Financial Analyst – Dayton, OH

Financial Analyst
Location: Dayton, OH
Send resumes to hr@mcgohanbrabender.com

 

Essential Functions & Responsibilities:
  • Process and report all lines of a group insurance renewal. (Medical, Drug, Dental, Vision, Life, DI)
  • With guidance from the Account Manager, handle all aspects of marketing group insurance including preparation of specifications, responding to the market’s queries, summarization and comparison of all quotes received.
  • Prepare and assemble pertinent parts of the client renewal presentation whether for reporting of the renewal, presenting a market comparison or financial reconciliation.
  • Calculate projected renewal rating as scheduled and prepare utilization reports for experience rated clients.
  • Prepare comparison exhibit for plan design changes and illustrate the financial implications.
  • Assist Account Manager with recommendations for improvements in plan designs and help to identify any areas of risk for the client.
  • Continually build strong working relationships with insurers.
Qualifications:
  • To perform this job successfully, an individual must be able to demonstrate each essential responsibility/duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • College course work in finance, mathematics, accounting, information technology or related courses may substitute for experience
  • Demonstrates proficiency in Microsoft Windows software applications, including Word, Excel, and PowerPoint
Knowledge, Skills & Abilities:
  • Strong mathematical skills
  • Must be analytical and possess effective decision making skills
  • Must be a “self- starter” and take initiative in meeting client’s needs (pro-active versus re-active)
  • Attention to detail
  • Problem solving skills
  • Verbal and written communication skills
  • Ability to multi-task and prioritize workload
  • Ability to vocalize concerns/questions
  • Ability to work independently and within a team to accomplish department goals
  • Actuarial, Insurance or Analytical experience required

 

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