Analyst

Bridge Specialty Group•Southborough, MA

23h•$34 - $36

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary: The Analyst will participate in a company-provided training program introducing all aspects of health and welfare benefits and the financial methodology to analyze benefit costs. The analyst will work within assigned teams to perform daily account service for all assigned clients. Supports the development of the firm’s work products that benefit all clients, including the production of surveys and research on employee benefit topics and benchmarking. Essential Duties and Functions: With oversight, provides technical support for projects and client engagements. Performs data & financial analytics with oversight, working toward the ownership of monthly financial reports and initial budget underwriting for less complex clients; seeks and documents peer review on all work. Coordinates the activities of RFPs with oversight, implementations, and renewals; develop and present results comparisons for presentation to clients. Conducts benefits benchmarking research and analysis Assists in the review of internal compliance and client disclosure requirements, summary plan documents, and employee communications to ensure alignment with client expectations, legal requirements, and documentation with clients’ vendors where appropriate. May participates in some client calls and meetings as directed by team leads and ensures documentation of call notes and follow-ups. Seeks to become current on industry trends and information, new product development, legislation, coverages, and technology. Provides excellent customer service to all clients. Promotes teamwork, support, and a positive attitude in the office and with other teammates.

Requirements

Bachelor's degree
Excellent communication, interpersonal, and organizational skills
Ability to prioritize and manage multiple tasks in a demanding work environment
Proficient with MS Office, including Excel, Word, and PowerPoint
Life and Health license in good standing, required within 90 days of hire
Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.
Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
Vision sufficient for use of a computer monitor.
Ability to sit at a desk 7 – 8 hours per day.
Reliable transportation to and from work.

Responsibilities

Provides technical support for projects and client engagements.
Performs data & financial analytics with oversight, working toward the ownership of monthly financial reports and initial budget underwriting for less complex clients; seeks and documents peer review on all work.
Coordinates the activities of RFPs with oversight, implementations, and renewals; develop and present results comparisons for presentation to clients.
Conducts benefits benchmarking research and analysis
Assists in the review of internal compliance and client disclosure requirements, summary plan documents, and employee communications to ensure alignment with client expectations, legal requirements, and documentation with clients’ vendors where appropriate.
May participates in some client calls and meetings as directed by team leads and ensures documentation of call notes and follow-ups.
Seeks to become current on industry trends and information, new product development, legislation, coverages, and technology.
Provides excellent customer service to all clients.
Promotes teamwork, support, and a positive attitude in the office and with other teammates.