Employee Benefits Financial Analyst
Role Overview
The Employee Benefits Financial Analyst joins the Underwriting & Analytics team to provide financial analysis, reporting, and data-driven insights for employee benefits clients and internal stakeholders.
The role prepares financial deliverables, analyzes claims and cost drivers, and supports renewals and strategic decisions.
The position offers exposure, training, and mentorship toward future underwriting capabilities; it does not include underwriting responsibilities.
Key Skills for This Role
Full Job Posting
Company overview
World Insurance is a financial services organization supporting risk management, benefits programs, and long-term financial goals.
The company provides personal and commercial insurance, bonding, employee and executive benefits, investment advisory, retirement plan, and payroll and HR services.
Position summary
The Employee Benefits Financial Analyst joins the Underwriting & Analytics team to provide financial analysis, reporting, and data-driven insights for employee benefits clients and internal stakeholders.
The role prepares financial deliverables, analyzes claims and cost drivers, and supports renewals and strategic decisions.
The position offers exposure, training, and mentorship toward future underwriting capabilities; it does not include underwriting responsibilities.
Primary responsibilities
- Manage analytical workflow and maintain financial dashboards for client books with varied funding arrangements.
- Conduct market reviews, claims utilization reviews, contribution modeling, and benchmarking studies.
- Develop financial models and alternative plan scenarios; compile data for underwriting and renewals.
- Prepare client reports, exhibits, and presentations, and partner with underwriters on assumptions and methodologies.
- Collaborate across service, population health, and account management; maintain data integrity and participate in peer review.
- Assist with prospect analyses and ad hoc requests while developing underwriting and industry knowledge.
Qualifications
- 1–3+ years of experience in employee benefits, insurance, finance, or a related field.
- A college degree or CEBS designation is preferred.
- A Life & Health insurance license is preferred, not required.
- Proficiency in Excel formulas, modeling, and formatting; strong Word and other Microsoft Office skills such as Power BI.
- Strong analytical, problem-solving, communication, accuracy, and relationship-building abilities.
- Team-oriented and client-focused; keep current with industry trends, regulations, and emerging products.
Compensation
- The stated base salary range is $75,000–$80,000 per year; individual compensation varies based on job-related factors.
Workplace
- The description identifies this as a remote position.
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