As the Financial Benefits Analyst, you will assist consultants in both client service and financial consulting. Some of your responsibilities include, but are not limited to, insurance procurement, experience reporting, new and existing business, financial review, and strategy around client consulting objectives. Sharpen your negotiation skills as you work directly with insurance carriers on behalf of Namely’s brokerage clients. You will also be responsible for helping with brokerage related projects when needed.

Responsibilities  

• Procurement process: creation of RFP documents along with organization and negotiation of carrier proposals
• Financial analysis and strategy regarding client health and benefit needs
• Assist in the financial analysis for prospective and existing brokerage clients
• Periodic medical and dental financial experience analysis

Requirements  

• Bachelor’s Degree
• Proficiency in Excel, including pivot tables and lookup formulas
• Ability to serve the Namely brand when creating PowerPoint deliverables
• Exceptional skills in handling large volumes of data
• Demonstrated ability to take ownership and accountability
• Flexible, team-oriented collaborator, a self-starter who is capable of thriving in a fast-paced environment

Nice to Have

• Experience with salesforce
• Prior brokerage or carrier experience
• Prior client-facing experience

About Namely

Namely is the first HR, payroll, and benefits platform employees actually love to use. People are at the center of everything we do—from our platform to our staff. Why join us? We believe every company and every employee deserves a great workplace, supported by HR technology they use and love. Most importantly, we believe in giving you the tools you need to do the best work of your career.

We invite you to fill out the EEO survey below as part of our ongoing diversity initiatives at Namely. Your participation in the survey is completely optional and voluntary, and none of the information you provide will be considered in the hiring process or with respect to any employment decision made by Namely. Namely will have access only to anonymized data submitted through these surveys.