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Role Summary

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HIGHLIGHTS

Associate-level financial analyst focused on employee benefits (medical, dental, vision) within a benefits brokerage in Atlanta, GA. You will build financial models, prepare recurring client reporting, perform IBNR and stop-loss sensitivity analysis, and support renewals and carrier negotiations. The role is hybrid and requires 3+ years of benefits consulting or carrier experience.

JOB DESCRIPTION SUMMARY

  • Build financial models and client-specific reports for employee benefits plans
  • Perform IBNR reserve analysis and stop-loss sensitivity for self-insured clients
  • Prepare weekly, monthly, and quarterly claims and budget reporting
  • Proficiency with Excel, Power Query, Power BI and VBA expected
  • Hybrid role based in Atlanta; ideal for candidates with 3+ years benefits experience

DOMAIN EXPERTISE

  • Employee benefits consulting or carrier experience
  • Group insurance marketplace and alternative funding methods
  • Claims and utilization trend analysis
  • Financial modeling of plan designs and stop-loss recovery
  • IBNR reserve analysis

KEY REQUIREMENTS

  • 3+ years of employee benefits experience with a broker/consultant or carrier
  • Proficiency in Microsoft Excel, Power Query, Power BI and VBA
  • Experience with claims, utilization trend analysis and renewal projections
  • Experience performing IBNR reserve and stop-loss recovery analysis
  • Willingness to obtain a Life & Health license within 90 days of hire

TECH STACK

  • Excel
  • Power_BI
  • PowerPoint
  • Other_BI_Tool
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Role Summary

Loading...

HIGHLIGHTS

Associate-level financial analyst focused on employee benefits (medical, dental, vision) within a benefits brokerage in Atlanta, GA. You will build financial models, prepare recurring client reporting, perform IBNR and stop-loss sensitivity analysis, and support renewals and carrier negotiations. The role is hybrid and requires 3+ years of benefits consulting or carrier experience.

JOB DESCRIPTION SUMMARY

  • Build financial models and client-specific reports for employee benefits plans
  • Perform IBNR reserve analysis and stop-loss sensitivity for self-insured clients
  • Prepare weekly, monthly, and quarterly claims and budget reporting
  • Proficiency with Excel, Power Query, Power BI and VBA expected
  • Hybrid role based in Atlanta; ideal for candidates with 3+ years benefits experience

DOMAIN EXPERTISE

  • Employee benefits consulting or carrier experience
  • Group insurance marketplace and alternative funding methods
  • Claims and utilization trend analysis
  • Financial modeling of plan designs and stop-loss recovery
  • IBNR reserve analysis

KEY REQUIREMENTS

  • 3+ years of employee benefits experience with a broker/consultant or carrier
  • Proficiency in Microsoft Excel, Power Query, Power BI and VBA
  • Experience with claims, utilization trend analysis and renewal projections
  • Experience performing IBNR reserve and stop-loss recovery analysis
  • Willingness to obtain a Life & Health license within 90 days of hire

TECH STACK

  • Excel
  • Power_BI
  • PowerPoint
  • Other_BI_Tool

Job Overview

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

Ideal Candidate Profile

Ideal for an associate-level benefits analyst with 3+ years in employee benefits consulting or carrier work, skilled in financial modelling for medical/dental/vision renewals and IBNR/stop-loss analysis, and proficient in Excel, Power Query and Power BI.

Benefits

401(k) PlanHealth InsuranceWellness ProgramGenerous VacationAnnual BonusHybrid Work
Shortlist Forming
Closing Soon
31d
31 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

Ideal for an associate-level benefits analyst with 3+ years in employee benefits consulting or carrier work, skilled in financial modelling for medical/dental/vision renewals and IBNR/stop-loss analysis, and proficient in Excel, Power Query and Power BI.

Benefits

401(k) PlanHealth InsuranceWellness ProgramGenerous VacationAnnual BonusHybrid Work
Shortlist Forming
Closing Soon
31d
31 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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National Financial Partners

Financial Analyst - Employee Benefits (Hybrid)

National Financial Partners•Atlanta, United States•1mo ago
HybridCommercial Employer HealthStop LossDental VisionReserving & ValuationPricing & RatingBusiness Intelligence & Reporting