Note: The job is a remote job and is open to candidates in USA. HR Prospect is seeking a Financial Analyst to join their dynamic Employee Benefits team. This pivotal support role combines analytical prowess with client-focused service, engaging in daily data analysis and reporting tailored to meet client needs.
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
Skills
- 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
- Four-year college or university degree. Finance/Statistics/Mathematics or related studies is required
- Working knowledge of the group insurance marketplace
Company Overview