Junior Underwriting & Financial Analyst, Employee Benefits
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Job Location:
Syosset, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Junior Underwriting & Financial Analyst Employee Benefits
Job Summary
Seeking a motivated and detail-oriented Junior Underwriting & Financial Analyst to join a Employee Benefits team. This role will focus on managing and supporting employee benefits for clients including Medical Dental Vision Life AD&D Long-term Disability Short-Term Disability and Voluntary Benefits. The ideal candidate will have a strong analytical mindset excellent communication skills and the ability to work independently while delivering high-quality results. This is an in-office position with opportunities for professional growth in a fast-paced and dynamic environment.
Compensation Package
- Salary: $75000 annually
- 401(k): Yes
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 and employee contribution recovery models.
- Create benchmark data and trend analysis for clients.
- Make sound underwriting decisions based on financial results.
- Conduct proactive financial monitoring and review for assigned cases.
- Develop monthly financial reporting packages including premium claims membership commission and cash reconciliation information.
- Generate weekly monthly and quarterly financial statements and 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
- Education: Relevant degree or equivalent experience in finance insurance or a related field.
- Experience: Minimum of 1 years of experience in a similar role.
- Licenses/Certifications: Life and Health (L&H) license required.
- Technical Skills: Familiarity with Epic software is preferred but not mandatory.
- Soft Skills: Strong analytical abilities attention to detail excellent communication skills ability to work independently and a proactive approach to problem-solving.
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Required Experience:
Junior IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
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