Group Benefits Financial Analyst

OneDigital Investment Advisors LLC; Los Angeles (CA); Híbrido; USD 70 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Retirement plan

Paid time off

Learning and development programs

Resumo da oferta

OneDigital Investment Advisors LLC is seeking a Financial Benefits Analyst to support financial analysis of group benefit programs. The role collaborates with the financial support team to produce benefit and financial illustrations for client evaluation and decision-making.

The position requires a Bachelor’s degree and 2–3 years of experience, with strong Excel skills and knowledge of group insurance. This is a client-focused, fast-paced role with growth potential.

Qualificações

• Bachelor's degree in Business, Finance, Math, Accounting or related field.
• Proficient in Microsoft Office; advanced Excel skills required.
• Experience in healthcare industry with group insurance knowledge preferred.
• Experience with database applications a plus.

Responsabilidades

• Draft accurate exhibits for quarterly and annual client meetings.
• Draft client utilization reports using carrier data and analyze trends.
• Analyze data to identify plan design opportunities and product changes.
• Prepare monthly reporting deliverables for clients.
• Benchmark industry data and present competitiveness insights.
• Maintain strong relationships with carrier partners and update market data.
• Assist team and clients on special projects.

Conhecimentos

Data analysis

Verbal communication

Written communication

Interpersonal skills

Multitasking

Formação académica

Bachelor's degree in Business/Finance/Math/Accounting or related field

Ferramentas

Microsoft Office

Excel

Database applications

Descrição da oferta de emprego

OneDigital Investment Advisors LLC is seeking a Financial Benefits Analyst to support financial analysis of group benefit programs. The role collaborates with the financial support team to produce benefit and financial illustrations for client evaluation and decision-making.

The position requires a Bachelor’s degree and 2–3 years of experience, with strong Excel skills and knowledge of group insurance. This is a client-focused, fast-paced role with growth potential.