procedures and policies.
  • Attend company, department, and staff meetings as required.
  • Attend position-related seminars/classes as required.
Requirements:
  • Bachelor's degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.
  • Previous benefits insurance brokerage/consulting experience and a minimum of five years' industry experience required.
  • Broad understanding of benefits underwriting guidelines gained through experience as an underwriter or other applicable experience, as well as familiarity with all lines of coverage.
  • Ability to compile, analyze, present, and interpret complex financial and statistical information to facilitate decision making and to understand and discuss the contents of corporate balance sheets and financial statements.
  • Willingness and ability to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance and/or other appropriate education, beyond the education requirements of licensing.
  • Personal presence to interface with senior leadership in client and prospect organizations, representing Lockton in the highest professional manner.
  • Organizational and time management skills to prioritize workloads to meet time-sensitive deadlines required.
  • Ability to communicate with tact and diplomacy.
  • Advanced skill in using computer application software for financial modeling, statistical analysis, spreadsheet calculations, word processing, and other database analyses.

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