Health and Benefits Associate Financial Manager

Job summary

The Associate Financial Manager provides financial and technical expertise for employer group benefit programs, including medical, dental, and disability plans. They manage client deliverables, coordinate with internal teams, and develop pricing models to drive effective client action.

Job details

As a Health and Benefits Associate Financial Manager you will be a key member of the client team providing financial and technical expertise. You will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer group benefit programs including medical, dental, life, disability and optional benefits. You will interface with carriers, vendors, and client service teams and contribute materially to the preparation of complex analyses to clients, ensuring quality standards are met. You will have the opportunity to position yourself as a thinker, providing critical support on financial projects and you will contribute your analytical expertise to aid in developing our strong intellectual capital. * Develops knowledge of varying client complexities by working across different client segments, including supporting clients’ financial engagements for a portfolio of clients and managing analyst resources to coordinate effective and efficient delivery of client deliverables including complex deliverables, such as flexible benefit pricing and renewals * Demonstrates knowledge in benefit plan design, underwriting and funding concepts, carrier / vendor renewals and RFP’s * Is a key member on multiple employer client teams supporting financial analyses, outputs and client deliverables * Provides direction to mid-sized clients in conjunction with the client team on benefit plan analysis, design, cost avoidance, risk and funding strategies * Reviews technical accuracy on multiple types of client projects * Develops pricing, models design alternatives, ensures reasonability * Communicates financial/analytic results to effectively drive client action * Partners with Global Delivery Centers and Client Service teams to deliver superior project management and reporting * Builds strong relationships internally and collaborates effectively on cross-functional teams Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. QUALIFICATIONS Requirements * 5+ years’ experience ideally gained in a benefit consulting / brokerage firm or health underwriting / actuarial function of an insurance company * Proven ability to manage multiple deliverables simultaneously and produce quality deliverables on time and within budget * Knowledge of benefit program products & services, underwriting and funding concepts * Experience with both traditional and flexible benefit programs – design elements, renewal pricing, analysis, negotiations, RFP process and analysis * Strong analytical thinker with experience working with data, developing insights to draw conclusions * Proven ability to identify and resolve issues with limited information * Polished and well developed written and verbal communication skills * Self-starter attitude, curious with an ability to work independently and as part of a team * Creative and integrative skills * Ability to direct work of more junior colleagues and provide feedback * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * Life and Health license required within 180 days of joining * Relevant experience and/or university degree Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel. This job posting is an advertisement for an existing vacancy. Equal Opportunity Employer

What you’ll do

The Associate Financial Manager provides financial and technical expertise for employer group benefit programs, including medical, dental, and disability plans. They manage client deliverables, coordinate with internal teams, and develop pricing models to drive effective client action.

Requirements

Candidates must have at least 5 years of experience in benefit consulting, brokerage, or health underwriting. A strong analytical background, proficiency in Microsoft Office, and the ability to obtain a Life and Health license within 180 days are required.

Listed skills

• Leadership · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• Project management · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial analysis
• Benefit plan design
• Underwriting
• Funding strategies
• Project management
• RFP process
• Data analysis
• Microsoft Excel
• Microsoft PowerPoint
• Client relationship management
• Risk assessment
• Cost avoidance
• Technical writing
• Communication skills
• Leadership
• Life And Health Insurance License
• Self-Starter
• Price Analysis
• Analytical Thinking
• Curiosity
• Actuarial Function
• Artificial Intelligence
• Brokerage
• Customer Service
• Consulting
• Design Elements And Principles
• Financial Analysis
• Global Delivery Model
• Intellectual Capital
• Project Management
• Microsoft Office
• Negotiation
• Request For Proposal
• Verbal Communication Skills

Job areas

• Finance & Accounting
• Consulting
• Human Resources
• Healthcare
• Management & Leadership
• Health and Benefits Analyst
• Compensation / Benefits Manager
• Human Resource Managers
• Compensation and Benefits Managers