Role Summary

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

Role Summary

HIGHLIGHTS

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