Benefits Data Insights Analyst

Digital Insurance LLC; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

OneDigital in Charlotte seeks a Financial Benefits Analyst to support client group benefit programs with financial analyses and benefit illustrations. You will work with account managers and consultants to provide data-driven insights and to prepare exhibits and reports for client meetings.

The role emphasizes data analysis, communication, and timely delivery in a fast-paced healthcare benefits environment. Competitive compensation and benefits are offered as part of a comprehensive package.

Qualifications

• 2-3 years of experience
• Bachelor’s degree required; Business, Finance, Math, Accounting, or related field preferred
• Proficient in all Microsoft Office products, required
• Intermediate to advanced proficiency in Microsoft Excel, required
• Experience in the healthcare industry working for a group insurance carrier, broker, or consultant, preferred
• Knowledge of group insurance including medical, dental, CDHP, pharmacy, life, and disability products, strongly preferred
• Experience with database applications, a plus
• Other: License preferred

Responsibilities

• Drafts accurate exhibits for quarterly and annual client meetings
• Drafts client utilization reports using various carrier reporting methods
• Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns
• Drafts monthly reporting deliverables for clients
• Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry
• Develops and maintains strong working relationships with carrier partners
• Maintains accurate, current, organized, and complete market information in internal databases
• Assists team and clients as necessary with special projects

Skills

Data analysis

Communication

Multi-tasking

Interpersonal skills

Fast-paced

Education

Bachelor’s degree (Business/Finance/Math/Accounting)

Excel – Advanced

Microsoft Office proficiency

Healthcare industry experience

Database knowledge

Tools

Database applications

Job description

OneDigital in Charlotte seeks a Financial Benefits Analyst to support client group benefit programs with financial analyses and benefit illustrations. You will work with account managers and consultants to provide data-driven insights and to prepare exhibits and reports for client meetings.

The role emphasizes data analysis, communication, and timely delivery in a fast-paced healthcare benefits environment. Competitive compensation and benefits are offered as part of a comprehensive package.