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Role Summary

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HIGHLIGHTS

Senior financial analyst in Lockton's Healthcare Practice focusing on group health benefits for hospitals and health systems in Chicago. You will perform rate setting, claims and utilization analysis, plan design modeling, and support reserve estimates for self-funded clients. Role is client-facing, involves financial reporting and RFP modeling, and requires 4+ years of group health experience.

JOB DESCRIPTION SUMMARY

  • Senior role focused on financial analysis for group health plans and hospitals
  • Perform rate setting, claims reporting, plan design modeling, and reserving
  • Prepare client financial reports, presentations, and benchmarking analyses
  • Client-facing role that supports carrier RFPs and prospect financial modeling
  • Based in Chicago; travel as needed

DOMAIN EXPERTISE

  • Group health benefits experience at a brokerage, consulting firm, or carrier
  • Underwriting and financial analysis for employer-sponsored health plans
  • Experience with rate setting, claims reporting, and contribution development
  • Familiarity with tiering, claims repricing, custom networks, and direct contracting
  • Experience developing reserve estimates for self-funded health plans

KEY REQUIREMENTS

  • Bachelor’s degree required (Finance, Statistics, Math preferred)
  • 4+ years of group health benefits experience at broker, consultant, or carrier
  • Proven financial/underwriting analysis skills for employer group health plans
  • Strong Microsoft Excel skills for financial modeling and reporting
  • Ability to present findings to clients and work in a fast-paced environment

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Senior financial analyst in Lockton's Healthcare Practice focusing on group health benefits for hospitals and health systems in Chicago. You will perform rate setting, claims and utilization analysis, plan design modeling, and support reserve estimates for self-funded clients. Role is client-facing, involves financial reporting and RFP modeling, and requires 4+ years of group health experience.

JOB DESCRIPTION SUMMARY

  • Senior role focused on financial analysis for group health plans and hospitals
  • Perform rate setting, claims reporting, plan design modeling, and reserving
  • Prepare client financial reports, presentations, and benchmarking analyses
  • Client-facing role that supports carrier RFPs and prospect financial modeling
  • Based in Chicago; travel as needed

DOMAIN EXPERTISE

  • Group health benefits experience at a brokerage, consulting firm, or carrier
  • Underwriting and financial analysis for employer-sponsored health plans
  • Experience with rate setting, claims reporting, and contribution development
  • Familiarity with tiering, claims repricing, custom networks, and direct contracting
  • Experience developing reserve estimates for self-funded health plans

KEY REQUIREMENTS

  • Bachelor’s degree required (Finance, Statistics, Math preferred)
  • 4+ years of group health benefits experience at broker, consultant, or carrier
  • Proven financial/underwriting analysis skills for employer group health plans
  • Strong Microsoft Excel skills for financial modeling and reporting
  • Ability to present findings to clients and work in a fast-paced environment

TECH STACK

  • Excel
  • PowerPoint

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Job Overview

Salary
Salary not specified
Years of Experience
4+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for a senior healthcare analyst with 4+ years in group health benefits who is comfortable with Excel-based financial modeling, reserving, and presenting to clients; actuarial exam candidates are welcome.

Benefits

Annual BonusStudy Support
Shortlist Forming
Closing Soon
47d
47 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
Salary not specified
Years of Experience
4+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for a senior healthcare analyst with 4+ years in group health benefits who is comfortable with Excel-based financial modeling, reserving, and presenting to clients; actuarial exam candidates are welcome.

Benefits

Annual BonusStudy Support
Shortlist Forming
Closing Soon
47d
47 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."

Health/Broker/IC Level
L

Senior Financial Analyst - Healthcare Vertical

Lockton, Inc.•Chicago, United States•1mo ago
Commercial Employer HealthPricing & RatingReserving & ValuationProduct Development & Plan Design