Leavitt Great West - Data Analyst

Leavitt Group • Billings, MT

3d • Onsite

About The Position

The Data Analyst plays a key role in supporting LGWIS Employee Benefits clients—particularly self-funded and captive accounts—by transforming complex data into clear, actionable insights. This role analyzes employee benefit plan data to evaluate financial performance, identify trends and risks, and support data-driven decision-making. This position partners closely with Account Management, Sales, and Leadership teams to ensure data accuracy, integrity, and meaningful reporting. The Data Analyst also develops client-focused recommendations and communicates insights effectively to diverse audiences, including leadership, HR, finance teams, and benefit committees. This is an evolving role that adapts to industry changes, client needs, and reporting requirements. The ideal candidate is highly analytical, detail-oriented, and able to translate complex data into clear, impactful insights.

Requirements

• 5+ years of experience in health insurance (carrier or TPA preferred)
• 7+ years of experience in data analytics/reporting, or a bachelor’s degree in a related field (e.g., Data Analytics, Statistics, Mathematics, Business, Information Systems)
• Strong knowledge of medical claims (professional and facility)
• Advanced Excel and proficiency in Microsoft 365 tools
• Active Life & Health Insurance license (or ability to obtain)
• Understanding of compliance requirements (HIPAA, ERISA, COBRA, ACA)
• Data cleaning, transformation, and validation
• Statistical analysis (e.g., regression, correlation, hypothesis testing)
• Database management and querying
• Data visualization and dashboard development
• Experience with reporting and analytics tools
• Strong attention to detail and commitment to data accuracy
• Ability to work independently and manage shifting priorities
• Effective communication and presentation skills
• Client-focused mindset with a solutions-oriented approach
• Strong collaboration and teamwork skills
• High level of professionalism, integrity, and accountability
• Adaptability in a fast-paced, evolving environment

Nice To Haves

• Experience in employee benefits, healthcare analytics, or financial analysis preferred
• Familiarity with automation and basic machine learning concepts (preferred)

Responsibilities

• Analyze and interpret data related to self-funded and captive employee benefit plans
• Identify trends, risks, cost drivers, and utilization patterns impacting healthcare spend
• Ensure data accuracy by identifying and resolving discrepancies or incomplete data
• Develop, maintain, and optimize databases and reporting systems
• Transform complex data into clear, actionable reports and dashboards
• Apply statistical methods to analyze trends and support forecasting and decision-making
• Conduct data quality assessments to ensure accuracy, completeness, and consistency
• Collaborate with internal teams to develop client recommendations and strategies
• Present findings in a clear and tailored manner to both technical and non-technical audiences
• Support client reporting, renewal processes, and strategic initiatives
• Identify opportunities for process improvement, automation, and enhanced data governance
• Assist with sales initiatives by supporting reporting and risk analysis efforts
• Participate in client meetings, conferences, and presentations (up to 5% travel)

Benefits

• A people-first culture that values work-life balance
• Ongoing training and career development opportunities including paid license renewal and continuing education
• The tools and support you need to succeed
• The chance to work with reputable carriers and a diverse book of business
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level