The Mid-Market Benefit Analyst assists in all aspects of day-to-day client management as directed by members of the team. The Benefit Analyst supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation.
The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.
Your Impact:
- Benefit Analyst does not directly manage any clients
- Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed
- Fully support Consultants, Account Executives and Account Managers, including assigned tasks such as Forms 5500, policy review, gathering monthly carrier reporting, updating appropriate software with client information (e.g., BenefitPoint, AMS, etc)
- Assists in the project management of all assigned clients
- Attends client meetings/conference calls regularly with team members
- Direct interaction with clients on day to day questions
- Attends Consultant and Vendor meetings and participates in internal and external training(s)
- Responsible for managing components of project (tasks)
- Accountable for assigned work product
- Accountable for meeting internal deadlines
- Proactively conducts research and produces financial analytics via collection, analysis and interpretation of data for client deliverables
- Develops rate and financial spreadsheets
- Develops and assists in the execution of client RFPs via compilation and analysis of RFP results and follow up with insurance carriers
- Reviews SPDs/contracts for technical accuracy
- Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources
Successful Candidates Will Have:
- BA/BS preferred
- 0 - 3+ years of health & welfare experience, meets majority of core practice competency-based skills
- Resourceful, proactive self-starter with the ability to think ahead
- Strong business acumen paired with intellectual curiosity
- Displays a commitment to professional growth and development; including training and mentoring.
- Excellent organizational skills, accuracy, and attention to detail
- Capacity to multitask, manage competing priorities with strong time management skills
- Develop critical thinking and analytical skills
- Ability to express ideas clearly in both written and oral communications
- Accepts responsibility and accountability for assigned projects
- Strong client service orientation and ability to respond to all communications effectively and in a timely manner
- Ability to work at a fast pace, both independently and in a team environment
- Strong proficiency in Microsoft Excel and PowerPoint
- Life, Accident and Health Insurance License within the first 90 days of employment
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
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