Financial Analyst - Life Health

$63,000 - $84,000/Yr

Gen Re - Stamford, CT

Full-time - Mid Level

Stamford, CT

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Financial Analyst - Life Health position at General Re Corporation involves managing complex Life and Health reinsurance transactions, ensuring compliance with agreements, and maintaining client relationships. This role is integral to the Operations team, focusing on premium validations, processing payments, and supporting financial close activities.

Responsibilities

• Manage assigned portfolio of life insurance clients.
• Perform premium validations.
• Process premium payments and record monthly statistics.
• Analyze premium fluctuations, prepare accruals, and review aged receivables.
• Ensure treaty compliance down to the policy-level.
• Maintain relationships with your assigned client contacts.
• Responsible for issue resolution both internally and externally.
• Assist claims team with premium related questions on claims within your assigned portfolio.
• Conduct periodic client audits (both remotely and onsite).
• Contribute to the enhancement of internal process documentation and process improvement.
• Support the financial close as requested (e.g., opening and closing financial periods, reporting, retro calculations).
• Contribute towards requirements and testing on technical solutions.

Requirements

• Bachelor's degree required.
• 5 years of financial analyst or reporting experience required.
• Advanced MS Excel skills (vlookups, pivot tables, formula building) required.
• Prior experience with financial close processes preferred.
• Experience in life and/or health insurance preferred.
• Experience using PowerBI preferred.
• Strong analytical, problem-solving, organizational, prioritization, documentation, and time management skills required.
• Strong attention to detail required.
• Demonstrated ability to work independently and multi-task required.
• Strong written and verbal communication skills required.
• Ability to exercise professional judgment and maintain strict confidentiality required.
• Excellent team player with the ability to build meaningful relationships with clients and internal colleagues.

Nice-to-haves

• Prior experience with financial close processes preferred.
• Experience in life and/or health insurance preferred.
• Experience using PowerBI preferred.