Financial Analyst & Underwriter - Alera Group
Berwyn, PA
About the Job
OVERVIEW
The Financial Analyst & Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver highly competent client service. The Financial Analyst & Underwriter will assist with a variety of projects and assist in guiding clients as they manage all financial aspects of their health and welfare benefits plans.
RESPONSIBILITIES
We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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The Financial Analyst & Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver highly competent client service. The Financial Analyst & Underwriter will assist with a variety of projects and assist in guiding clients as they manage all financial aspects of their health and welfare benefits plans.
RESPONSIBILITIES
- 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
- PA Life and Health License (preferred and maintained as current)
- Prior Employee Benefits experience required.
- Bachelors 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 though 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
- Ability to work extended hours during peak periods
We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-AM1
#LI-Hybrid
Source : Alera Group
