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Associate Financial Data Analyst

Lockton Dunning Benefits is currently seeking an Associate Financial Analyst within the health & welfare actuarial practice. The position will work with credentialed actuaries to service self-funded employer sponsored health plans with a primary focus on delivering quality financial analyses to clients and client teams. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. 
  • Use models to project loss trends, determine funding rates, analyze claims lag time, complete feasibility studies, and illustrate cash flows.
  • Create new financial reporting templates; update existing templates to improve standard models used in analysis.
  • Evaluate benefits utilization and claims data to assist clients in developing cost management and health risk management strategies.
  • Determine impacts for network changes, plan changes, contribution strategies, and other strategic considerations.
  • Prepare spreadsheets, graphs, and other illustrative tools for presentations and reports.
  • Prepare custom reports and analysis for specific client needs.
  • Work collaboratively with client service teams to collect and review data for accuracy.
  • Integrate data from multiple data sources into relevant client reports.
  • Collaborate with client service teams and actuaries to develop and track project deadlines.
  • Become adept at using Lockton benchmarking tools and in sourcing/using external surveys.
  • Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
  • Keep informed of industry developments and products available in the marketplace.
  • Make a positive contribution to customer satisfaction and constantly strive to improve service.
  • Participate in internal office meetings as required.
  • Other responsibilities as assigned.

  • Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.
  • Preference for a candidate taking actuarial exams and pursuing an actuarial credential (ASA).
  • Excellent customer service skills, with the ability to develop strong client relationships.
  • A working knowledge of welfare benefits, risk, and health insurance concepts.
  • Excellent computer skills including word processing and spreadsheet expertise.
  • Excellent organizational and communication skills.
  • Legal right to work in the United States.