- 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
- 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
- Undergraduate degree
- 3+ years industry-specific experience
- 5+ years retail and customer service experience
- Houston, TX
- Dallas, TX
- Fort Worth, TX
- Remote Opportunities available for Qualified Candidates
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Financial Analyst/Underwriter, Health Insurance and Employee Benefits - Fort Worth, United States - Higginbotham Insurance Agency
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 Analyst.Tasks:
