Financial Consultant
OnsiteCommercial Employer HealthGroup LifeGroup DisabilityStop LossPricing & RatingReserving & ValuationBusiness Intelligence & Reporting
Role Summary
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Senior employee benefits financial consultant in Minneapolis working with clients on cost projections, plan design modeling, large claim and stop-loss analysis. Client-facing role producing monthly financial reports, demographic and claims analytics, and participating in finalist presentations with the Sales team. Requires an ASA or FSA and significant employee benefits financial experience.
JOB DESCRIPTION SUMMARY
- Provide financial consulting for employee benefits including projections and plan modeling
- Perform large claim and stop-loss analysis and IBNR/reserving analytics
- Develop and present financial deliverables and client presentations
- Prepare monthly financial reports and ad-hoc data analytics
- Requires ASA or FSA and strong Excel skills
DOMAIN EXPERTISE
- Employee benefits financial experience
- Large claim analysis
- Stop-loss analysis
- IBNR and financial projections
- Data analytics and reporting
KEY REQUIREMENTS
- ASA or FSA designation (explicitly required)
- 5+ years of employee benefits financial experience (minimum stated)
- Bachelor's degree in Accounting/Finance/Business/Economics
- Active Life/Accident and Health Insurance Agent License or obtain within one year
- Strong to expert Microsoft Excel skills
TECH STACK
- Excel
- PowerPoint
