Strategic Benefits Finance Analyst

Digital Insurance LLC; Irvine (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital is hiring a Financial Benefits Analyst to support financial analysis for clients’ group benefit programs. You will collaborate with the financial support team to prepare benefit and financial illustrations, supporting Account Managers and Benefits Consultants.

Responsibilities include drafting exhibits, utilization reports, and monthly client deliverables, while analyzing data for design opportunities and maintaining carrier relationships.

Qualifications

• Bachelor’s degree in Business, Finance, Math or Accounting (required); related field preferred.
• 2–3 years of experience in financial analysis or benefits.
• Proficient in Microsoft Office; intermediate to advanced Excel.
• Healthcare industry experience preferred; knowledge of group insurance beneficial.

Responsibilities

• Draft accurate exhibits for quarterly and annual client meetings.
• Draft client utilization reports using carrier reporting methods.
• Analyze data to identify opportunities for plan design and product changes.
• Prepare monthly reporting deliverables for clients.
• Benchmark industry data to show client competitiveness.
• Maintain strong relationships with carrier partners.
• Keep market information current in internal databases.
• Assist team and clients with special projects.

Skills

Data analysis

Communication

Multitasking

Interpersonal skills

Thrives in fast-paced environment

Education

Bachelor’s degree in Business/Finance/Math/Accounting

Tools

Microsoft Office

Microsoft Excel

Job description

OneDigital is hiring a Financial Benefits Analyst to support financial analysis for clients’ group benefit programs. You will collaborate with the financial support team to prepare benefit and financial illustrations, supporting Account Managers and Benefits Consultants.

Responsibilities include drafting exhibits, utilization reports, and monthly client deliverables, while analyzing data for design opportunities and maintaining carrier relationships.