Analyze medical benefit plan characteristics for new and renewing clients
Assess group risk and project future claims using established underwriting criteria
Price standard and custom benefit plans
Negotiate rates and plan options to deliver cost-effective solutions
Run product quotes, gather and summarize plan data from carriers, and negotiate discounts and rate guarantees
Prepare renewal plan and cost summary exhibits
Review claims reports and develop executive summaries and renewal forecasts
Build and maintain Excel models for forecasting and other analytical projects
Cultivating insurance carrier relationships and evaluating new marketing materials
Ensure benefit summaries are accurate and complete
Tackle special projects with initiative and creativity
Other duties as assigned
Follow company procedures concerning all essential duties and responsibilities
What's in it For You?To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary.
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
Pet benefits & discounts.
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.
What You'll Need
Exceptional computer skills including Excel & Outlook
Detail-oriented and accurate
Excellent proofreading and organizational abilities
A fast learner who takes initiative and adapts quickly
Goal-driven, organized, multi-tasker
Able to work with limited supervision
3+ years in financial analysis or employee benefits
NC Life and Health License or willingness to obtain
Interest in developing and maintaining data analysis tool
Grow, with usAccretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!