Employee Benefits Financial Analyst

World Insurance Associates is seeking an Employee Benefits Financial Analyst for its Underwriting & Analytics team. The role prepares financial analyses and client deliverables, analyzes claims and cost drivers, and supports renewal and strategic decision-making, with exposure and training toward future underwriting capabilities.

What you'll do:

• Manage and prioritize analytical workflow to ensure accurate, timely deliverables
• Prepare and maintain financial dashboards for a book of business (clients typically 100–5,000 employees). Client funding arrangements may range from fully insured, level funded, and self-funded
• Support core financial analyses, including: + Market review analysis + Claims utilization review + Contribution modeling + Benchmarking studies
• Assist in developing financial models and alternative plan scenarios using established tools and templates
• Compile and organize data for underwriting and renewal processes
• Support the preparation of client deliverables, including reports, exhibits, and presentations
• Partner with underwriting team members to understand financial assumptions, methodologies, and outcomes
• Collaborate with internal teams (e.g., service, population health, and account management) to support client strategy
• Maintain data integrity across systems such as BenefitPoint, Excel models, and reporting tools
• Participate in peer review processes to ensure quality and accuracy
• Assist with prospect analyses and ad hoc financial requests
• Continuously develop knowledge of underwriting concepts, funding arrangements, and industry trends

What they're looking for:

• 1-3+ years of experience in employee benefits, insurance, finance, or a related field
• Ability to work in a fast-paced environment with some oversight and a high degree of accuracy and attention to detail
• Strong proficiency in Microsoft Excel (formulas, modeling, formatting) and strong skills in Word and other MS Office tools such as PowerBI
• Strong analytical, problem-solving, and critical thinking abilities, with the ability to work with complex data and variables
• Excellent written, oral, and interpersonal communication skills
• Team-oriented, client-focused, and able to build effective working relationships with colleagues, carriers, and clients
• Commitment to staying current on industry trends, regulations, and emerging products
• College degree or CEBS designation preferred
• Life & Health insurance license preferred, not required

Benefits:

• This is a remote position.
• Variable pay programs