Financial Analyst
1 day ago
About the Role:
Alera Group is seeking a highly skilled Financial Analyst - Underwriter to join their employee benefits team in a hybrid role. As a key member of the team, you will play a pivotal role in partnering with producers and the client service team on the analysis and presentation of client financial information related to the placement and retention of employee benefits.
Responsibilities:
- Collect, review, and analyze client reports from insurance carriers, data analytics systems, and other relevant sources, including claims reports, enrollment reports, utilization data, etc.
- Provide benchmarking and plan modeling using available tools and resources.
- Prepare and present financial information at client meetings, which may include renewal projections, premium calculations for self-funded clients, and budgeting and contribution strategies.
- Maintain and update team members and systems with gathered information and reports.
- Assist in the new business sales process by helping prepare RFPs, proposals, and presentations.
- Support the renewal and marketing process, including:
- Identifying plans up for renewal on a monthly basis.
- Gathering vendor information and client data for marketing purposes.
- Collaborating with the Client Service team to create RFPs and send them to carriers.
- Preparing proposal data for client presentations.
Qualifications:
- Bachelor's degree.
- Life and Health Insurance State License (required).
- Professional Certification preferred (GBA, PHR, CLU, CEBS, CBP).
- 3-5 years of experience in insurance carrier, benefits administration, and/or insurance brokerage roles.
Requirements:
- Intermediate to advanced knowledge in:
- Funding of employer healthcare (fully insured, self-funding, level funding).
- Healthcare plan structures (HMO, PPO, CDHP).
- Stop-loss insurance and pharmacy benefits.
- Dental, vision, life, disability, and wellbeing programs.
- Regulatory environment of employee benefit plans.
- Strong written and verbal communication skills.
- Intermediate understanding of statistical mathematics.
- Ability to set priorities, work independently, and achieve objectives with minimal supervision.
- Sound judgment and a willingness to take responsibility for results.
- High attention to detail and a track record of producing accurate work.
- Proficiency in computer skills, particularly MS Excel, including an understanding of formulas, functions, pivot tables, and charts.
- A passion for working collaboratively within a team-oriented environment.
- Exceptional relationship management and customer service skills.
- A commitment to upholding the highest standards of client data confidentiality.
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