Analyst

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary:

The Analyst will participate in a company-provided training program introducing all aspects of health and welfare benefits and the financial methodology to analyze benefit costs. The analyst will work within assigned teams to perform daily account service for all assigned clients. Supports the development of the firm’s work products that benefit all clients, including the production of surveys and research on employee benefit topics and benchmarking.

Essential Duties and Functions:

• With oversight, provides technical support for projects and client engagements.
• Performs data & financial analytics with oversight, working toward the ownership of monthly financial reports and initial budget underwriting for less complex clients; seeks and documents peer review on all work.
• Coordinates the activities of RFPs with oversight, implementations, and renewals; develop and present results comparisons for presentation to clients.
• Conducts benefits benchmarking research and analysis
• Assists in the review of internal compliance and client disclosure requirements, summary plan documents, and employee communications to ensure alignment with client expectations, legal requirements, and documentation with clients’ vendors where appropriate.
• May participates in some client calls and meetings as directed by team leads and ensures documentation of call notes and follow-ups.
• Seeks to become current on industry trends and information, new product development, legislation, coverages, and technology.
• Provides excellent customer service to all clients.
• Promotes teamwork, support, and a positive attitude in the office and with other teammates.

Competencies:

• Learning Agility – Demonstrates curiosity and seeks to understand health and welfare benefits and financial analysis applications. Seeks to understand client issues and our approach to solving them. Asks thoughtful questions and applies feedback. 
• Organization & Execution – Plans and manages time effectively, follows through on tasks, and delivers high-quality work on deadline. Coordinates proactively with teammates.
• Communication – Writes and speaks clearly. Adapts communication for the audience. Listens actively and responds appropriately. 
• Team Collaboration – Contributes positively to team culture. Open to others’ ideas. Engages in a respectful and inclusive way. 
• Proactive Mindset – Takes initiative in small ways—asks to help, anticipates team needs, and flags issues early. 
• Adaptability – Embraces change and adjusts priorities or work style as needed. 

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• Bachelor's degree
• Excellent communication, interpersonal, and organizational skills
• Ability to prioritize and manage multiple tasks in a demanding work environment
• Proficient with MS Office, including Excel, Word, and PowerPoint
• Life and Health license in good standing, required within 90 days of hire

Physical Requirements Necessary on a Regular Basis

• Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk 7 – 8 hours per day.
• Reliable transportation to and from work.

Pay Range

$34 - $36 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.