The Position:
Summit Search Group has been retained by McFadden Benefits & Pension on the recruitment of their newest Benefits Analyst. The firm is seeking a skilled and detail-oriented Benefits Analyst to join their dynamic team. This position offers a unique opportunity to contribute to high-impact consulting projects while building a deep understanding of group benefits design, financial analysis, and client strategy. The ideal candidate brings strong analytical skills, a collaborative approach, and a passion for helping organizations create sustainable and employee-focused benefit solutions.
The Analyst plays a key support role in the delivery of consulting services to clients within the employee benefits, retirement and wellness space. This position involves data analysis, vendor quoting, financial modeling, and preparation of client-facing materials to help employers design and manage their programs. The Analyst collaborates closely with Account Managers to deliver insightful, accurate, and timely recommendations.
Key Responsibilities:
- Collect, validate, and analyze employee benefits data (e.g., plan performance, claims data, census information).
- Prepare detailed financial reports, renewal analyses, and cost projections while negotiating with insurance carriers.
- Assist with the marketing of benefits plans by coordinating Request for Proposals (RFPs) and analyzing carrier quotes.
- Support the creation of client presentations, benchmarking reports, and compliance documentation.
- Research benefit trends, plan designs, and legislative changes to provide insights to internal teams and clients.
- Maintain internal tracking systems, documentation, and project timelines.
- Support open enrollment activities, including benefit summaries and communication materials.
- Liaise with carriers and vendors to obtain accurate data and resolve client issues.
- Ensure data accuracy and integrity across deliverables.
Qualifications:
- Post-Secondary Education in Business, Finance, Human Resources or a related field.
- 3+ years’ experience in employee benefits, insurance, HR consulting, or actuarial analysis.
- Advanced proficiency in Microsoft Excel with strong analytical and quantitative capabilities.
- Exceptional attention to detail and organizational skills; able to manage multiple priorities.
For more information, or to submit your resume, please reach out to Jessica Willis, Partner and Senior Recruitment Consultant at Summit Search Group, Jessica.Willis@summitsearchgroup.com
Summit Search Group has a strong commitment to Diversity, Equality and Inclusion. We strive for continuous development, modeling, inclusive behaviors and proactively managing bias throughout our process.
