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    Financial Reporting Analyst/Underwriter, Health Insurance and Employee Benefits - Fort Worth, United States - Higginbotham Insurance Agency

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    Full time
    Description
    Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for anEmployee BenefitsFinancial Reporting Analyst.

    Tasks:
    • Evaluates the financial risk of medical & ancillary benefits for clients and prospective clients
    • Proficiently communicates with internal/external customers using web-based tools
    • Uses group experience and demographic analysis to drive future strategies such as plan changes, stop loss levels, funding changes, & contributions
    • Creates RFPs for carriers and manages the financial part of the renewal
    • Evaluates and explains financial analyses to internal benefit analysts/producers
    • Presents explanation of financial analyses/strategies to external clients
    Specific Knowledge, Skills and Abilities:
    • Underwriting experience required* (preferably with Large group experience)
    • Advanced proficiency in Excel (VLOOKUPs, Formulas, Charts, Graphs, Pivot Tables)
    • Excellent knowledge of multiple types of health plan funding arrangements
    • Excellent written and verbal communication skills
    • Exceptional organizational and multitasking skills
    • Understanding of the client/broker/carrier relationship
    • Proven experience with time management in various positions
    • Proficiency in a variety of computer applications, as well as CRM Data entry systems
    • Demonstrated dedication to providing superior customer service and gaining client loyalty
    • Proficiency in mentoring, training, and presentation skills
    Experience and Education:
    • Undergraduate degree
    • State Life & Health license preferred
    • 3+ years industry-specific experience
    • 5+ years retail and customer service experience
    Location: (Texas based) In office, hybrid or remote (dependent upon candidate and their skillset)
    • Houston, TX
    • Dallas, TX
    • Fort Worth, TX
    • Remote Opportunities available for Qualified Candidates


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