3+ years of experience in financial analysis or related field
Bachelor's degree in Business, Finance, Math, Accounting, or similar
Proficient in Microsoft Office, especially Excel
Strong analytical skills with the ability to identify patterns
Excellent verbal and written communication skills
Experience in the healthcare industry preferred
Knowledge of group insurance products strongly preferred
Responsibilities
Draft and review exhibits for client meetings
Assist in carrier negotiations alongside Benefit Consultants
Mentor junior team members to enhance their skills
Analyze data to identify opportunities for plan design changes
Prepare monthly and annual client utilization reports
Develop cost projections for benefit offerings
Maintain organized market information in internal databases
Benefits
Hybrid work environment
Opportunity for mentorship and professional development
Collaborative team culture
Engagement with industry-leading carrier partners
Involvement in strategic financial analysis projects
Full Job Description
Job Description
The Financial Benefits Consultant supports all aspects of financial analysis related to clients' group benefit programs. The Financial Benefits Analyst works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans.
Pay: $100,000-120,000 annually Essential Duties and Responsibilities (include but are not limited to):
Drafts and reviews accurate exhibits for quarterly and annual client meetings
May assist the Benefit Consultant with carrier negotiation process
Mentors junior team members
Drafts and reviews client utilization reports using various carrier reporting methods
Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns
Drafts and reviews monthly reporting deliverables for clients.
Drafts and reviews cost projections for benefit plan offerings.
Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry.
Develops and maintains strong working relationships with carrier partners
Maintains accurate, current, organized, and complete market information in internal databases
Assists team and clients as necessary with special projects
Qualifications, Skills and Requirements:
Ability to analyze data and recognize analytical patterns
Strong verbal and written communication skills
Presentation skills
Ability to effectively handle multiple and changing client priorities and deadlines
Excellent interpersonal skills
Ability to thrive in a fast-paced environment
Education, Training and Experience:
3+ years of experience
Bachelor's degree, required; Business, Finance, Math, Accounting, or related field, preferred
Proficient in all Microsoft Office products, required
Intermediate to advanced proficiency in Microsoft Excel, required
Experience in the healthcare industry working for a group insurance carrier, broker or consultant, preferred
Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred
Experience with database applications, a plus
Other: License required
Job Requirements
Hybrid
About Kavaliro
Kavaliro is a staffing and recruiting firm that specializes in providing professional services to businesses across a variety of industries. The company was founded in 2010 and is headquartered in Orlando, Florida. Kavaliro offers a range of staffing solutions, including contract, contract-to-hire, and direct placement services. The company has a team of experienced recruiters who work closely with clients to understand their needs and find the right candidates for their open positions. Kavaliro is committed to providing exceptional service to its clients and creating value for its stakeholders.
