Our client is a growing boutique consulting firm that focuses on employee benefits and is looking to facilitate their growth by strategically hiring a Plan Analyst. They are seeking a dynamic and enthusiastic candidate who is looking for a challenge in an entrepreneurial setting. The ideal candidate will be willing and able to serve as the primary contact managing financial analysis, data analytics, carrier/vendor underwriting management and preparation of client reports.
Plan Analyst, Employee Benefits Responsibilities:
- Serve as the liaison for financial data between assigned clients and carrier/vendors.
- Track and audit the flow of census, plan design and financial data among the internal team, clients, prospects, and vendors.
- Document all client and carrier/vendor discussions including financial and underwriting concessions.
- Manage processes leading to the creation of routine work product including monthly claims experience reporting, preparation for standard client strategy meetings, and annual plan management reporting.
- Collaborate with the team to achieve timely execution of the renewal calendar.
- Conduct marketing of benefit plans including preparation of Requests for Proposal (RFPs), assimilation of carrier responses, follow-up, analysis, and comparison reporting, while seeking optimum pricing levels in vendor negotiations.
- Work with actuarial consulting partner and third party administrators to analyze claims history, pricing, and market trends.
- Prepare and submit on behalf of designated clients Forms 5500, Medicare Part D, ERRP filings, and the annual Milliman survey.
Plan Analyst, Employee Benefits Requirements:
- Bachelor’s degree (or equivalent) required.
- 1-3 years minimum experience working with larger health and welfare accounts.
- State Life and Health license required with industry desigations a plus.
- High level of proficiency in Microsoft Office Excel, Word, PowerPoint, Publisher, and Outlook.
Please
contact Scott Thompson for immediate confidential consideration and additional
details.
Phone:
515-216-5455
See
our website at www.csgrecruiting.com/jobs for a complete listing of nationwide
opportunities.
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out some of my recent articles on the blog here:
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