Employee Benefits Analyst - Underwriting & Strategy

Wilshire Benefits Group; Troy (MI); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive benefits package

Award-winning work environment

Job summary

Wilshire Benefits Group is seeking a proactive Financial Analyst to own the underwriting/RFP process, analyze market data, and advise on employee benefit contributions. You will support clients with renewal strategies and stay informed on healthcare trends.

The role requires strong analytical abilities, proficiency with MS Office and CRM systems, and experience with carrier quoting tools. A bachelor’s degree in a related field is required.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• Analytical and mathematical skills with keen attention to detail.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Adobe; CRM systems experience.

Responsibilities

• Lead with precision through the underwriting / RFP process, data gathering, market analyses, carrier negotiations and client communication.
• Perform market and financial analyses; track and interpret client benefit claim data and advise on contributions.
• Participate in client renewal meetings and webinars to strategize and deliver optimal benefit solutions.

Skills

Analytical skills

Tech-savvy

Industry knowledge

CRM systems

Rate Ease familiarity

Education

Bachelor’s degree in Finance, Economics, Business or related field

Tools

Excel

Word

PowerPoint

Adobe

CRM systems

Job description

Wilshire Benefits Group is seeking a proactive Financial Analyst to own the underwriting/RFP process, analyze market data, and advise on employee benefit contributions. You will support clients with renewal strategies and stay informed on healthcare trends.

The role requires strong analytical abilities, proficiency with MS Office and CRM systems, and experience with carrier quoting tools. A bachelor’s degree in a related field is required.