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EB Analyst IV

Alternate Locations:

MA - Woburn - BOS00, NY - Syracuse (Salina) - SY200

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General Description:

This client-facing position independently analyzes information to create and assist with delivery of financial solutions for prospective clients and select clients with complex benefit programs.  They act as an engage participant in the sales process.



  • Act as a resource for Sales Executives to develop strategic plans and solutions for prospects and select clients.

  • Work closely with Service Team Members to ensure strategic objectives of prospects/client are clearly articulated and that all prospect deliverables deliver proactive solutions in line with strategic objectives.

  • Interfaces directly with prospects and select clients to provide expert underwriting review in on-site and remote capacity to explain financial concepts, prospect financial solutions and other analytical materials.

  • Responsible to understand and to expertly explain external market influencers and internal experience trends driving benefit costs to clients.

  • Lead company financial analysis in finalist sales presentation for target clients

  • Present data analytics tool demonstrations as appropriate.

  • In a limited capacity for select clients may analyze and prepare reporting packages in accordance with client service calendar financial meetings (e.g.  post-renewal, mid-year, pre-renewal, renewal).   Reporting packages may include but are not limited to:

    • Periodic claims utilization, trend  and lag analyses

    • Rate and Contribution analysis

    • Market analysis

    • Financial funding analysis

    • Renewal rate and funding projections and modeling

    • Technical claims review with gap in care, cost modeling and benchmarking

  • Utilize analytical tools to develop alternative strategies, plan modeling and cost reduction opportunities.

  • Perform technical analysis of group insurance contracts and financial arrangements.

  • Work closely with Service Team Members to ensure strategic objectives of prospects/client are clearly articulated and that all client deliverables deliver proactive solutions in line with client strategic objectives.

  • Provide specific leadership responsibilities as identified by Team Lead (e.g. mentorship responsibilities for junior members, independent development of tools and processes, research and development of future best practices).

  • Assist with team development as directed by Team Lead including but not limited to:

    • Development on team standards and processes

    • Assist with training and associate development of more junior team members

    • Maintain analytical skill set and knowledge to act as a resource for the team

  • Participate in the peer review process both as a participant as well as a reviewer.

  • Develop and maintain excellent carrier relationships.

  • Other miscellaneous duties as assigned.


Knowledge, Skills and Abilities:

  • 7-10 years experience in Employee Benefits related field.  High School Graduate.  College degree preferred, but not required.

  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy and attention to detail.

  • Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables.

  • Ability to manage and negotiate 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.

  • 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.

  • Advanced problem solving and critical thinking skills

  • Ability to carry out complex tasks with many concrete and abstract variables. 

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.

  • Frequently (34%-66% 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.


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