Life and Health Licensed Financial Analyst

Job Summary

Supporting the consulting delivery team, the full-time remote Life & Health Licensed Financial Analyst will manage data acquisition, assist in financial reporting, and collaborate with consulting and sales teams to enhance customer satisfaction and results.

Key responsibilities

• Navigate carrier portals for data acquisition and develop client financial reporting dashboards
• Create ad-hoc analyses and prepare financial exhibits for customer presentations
• Collaborate with consulting and sales teams to provide financial-related support and troubleshoot Excel issues

Required qualifications

• 1-3 years of experience in the benefits consulting or healthcare industry
• Highly proficient in Microsoft Excel, Word, and PowerPoint
• Equivalent experience in a relevant role
• Life & Health Producer's License (preferred)
• Certification in data analysis or advanced Excel skills (preferred)