To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBLITIES:
• Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves
• Review experience reporting for accuracy
• Collaborate with consultants and account teams to prepare and deliver client financial presentations
• Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions
• Manage and oversight of underwriting support team
• Renew and market carriers for assigned book of business
• Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness
• Submit coverage specifications and obtain quotes from potential carriers
• Analyze client demographics and other data to determine risk and appropriate carrier product solutions
• Assist with product/service quality improvement initiatives as needed
• Assists service team in educating clients regarding utilization, carrier reports, and third party vendor applications used to view claims and financial data
• Educates service team regarding experience reporting, utilization, carrier reports, self-funding options, etc.

KEY COMPETENCIES:
• Advanced knowledge of coverages and services regarding employee benefits
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Good interpersonal communication skills

EDUCATION and/or EXPERIENCE:
• Bachelor's degree required
• Minimum of five years' experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, and Excel
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
• Must be comfortable presenting analysis directly to clients

CERTIFICATES, LICENSES, REGISTRATIONS:
• Life and Health License
• Valid Driver License

Salary and Benefits

The national average salary for this role is $80,000 - $91,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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