Senior Underwriting & Financial Analyst, Employee Benefits
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Job Location:
Syosset, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Senior Underwriting & Financial Analyst Employee Benefits
Job Summary
Seeking a highly skilled and experienced Senior Underwriting & Financial Analyst specializing in Employee Benefits to join a team. This role is an excellent opportunity for a professional with a strong background in financial analysis and employee benefits to contribute to a growing organization. The successful candidate will play a key role in managing and supporting employee benefits for clients with a focus on Medical Dental Vision Life AD&D Long-term Disability Short-Term Disability and Voluntary Benefits.
Compensation Package
- Salary: $95000 annually
- 401(k): Yes
- Comprehensive benefits package available
Responsibilities
- Prepare Requests for Proposals (RFPs) and analyze marketing results.
- Design distribute and evaluate responses to surveys and RFPs.
- Perform financial analysis including benefits cost projections plan design modeling alternatives and creation of employee contribution recovery models.
- Create benchmark data and trend analysis for clients.
- Make sound underwriting decisions independently based on financial results.
- Conduct proactive financial monitoring and review for assigned cases.
- Develop monthly financial reporting packages including detailed premium claims membership commission and cash reconciliation information.
- Generate weekly monthly and quarterly financial statements and/or projections.
- Assist in quarterly presentations to clients on the financial performance of insurance programs.
- Conduct new business financial evaluations as needed by the sales team.
- Provide timely courteous and accurate responses to inquiries conducting research when necessary and communicating results.
- Process all necessary paperwork in adherence to department workflows and procedures.
Qualifications/Requirements
- Minimum of 5 years of experience in a similar role.
- Life and Health (L&H) license required.
- Experience working with middle-market accounts including Medical Dental Vision Life AD&D Long-term Disability Short-Term Disability and Voluntary Benefits.
- Proficiency in financial analysis and underwriting.
- Strong analytical and problem-solving skills with the ability to create benchmark data and trend analysis.
- Experience with Epic software is preferred but not mandatory.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a team environment.
- Strong organizational skills and attention to detail.
- Must pass a background check prior to the start date.
Soft Skills
- Strong analytical and critical thinking abilities.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Detail-oriented with strong organizational skills.
- Proactive and solution-focused mindset.
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Required Experience:
Senior IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Financial Concepts
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
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