Client Financial Analyst

Blue Cross NC

. Develop, analyze, interpret, report, and present historical and/or forecasted financial claims expense and stop loss coverage information .

Posted 9/29/2026full-timeRemote • North Carolina • United StatesMid-LevelSenior💰 $60,907 - $97,452 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, reporting, and forecasting, particularly in the context of stop-loss coverage and claims expense management. Proficient in data interpretation and client communication, with a strong background in healthcare and insurance sectors.

Highest-signal resume keywords

Financial AnalysisStop-Loss Coverage ConceptsData InterpretationMicrosoft Excel ProficiencyClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ForecastingClaims Expense PreparationVariance AnalysisTransaction ReconciliationData Analysis

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationTime ManagementCoaching and Training

Tools & Technologies

Microsoft ExcelData Analysis Tools

Industry Keywords

HealthcareInsuranceClaimsBenefitsStop-Loss Coverage

About the role

Key responsibilities & impact

Develop, analyze, interpret, report, and present historical and/or forecasted financial claims expense and stop loss coverage information
Prepare claims expense financials, estimated claim expense, financial forecasts, and business-related analysis and research
Coordinate and direct preparation of stop loss coverage for employer groups or stop loss vendors
Prepare reports and analysis for self-funded groups, stop loss vendors, sales, underwriting, and other audiences
Perform monthly variance analysis at employer-group or consolidated-company level
Advise management on financial policy, procedure, application, historical performance, planning, and forecasting
Review internal and external reports for accuracy, including membership, commissions, and large-claim impacts
Prepare employer group transactions and statement-of-account reconciliations
Assist with monthly, run-out, and final closeout activities, schedules, and general accounting functions
Process client transactions involving suspended or held claims, run-out administrative fees, and employer-group settlements
Determine stop-loss benefit eligibility based on claimant contract terms
Serve as a contact for internal and external audits and projects, assisting with planning, testing, training, and implementation
Perform quality reviews of operational inquiries and communicate results with coaching and training recommendations
Handle complex eligibility and documentation issues with producers and support underwriting referrals

Requirements

What you’ll need

Bachelor's degree or advanced degree (where required)
3+ years of experience in related field
In lieu of degree, 5+ years of experience in related field
Experience analyzing and interpreting data to support business decisions
Experience presenting information to clients, customers, or business stakeholders
Proficiency with Microsoft Excel and other data analysis tools
Strong written and verbal communication skills
Demonstrated ability to manage multiple priorities and deadlines simultaneously
Background working with healthcare, insurance, claims, or benefits-related data
Proven experience with stop-loss coverage concepts preferred
Experience supporting external clients or customer-facing business functions

Benefits

Comp & perks

Work-life balance, flexibility, and autonomy
Medical, dental, and vision coverage
Health and wellness programs
Parental leave and support
Adoption and surrogacy assistance
Career development programs
Tuition reimbursement for continued education
401(k) match including an annual company contribution
Paid Time Off (PTO)
Annual Incentive Bonus based on annual corporate goal achievement and individual performance
Remote work with a few in-office visits each year