228 benefit analyst jobs found in Aliso Viejo, CA

Company: Description: Summary Benefit Analysts within the SBD assist Principals, Account Executives (AE’s), and Account Managers (AM’s) to provide outstanding professional service for Employee Health & Benefits for groups of 2 – 100 lives.  Essential Duties & Responsibilities Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers. Analyze proposals, inclusive of rates and benefits. Review bid results with Principals, Account Executives, and/or Account Managers. Maintain our Agency Management System. Track renewals and proposals. Coordinate and prepare materials required for formal client presentations. Participate in presentations with Principal or Account Executive as requested. Prepare and coordinate announcement material for enrollment process for sold or transferred business. Work with carrier representatives to coordinate activity for a smooth...

Company: Description: Summary Benefit Analysts within the SBD assist Principals, Account Executives (AE’s), and Account Managers (AM’s) to provide outstanding professional service for Employee Health & Benefits for groups of 2 – 100 lives.  Essential Duties & Responsibilities Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers. Analyze proposals, inclusive of rates and benefits. Review bid results with Principals, Account Executives, and/or Account Managers. Maintain our Agency Management System. Track renewals and proposals. Coordinate and prepare materials required for formal client presentations. Participate in presentations with Principal or Account Executive as requested. Prepare and coordinate announcement material for enrollment process for sold or transferred business. Work with carrier representatives to coordinate activity for a smooth...

Company: Description: ESSENTIAL DUTIES & RESPONSIBILITIES Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness. Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests. Prepare and coordinate materials for the enrollment process and other formal client presentations. Work with carrier representatives to coordinate activity for a smooth implementation of...

THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. The Associate Benefit Analyst works collaboratively with the Producer and Account Executive to manage an assigned book of business. The Benefit Analyst primarily provides technical support that requires a thorough understanding of employee benefits, ability to think critically and provide strategic direction, application of advanced math and Excel skills and the ability to establish and maintain collaborative internal and external relationships. Functions as the analytical subject matter in strategy meetings with Account Executive and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Santa Rosa, CA, Irvine, CA, Roseville, CA, Glendale, CA, Burlingame, CA, Portland, OR The Large-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager...

Company: Description: ESSENTIAL DUTIES & RESPONSIBILITIES Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness. Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests. Prepare and coordinate materials for the enrollment process and other formal client presentations. Work with carrier representatives to coordinate activity for a smooth implementation of...

We are looking for a detail-oriented and driven Junior Financial Data Analyst to join our finance team with a focus on pricing, accounting, and ad hoc financial projects. This entry-level role is ideal for recent graduates or early-career professionals eager to build hands-on experience in corporate finance, pricing strategy, and data analysis. You will work closely with experienced team members and leadership to support key business functions such as budgeting, forecasting, variance analysis, and special projects. Strong communication, analytical thinking, and a willingness to learn are essential for success in this role. This is a hybrid role in our Irvine, CA office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Financial Modeling & Reporting Assist in the preparation of financial models, forecasts, and reports to support strategic decision-making. Analyze and interpret financial data to uncover trends and identify areas for improvement. Contribute to ERP...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Workers Compensation Claims Analyst to their  Millennium team in Orange, California .  Job Summary: The Workers Compensation Claims Analyst is an integral position within the Cost Containment Unit that assists in providing claims advocacy and analysis services in an effort to control costs of risk for Millennium’s clientele and account teams. Essential Functions: Maintain internal claims inventory with diary system of claim status updates. Maintain Monthly Loss Run Report and Reserve Tracking Database. Position is responsible for updating spreadsheets, IMS claims database, and other reporting tools for summarizing monthly activities of Worker’s Compensation losses.  Tracking reports will be utilized to provide daily, weekly, and monthly activities. Utilize Insurance Carriers and TPA’s on-line claims systems to retrieve and maintain...

Company: Description: Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of...

Company: Description: Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a...

Company: Description: Client Service Executive Department:         Employee Health & Benefits Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns....

Company: Description: Develop and maintain client relationships through advising and providing advocacy on Property and Casualty (P&C) claims related issues.  Perform claim reviews and status updates to ensure that claims are properly set up, coverage positions are received, reserves are adequately set, and that the claim files are moving towards closure or resolution in a timely manner.  Provide routine status updates to service team on open claims.  Communicate with claims professionals, clients and internal staff, and achieve successful results. Essential Duties & Responsibilities Provide effective claims management. Develop and maintain computer based task system of events and diary of routine status updates for P&C claims including dates critical to ensuring claims are properly set up, a timely coverage position is issued, a claims adjuster is assigned, defense counsel is assigned (when applicable), and status update of claims progress.  Actively...

Company: Description: Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Associate Director to join our Pacific Life Investments Team in Newport Beach, CA. As an Associate Director, you will play a key role in Pacific Life’s growth and long-term success by expanding our exposure to investment grade fund finance assets in the private equity and private credit sectors, as well as other private...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Case Design Analyst to join our Inforce Case Design Team in Newport Beach, CA. As a Case Design Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by promote the sales goals of the life division by providing best in class service, support, and training to both internal and external customers through...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Project Manager to join our PMO team in the Strategy Realization Office (SRO).  This role will work out of our Newport Beach, CA office. As a Senior Project Manager you’ll move Pacific Life, and your career, forward by leading cross-functional initiatives in a hybrid, iterative delivery environment. This role requires a...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Case Design Analyst to join our Team in Newport Beach, CA. As a Case Design Analyst you’ll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill an existing role that sits on a team of eight people in the CMD Strategy and Enablement Division. Your colleagues will include Case...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Category Manager Technology to join our Global Procurement Solutions team in Newport Beach, CA. As an IT Category Manager, you’ll play a key role in Pacific Life’s growth and long-term success by supporting execution of key strategic sourcing initiatives set forth by sourcing managers within the Procurement Function. You’ll...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Financial Reporting Analyst II to join our Reinsurance Accounting and Reporting team in Newport Beach, CA or Omaha, NE. As a Senior Financial Reporting Analyst II you’ll move Pacific Life, and your career, forward by supporting the Company's fast-moving reinsurance initiatives with specialized financial literacy and...