What are the responsibilities and job description for the Financial Analyst position at LHD Benefit Advisors?

Job Type

Full-time

Description

At LHD, the Financial Analyst will use specialized knowledge and skills to analyze, service and advise client accounts for employers with their medical, dental, vision, life and disability plans. The ideal candidate will have a strong analytical mindset, exceptional attention to detail, and an ability to communicate complex financial information to various internal and external stakeholders.

Essential Responsibilities and Duties :

Analyze claims and utilization data for clients.
Perform benchmarking and analysis.
Project financial impact on various plan designs.
Coordinate the stop loss administration.
Work with clients to initiate, manage and analyze RFP responses.
Work with insurance vendors and underwriters to obtain quotes, negotiate benefits programs and rates and determine appropriate carriers for clients.
Recommend best benefit plans for clients based on plan analysis and vendor negotiation.
Perform a variety of relationship management activities to maintain close contact with clients and deepen relationships.
Develop and manipulate client reports.
Continual education to obtain job relayed designations.

Requirements

Minimum Requirements / Qualifications :

Bachelor's degree in business, finance, risk management and insurance or marketing required, financial analysis background strongly preferred.

2 to 5 years experience in Financial Analysis or similar analytics role required

Previous related experience and exposure to the employee benefits industry or equivalent preferred.

Indiana Life and Health Insurance License or ability to obtain within a one year.

Ability to proactively initiate and follow-through with multiple projects, with frequently changing priorities in a fast-pace entrepreneurial work environment.

Ability to professionally and positively interact with clients at meetings to solve service or claim issues, to handle account administration, manage the RFP process and upselling or cross-selling additional services.

Advanced skills in MS Excel, with proficiency in building spreadsheets and utilizing formulas.

Ability to effectively use MS Word, Outlook and PowerPoint to produce effective presentations, correspondence and electronic communication.

Why Choose LHD

LHD fosters an environment where employees are proud to work hard and make a difference. We're valued, respected, and rewarded.

Nominated as a "Best Places to Work" for 8 consecutive years

Company-sponsored community service days

AchieveWELL recognition for Wellness Program

We also offer :

HSA contribution

Hybrid Work Schedule

401(k) - Safe harbor contribution of 3% of your salary plus discretionary matching contributions after a year of service

In-office perks : free coffee, daily fruit bar, treadmill desk, outdoor patio, workout facility

Compensation

Salary will be dependent on experience. The expected range for this role is $70,000 - $80,000 annually.

Salary : $70,000 - $80,000

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