Employee Benefits Analytics Lead

Jobtailor; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a seniorLife & Health Benefits Consultant to lead financial consulting for an assigned book of business and supervise the D&A team. You will independently evaluate financial and utilization metrics for customers and coach teammates.

You will manage renewals, model plans, and cost-reduction opportunities while expanding the client book and delivering comprehensive reports. Occasional travel may be required.

Qualifications

• Must have and maintain a current Life & Health Insurance License for required states.
• Bachelor’s Degree (BA/BS) with three (3) years’ experience in Employee Benefits Administration, or high school graduate with a minimum of five (5) years of related experience; other combinations of work and/or education will be considered
• Solid knowledge of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations
• Knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation
• Proficiency with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn agency management websites at an accelerated pace
• Excellent customer service and interpersonal skills
• Ability to maintain a high level of confidentiality
• Supervision of no less than two full-time teammates

Responsibilities

• Lead financial consulting for an assigned book of business and department
• Independently evaluate financial and utilization metrics for customers
• Coach, train, and develop teammates
• Supervise day-to-day performance, workload, and attendance issues for the D&A team
• Provide feedback and foster teammate growth through measurable goals
• Manage customer assignments to the D&A team
• Negotiate renewals and recommend insurance solutions, alternative strategies, plan modeling, and cost-reduction opportunities
• Expand the assigned book of business
• Oversee financial reports and client deliverables from D&A teammates
• Lead training efforts for reports and deliverables
• Participate in client and prospective-client meetings
• Perform reporting and analysis in preparation for meetings
• Establish and manage relationships with carrier partners and internal resources
• Liaise with the Tech team, Account Managers, and Producers on renewals and marketing projects
• Occasional local travel to visit customers or prospects may be requested

Skills

Financial Consulting

Utilization Metrics Evaluation

Insurance Solutions Negotiation

Plan Modeling

Cost-Reduction Strategies

Group Health Coverage Knowledge

Underwriting Principles

Premium Calculation

Microsoft Office 365

Agency Management Websites

Education

Life & Health Insurance License

Bachelor’s Degree (BA/BS) with 3 years’ experience in Employee Benefits Administration

Tools

Microsoft Windows

Word

Excel

Job description

Jobtailor seeks a seniorLife & Health Benefits Consultant to lead financial consulting for an assigned book of business and supervise the D&A team. You will independently evaluate financial and utilization metrics for customers and coach teammates.

You will manage renewals, model plans, and cost-reduction opportunities while expanding the client book and delivering comprehensive reports. Occasional travel may be required.