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Benefits Analyst (Hybrid)

National Financial PartnersWarrington, United States3mo ago
HybridCommercial Employer HealthStop LossReserving & ValuationPricing & RatingBusiness Intelligence & Reporting

Role Summary

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HIGHLIGHTS

Associate-level benefits analyst in Health/employee benefits at NFP in Warrington, PA. You will build financial models, perform IBNR and stop-loss sensitivity analysis, develop renewal projections, and prepare client presentations. The role sits in Reporting and Analytics supporting consulting teams and carrier negotiations and uses Excel, Power Query/Power BI and VBA.

JOB DESCRIPTION SUMMARY

  • Build financial models and prepare weekly, monthly, and quarterly reports
  • Perform IBNR reserve analysis, stop-loss sensitivity, and renewal projections
  • Support carrier negotiations and the sales process with consulting teams
  • Use Excel, Power Query, Power BI and VBA for reporting and analysis
  • Hybrid role based in Warrington, PA; less than 10% travel

DOMAIN EXPERTISE

  • Employee benefits consulting or medical carrier experience
  • Group insurance marketplace and alternative funding knowledge
  • IBNR reserve analysis and stop-loss sensitivity analysis
  • Renewal projection and trend analysis for medical/dental/vision

KEY REQUIREMENTS

  • 1–3 years experience with an employee benefits consultant, broker, or carrier
  • Strong knowledge of group insurance marketplace and funding methods
  • Proficiency with Microsoft Excel, Power Query/Power BI, and VBA
  • Experience with IBNR reserve analysis and stop-loss financial modeling
  • Bachelor’s degree in Actuarial Science, Risk Management, Finance, or related preferred

TECH STACK

  • Excel
  • Power_BI
  • PowerPoint
  • Other_BI_Tool