Employee Benefits - Financial Analyst
Location :
Chicago, IL
Job Type :
Direct
Hours :
Full Time
Required Years of Experience :
2
Required Education :
College Degree, Finance, Actuarial, Mathematics
Travel :
No
Relocation :
No
Job Description :
- Assist the Financial Analyst team in day-to-day operations
- Retrieve, compile and analyze financial data from various online resources
- Organize and catalog reporting obtained by actuarial team and other vendor relationships
- Monitor and maintain schedule of deliverable reports from the financial analyst team
- Assist in the benefit renewal/marketing process
- Gathering information from vendor and client
- Preparing RFPs and following through with involved parties
- Preparing spreadsheets & proposals for client presentations
- Assist with framework/shell of various (renewal, strategy and claims reviews) presentations
- Assist and support new business prospects with analysis
- Benchmarking, spreadsheeting, observations & savings opportunities
- Help with evaluation and streamline day-to-day activities
- Brining outside ideas and efficiencies to the team.
Required Qualifications :
- Working knowledge of group medical and dental insurance
- One to two years account management or equivalent education or training
- Understanding of the medical renewal cycle that includes building an RFP
- Accurately spreadsheeting a medical quote
- Intermediate knowledge of the structure of group medical and dental plans
- Understanding components of Benefit designs
- Proficiency in MS Excel, with intermediate understanding of formulas, functions, pivot tables and charts required.
- Undergraduate college degree preferred
- Life and Health Insurance State License; company will support further educational pursuits
- Basic to intermediate understanding of statistical mathematics
- Ability to establish priorities, work independently
- Excellent written and verbal communication skills
- Highly organized and detail oriented
- Enjoys working in, and actively helps to support and cultivate, a collaborative team
- Ability to multi-task and shift priorities as necessary with high sense of urgency
- Strong relationship management skills and excellent customer service skills