Business Analyst – Employee Benefits
Catholic Mutual Group · Omaha, NE · 3 days ago
On-siteAnalystFull-time
Key Responsibilities
- Track, analyze, and prepare internal and carrier reports, including monthly reports, ancillary reports, loss ratios, commission data, and annual meeting comparison materials
- Collect, compile, and format data for client requests, internal reporting, and annual meeting presentations
- Support new and renewal business by analyzing current plans, RFPs, proposals, and quotations
- Review spreadsheet comparisons, presentation materials, and benefit summaries
- Affiliate in the renewal process by securing pricing, reviewing proposals, validating comparative data, and presenting proposals to clients
- Conduct final accuracy reviews on new and renewal policies, brochures, certificates, and related documents
- Monitor and calculate commissions; coordinate with the Finance Department; and prepare annual premium/commission estimates
- Generate and distribute consulting invoices on monthly or quarterly schedules
- Participate in developing benefit strategies for renewals, including major plan changes
- Affiliate in resolving coverage issues and participate in vendor selection discussions
- Attend client and carrier meetings, stewardship meetings, and sales presentations
- Sustain strong client relationships
- Build and maintain productive relationships with carriers in service, underwriting, and claims functions
- Stay informed on industry trends, benefit legislation, and market practices
Qualifications
- Bachelor’s degree required
- 3–5 years of accounting or financial experience; experience as an analyst required
- Working knowledge of group insurance benefits across multiple product lines (self‑funded health, dental, life, accident)
- CEBS or REBC designation and/or Accident and Health license preferred
- Strong mathematical, analytical, and writing skills
- High proficiency in Microsoft Word, Excel, and PowerPoint
- Excellent customer service and client‑relationship skills
- Strong presentation skills with the ability to clearly communicate benefit solutions
- Familiarity with carrier products and underwriting guidelines
- Strong negotiation, organizational, and time‑management abilities