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EB Associate Analyst
Location:
AZ - Phoenix
Apply nowGeneral Description: The Employee Benefits Analyst Program provides in-depth training to prepare associates with technical expertise in financial analysis and benefit plan strategies. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role specific levels of responsibility.
The program also offers organized activities for participants to meet senior executives and network with team members across business lines. This includes opportunities to get involved through our USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service.
Program Overview: The Employee Benefits Career Track Program provides over 950 hours of formalized training sessions and practical hands-on work experience.
- Months 1-3: 100% training
- Months 4-6: 50% training; 50% fieldwork
- Months 7-12: 20% training; 80% fieldwork
- Networking and relationship-building skills
You will assist in all aspects of benefit plan financial analysis and reporting including:
- Create financial deliverables for a mixture of business segment clients.
- Utilize analytical tools, checklists, and templates to identify cost reduction opportunities.
- Illustrate insurance carrier renewals and new business proposals.
- Prepare market review analysis.
- Write summaries noting observations and findings.
- Set priorities and manage workflow of a partial book of business. Ensure efficient, timely, and accurate creation of analytic deliverables and other responsibilities.
- Receive assistance and guidance from team mentors.
- Keep current on industry and new product information, legislation, coverage, and technology.
- Active engagement and participation in trainings relative to the ER Career Track Program with emphasis on gaining knowledge necessary to perform Benefit Analyst role.
Ideal Candidate Qualifications:
- Associate’s degree.
- Strong problem solving and critical thinking skills.
- Strong knowledge of Microsoft Excel.
- Organizational, multi-tasking, and prioritizing skills.
- Ability to independently exercise time management skills and meet deadlines.
- High attention to detail and accuracy.
- Ability to follow policies, procedures, and regulations.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work effectively, as well as independently, in a team environment.
- Ability to take on a high level of responsibility, initiative, and accountability.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
28973