Financial Analyst - Benefits
Overland Park, KS
Employee Benefits – Benefits /
Full-time /
Remote
A winner of Best Places to Work in Insurance seven years in a row, Virtus is looking for innovative individuals to join our fast-paced, rapidly growing team headquartered in Overland Park, Kansas. Virtus is a next generation insurance consulting firm that focuses on middle market clients in a variety of lines of coverage. With locations in Kansas City, Memphis, Chicago, Ft. Collins, St. Louis, Dallas, and Austin, our team has a national scope and with a sophisticated client base that thrives on new ideas and our consultative approach. We're shaking up a tired insurance industry and creating something better: an experience that empowers our people to evolve, take smart risks, and face the future boldly.
The Financial Analyst role presents an opportunity to join one of the fastest growing firms in the industry and is a key player on the Benefits Client Success team. The Financial Analyst provides high quality reporting and analytics to enable the Benefits team to provide the most aligned data and provide the highest level of customer service and industry insight.
$67,000 - $80,000 a year
The Ideal Candidate:
· Lives the Virtus Core Values – brings their A game and a great attitude each day.
Thrives on producing high quality, detailed work in a professional work environment.
Is diligent, wants to be an expert in their craft and increase their job knowledge in a stable team with a focus on supportive coaching and training from people leaders and peers.
Enjoys working in an empowered, entrepreneurial environment of innovation and creativity.
Showcases their natural and specialized technical skills through drive, determination, and self-discipline.
Excels at working with company systems and technology and demonstrates values of work product integrity and quality.
Essential Duties and Responsibilities:
· Send Requests for Proposals (RFPs) to insurance carriers
· Populate spreadsheets and templates with the information received as part of the RFP process above
· Assist with Due Diligence Projects for the Private Investment Team
· Effectively manage and organize email inbox, incoming quotes, and direct carrier questions to the correct team members in order to process above requests
· Complete financial analysis for clients and generating a variety of different financial reports
· Evaluate new vendors and create strong relationships with existing vendors/carriers
· Partner with Account Managers and internal team to accurately complete necessary projects
· Assist in completing monthly carrier reporting for specified clients
· Assist with the completion of ad hoc projects as needed
· Other duties as assigned by the team and leadership.
Education and Experience:
Bachelor’s degree and/or at least 1 year of experience in an analyst or finance role preferred.
Ability to travel when needed for employee enrollment meetings, renewal meetings, etc.
High level proficiency in Microsoft Excel.
Comfortable and interested in working with numbers and data.
Outstanding organizational skills and attention to detail.
Strong communication and interpersonal skills and ability to adjust easily to working well with a variety of workstyles.
Great, positive attitude and the ability to work under pressure.
Ability to complete quality work without constant supervision.
Willingness to grow and develop.
Must have familiarity and good working knowledge of various Microsoft software applications (Excel), Agency Management Systems, and the ability to learn new software systems.
Position requires direct communication with clients; therefore, strong written and oral communication skills, with a commitment to impeccable customer service are required.
Ability to work in a team environment that is constantly evolving.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.
Travel:
Approximately 25% and/or dependent on client needs.
Why Virtus?
Virtus has a strong culture anchored by our Core Values: Better Tomorrow, Fearless Pursuit and One Virtus. This creates an environment of teamwork, excellence, and continuous improvement. Employees and their families enjoy great benefits including health/401(k)/dental/vision and unlimited PTO, among other progressive perks.
Virtus is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees– so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds, and identities. Please get in touch if you’d like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the recruitment process. If you want to work for a company where who you are is valued and respected, we’d love to hear from you.
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