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Financial Analyst

2 months ago

Berwyn, Pennsylvania, United States Alera Group Full time
Financial Analyst & Underwriter Role

We are seeking a highly skilled Financial Analyst & Underwriter to join our client account team at Alera Group. As a key member of our team, you will work closely with our Consultant and Producer to deliver exceptional client service.

Key Responsibilities:
  • Assist with a variety of projects, including financial modeling, budgeting, and renewal projections.
  • Review and monitor ongoing plan performance and resulting client deliverables.
  • Lead and/or support financial modeling, budgeting, and renewal projections.
  • Robust knowledge and understanding of financial tools and workbooks.
  • Assist with calculation of premium equivalent rates for self-funded clients.
  • Support benchmarking and data analytics.
  • Lead data analysis and due diligence reviews for new business efforts and client projects.
  • Support key processes and internal activities to deliver client-facing services.
  • Apply mathematical concepts in detailed and complex situations.
  • Maintain proper filing processes.
  • Lead and/or support market review and negotiation for stop loss contracts and renewals.
  • Build and maintain positive relationships with internal staff as well as external clients, insurance carriers, vendors, and retained subject matter experts.
  • Seek continual growth and expansion of employee benefits and industry knowledge.
  • Lead and/or support calculations for regulatory fees (i.e. PCORI).
  • Manage and execute other projects as assigned.

Requirements:

  • PA Life and Health License (preferred and maintained as current).
  • Prior Employee Benefits experience required.
  • Bachelor's degree or equivalent experience.
  • Proven history of self-direction, creativity, and ability to meet deadlines.
  • Critical thinking, problem-solving, and analytical skills.
  • Excellent working knowledge of MS Office Suite (Word, PowerPoint, Outlook) with expert knowledge of Excel.
  • Strong rapport building skills.
  • Excellent follow-through and attention to detail.
  • Strong analytical skills and judgment.
  • Excellent written, communication, and presentation skills.
  • Effective time management skills with strong organizational and prioritization abilities.
  • Ability to work well in a fast-paced, high-pressure environment.
  • May require travel to service clients.