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Risk Strategies Company · 17 hours ago

Employee Benefits Analyst

Dallas, TX

Full-time

Hybrid

New Grad, Entry, Mid Level

0+ years exp

Risk Strategies Company is an insurance brokerage seeking an Employee Benefits Analyst. The role involves supporting client teams in developing benefit strategies, conducting data analysis, and managing client deliverables while ensuring compliance with health and welfare regulations.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

Responsibilities

Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed

Fully support Consultants, Account Executives and Account Managers, including assigned tasks such as Forms 5500, policy review, gathering monthly carrier reporting, updating appropriate software with client information (e.g., BenefitPoint, AMS, etc)

Assists in the project management of all assigned clients

Attends client meetings/conference calls regularly with team members

Direct interaction with clients on day to day questions

Attends Consultant and Vendor meetings and participates in internal and external training(s)

Responsible for managing components of project (tasks)

Accountable for assigned work product

Accountable for meeting internal deadlines

Proactively conducts research and produces financial analytics via collection, analysis and interpretation of data for client deliverables

Develops rate and financial spreadsheets

Develops and assists in the execution of client RFPs via compilation and analysis of RFP results and follow up with insurance carriers

Reviews SPDs/contracts for technical accuracy

Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources

Qualification

Health & welfare experienceData analysisMicrosoft ExcelRFP developmentLifeAccidentHealth LicenseClient service orientationOrganizational skillsCommunication skillsCritical thinkingTime management

Required

0 - 3+ years of health & welfare experience, meets majority of core practice competency-based skills

Resourceful, proactive self-starter with the ability to think ahead

Strong business acumen paired with intellectual curiosity

Displays a commitment to professional growth and development; including training and mentoring

Excellent organizational skills, accuracy, and attention to detail

Capacity to multitask, manage competing priorities with strong time management skills

Develop critical thinking and analytical skills

Ability to express ideas clearly in both written and oral communications

Accepts responsibility and accountability for assigned projects

Strong client service orientation and ability to respond to all communications effectively and in a timely manner

Ability to work at a fast pace, both independently and in a team environment

Strong proficiency in Microsoft Excel and PowerPoint

Life, Accident and Health Insurance License within the first 90 days of employment

Preferred

BA/BS preferred

Company

Risk Strategies Company

RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.

Founded in 1997

Boston, Massachusetts, USA

5001-10000 employees