Financial Consultant, Employee Benefits

Essential Responsibilities

• Provides Financial/Clinical consulting to clients with respect to their employee benefit health and welfare plans.
• Responsible for presenting financial/clinical data to clients.
• Runs and Analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients.
• Provides complex reporting, presenting results to clients.
• Participates in development of financial reporting enhancements.
• Assists in development of new CLUE reporting.
• Takes prominent role in the development and enhancements of new and existing client budget, financial and clinical analysis and tools.
• Builds and maintains Financial/Clinical models to support client account teams.
• Mentors and trains junior staff, as necessary.
• Recommends complex strategic and tactical initiatives based upon clinical and financial data.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: 5-7 years applicable experience, preferably in the insurance industry [at a brokerage or provider organization].
• Licensing: Active state specific Life & Health Insurance agent’s license required or the ability to acquire license within three months of hire.
• Skills & Technical Competencies: Key skills for effective client consulting include a solid grasp of insurance principles to meet strategic needs, strong client management to prioritize and deliver impactful solutions, and sharp analytical abilities to identify and resolve issues efficiently.

Here’s a Little Bit About Us

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Benefits

• Core benefits: Health, dental, and vision coverage.
• Additional benefits: Paid Parental Leave, supportive New Parent Benefits, Company-paid continuing Education & Tuition Reimbursement, 401k Profit Sharing, generous time off practices, paid Volunteer time off, and employee matching gifts to charities.
• Discretionary bonus opportunity: An annual opportunity to make more money.

Consistent merit increase and promotion opportunities

Employees are reviewed annually for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.

Equal Opportunity Employer