Role Summary

HIGHLIGHTS

Senior actuarial/financial consultant focused on employee health and benefits in West Des Moines, IA. You will analyze carrier data, build financial projections, advise account teams on funding and rates, and provide underwriting analysis to retain and support clients. The role is client-facing and involves mentoring junior staff and contributing to tool and report development.

JOB DESCRIPTION SUMMARY

Senior consultant focused on employee health and benefits funding and underwriting analysis
Analyze carrier data and prepare monthly, quarterly and annual financial reports
Produce financial projections for large accounts and support sales efforts
Client-facing role that partners with account teams and underwriters
Mentor junior staff and help develop tools, templates and reports

DOMAIN EXPERTISE

employee benefits funding mechanisms
broker or carrier health and benefits experience
carrier reporting systems
financial projections for large accounts
underwriting analysis for health and benefits

KEY REQUIREMENTS

Bachelor's degree and 5+ years broker or carrier experience focused on health and benefits
High degree of understanding of employee benefits funding mechanisms
Familiarity with carrier reporting systems and analyzing carrier data
Strong Microsoft Excel and Microsoft Office skills
Experience producing financial projections and underwriting analyses for large accounts

TECH STACK

Excel

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Senior consultant focused on employee health and benefits funding and underwriting analysis
Analyze carrier data and prepare monthly, quarterly and annual financial reports
Produce financial projections for large accounts and support sales efforts
Client-facing role that partners with account teams and underwriters
Mentor junior staff and help develop tools, templates and reports

DOMAIN EXPERTISE

employee benefits funding mechanisms
broker or carrier health and benefits experience
carrier reporting systems
financial projections for large accounts
underwriting analysis for health and benefits

KEY REQUIREMENTS

Bachelor's degree and 5+ years broker or carrier experience focused on health and benefits
High degree of understanding of employee benefits funding mechanisms
Familiarity with carrier reporting systems and analyzing carrier data
Strong Microsoft Excel and Microsoft Office skills
Experience producing financial projections and underwriting analyses for large accounts