Be part of Lawrie Insurance Group as a Financial Analyst specializing in Employee Benefits. This role combines data analysis with teamwork to deliver exceptional client service.
As a Financial Analyst, you will collaborate closely with Employee Benefit Advisors to manage and analyze your assigned account portfolio. Your expertise will be focused on maintaining accurate client records and reviewing comprehensive reports. Engaging in renewal analysis and custom presentations, you’ll support negotiations and identify claims patterns effectively.
Key Responsibilities:
• Collaborate with Employee Benefit Advisors on client accounts
• Maintain accuracy in client record-keeping
• Review monthly and quarterly client reports
• Conduct renewal analysis and create custom presentations
• Identify and analyze claims patterns and significant changes
Requirements:
• Excellent organizational, analytical, and problem-solving skills
• Ability to manage multiple clients and ...