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 can be fully remote. 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 as needed.
• 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 within the scope of Financial and Actuarial Consulting 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 reasonable and think critically beyond the numbers.
• Handle 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 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 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 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

The compensation package is competitive and comprehensive. The base salary range reflects anticipated minimum and maximum levels, influenced by factors such as experience, education, geography, scope, specialized skills, and market conditions.

Minimum core 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.

Additional benefits:

• Digital mental health services.
• Flexible work hours (varies by office and role).
• Training programs.
• Charitable matching gift program.

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

Location

This position can be performed remotely from anywhere in the United States. Preference is given to candidates local to Scottsdale, AZ for a hybrid work arrangement.