As a Benefits Analyst, you will work with Namely benefits clients by supporting Benefit Consultants in delivering benefit consulting services. In the role, you’ll be exposed to a wide range of benefit-related projects whose completion drives a more positive client experience. The work done by you as a Benefits Analyst will help build your foundation for a career in Benefits Consulting, and will help you build and nurture direct relationships with clients, carriers, and other individuals both inside and outside Namely’s walls.


  • Provide support to Benefit Consultants in preparing and presenting client deliverables, such as RFP results, strategic planning presentations, employee-facing benefit guides, and open enrollment presentations.
  • Use MS Excel to turn data from Namely & carriers into meaningful, actionable exhibits
  • Conduct plan document & benefit summary review following benefit renewal
  • Serve as client’s first point-of-contact for urgent claims and eligibility items (For example, confirming employee benefit coverage or ID card availability same-day)
  • Interact regularly with insurance carrier representatives
  • Periodically attend & present at on-site client open enrollment meetings
  • Conduct periodic enrollment audits to ensure that client enrollments on Namely match enrollment records with insurance carriers
  • Translate client benefit plan decisions into configuration data used by the Namely Professional Services Team to enable successful benefit plan configuration on Namely benefit administration system.
  • Maintain & continually improve well-documented & clear process records, applicable to assigned clients and to broader team processes.


  • Bachelor’s Degree
  • 1-2 years of prior work experience
  • Strong organizational skills & attention to detail
  • Well-developed communication skills
  • Experience with Microsoft Excel & use of basic lookup formulas and pivot tables
  • Ability to handle multiple deliverables at once and prioritize workload

Nice to Have

  • Interest in and/or prior experience in the insurance industry
  • Experience working at an insurance carrier
  • Experience in using & Atlassian JIRA project management system
  • Basic understanding of common benefit plan features
  • Insurance producer’s license (required if analyst ultimately works to move into Benefit Consultant role)

This position has a salary range of $55,000 – $65,000 per annum.

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