Employee Benefits Analyst Regional Team Lead

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Requirements:

• Bachelor’s Degree or equivalent experience.
• Proven experience as a Technical Consultant or Analyst in the employee benefits brokerage industry for 10+ years.
• Experience managing or leading a team of EB Analysts.
• Must obtain and maintain applicable state Life and Health License.
• Willing and able to travel approximately once per month.
• Must be located in Pacific Standard Time (PST).
• Proficient in using Microsoft Office suite, especially Excel.
• Strong knowledge of complex funding arrangements including self-funded, level-funded, and fully insured plans.
• Experience executing strategic direction of analytic solutions.
• In-depth knowledge of employee benefits programs and industry trends.
• Strong analytical skills with the ability to innovate methodologies.

Responsibilities:

• Maintain a book of complex self-funded, level funded, and fully insured clients, providing financial reporting and strategic leadership.
• Coordinate and manage the overall work and projects of assigned analysts, including performance evaluations.
• Assign clients and organize workflow within the team while providing ongoing feedback for professional development.
• Participate in hiring processes and assist with meetings to communicate updates.
• Mentor analysts to support associate growth in emerging markets and identify quality improvement opportunities.
• Engage with client executives to ensure work quality and provide customized benchmarking analyses.
• Perform detailed underwriting and IBNR analysis for various benefit plans.
• Review team needs for marketing updates and participate in contract renewals and negotiations.
• Lead client presentations and support sales efforts as a subject matter expert.