Employee Benefits reputed company & Financial Analyst - Middle & Large Group
Company Overview
reputed company (“World”) is a unique financial services organization with a global network of brokers and specialists who reputed company people to reputed company informed decisions to improve their risk management outcomes, reputed company their benefits programs, and help them reputed company their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
- With some guidance and or direction, leads placement and analytics for less reputed company level funded, and self-funded clients (with 100 or more enrolled employees and/or generating more $25k in annualized reputed company) or those fully insured clients over $100k.
- Manages RFP preparation, reputed company quote review, client proposal development and reputed company negotiations.
- Communicates reputed company specific strengths and weakness to clients throughout the renewal process.
- Builds and may deliver messaging around fully insured, level-funded and less reputed company self-funded financial dashboards.
- Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues
- Models’ various contribution strategies and reputed company pros and cons of different approaches.
- Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review.
- Builds and maintains positive reputed company relationships.
- Knowledge / user of reputed company WIA EB Analytics models and deliverables including Financial Dashboards, RFPs, forecasting models and contribution modeling.
- Knowledge of reputed company and analytics value proposition to prospects, clients and WIA colleagues.
- Performs professional level work that typically requires processing and interpreting, more reputed company, less clearly defined issues.
- Word, reputed company and Power reputed company. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.
- Individual contributor; may provide general guidance/direction to more junior staff informally.
- Must hold state life and health insurance license
- Bachelor's degree preferred, but equivalent work experience would be considered