Financial & Actuarial Consulting Analyst (Remote)

Overview

This role focuses on providing financial and actuarial consulting support to account teams and clients. Responsibilities include using financial decision-making tools, conducting client meetings when appropriate, and representing the Financial and Actuarial Consulting team regarding core services.

The position can be fully remote within the US, with a preference for a hybrid work arrangement for candidates local to Scottsdale, AZ.

Responsibilities

• Evaluate and present monthly, quarterly, and annual financial reports measuring client financial status, expenses by product line, renewal projections, funding levels, and rates to account management teams and clients.
• Utilize proprietary models and tools to calculate financial results.
• Analyze carrier data on clients and provide recommendations to support rate negotiations and funding level decisions.
• Prepare, analyze, and consult on client deliverables as defined by the Financial and Actuarial Consulting team's scope of services.
• Participate in regular team meetings and calls hosted by the Director of Financial and Actuarial Consulting.
• Develop and maintain strong working relationships with internal and external partners.
• Assess whether analyses are logical and go beyond surface-level numbers.
• Manage special assignments as directed by management.
• Review contract documents such as plan descriptions, administrative agreements, and claim exclusions to understand client parameters impacting financial reports; identify training needs for team members.
• Evaluate, assign, monitor, and peer review reports generated by team subordinates.
• Serve as a resource to branch office staff for resolving complex underwriting issues.
• Stay informed about local market conditions to support branch competitiveness.
• Assist in preparing presentations, campaigns, communication materials, and newsletters related to Financial and Actuarial Consulting policies and services.
• Oversee communication from analyst positions regarding processes and data requirements.
• Peer review and suggest improvements for materials shared across regional or divisional teams.
• Provide assistance to team members or branch locations, including on-site client meetings.

Requirements

• Bachelor’s degree in Finance, Mathematics, or a related field preferred.
• Minimum of 3 years of experience in the Employee Benefits field.
• Knowledge of underwriting principles and/or experience as an Underwriter or Underwriting Analyst preferred.
• Strong oral and written communication skills.
• Advanced proficiency in Microsoft Excel.
• Ability to work effectively in a fast-paced environment.
• Persuasive skills to obtain necessary information within established timeframes.
• Negotiation skills and ability to manage expectations.
• Ability to collaborate professionally with diverse teams.
• Initiative and assertiveness in presenting new ideas.

Compensation and Benefits

• Competitive base salary influenced by experience, education, geography, skill set, and other factors.
• Medical, dental, and vision plans starting from day one.
• Life and accident insurance.
• 401(k) and Roth options.
• Tax-advantaged accounts including HSA and FSA.
• Educational expense reimbursement.
• Paid parental leave.
• Additional benefits such as digital mental health services, flexible work hours (varies by role and location), training programs, charitable matching gift program, and wellness initiatives.

Benefits details apply primarily to full-time positions; part-time benefits will be communicated during the selection process.

Location

Remote within the United States, with a preference for hybrid work for candidates near Scottsdale, Arizona.