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 is open to candidates based anywhere in the US and offers flexibility for remote work. Preference is given to those local to Scottsdale, AZ for a hybrid work arrangement.

Responsibilities

• Evaluate and present monthly, quarterly, and annual reports measuring client financial status, tracking 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 account management teams or clients to support rate and funding negotiations.
• Prepare, analyze, and consult on various 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, demonstrating customer focus and work ethic.
• Assess whether analyses are logical and meaningful beyond just the numbers.
• Perform 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 opportunities for team members.
• Evaluate, assign, monitor, and peer review reports generated by team subordinates when requested.
• Serve as a resource to branch office staff for resolving complex underwriting issues and client questions.
• Stay informed about local market conditions to ensure branches have competitive tools.
• 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 needed for client financial analysis.
• Peer review and suggest improvements for materials and notices shared regionally or divisionally.
• Provide assistance to team members or branch locations, including attending on-site client meetings as needed.

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 preferred.
• Strong oral and written communication skills.
• Advanced proficiency in Microsoft Excel.
• Ability to persuade others to provide necessary information within established timeframes.
• Effective negotiation and expectation management skills.
• Ability to work professionally as part of a diverse team.
• Initiative and assertiveness in presenting new ideas.

Compensation and Benefits

The compensation package is competitive and comprehensive, with the base salary range reflecting factors such as experience, education, geography, skill set, and job complexity. Benefits include:

• Medical, dental, and vision plans starting from day one.
• Life and accident insurance.
• 401(k) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.
• Digital mental health services.
• Flexible work hours (varies by office and role).
• Training programs.
• Charitable matching gift program.

Additional benefits may apply depending on job level and employment status. Details will be provided during the selection process.

Location

This position is open to candidates based anywhere in the United States. Preference is given to those local to Scottsdale, Arizona for a hybrid work arrangement, but fully remote work is also supported.