💼 About This Role

You'll lead strategic financial consulting on employee benefit plans for a growing independent agency. You'll drive cost projections and risk management while mentoring analysts. This role offers ownership opportunities in a nationally recognized firm.

🎯 What You'll Do

• Lead RFP preparation for self-funded TPA and stop loss
• Analyze underwriting data and cost projections
• Prepare client presentations and present findings
• Mentor analysts and perform technical reviews

📋 Requirements

• 6+ years of similar or related experience
• Proficiency with MS Office Suites
• Attains and maintains Life and Health license
• Ability to analyze underwriting and actuarial computations

✨ Nice to Have

• College graduate, 4-year degree or equivalent
• Experience with self-funded medical plans

🎁 Benefits & Perks

• 💰 Annual Performance Bonus
• 📈 Stock Purchase
• 🏥 Medical Plans including prescription, dental, vision
• 🏖️ Paid Time Off and flexible work options
• 📚 Personal and Professional Development stipend

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Financial Case· 60 min
4. 4Team Interview· 45 min
5. 5Offer· 30 min