The Role

As a Health and Group Benefits Financial Analyst you will contribute to a wide variety of complex projects involving the design, financing, delivery, ongoing management and communication of the full spectrum of health and group benefit programs including medical, dental, life, disability, tax-advantaged accounts, voluntary benefits and flexible benefits. You will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.

Performance Objectives

Excellence

• Perform financial analyses including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
• Conduct benchmarking studies and other research; provide value added analyses and summaries
• Analyze and compare vendor products, services and contracts
• Prepare financial reporting packages including dashboards and annual reports
• Design, distribute and evaluate responses to surveys and RFPs
• Communicate and liaise effectively with colleagues and clients regarding data collection and project execution
• Prepare the first draft of deliverables for review by the consultant

People

• Build strong relationships internally and collaborate effectively on cross-functional teams
• Work with data and analytics subject matters experts to deliver meaningful, useful data
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Clients

• Deliver on projects to meet or exceed client expectations
• Increase efficiency within client teams by identifying ways to improve processes
• Begin to deliver financial reporting information direct to the client

Financial

• Deliver accurate and reliable claim reporting and financial modeling tools used to drive client decisions
• Contribute to sales and marketing efforts by drafting proposals and responding to RFPs

The Requirements

• Prefer some experience (could be as an internship) dealing with the financials of group health and welfare plans, ideally gained in a group benefit consulting/brokerage firm or group health underwriting or actuarial function (pricing/valuation) of an insurance company
• Well organized and detail oriented
• Strong written and verbal communication skills
• Ability to ask the right questions and seek help where appropriate
• Ability to respond to all communications effectively and in a timely manner
• Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
• Demonstrated leadership qualities
• Ability to work both independently and on client teams and enjoy a fast-paced environment
• Sense of accountability; owning one's work and taking pride in it
• Self starter; interest in continually challenging oneself and willingness to step outside of one's comfort zone
• Interest and ability to think beyond the task at hand and understand how one's work fits into the broader landscape
• Strong analytical and integrative skills including ability to draw conclusions and identify trends from data in a logical, systematic way
• Excellent Microsoft Office skills, particularly in Excel
• Bachelors degree required

EOE, including disability/vets