Financial Analyst

Nesco Resource - Costa Mesa, CA

Full-time

Costa Mesa, CA

Administrative and Support Services

About the position

The Analyst position focuses on providing underwriting support for business development activities, particularly in relation to MES client renewals onto the Eyemed product. This role is crucial as it involves close collaboration with the MES pricing team to ensure that all pricing proposals are accurate and meet the needs of the clients. The Analyst will be responsible for verifying the accuracy of current client benefits and monthly bills, which is essential for maintaining client satisfaction and trust. Additionally, the Analyst will maintain a detailed record of all renewals worked on, ensuring that all data is up-to-date and accessible for future reference. Acting as a liaison between the pricing team and account management, the Analyst will facilitate communication and ensure that all parties are aligned on pricing strategies and client needs. The role may also involve supporting the team with various ad hoc pricing activities as required, making it a dynamic position that requires flexibility and a proactive approach.

Responsibilities

• Assist in creating pricing proposals in the company's insurance rating system
• Verify accuracy of current client's benefits
• Verify accuracy of current client's monthly bills
• Maintain an accurate record of all renewals worked on
• Act as a liaison between pricing and account management
• Support the team with ad hoc pricing activities as needed

Requirements

• Bachelor's Degree in Finance, Accounting, Economics or equivalent work experience
• Proficiency in Excel
• Strong attention to detail
• Insurance knowledge/understanding preferred
• Pricing experience preferred