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:
About Risk Strategies:
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