Bennie - Financial Benefits Analyst
Requirements
• The Financial Consulting Analyst should exhibit the six core attributes of the Bennie consulting team: • six core attributes • Possess a growth mindset to drive the business upward and forward. • growth mindset • Take a proactive approach to value creation and delivery for customers, colleagues, and partners. • proactive • Seize the consultative opportunity in every interaction with customers, colleagues, and partners. • consultative • Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business. • curiosity • Bring relentless intensity to the creation of value. • intensity • Work collaboratively with customers, colleagues, and partners. • collaboratively • Equivalent experience • Highly proficient in MS excel, Word, and PowerPoint • 1-3 years experience working in the benefits consulting or healthcare industry • Life & Health Producer’s License • Certification in data analysis or MS Excel • Extensive experience with pivot tables, VLOOKUP/HLOOKUP, INDEX/MATCH, conditional formatting, and data validation • Basic understanding of funding methodologies (including self-funded, level funded and fully insured), and underwriting
Responsibilities
• Navigate carrier portals for data acquisition and development of client financial reporting dashboards • Assist in building and updating Consulting-related tools and templates • Work collaboratively with our consulting and sales teams to provide financial related support • Create ad-hoc analyses for informed client decisions • Prepare financial analyses and exhibits for customer presentations • Support the peer review process for data accuracy • Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams • Effectively manage multiple projects while meeting deadlines • Develop strong relationships with cross-functional teams and third party solution partners
Benefits
• We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD65,000 to USD85,000*. • USD65,000 to USD85,000* • Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. • Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. Bennie offers a total rewards package that includes stock options and employee benefits for full-time employees. • Our total rewards package includes the following: • Flexible Time Off: We have a flexible vacation policy and offer paid company holidays • Flexible Time Off: • Remote-first environment: Bennie is 100% remote (must be based in the US) • Remote-first environment: • Health Benefits that includes: • Medical/Dental/Vision • HSA & FSA, HRA, Life, Disability, & Employee Assistance Program • Wellness Benefits that includes: • One Medical Membership • Financial education with Betterment • Stock Options: All full-time employees are granted stock options • Stock Options: • Remote Work Stipend: A $1,000 WFH Stipend • Remote Work Stipend: • Paid Parental & Bonding Leave • Employee Referral Bonus Program
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