EB Benefit Analyst III

Requirements

Responsible for analyzing information and creating financial deliverables for clients with standard to complex benefit programs. Includes fully insured and self-funded clients.

• Prepare standard analyses with occasional customization.
• Perform technical analysis of group insurance contracts and financial arrangements.
• Serve as primary contact with insurance carriers. Negotiate and market coverage for new business quotes and renewals.
• Review and validate carrier renewal rating illustration.
• Analyze experience and claims utilization data for financial and plan usage conclusions.
• Identify trends and relationship of experience to renewal rating.
• Suggest action items.
• Write client facing Executive Summaries that provide observations, conclusions, recommendations, and next steps.
• Occasionally conduct analysis using USI internal and third-party external tools.
• Participate in peer review process as a participant and a reviewer.
• Occasionally participate in new Analyst onboarding training.

Qualifications

• 3 years + of experience in employee benefits or related field.
• High School Graduate. College degree preferred.
• Must hold or be willing to obtain a state Life & Disability insurance license.

Skills

• Strong written, verbal, and interpersonal communication skills.
• Working knowledge of Microsoft Office products, including Excel and Word.
• Ability to become proficient in internal analytic systems and carrier online reporting tools.
• Strong problem solving and critical thinking skills.
• Ability to carry out complex tasks with many concrete and abstract variables.

Benefits

• Medical, wellness, dental and vision.
• 401(k).
• Flexible spending and health savings accounts.
• Short and long-term disability.
• Life insurance.
• Other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit as well as paid holiday time.

Pay

• Competitive pay and incentives.
• Certified as a Great Place To Work two years in a row (2024-2025).

Schedule

• N/A.