Benefit Analyst – Mid-size Market Group

JOB SUMMARY

Reporting to the Director of Consulting Services, Employee Benefits, the Benefit Analyst is responsible for assisting Account Executives and Benefits Consultants with the analysis of client and prospect employee plan data.  This position functions as a benefits expert regarding benefits spread sheeting and client open enrollment communications.  The Benefit Analyst is an active member of the PSA Mid-size Market Benefits team and provides assistance on mid-size group clients, generally 50 to 200 lives, with primarily fully insured plans with minimal complexity. 

ESSENTIAL FUNCTIONS

With the assistance and guidance of the Benefits Consultants and Producers, the Benefit Analyst will: 

• Assist Account Executives and/or Benefits Consultants with RFP preparation, benefit plan marketing, and presentations for clients and prospects
• Support the management of vendor relationships with marketing assistance and following up on vendor RFPs
• Spread sheet rates and benefit plan design options for renewal presentations
• Assist in developing and updating any claims reports for larger mid-size clients (150+)
• Assist  Benefits Consultants with the development of and/or update open enrollment materials, including benefit guides, open enrollment presentations, and Brainshark scripts
• Assist Benefits Consultants with development of benchmarking reports (larger mid-size clients (100/150+)
• Assist Benefits Consultants with new plan and renewal implementations
• Support development of best practice templates and maintain updates as needed
• Proactively identify issues requiring action and develop innovative solutions or raise awareness to Benefits Consultants and assist with solution

QUALIFICATIONS

• Associate’s degree required; Bachelor’s degree in Business or related discipline preferred plus minimum of 1 to 2 years experience preferred
• Working knowledge of Employee Benefit plans and knowledge of benefit plans in general
• Ability to analyze data and make appropriate recommendations
• Demonstrated ability to independently organize and perform work activities and to simultaneously handle multiple complex projects
• Ability to perform associated paperwork
• Demonstrated ability to communicate effectively, both verbally and in writing
• Strong computer skills, primarily with Excel, PowerPoint and Word, as well as Benefit Point
• License in Life and Health preferred (if not, the ability to obtain license within 6 months of hire date)

PERSONAL ATTRIBUTES

• Listens well
• High energy, upbeat
• Smart — intellectually curious
• Strong financial acumen
• Ethical
• Strategic thinker
• Ability to think in multi-dimensional complex terms
• Problem-solver
• Ability to be “hands-on” and be tactical
• Results oriented – make-it-happen sense of urgency
• Values relationships – a collaborator – team oriented
• Ability to get into the details – involved in the business
• Inspires trust
• Winning attitude – passionate
• Can be relied upon for consistent time and attendance

If interested, please send your resume to tbolotin@psafinancial.com.

PSA is an Equal Opportunity Employer.