Client Financial Analyst

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Develop, analyze, interpret, report, and present historical and/or projected financial claims expenses and stop-loss coverage information.

• Prepare financials related to claims expenses, estimated claim costs, financial forecasts, and conduct business-related analysis and research.

• Oversee and coordinate the preparation of stop-loss coverage for employer groups or stop-loss vendors.

• Generate reports and analyses for self-funded groups, stop-loss vendors, sales teams, underwriting, and other relevant audiences.

• Execute monthly variance analysis at the employer-group or consolidated-company level.

• Provide guidance to management regarding financial policies, procedures, applications, historical performance, planning, and forecasting.

• Review both internal and external reports for accuracy, which includes membership, commissions, and the impacts of large claims.

• Prepare transactions for employer groups and reconcile statements of account.

• Assist with monthly, run-out, and final closeout activities, schedules, and general accounting functions.

• Process client transactions that involve suspended or held claims, run-out administrative fees, and employer-group settlements.

• Assess stop-loss benefit eligibility based on claimant contract terms.

• Act as a liaison for internal and external audits and projects, aiding in planning, testing, training, and implementation.

• Conduct quality reviews of operational inquiries and share results with coaching and training suggestions.

• Manage complex eligibility and documentation issues while collaborating with producers and supporting underwriting referrals.

⛳️ Requirements

• Bachelor's degree or advanced degree (if applicable).

• 3+ years of experience in a related field.

• Alternatively, 5+ years of experience in a related field in lieu of a degree.

• Experience in analyzing and interpreting data to facilitate business decisions.

• Proven experience in presenting information to clients, customers, or business stakeholders.

• Proficiency in Microsoft Excel and other data analysis tools.

• Excellent written and verbal communication skills.

• Demonstrated capability to manage multiple priorities and deadlines concurrently.

• Background in working with healthcare, insurance, claims, or benefits-related data.

• Preferred experience with stop-loss coverage concepts.

• Experience in supporting external clients or engaging in customer-facing business functions.

🏝️ Benefits

• Work-life balance, flexibility, and autonomy.

• Medical, dental, and vision coverage.

• Health and wellness programs.

• Parental leave and support.

• Assistance for adoption and surrogacy.

• Career development programs.

• Tuition reimbursement for ongoing education.

• 401(k) match with an annual company contribution.

• Paid Time Off (PTO).

• Annual Incentive Bonus based on the achievement of corporate goals and individual performance.

• Opportunity for remote work with a few in-office visits each year.