Employee Benefits Senior Analyst

The Small Group Senior Benefit Coordinator uses expertise, knowledge and skill to assist in all aspects of day-to-day client management as requested by members of the team. The Senior Benefit Coordinator supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation.
The qualified candidate must be knowledgeable with respect to the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

In this role you will:
• Under minimal supervision, collect, analyze, and prepare information to facilitate requirements of client requests and/or support the activities of client team; ensures outgoing client deliverables accurate and peer reviewed
• Fully support the Team Leader and Account Managers exercising developed expertise and independent judgment with respect to the needs of the Team Leader and Account Managers based on current client deliverables
• Use expertise to independently handle assigned portions of the project management relating to assigned clients
• Participate, as appropriate, on client conference calls with team members
• Use expertise and knowledge to provide guidance to, or gather necessary data for, clients on any day-to-day questions
• Attend vendor meetings and participates in internal and external training(s)
• Be responsible for independently managing components of project (tasks) and accountable for assigned work product and meeting internal deadlines
• Proactively conduct research using own judgement and knowledge, skills, and expertise and produces financial analytics via collection, analysis and interpretation of data for client deliverables
• Ensure accuracy of preliminary proposals and develops summary spreadsheets, as needed
• Develop and assists in any marketing efforts, including follow-up with insurance carriers
• Review SPDs/contracts for technical accuracy
• Research health and welfare compliance questions as necessary; works with the support of client team and other internal resources
• Be ccountabile to team for updating client information within various tracking tools, e.g. BenefitPoint, AMS, etc
• Benefit Coordinator does not directly manage any clients

Qualified candidates will possess:
• BA/BS preferred
• 2+ years of health & welfare experience, meets majority of core practice competency-based skills
• Resourceful, proactive self-starter with the ability to think ahead
• Strong business acumen paired with intellectual curiosity
• Displays a commitment to professional growth and development; including training and mentoring.
• Excellent organizational skills, accuracy, and attention to detail
• Capacity to multitask, manage competing priorities with strong time management skills
• Develop critical thinking and analytical skills
• Ability to express ideas clearly in both written and oral communications
• Accepts responsibility and accountability for assigned projects
• Strong client service orientation and ability to respond to all communications effectively and in a timely manner
• Ability to work at a fast pace, both independently and in a team environment
• Strong Microsoft Excel, Word and PowerPoint skills
• Life, Accident and Health Insurance License within the first 90 days of employment

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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