The Finance Analyst supports the Finance team by analyzing the performance and profitability of the Mutuals insurance portfolio through data analysis, reporting, and dashboard creation. This role involves developing monitoring tools and conducting ad-hoc analysis to provide insights that support data-driven decision-making across the business.

The Revenue Management Advisor I provides insights and advice to customers regarding Revenue Management and general operations, collaborating across the organization to implement strategy and track performance. Responsibilities include building customer relationships, reviewing pricing, consulting on operational questions, and managing system enhancement requests.

This role supports the Medicare management reporting process by consolidating and analyzing monthly, quarterly, and annual financial results for the Medicare segment. Key duties include preparing consolidated financial materials for forecasting, planning, and month-end close, while communicating performance, membership trends, risks, and opportunities.

Retirement Planners educate workplace participants on their tax-exempt retirement plans to foster loyalty, helping them understand and maximize benefits to make informed decisions. Key duties include onboarding new participants, supporting consolidation inquiries, conducting needs-based analyses, and applying consultative selling skills to identify suitable solutions.