Associate Financial Strategist (Employee Benefits)

Essential Job Duties

• Performs core financial analytics in support of benefit strategy, renewals, and client decision-making.
• Executes claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Supports Financial Strategists on complex analytics and client deliverables.
• Facilitates renewal presentation meetings.
• Conducts market research and funding analysis to support strategic recommendations.
• Mentors junior analysts and leads small projects.

Qualifications

• Active Life & Health License
• Bachelor’s degree
• 3+ years relevant experience
• Understanding of funding models and carrier dynamics
• Core understanding of self-funded plans

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development