Job Description

Summary of Role: Join our dynamic Employee Benefits team in a pivotal support role that combines analytical prowess with clientfocused service. As a key member of the team you will engage in daily data analysis and reporting tailored to meet the unique needs of our clients. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy creating comprehensive clientspecific reports that provide valuable insights and participating in meetings to discuss findings and strategies. This role is ideal for detailoriented professionals passionate about datadriven decisionmaking and exceptional client service.

Essential Duties and Responsibilities:

• Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients.
• Review the source documents for accuracy and ensure that they include all the required data for that specific report.
• Load source documents into the NFP file system saving in accordance with NFPCS filing conventions.
• Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports annual forecasting (renewals) and any adhoc analysis for fully insured clients.
• Assist Financial Consultants with preparing financial and utilization reports for large/selfinsured clients.
• Attend client meetings and perform followup with clients/team members on action plan items to ensure timeliness and accuracy.
• Stay up to date with the latest developments trends and regulations in the employee benefits marketplace.
• Build and maintain solid relationships with clients as well as carrier sales representatives and account managers.

Knowledge Skills and/or Abilities:

• Ability to correspond on all financial issues in a clear concise and persuasive manner.
• Effectively establish rapport present information and respond to questions from managers clients and coworkers.
• Strong Analytical Skills.
• Ability to prioritize.
• Excellent organizational skills.
• Strong knowledge of Microsoft Excel.
• Working knowledge of the group insurance marketplace is preferred but not required.

Education and/or Experience:

• Fouryear college or university degree. Finance/Statistics/Mathematics or related studies is required.

This is the Remote Position however only shortlisted candidates will be contacted

Remote Work :

No

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