Employee Benefits Analyst

About the role

The Analyst will participate in a company-provided training program introducing all aspects of health and welfare benefits and the financial methodology to analyze benefit costs. The analyst will work within assigned teams to perform daily account service for all assigned clients. Supports the development of the firm's work products that benefit all clients, including the production of surveys and research on employee benefit topics and benchmarking. This is a full-time, in-office position based in Framingham, MA. Essential Duties and Functions: With oversight, provides technical support for projects and client engagements. Performs data & financial analytics with oversight, working toward the ownership of monthly financial reports and initial budget underwriting for less complex clients; seeks and documents peer review on all work. Coordinates the activities of RFPs with oversight, implementations, and renewals; develop and present results comparisons for presentation to clients. Conducts benefits benchmarking research and analysis Assists in the review of internal compliance and client disclosure requirements, summary plan documents, and employee communications to ensure alignment with client expectations, legal requirements, and documentation with clients' vendors where appropriate. May participates in some client calls and meetings as directed by team leads and ensures documentation of call notes and follow-ups. Seeks to become current on industry trends and information, new product development, legislation, coverages, and technology. Provides excellent customer service to all clients. Promotes teamwork, support, and a positive attitude in the office and with other teammates. Competencies: Learning Agility - Demonstrates curiosity and seeks to understand health and welfare benefits and financial analysis applications. Seeks to understand client issues and our approach to solving them. Asks thoughtful questions and applies feedback. Organization & Execution - Plans and manages time effectively, follows through on tasks, and delivers high-quality work on deadline. Coordinates proactively with teammates. Communication - Writes and speaks clearly. Adapts communication for the audience. Listens actively and responds appropriately. Team Collaboration - Contributes positively to team culture. Open to others' ideas. Engages in a respectful and inclusive way. Proactive Mindset - Takes initiative in small ways-asks to help, anticipates team needs, and flags issues early. Adaptability - Embraces change and adjusts priorities or work style as needed.