Early Careers: Financial Analyst

3 weeks ago

Montreal, Quebec, Canada Aon Full time
About the Role

We are seeking an Analyst to join our Broking and Financial Management team in Health Solutions. As an Analyst, you will play a key role in supporting client teams in the servicing of clients with respect to the financial management of their benefit programs.

Key Responsibilities
  • Analysis and negotiation of annual renewals
  • Analysis and cost projections following carrier marketings
  • Experience monitoring, including analysis of claim costs, trends and client relevant KPIs
  • Help prepare client-ready material
  • Help draft client communication material following renewals, marketings, new plan implementations, redesigns or for union meeting purposes
  • Support ad-hoc financial requests, working with carriers and other business units to support client-facing colleagues
  • Coordinate projects with other team members, other business units and carriers
  • Increase efficiency by contributing to the improvement of standardized processes
  • Build strong working relationships with colleagues, other business units and client teams
  • Maintain an up-to-date knowledge of the group benefits industry, systems, products, trends and emerging technology, to support a thorough understanding of how this relates to increasing value to clients
  • Participate in team projects and activities which drive innovation, improved client value and business results
Requirements
  • Up to (3) years of direct group benefits experience in consulting or underwriting environment;
  • A valid group insurance license is an asset. Must have and maintain a valid group insurance license within more senior positions on the Broking team;
  • Demonstrated problem-solving and analytical skills in developing solutions for our clients;
  • Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services;
  • Strong technical expertise and the proven ability to remain current with respect to industry trends, provincial and federal legislative policies and changes;
  • Excellent interpersonal and communication skills, both verbally and written;
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision;
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task;
  • Proven ability to prioritize competing requirements and deadlines under pressure;
  • Must have strong computer skills and be proficient with the Microsoft Office Package.
Education
  • University or College graduate in Financial Services, Mathematics, Actuarial science, or related discipline, or equivalent years of industry experience
  • Completed Certified Employee Benefit Specialist (CEBS) would be an asset
  • Commitment to professional development

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