Top 2 Financial analyst iv Jobs in Charlotte Nc

Employee Benefit Analyst IV
USI Holdings Corporation —Charlotte, NC
- Remote
- Computer literacy
- Mid-level
- High school diploma or GED
- Wellness program
- Health savings account
Commercial Credit Analyst
Carter Bank —Charlotte, NC
- $42,647.76 - $74,195.42 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
- Paid holidays
- Disability insurance
3h

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Must hold or be willing to obtain a state Life & Disability insurance license. Through USI ONE, we develop strategic, timely, and effective risk management and…
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Employee Benefit Analyst IV

USI Holdings Corporation -
Charlotte, NC

Apply Now

Job Details

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Family leave
Vision insurance
Life insurance

Qualifications

Life Insurance License
High school diploma or GED

Full Job Description

General Description: Responsible for analyzing information and creating financial deliverables for clients with less complex benefit programs.

Responsibilities:

Responsible for financial analytics for predominantly fully insured clients. Some clients may be self-funded. Typical client size is 100 to 250 lives.
Prepare standard analyses with minimal customization. Analyses may include:
- Market review analysis
- Renewal rate and funding projections and modeling
- Analysis of claims utilization
- Rate and Contribution analysis
- Claims experience reports
- Benchmarking
- Financial funding analysis with guidance
Develop alternative strategies, plan modeling, and cost reduction opportunities.
Perform technical analysis of group insurance contracts and financial arrangements.
Serve as primary contact with insurance carriers for marketing coverage for new business quotes and renewal. Includes requesting quotes, evaluating options, and conducting fact-based negotiation of rates and benefit features.
Develop and maintain excellent carrier relationships.
Analyze claims experience data. With guidance identify financial performance conclusions.
Write client facing Executive Summaries that provides observations and findings. With guidance, recommend solutions and next steps.
Prepare carrier and client written correspondence. Includes carrier renewal confirmation letters and client renewal letters.
Participate in the peer review process, primarily as the reviewed party. May also act as a reviewer, predominantly for Associate Analyst I and Analyst II work. Receive assistance and guidance from Benefit Analyst Team mentors.
With guidance, use analytic tools.
Keep current on industry information, technology, and trends.
Successfully maintain and service a full book of business.

Knowledge, Skills and Abilities:

1 year + experience in employee benefits or related field.
High School Graduate. College degree preferred.
Must hold or be willing to obtain a state Life & Disability insurance license.
Ability to work in a fast-paced, team environment with minimal instruction.
Ability to manage and negotiate multiple priorities and deadlines.
Strong written, verbal, and interpersonal communication skills.
Comfortable with internet-based programs and Microsoft Office products.
Ability to carry out complex tasks with many concrete and abstract variables.
Strong problem solving and critical thinking skills.

#LI-LT3

#LI-Remote

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Apply Now

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financial analyst iv jobs in charlotte nc

Employee Benefit Analyst IV

Commercial Credit Analyst

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