Financial Analyst

Lawrie Insurance Group; Hamilton; On-site; CAD 80,000 - 100,000; Full time

Job summary

An insurance company is seeking a Financial Analyst to analyze client information and assist in benefit offerings. The role involves collaboration with Benefit Advisors and ensuring accurate client service. Candidates should possess strong analytical skills and proficiency in MS Office. This position is based in Hamilton, Ontario.

Qualifications

• Strong analytical and problem-solving skills are essential.
• Must be organized and able to manage multiple tasks.
• Proficiency in MS Office including Word, Excel, and PowerPoint is required.

Responsibilities

• Collaborate with Employee Benefit Advisors to retain clients.
• Accurate maintenance of client records.
• Review monthly and quarterly reports for clients.
• Conduct renewal analysis and negotiations.
• Identify claiming patterns and highlight results.

Skills

Excellent organization skills

Solid analytical skills

Problem-solving abilities

Ability to work with multiple team members

Proficiency in MS Office products

Job description

Overview

Financial Analyst, Employee Benefits

Lawrie Insurance Group (LIG) is a Canadian based, privately-owned leader in commercial and personal insurance, employee benefits, group retirement solutions and life and living benefits. As one of the largest and most trusted insurance organizations in Canada, we work with every major insurer in Canada and have a global network of brokers so we can create leading-edge solutions for all your needs.

Are you passionate about numbers and analyzing data? Are you comfortable with technology, detailed oriented and skilled at communicating? If so, this position may be perfect for you. We provide the training (teach you the ropes). In this role, the Financial Analyst will be responsible for reviewing and analyzing client information to discover the story behind the numbers to allow our clients to make the best-informed decisions regarding their benefits offerings. You will work with internal Benefits Advisors and Insurance carrier contacts to ensure the timely and accurate delivery of our client service standards.

What will you do?

• Work as a team with Employee Benefit Advisors to retain assigned book of business by providing superior analysis and service in a timely manner
• Accurate maintenance of client records
• Review monthly and quarterly reports produced for clients
• Renewal analysis, negotiations and custom presentation creation
• Identify claiming patterns and highlight changes or results outside the norm

Knowledge, Skills and Qualifications

• Excellent organization skills
• Solid analytical skills and problem-solving abilities
• Ability to work with multiple team members on multiple clients
• Proficiency in MS Office products including Word, Excel, PowerPoint and Outlook

Lawrie Insurance Group Inc. is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise if you require accommodation.