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Employee Benefit Analytical Admin

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General Description: This position is responsible for creating financial deliverables for current and prospective clients.  Financial deliverables include financial and contractual analysis, claims utilization analysis and modeling.  Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

  • Set priorities and manage analytical work flow to ensure efficient, timely and accurate creation of deliverables and other responsibilities.
  •  Build claims reports for client service calendar financial meetings (e.g.  Post-renewal, mid-year, pre-renewal, renewal) primarily on fully insured or level funded programs with limited levels of complexity
  • Develop and maintain excellent carrier relationships.
  • Project a professional image in action and appearance.
  • Other miscellaneous duties as assigned.

Knowledge, Skills and Abilities:

  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy and attention to detail.
  • Set priorities and manages work flow to ensure efficient, timely and accurate deliverables.
  • Ability to manage multiple priorities and deadlines
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.  Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • High School Graduate.  College degree preferred, but not required.
  • Must hold state Life & Disability insurance license or willing to obtain one within an agreed upon timeframe.
  • Strong written, oral and interpersonal communication skills.
  • Strong functional knowledge of Excel specific to creating, formatting and evaluating formulas and working within templates.  Must be proficient in Excel, Word and other MS Office products along with Adobe products.
  • Strong problem solving and critical thinking skills
  •  

Physical Demands:

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including:  telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, and bending.

Analysis of Physical Demands:

·       Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·       Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·       Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·       Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Job ID:

17047

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