The Senior Financial Analyst plays a key role in providing expert guidance and support to employer clients, helping them manage and optimize their medical, dental, vision, life, and disability plans. Leveraging specialized knowledge, skills, and experience, this position offers tailored financial analysis based on the unique needs of each client. The depth of support varies, ensuring the right solutions are delivered for clients of all sizes, complexities, and revenue levels. This role is your opportunity to make a meaningful impact by driving smarter benefits decisions for our clients. 

Essential Responsibilities and Duties:

1. Analyze claims and utilization data for clients
2. Perform benchmarking and analysis
3. Project financial impact on various plan designs
4. Coordinate the stop loss administration
5. Work with clients to initiate, manage and analyze RFP responses
6. Work with insurance vendors and underwriters to obtain quotes, negotiate benefits programs and rates and determine appropriate
   carriers for clients
7. Recommend best benefit plans for clients based on plan analysis and vendor negotiation
8. Perform a variety of relationship management activities to maintain close contact with clients and deepen relationships
9. Develop and manipulate client reports
10. Continue to look for ways to create new value by implementing best practices and improving work flows and business processes
11. Develop and continually improve product knowledge, plan design strategies, compliance knowledge, managing a book of business,
    customer service strategies and trends in the market and industry
12. Continual education to obtain job relayed designations
13. Perform other duties and responsibilities as assigned

Competencies

• Communicates effectively
• Financial acumen
• Time management
• Detail oriented
• Collaboration skills
• Plans and aligns
• Optimizes work processes
• Customer Focus

Behaviors

• Trustworthy, high integrity
• Ownership, dependability and accountability
• Self-directed, a proven problem solver and results oriented
• Internally driven and self-motivated
• Task and detail oriented with superb project management and accuracy skills

Minimum Requirements/Qualifications:

• Bachelor’s degree in business, finance or marketing required, financial analysis background strongly preferred
• Minimum 7 years of prior related experience in the employee benefits industry or equivalent
• Indiana Life and Health Insurance License or ability to obtain within a one year
• Advanced knowledge of industry products preferred
• Significant knowledge of federal, state and local benefits compliance laws including HIPAA
• 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 meeting to solve service or claim issues, to handle account administration, manage the RFP process and upselling or cross-selling additional services
• Exceptional skills in MS Excel, with proficiency in building and spreadsheets and utilizing formulas
• Ability to effectively use MS Word, Outlook and PowerPoint to produce effective presentations, correspondence and electronic communication