Financial Analyst, Employee Benefits

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Job description

Title: Financial Analyst, Employee Benefits

Reports to: TBD

Location: Atlanta or Duluth, GA Or Indianapolis, IN (Hybrid)

Job Summary

Responsible for developing accurate and timely financial analysis for clients. Prepare various financial and quantitative analysis in support of Client Teams. Employ effective project management skills for balancing requests from multiple Client Teams, and for the efficient delivery of results. Requires effective communication skills for clearly explaining detailed analysis to Client Teams and Clients, and the ability to understand Client Teams/Client perspectives that can be reflected in the development of deliverables.

Responsibilities

• Develop monthly reporting for assigned clients
• Review monthly reporting for assigned clients, where others have developed reports
• Prepare IBNR analysis
• Produce underwriting analysis for client renewals and projections
• Support pharmacy rebate reconciliations
• Support Client Team strategy initiatives with evaluation of plan design alternatives, rate or employee contribution alternatives, risk profiles, benchmarking, data analytics, vendor change analyses, or program implementation or elimination (financial or quantifiable impact)
• Coordinate with vendors as needed to obtain necessary data for analysis
  

New Business Development

• Participate in new business activities and meetings as requested
  

Minimum Requirements

• Bachelor's degree or equivalent educational training or business experience
• College degree in insurance, math or related field preferred
• Aptitude for performing financial analysis for a benefits consulting or brokerage firm
  

KSAs (Knowledge, Skills, Abilities)

• Microsoft Office Suite experience including large data sets
• Able to effectively interface with internal and external customers
• Able to handle confidential information with maximum discretion
• Able to understand business principles and apply them accordingly
• Able to work independently and on a team within a fast-paced, deadline driven environment
• Career-focused
• Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency
• Detail-oriented, organized, efficient, and proactive
• Excellent written/verbal communication skills including communicating complex financial information
• High level of accountability and flexibility
• High-touch client orientation
• Open and willing to receive and give constructive critique
• Strong analytical and quantitative skills
  

Special Requirements

• Flexible to work outside normal working hours
  

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of

WHY JOIN US?

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
  

EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.