Role Summary

HIGHLIGHTS

Senior health & benefits actuarial/financial consultant supporting account teams in Washington, US. You’ll analyze carrier data, produce financial projections and underwriting analyses to advise clients and negotiate rates/funding. Senior-level, client-facing role focused on employee benefits funding and carrier reporting.

JOB DESCRIPTION SUMMARY

Provide financial and underwriting analysis for employee health and benefits accounts
Analyze carrier data and prepare renewal projections and funding recommendations
Produce financial projections for large accounts to support sales and retention
Client-facing role partnering with account teams and underwriting
Senior position requiring 5+ years broker or carrier health & benefits experience

DOMAIN EXPERTISE

broker or carrier experience in health and benefits
employee benefits funding mechanisms
familiarity with carrier reporting systems
underwriting analysis for large accounts
financial projections and renewal forecasting

KEY REQUIREMENTS

Bachelor's degree and 5 years’ experience with broker or carrier focused on health & benefits
High degree of understanding of employee benefits funding mechanisms
Familiarity with carrier reporting systems and carrier data analysis
Working knowledge of Microsoft Office; Excel expertise preferred
Strong analytical, communication, and client-facing skills

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Provide financial and underwriting analysis for employee health and benefits accounts
Analyze carrier data and prepare renewal projections and funding recommendations
Produce financial projections for large accounts to support sales and retention
Client-facing role partnering with account teams and underwriting
Senior position requiring 5+ years broker or carrier health & benefits experience

DOMAIN EXPERTISE

broker or carrier experience in health and benefits
employee benefits funding mechanisms
familiarity with carrier reporting systems
underwriting analysis for large accounts
financial projections and renewal forecasting

KEY REQUIREMENTS

Bachelor's degree and 5 years’ experience with broker or carrier focused on health & benefits
High degree of understanding of employee benefits funding mechanisms
Familiarity with carrier reporting systems and carrier data analysis
Working knowledge of Microsoft Office; Excel expertise preferred
Strong analytical, communication, and client-facing skills