Consultant, Financial Analyst REMOTE OHIO

NFP; Cleveland (OH); Remote; USD 99,000 - 117,000; Full time

Job summary

A leading insurance consulting firm in Cleveland seeks a skilled analyst to join their team. The role involves reviewing financial reports, analyzing claims, and collaborating with clients to deliver strategic insights. Candidates should have a strong analytical background and a commitment to professional development. The company offers competitive pay, performance incentives, and a comprehensive benefits package.

Benefits

Comprehensive benefits package

PTO

Paid holidays

401(k) with match

Ongoing education and professional development

Qualifications

• 3-5 years of related experience in insurance, consulting, or brokerage.
• Ohio Life and Health License required.

Responsibilities

• Review self-funded financial reports and provide insights.
• Analyze claims repricing and manage audits.

Skills

Analytical Skills

Communication

Problem Solving

Education

Four-year college degree in Finance, Statistics, Mathematics

Tools

Microsoft Excel

Microsoft Access

Power BI

Job description

Employer Industry: Insurance Consulting

Why consider this job opportunity:
- Salary up to $117,000
- Performance-based incentives available
- Comprehensive benefits package including PTO, paid holidays, and a 401(k) with match
- Commitment to a PeopleFirst culture that values employee relationships and development
- Opportunity to mentor junior analysts and contribute to team growth
- Engage in ongoing education and professional development initiatives

What to Expect (Job Responsibilities):
- Review self-funded financial reports, providing insights to the Account Management team for discussions
- Analyze claims repricing and manage audits for claims and plans
- Develop renewal projections and assist in preparing financial summaries
- Collaborate with clients and teams to deliver analytic results that support strategic decisions
- Maintain confidentiality and ensure compliance with HIPAA and GDPR regulations

What is Required (Qualifications):
- Four-year college degree in Finance, Statistics, Mathematics, or equivalent experience
- 3-5 years of related experience in insurance, consulting, or brokerage
- Strong proficiency in Microsoft Excel; intermediate to advanced skills required
- Ohio Life and Health License required
- Exceptional verbal and written communication skills

How to Stand Out (Preferred Qualifications):
- Experience with Microsoft Access, Microsoft Fabric, and Power BI
- Previous experience mentoring or training junior staff
- Familiarity with health insurance products and industry trends
- Proven ability to manage multiple projects and deadlines effectively
- Strong analytical and problem-solving skills

#InsuranceConsulting #CareerOpportunity #CompetitivePay #ProfessionalDevelopment #Analytics

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