Financial Analyst, Employee Benefits

Financial Analyst Employee Benefits

If you love digging into data and are just as energized by explaining what it means this might be

the role for you. As a Financial Analyst on our Employee Benefits consulting team youll be the

person who turns claims reports renewal models and carrier proposals into clear actionable

guidance for your teammates and for clients.

Job Responsibilities

Claims & Experience Analysis

Youll keep a close eye on how our clients plans are performing - monitoring monthly claims

across medical pharmacy dental and vision tracking utilization trends and flagging cost

drivers before they become surprises. Youll turn that data into clear reports and dashboards for

both internal teams and clients.

Financial Modeling & Forecasting

Youll build and maintain underwriting and financial models to project renewal costs explore

plan design alternatives and support multi-year cost planning. The goal isnt just accurate

outputs; its making sure those outputs are presented in a way that actually helps clients make

decisions.

Market Analysis & Carrier Quoting

Youll prepare RFPs and underwriting submissions analyze carrier and stop-loss proposals and

build the side-by-side comparisons that guide client choices.

Plan Strategy & Risk Review

Youll contribute data-driven thinking to client strategy conversations by modeling plan design

changes contribution strategies and employee cost-sharing scenarios. Youll help prepare

renewal scenarios that walk clients through the range of outcomes so they can make confident

informed decisions.

Reporting Innovation & Cross-Team Collaboration

Youll be part of something exciting: partnering with our internal Data & Engineering Team as

they build software to automate our monthly and quarterly claims reporting. Youll validate

outputs flag anomalies and provide the real-world feedback that shapes the final product.

Team Collaboration & Development

Youll work closely with Financial Consultants and Account Managers contributing to the

accuracy and quality of client deliverables. Youll participate in team knowledge sharing look for

ways to improve processes and grow into an even more valuable contributor over time.

Note: The position is hybrid coming into the Detroit office 1-3 days per week.

About You

People who thrive in this position:

Are genuinely interested in employee benefits - you find this industry meaningful and

want to keep learning.

Love working with data and get just as excited about communicating what it means.

Can translate complex financial concepts into language that resonates with non-

financial audiences.

Hold your own work to a high standard; accuracy matters to you.

Enjoy collaborating and are a reliable engaged teammate.

Thrive with multiple projects in motion and know how to prioritize.

Are curious growth-oriented and always looking for ways to add value.

Education Training and Experience

Bachelors Degree in Mathematics Actuarial Science Finance Economics or a related

field.

Four to six years of experience in employee benefits financial analysis consulting or a

closely related role.

Prior experience at an employee benefits brokerage or consulting firm is required.

Demonstrated ability to build financial models and communicate results to non-technical

audiences.

Solid knowledge of group insurance products: medical dental vision life and disability.

Working knowledge of benefits financial concepts: stop-loss self-funding claims

analysis and plan design modeling.

Strong project management skills and a track record of delivering accurate work on

deadline.

Familiarity with compliance requirements for employer-sponsored health plans: PPACA

COBRA HIPAA ERISA etc.

Exceptional Excel skills and comfort with the broader Microsoft Office suite. Asana Box

Salesforce and/or Craft experience is a bonus.