Financial Strategist (Insurance)

Location: Hybrid flexibility with a requirement to live within reasonable travel distance of one of the VT or NH locations; limited travel under 25% is required.

Salary: $54,000–$67,500 USD annually.

Company

hirify.global is an independent insurance and financial services company that provides benefits strategy, risk management, and related client solutions.

What you will do

• Build financial models, claims projections, IBNR analyses, underwriting cost projections, and renewal analyses for self-funded and level-funded clients.
• Prepare and manage RFPs, collect carrier and vendor proposals, and maintain accurate marketing results for internal and client presentations.
• Analyze benchmarking, contributions, network disruption, stop-loss deductibles, GeoAccess, and funding structures.
• Develop recommendations, negotiate with carriers, and maintain relationships with carrier and vendor partners.
• Prepare customized reports and client presentations, communicate findings in writing and verbally, and participate in client discussions.
• Mentor analysts and perform technical reviews of their work.

Requirements

• At least 2 years of similar or related experience.
• A four-year college degree or equivalent experience is preferred.
• Proficiency with Microsoft Office applications.
• Understanding of underwriting concepts and actuarial computations, with the ability to analyze and interpret data.
• Ability to manage multiple projects, meet timelines, communicate persuasively, and handle confidential information discreetly.
• Must obtain and maintain a Life and Health license through continuing education.

Culture & Benefits

• Flexible work options with an emphasis on in-person collaboration for training, client support, and strategic meetings.
• Annual performance bonus, stock purchase opportunities, and a 401(k) plan.
• Medical, prescription, dental, vision, FSA, HSA, life, disability, and other insurance benefits.
• Paid time off, paid holidays, sabbatical opportunities, and professional development support.
• Well-being stipend, family assistance, gift matching, and additional employee support programs.