Business Analyst – Employee Benefits

Catholic Mutual Group; Omaha (NE); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

403(b) retirement plan

Paid holidays

Vacation days

Sick leave

Hybrid work schedule

Relaxed dress code

Job summary

Catholic Mutual Group is seeking a highly analytical professional to support employee benefits consulting and client service activities in Omaha, NE. The role emphasizes data analysis, financial reporting, renewal strategy support, and presenting findings to clients and internal stakeholders.

The ideal candidate will handle large datasets, develop business insights, and communicate recommendations to diverse audiences. A 36-hour work week, hybrid schedule, and comprehensive benefits are offered.

Qualifications

• 3-5 years of accounting or financial experience; experience as an analyst required.
• Working knowledge of group insurance benefits across multiple product lines.

Responsibilities

• Track, analyze, and prepare internal and carrier reports, including monthly reports, ancillary reports, loss ratios, commission data, and annual meeting comparison materials.
• Collect, compile, and format data for client requests, internal reporting, and annual meeting presentations.
• Support new and renewal business by analyzing current plans, RFPs, proposals, and quotations.
• Review spreadsheet comparisons, presentation materials, and benefit summaries.
• Assist in the renewal process by securing pricing, reviewing proposals, validating comparative data, and presenting proposals to clients.
• Conduct final accuracy reviews on new and renewal policies, brochures, certificates, and related documents.
• Monitor and calculate commissions; coordinate with the Finance Department; and prepare annual premium/commission estimates.
• Update and distribute pharmacy rebate information and Buying Alliance savings.
• Generate and distribute consulting invoices on monthly or quarterly schedules.
• Assist in resolving coverage issues and participate in vendor selection discussions.
• Attend client and carrier meetings, stewardship meetings, and sales presentations.
• Support the solicitation of new business and maintain strong client relationships.
• Build and maintain productive relationships with carriers in service, underwriting, and claims functions.
• Stay informed on industry trends, benefit legislation, and market practices.

Skills

Accounting/financial analysis

Group insurance knowledge

Mathematical skills

Analytical writing

Office suite

Presentation skills

Client relationship skills

Negotiation abilities

Large datasets handling

Reporting skills

Education

CEBS or REBC designation

Accident and Health license

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

We are seeking a highly analytical professional with advanced Excel and reporting skills to support employee benefits consulting and client service activities. This role focuses on data analysis, financial reporting, renewal strategy support, and presentation of findings to clients and internal stakeholders. The ideal candidate has experience working with large datasets, developing meaningful business insights, and communicating recommendations to diverse audiences. This position is based in Omaha, NE.

Key Responsibilities

• Track, analyze, and prepare internal and carrier reports, including monthly reports, ancillary reports, loss ratios, commission data, and annual meeting comparison materials
• Collect, compile, and format data for client requests, internal reporting, and annual meeting presentations
• Support new and renewal business by analyzing current plans, RFPs, proposals, and quotations
• Review spreadsheet comparisons, presentation materials, and benefit summaries
• Assist in the renewal process by securing pricing, reviewing proposals, validating comparative data, and presenting proposals to clients
• Conduct final accuracy reviews on new and renewal policies, brochures, certificates, and related documents
• Monitor and calculate commissions; coordinate with the Finance Department; and prepare annual premium/commission estimates
• Update and distribute pharmacy rebate information and Buying Alliance savings
• Generate and distribute consulting invoices on monthly or quarterly schedules
• Assist in resolving coverage issues and participate in vendor selection discussions
• Attend client and carrier meetings, stewardship meetings, and sales presentations
• Support the solicitation of new business and maintain strong client relationships
• Build and maintain productive relationships with carriers in service, underwriting, and claims functions
• Stay informed on industry trends, benefit legislation, and market practices

Qualifications

• 3-5 years of accounting or financial experience; experience as an analyst required
• Working knowledge of group insurance benefits across multiple product lines (self-funded health, dental, life, accident)
• CEBS or REBC designation and/or Accident and Health license preferred
• Strong mathematical, analytical, and writing skills
• High proficiency in Microsoft Word, Excel, and PowerPoint
• Excellent customer service and client-relationship skills
• Strong presentation skills with the ability to clearly communicate benefit solutions
• Familiarity with carrier products and underwriting guidelines
• Strong negotiation, organizational, and time-management abilities
• Paid holidays, vacation, and sick leave
• 403(b) retirement plan with company match
• Paid life and AD&D insurance, long-term disability coverage
• Comprehensive medical, dental, and vision insurance
• 36-hour work week with Friday afternoons off
• Hybrid work schedule and flexible hours available after initial training
• Relaxed business casual dress code

Catholic Mutual Group is an equal opportunity employer.