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The Oakbridge Senior Benefit Analyst is an internal position which supports the client management team. The Senior Benefit Analyst is responsible for executing the marketing strategy set by the client service team, overseeing financial reporting and special projects, as assigned.

Key Responsibilities:

• Financial Reporting - for assigned clients
  • Develop custom financial reporting packages, as requested by account management team.
  • Produce financial reporting packages accurately, based on established timelines.
    • Obtain data from carriers.
    • Prepare/Map data based on account structure.
    • Update reporting package.
    • Deliver client ready reporting package, along with commentary, to account management team.
  • Monitor stop loss plan performance and report inconsistencies and/or trends to account management team.
  • Oversee SIR implementations and annual updates. Serve as onsite SIR expert providing guidance and support to other team members.
• Renewal and Marketing (R&M)
  • Retain an excellent understanding of Employee Benefit products available in the marketplace.
  • Develop Global R&M Calendar for a2 Benefit clients.
  • Partner with Account Management team to set R&M strategy - for assigned clients.
  • Execute marketing strategy for assigned clients, to include RFP development & data collection, facilitating RFP marketing process, managing marketing timeline, evaluation of proposals & completion of benefit/financial analysis.
  • Providing pertinent R&M updates in summary format, along with commentary to account management team.

• Special Projects - As Assigned
  • • Develop and manage timeline
    • Develop and update client communications to be used by Client Management team
    • Collect and/or calculate PCORI calculation.
    • Deliver, client ready, information to Account Management team.
• Team Support
  • • Peer Review team members work, as requested
    • Conduct data integrity audits, as requested.
    • Mentor junior team members regarding RM&A process and financial reporting.

Knowledge and skills that will help you be successful in this role:

• Advanced Microsoft Excel skills and proficiency with Microsoft Office products
• Strong analytical and problem-solving skills
• Organized and detailed oriented
• Self-starter with ability to manage priorities and make independent decisions with minimal oversight.
• Good communication skills - both written and verbal

Desired Education, Experience (open to consider experience in lieu of degree) and Requirements:

• College degree (preferred but not required)

• Minimum of 5+ years of health and welfare experience with self-funded medical and stop-loss experience

• Professional Certification (CEBS, PHR, SPHR, etc.) preferred

• State Life and Health Insurance License

ABOUT US

Oakbridge Insurance Agency is a new kind of insurance and risk management agency that aims to transform and elevate how business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is suitable for our friends and neighbors.

Our most important asset is our people. We offer a friendly, flexible work environment and first-class benefits to meet your and your family's needs. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information, visit our website.

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