Are you interested in joining a successfully growing organization that has been recognized repeatedly as a state and national Best Places to Work? Build your financial and analytics skills in a business casual environment where big ideas for innovation are encouraged. Our culture is one of service to others, working hard, being reliable and responsive , and having fun along the way!

Apex Benefits Group, a leading benefits consulting firm headquartered in Indiana, is looking for another growth-minded, dynamic, financial analytical professional.

This full-time position is based on the north side of Indianapolis and requires onsite work, typically 3-4 days per week based on business needs.

The starting salary for this role is $52,500 commensurate with experience, plus corporate and individual bonus opportunities.

ABG offers competitive benefits, a collaborative team environment, and advanced training and development.

Job summary

The Financial Analyst partners with the client services team to develop health management and cost containment strategies to best meet the unique needs of each client, their business, and employees. In addition to using the internal claims database warehouse, analytics platforms, and predictive modeling software for the benefit of clients, the analyst is a content expert and resource for internal staff and prospective clients. The analyst works closely with internal staff, attends client meetings as needed, and assists in the development of customized financial reports.

Summary of essential job functions/responsibilities

Develop Apex Benefits branded monthly, quarterly, and annual financial reporting using predictive modeling software and analytics programs available
Prepare renewal projections, cost modeling, and contribution scenarios using claims experience provided by carriers
Collaborate with the Kinetiq Health team to identify employer specific healthcare trends and recommendations for cost-containment
Assist advisors and service teams with client presentations, respond to client questions related to cost drivers and plan performance, and clarify complex financial results into clear summaries and recommendations
Develop sales and prospect presentations and marketing materials in collaboration with the marketing department, such as fully insured vs self-funded analysis
Create and maintain both paper and electronic files with client appropriate documentation including tracking the receipt of appropriate reports and reviewing them for accuracy
Create ad-hoc reporting as requested by account team using Tableau
Calculate premium equivalence and assist in determination of employee contributions
Model benefit plan design options for employers to assist in decision-making
Adhere to standards of quality established by Apex Benefits

Minimum requirements

Bachelor's degree required; finance, actuarial science, mathematics or similar field preferred
Must be proficient in Excel
Knowledge with Tableau strongly desired
Experience with reinsurance contracting, medical underwriting, or insurance knowledge preferred
Proven ability to be collaborative with strong multi-tasking skills
A demonstrated aptitude for learning new software applications, questioning and exploring data abnormalities
Ability to manage multiple projects, meet deadlines and work within a team environment
Ability to create presentations, reports and new processes
Ability to employ strong, effective problem-solving skills
Possess proven listening and discovery skills
Have strong organizational, time management and analytical ability
Must have ability to write and orally communicate in a professional manner
Must have a positive attitude, strong work ethic, and be goal oriented
Be a self-starter with the ability to work productively and proactively without supervision, many times independently
Be a team player who contributes positively to the client management team effort and be willing to help other teammates when needed
Capable of maintaining confidential information and protecting Personal Health Information (PHI)

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Must be able to communicate extensively and effectively with staff and vendors via telephone/TDD, one-on-one conversations, face-to-face, public presentations, and written correspondence
Must be able to process and maintain large volumes of documentation, email and other related tools related to the role. Requires extensive use of keyboards and other administrative equipment.
Must be able to sit or stand for extensive periods of time and navigate through the office
Must be able to function within a moderate noise level office environment
Ability to travel to and work in the corporate office located in Indianapolis, Indiana is required, in addition to client locations.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Additional Information

Apex Benefits Group, Inc. demonstrates equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.

Apex BenefitsVerified Employer

Company Stats

Open Roles

Financial Analyst (Employee Benefits / Insurance)