Financial Analyst (Remote)
Summary of Role: Join our dynamic Employee Benefits team in a pivotal support role that combines analytical prowess with client-focused service. As a key member of the team, you will engage in daily data analysis and reporting, tailored to meet the unique needs of our clients. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. This role is ideal for detail-oriented professionals passionate about data-driven decision-making and exceptional client service.
Essential Duties and Responsibilities:
- Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients.
- Review the source documents for accuracy and ensure that they include all the required data for that specific report.
- Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions.
- Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients.
- Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients.
- Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy.
- Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace.
- Build and maintain solid relationships with clients as well as carrier sales representatives and account managers.
Knowledge, Skills and/or Abilities:
- Ability to correspond on all financial issues in a clear, concise and persuasive manner.
- Effectively establish rapport, present information and respond to questions from managers, clients and coworkers.
- Strong Analytical Skills.
- Ability to prioritize.
- Excellent organizational skills.
- Strong knowledge of Microsoft Excel.
- Working knowledge of the group insurance marketplace is preferred but not required.
Education and/or Experience:
- Four-year college or university degree. Finance/Statistics/Mathematics or related studies is required.
This is the Remote Position, however only shortlisted candidates will be contacted
Remote
Skills:
Analysis Skills, Customer Experience, Customer Relations, Customer Support/Service, Data Analysis, Detail Oriented, Employee Benefits, Establish Priorities, Finance, Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Insurance, Insurance Documentation, Internet Portal, Mathematics, Microsoft Excel, Organizational Skills, Persuasion Skills, Regulations, Sales, Sales Management, Statistics
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