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Benefits Financial Analyst

Leading Edge Benefit Advisors, LLC

in Fort Myers FL

Leading Edge Benefit Advisors, LLC

Benefits Financial Analyst

Leading Edge Benefit Advisors is a dynamic young team of benefits professionals, located in sunny, relaxed southwest Florida.  We are UBA partners and have been in the insurance and financial services business since 1982. We are one of the leading benefits agencies representing the southeastern United States.  We serve clients, not customers, with innovative, custom designed benefits plans, ancillary benefits and tech driven solutions to modern problems in the medium to large group arena. We place our services between the Employer and the service providers to build a comprehensive benefits portfollio, negotiate the best rates and custom design a blueprint of each business's needs. We then surround each plan with new innovative solutions to complement the HR department's services and provide employees with an organized package of benefits needed to retain talented employees. 

If this sounds like the type of company you would like to be a part of, we are seeking a financially experienced analyst to join our team.  If you enjoy putting together the best benefit plans for employers and their employees, and wading through the maze of options to find the perfect solutions to complex problems, this is the job you've been looking for. The Benefits Financial Analyst is responsible for assisting group clients with the annual renewal process by marketing all group lines of coverage, negotiating the best rates and preparing all documents for presentation. The Benefits & Financial Analyst constantly maintains the Leading Edge quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.


  • Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.
  • Understand marketplace; carriers, underwriting requirements and the benefits/services they offer.
  • Keep Advisors, and supervisor fully informed of all-important activities on client accounts.
  • Market group benefits through annual Request for Proposal process.
  • Negotiate rates with insurance carriers.
  • Finalize benefit decisions with client decision makers.
  • Create cost benefit analysis spreadsheets and renewal presentations.
  • Prepare agendas for all financial related meetings.
  • Attend renewal/pre-renewal/mid-year client meetings.
  • Assist in preparing for open enrollment meetings by creating plan summaries in Excel.
  • Calculate payroll deductions; update plans in Gen4 and manage activities.
  • Responsible for completing master paperwork.
  • Prepare and ensure accuracy on audits, census data and quoting.
  • Preparation of reports for clients for internal use as needed.
  • Keep all information and meeting notations on accounts accurate and up to date in Agency Management system(Gen4).
  • Initiate online enrollment platform build’s by completing the initial checklist.
  • Assist with Census completion for Online Portal Builds.
  • Other related duties as assigned.
  • Works closely with the Client Relationship Manager.


  • Attends seminars, professional meetings and conferences as requested.
  • Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
  •  Work effectively as a team member, participating actively and constructively.


  • Must be self-directed and able to complete projects with limited supervision.
  • Ability to maintain confidentiality and discretion in all matters.
  • Strong attention to detail and ability to self-check work.
  • Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load.
  • Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
  • Professional demeanor; sensitive to client needs.
  • Self-motivated, creative and innovative; excellent problem solving skills.
  • Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy. Effective written and verbal communication skills. Strong presentation skills.


  • Bachelor’s degree or equivalent combination of education and experience.


  • Florida Insurance License 215. Maintain continuing education credits.

How to Apply

If you would like further information on this opportunity to join our team, please contact us: info@le-advisors.com

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