Financial Analyst

Description

Are you a proactive and analytical professional ready to make a significant impact through your efforts? Wilshire Benefits Group is seeking a dedicated contributor who will play a crucial role in delivering top-tier services to our valued clients. As a Financial Analyst, you will collaborate with our integrated team to manage and optimize financial processes, ensure excellence, and help thousands of people get the most from their employee benefits packages.

Your Responsibilities Will Include

• Lead with Precision: Take ownership of the entire underwriting / RFP process, from gathering data to conducting competitive market analyses to negotiating with carriers, advising producers, and communicating with clients
• Be the Data Expert: Execute market and financial analysis; ; analyze, track and interpret client claim data; calculate / advise on employee/employer contributions; provide timely, accurate, and creative insights to help clients meet their budgetary requirements
• Shape the Future: Participate in client renewal meetings, both in-person and virtually, to strategize and deliver optimal solutions; attend webinars and seminars to stay abreast healthcare reform updates and changes
• Stay Informed: Keep up to date on trend data, carrier promotions, and tracking & monitoring claims experience; Illustrate and understand the impact of current regulations on our client's benefits packages.
• Document Mastery: Actively track and document processes in our agency management system, ensuring accuracy and timeliness.
• Collaborate and Contribute: Participate in sales cycle including prospecting, service and retention; provide support on special projects and assist colleagues as needed.
  
  

At Wilshire Benefits Group, we cherish partnerships, foster growth, and nurture creativity. We offer a competitive benefits package and an award-winning work environment where your contributions are valued, and your potential is nurtured. If you're ready to join a team that takes a unique approach to benefits and client service, apply now and be a part of our exciting journey!

Requirements

• Bachelor’s degree in Finance, Economics, Business or other related field and/or minimum two year’s experience in the industry is required.
• Analytical Prowess - Strong analytical and mathematical skills with keen attention to detail.
• Tech-Savvy - Proficient in Microsoft Word, Excel, PowerPoint, and Adobe; Understanding of CRM system / other agency datatbasse systems with a proven track record of diligent system population and documentation
• Industry Knowledge - Familiarity with insurance carriers, employee benefits, and underwriting procedures is essential.
• License in Group, Health and Life is preferred, but not required.
• Experience using Rate Ease and/or other carrier quoting systems preferred