Financial Analyst & Underwriter
Alera Group, Inc. - berwyn, PA
Apply NowJob Description
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: 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 Qualifications: 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 Equal Opportunity Employment: 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
Created: 2024-10-01