Employee Benefits Reporting Specialist

Key Responsibilities

• Track, analyze, and prepare internal and carrier reports, including monthly reports, ancillary reports, loss ratios, commission data, and annual meeting comparison materials
• Support new and renewal business by analyzing current plans, RFPs, proposals, and quotations
• Review spreadsheet comparisons, presentation materials, and benefit summaries
• Aid 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
• Maintain and update pharmacy rebate information and Buying Alliance savings
• Generate and distribute consulting invoices on monthly or quarterly schedules
• Develop benefit strategies for renewals, including major plan changes
• Resolve coverage issues and participate in vendor selection discussions
• Attend client and carrier meetings, stewardship meetings, and sales presentations
• Solicit new business and maintain strong client relationships

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

Benefits

• Competitive salary
• Paid holidays, vacation, and sick leave
• 403(b) retirement plan with company match
• Paid life and AD&D insurance (5x annual salary) and long-term disability coverage
• Paid job-related continuing education
• Comprehensive medical, dental, and vision insurance
• 36-hour work week with Friday afternoons off
• Hybrid work schedule and flexible hours available after initial training
• Relaxed business casual dress code