Employee Benefits Financial Analyst – Middle & Large Group

World Insurance Associates LLC

Financial Analyst managing placement and analytics for level-funded and self-funded clients. Building financial dashboards and client proposals while ensuring effective communication of coverage options.

Posted 4/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $66,700 - $82,400 per yearWebsite

About the role

Key responsibilities & impact

Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations.
Communicates carrier specific strengths and weakness to clients throughout the renewal process.
Builds and may deliver messaging around fully insured, level-funded and less complex self-funded financial dashboards.
Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues.
Models’ various contribution strategies and articulate pros and cons of different approaches.
Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review.
Builds and maintains positive carrier relationships.

Requirements

What you’ll need

Bachelor's degree preferred, but equivalent work experience would be considered
Must hold state life and health insurance license
Knowledge / user of all WIA EB Analytics models and deliverables including Financial Dashboards, RFPs, forecasting models and contribution modeling.
Knowledge of underwriting and analytics value proposition to prospects, clients and WIA colleagues.
Word, Excel and Power Point proficiency. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

RFP preparationcarrier quote reviewclient proposal developmentfinancial dashboardsrenewal projectionscontribution strategiesdata analysisforecasting modelscontribution modeling

Soft Skills

communicationrelationship buildingnegotiationwritingpresentation

Certifications

state life and health insurance license