Alera Group, Inc. · 13 hours ago
Financial Analyst and Benefits Underwriter
Berwyn, PA
Full-time
Hybrid
Mid Level
$107K/yr - $120K/yrAlera Group, Inc. is seeking a Financial Analyst (Benefits Underwriter) to join their team. This role involves delivering financial analysis and exceptional client service for health and welfare benefit plans, while collaborating with various stakeholders to manage financial aspects of benefits programs.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Prepare, update, and analyze health and welfare benefit plan claims, projections, and financial models
Build and maintain benefit plan projection workbooks, including IBNR analysis
Prepare and analyze renewal projections
Lead and support stop loss RFPs, negotiations, renewal analysis, and implementation
Model premium equivalent rates, plan design changes, and risk profiles
Deliver benefits benchmarking and plan performance analysis
Review carrier and vendor reporting for accuracy and completeness
Support benefits-related financial due diligence for prospective clients and M&A activity
Prepare client-ready financial summaries and participate in client meetings, as needed
Coordinate with insurance carriers, vendors, and actuarial/analytics partners
Ensure accurate documentation and compliance with benefits funding and regulatory requirements
Protect PHI and follow secure data handling practices
Qualification
Required
Advanced analytical skills, including financial modeling and advanced Excel usage
Ability to clearly communicate complex benefits and financial data
Strong critical thinking and problem‑solving skills
Bachelor's degree or equivalent experience
Demonstrated ability to work independently and meet deadlines
Strong written and verbal communication skills
Ability to build and maintain strong client relationships
Willingness to travel for client service
Ability to work extended hours during peak periods
Preferred
Professional Life & Health License preferred (or ability to obtain within six months)
Experience in employee benefits, insurance, or health & welfare consulting (self‑funded medical and stop‑loss experience strongly preferred)
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
And much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Founded in 2017
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase