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Role Summary

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HIGHLIGHTS

Associate-level Health financial analyst supporting employee benefits (Atlanta, hybrid). You’ll prepare client financial reports, build models for renewals, IBNR reserve and stop-loss sensitivity analyses, and support carrier negotiations and sales. Requires 3+ years in employee benefits consulting, brokerage or carrier roles and strong Excel, Power BI/Power Query and VBA skills.

JOB DESCRIPTION SUMMARY

  • Prepare weekly, monthly and quarterly financial reports for employee benefits clients
  • Build financial models for renewals, plan designs, IBNR and stop-loss analysis
  • Support carrier negotiations and sales through financial analysis
  • Hybrid role based in Atlanta with <10% travel
  • Ideal for candidates with 3+ years benefits consulting, brokerage or carrier experience

DOMAIN EXPERTISE

  • Employee benefits consulting or carrier experience
  • IBNR reserve analysis
  • Stop-loss recovery and sensitivity analysis
  • Renewal projections for medical, dental and vision
  • Financial modeling of plan designs and employee contributions

KEY REQUIREMENTS

  • 3+ years of employee benefits experience with a consultant, broker, or carrier
  • Bachelor’s degree in Risk Management, Actuarial Science, Finance or similar preferred
  • Strong Excel skills and proficiency with Power Query, Power BI and Visual Basic
  • Experience with IBNR reserve analysis and stop-loss sensitivity analysis
  • Willingness to obtain Life & Health license within 90 days of hire

TECH STACK

  • Excel
  • Power_BI
  • Other_BI_Tool
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Role Summary

Loading...

HIGHLIGHTS

Associate-level Health financial analyst supporting employee benefits (Atlanta, hybrid). You’ll prepare client financial reports, build models for renewals, IBNR reserve and stop-loss sensitivity analyses, and support carrier negotiations and sales. Requires 3+ years in employee benefits consulting, brokerage or carrier roles and strong Excel, Power BI/Power Query and VBA skills.

JOB DESCRIPTION SUMMARY

  • Prepare weekly, monthly and quarterly financial reports for employee benefits clients
  • Build financial models for renewals, plan designs, IBNR and stop-loss analysis
  • Support carrier negotiations and sales through financial analysis
  • Hybrid role based in Atlanta with <10% travel
  • Ideal for candidates with 3+ years benefits consulting, brokerage or carrier experience

DOMAIN EXPERTISE

  • Employee benefits consulting or carrier experience
  • IBNR reserve analysis
  • Stop-loss recovery and sensitivity analysis
  • Renewal projections for medical, dental and vision
  • Financial modeling of plan designs and employee contributions

KEY REQUIREMENTS

  • 3+ years of employee benefits experience with a consultant, broker, or carrier
  • Bachelor’s degree in Risk Management, Actuarial Science, Finance or similar preferred
  • Strong Excel skills and proficiency with Power Query, Power BI and Visual Basic
  • Experience with IBNR reserve analysis and stop-loss sensitivity analysis
  • Willingness to obtain Life & Health license within 90 days of hire

TECH STACK

  • Excel
  • Power_BI
  • Other_BI_Tool

Job Overview

Salary
$70k - $120k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Associate-level candidate with 3+ years in employee benefits (brokerage/consulting or carrier) skilled in Excel, Power BI/Power Query and VBA, experienced in IBNR and stop-loss analysis.

Benefits

401(k) PlanHealth InsuranceWellness ProgramGenerous VacationBonus EligibleHybrid Work
Shortlist Forming
Closing Soon
44d
44 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Job Overview

Salary
$70k - $120k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Associate-level candidate with 3+ years in employee benefits (brokerage/consulting or carrier) skilled in Excel, Power BI/Power Query and VBA, experienced in IBNR and stop-loss analysis.

Benefits

401(k) PlanHealth InsuranceWellness ProgramGenerous VacationBonus EligibleHybrid Work
Shortlist Forming
Closing Soon
44d
44 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

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