Benefits Analyst – Employee Benefits

Relation Insurance Services

Benefits Analyst at Relation Insurance analyzing financial data and providing client guidance. Responsible for developing reports, negotiating renewals, and aiding client strategies.

Posted 7/20/2026full-timePleasant Hill • California • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $97,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, report preparation, and client strategy development, with a strong focus on health and welfare plans. Proficient in utilizing technology and data analysis to enhance client service and decision-making processes.

Highest-signal resume keywords

Financial AnalysisHealth Insurance ExperienceMicrosoft ExcelState Life, Accident & Health Insurance LicenseReport Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingData AnalysisRFP DevelopmentBenchmarking ReportsPlan Change AnalysisCost Containment InitiativesAd-Hoc ReportingSelf-Insured FeasibilityCDHP FeasibilityFunding Analysis

Soft Skills

Interpersonal SkillsCommunication SkillsCritical ThinkingCreativityAnalytical Skills

Tools & Technologies

Microsoft Office SuiteOnline Rating SystemsProprietary AI Solutions

Certifications & Qualifications

State Life, Accident & Health Insurance License

Industry Keywords

Health & Welfare PlansClient StrategyCost ContainmentInsurance IndustryFinancial Guidance

About the role

Key responsibilities & impact

Designs, develops and prepares accurate and timely reports and analysis, providing financial guidance and general direction for influencing clients’ decisions and the achievement of strategic goals
Gathers benefits information from a variety of sources, develops Request for Proposal (RFP) templates, coordinates responses from the carriers, inputs data and maintains all appropriate documentation
Prepares draft presentation to client and team leadership
Requests, analyzes and negotiates renewals for all line of coverage for Health & Welfare plans
Conducts plan/benefit change analysis including but not limited to self-insured feasibility, CDHP feasibility & funding analysis
Analyzes and assists in making recommendations on client strategy and cost containment initiatives
Assists in preparing the Rate Development Templates, RFP analysis and templates for all lines of business
Prepares and/or reviews monthly clients financial reports and plan performance monitors
Develops benchmarking reports by gathering health benefits data to compare a client’s plan information to other companies by industry or geography and provide results to client in appropriate format
Prepare ad-hoc reports as required
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
Performs other projects, duties, and tasks, as assigned

Requirements

What you’ll need

State Life, Accident & Health Insurance License is required upon hire or within 90 days of hire
High school diploma or equivalent required
Four-year degree in Accounting, Finance, Economics, Business, Statistics or another related field preferred
Minimum of 3 years of relevant and progressive experience, or equivalent combination of education and job-related experience
Previous health insurance experience preferred
Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems
Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
Ability to work independently with limited daily supervision and to work effectively in a team environment
Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment
Demonstrated initiative to identify and overcome obstacles, manage through ambiguity, remain focused and highly productive
Ability to think critically, creatively, analytically, and with sound judgment to develop and provide comprehensive, in-depth financial analyses and ad hoc projects
Ability to work flexible hours as required, including out-of-town travel
Must have valid driver’s license, ability to travel to client sites and reliable transportation