NFP, an Aon company
Financial Analyst - Employee Benefits (Hybrid)
NFP, an Aon company, Bethesda, Maryland, us, 20811
Financial Analyst – Employee Benefits (Hybrid)
Join to apply for the
Financial Analyst - Employee Benefits (Hybrid)
role at
NFP, an Aon company .
Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers, helping companies and individuals worldwide address risk, workforce, wealth and retirement challenges through custom solutions and a people‑first approach. Visit https://www.NFP.com for more information.
Summary Join our dynamic Employee Benefits team in a pivotal support role that combines analytical prowess with client-focused service. As a key member of the team, you will engage in daily data analysis and reporting, tailored to meet the unique needs of our clients. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client‑specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. This role is ideal for detail-oriented professionals passionate about data-driven decision-making and exceptional client service.
Essential Duties and Responsibilities
Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients
Review the source documents for accuracy and ensure that they include all the required data for that specific report
Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions
Prepare financial and utilization reports for monthly/quarterly experience reports, annual forecasting (renewals) and any ad‑hoc analysis for fully insured clients
Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients
Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy
Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace
Knowledge, Skills, and Abilities
Ability to correspond on all financial issues in a clear, concise and persuasive manner
Effectively establish rapport, present information and respond to questions from managers, clients and coworkers
Strong analytical skills
Ability to prioritize and excellent organizational skills
Working knowledge of the group insurance marketplace preferred but not required
Strong knowledge of Microsoft Excel
Proficiency with Power Query, Power BI and Visual Basic
Education and Experience
Bachelor’s in Risk Management and Insurance, Actuarial Science, Finance, Statistics, Mathematics or related field highly preferred
3+ years of related experience with an employee benefits consultant/broker or medical insurance carrier
What We Offer We’re proud to offer a competitive salary, paid time off and holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $80,000 – $100,000, depending on experience, credentials, education, certifications, skill level, scope, and geographic location. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Business Development
Industries Insurance
#J-18808-Ljbffr
Financial Analyst - Employee Benefits (Hybrid)
role at
NFP, an Aon company .
Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers, helping companies and individuals worldwide address risk, workforce, wealth and retirement challenges through custom solutions and a people‑first approach. Visit https://www.NFP.com for more information.
Summary Join our dynamic Employee Benefits team in a pivotal support role that combines analytical prowess with client-focused service. As a key member of the team, you will engage in daily data analysis and reporting, tailored to meet the unique needs of our clients. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client‑specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. This role is ideal for detail-oriented professionals passionate about data-driven decision-making and exceptional client service.
Essential Duties and Responsibilities
Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients
Review the source documents for accuracy and ensure that they include all the required data for that specific report
Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions
Prepare financial and utilization reports for monthly/quarterly experience reports, annual forecasting (renewals) and any ad‑hoc analysis for fully insured clients
Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients
Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy
Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace
Knowledge, Skills, and Abilities
Ability to correspond on all financial issues in a clear, concise and persuasive manner
Effectively establish rapport, present information and respond to questions from managers, clients and coworkers
Strong analytical skills
Ability to prioritize and excellent organizational skills
Working knowledge of the group insurance marketplace preferred but not required
Strong knowledge of Microsoft Excel
Proficiency with Power Query, Power BI and Visual Basic
Education and Experience
Bachelor’s in Risk Management and Insurance, Actuarial Science, Finance, Statistics, Mathematics or related field highly preferred
3+ years of related experience with an employee benefits consultant/broker or medical insurance carrier
What We Offer We’re proud to offer a competitive salary, paid time off and holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $80,000 – $100,000, depending on experience, credentials, education, certifications, skill level, scope, and geographic location. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Business Development
Industries Insurance
#J-18808-Ljbffr