Financial Reporting Analyst

The Financial Reporting Specialist will be responsible for:

• Providing financial reporting to groups on a monthly basis


• Working in multiple carrier sites to capture data accurately


• Utilizing Excel to manipulate data


• Correctly inputting data into complex reporting packages


• Reviewing data to find inaccuracies


• Learning new technology and programs


• Producing and distributing reports


• Explaining financial reporting to benefit analysts, producers and clients

Specific Knowledge, Skills and Abilities:

• Must have Intermediate Microsoft Excel skills or better


• Keen attention to detail


• Critical thinking skills and ability to spot abnormalities in data


• Strong general computer and internet skills


• Ability to quickly learn new software systems


• Strong organizational skills and task-oriented


• Capable of passing State Life and Health licensing exam upon hiring

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)


• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner


• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly


• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences


• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively


• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals


• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction


• Dependability: Acknowledgment of the importance of being present and punctual.


• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome


• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously


• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• College degree in data analytics, finance, insurance, mathematics, statistics preferred


• High school diploma or equivalent required


• Experience in group health insurance and/or data analytics preferred

Licensing and Credentials:

• Employee Health and Life License (Active)

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook


• Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable

Physical Requirements:

• Ability to lift 25 pounds


• Repeated use of sight to read documents and computer screens


• Repeated use of hearing and speech to communicate on telephone and in person


• Repetitive hand movements, such as keyboarding, writing, 10-key


• Walking, bending, sitting, reaching and stretching in all directions


• Ability to attend client meetings when requested

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.