Financial Analyst - Remote

Overview

Join our dynamic Employee Benefits team in a pivotal support role that combines analytical prowess with client-focused service.

In Short

• Engage in daily data analysis and reporting tailored to client needs.
• Manage and review vendor reports for accuracy.
• Create comprehensive client-specific reports.
• Participate in meetings to discuss findings and strategies.
• Download and review monthly client experience reports.
• Prepare financial and utilization reports for clients.
• Assist Financial Consultants with report preparation.
• Attend client meetings and follow up on action items.
• Stay updated on employee benefits marketplace trends.
• Build and maintain relationships with clients and representatives.

Requirements

• Four-year college degree in Finance, Statistics, Mathematics, or related field.
• Strong analytical skills.
• Excellent organizational skills.
• Ability to prioritize tasks effectively.
• Strong knowledge of Microsoft Excel.
• Ability to communicate financial issues clearly.
• Experience in the group insurance marketplace is preferred.

Benefits

• Opportunity to work in a dynamic team environment.
• Engagement in meaningful client-focused work.
• Professional development opportunities.
• Remote work flexibility.