Financial Analyst, Employee Benefits

EPIC Brokers • Duluth, GA

3d • Hybrid

About The Position

The Financial Analyst, Employee Benefits is responsible for developing accurate and timely financial analysis for clients and preparing financial and quantitative analyses in support of Client Teams. The role requires effective project management to balance requests from multiple teams and deliver results efficiently. The analyst communicates detailed analyses clearly to Client Teams and clients and considers their perspectives when developing deliverables. This is a hybrid role based in Duluth, Georgia.

Requirements

• Bachelor’s degree or equivalent educational training or business experience.
• Aptitude for performing financial analysis for a benefits consulting or brokerage firm; training will be provided.
• Experience with Microsoft Office Suite, including working with large data sets.
• Ability to interface effectively with internal and external customers.
• Ability to handle confidential information with maximum discretion.
• Ability to understand business principles and apply them accordingly.
• Ability to work independently and as part of a team in a fast-paced, deadline-driven environment.
• Career-focused approach.
• Good judgment in managing projects, multitasking, prioritizing, and meeting deadlines with a sense of urgency.
• Detail-oriented, organized, efficient, and proactive approach.
• Excellent written and verbal communication skills, including the ability to communicate complex financial information.
• High level of accountability and flexibility.
• High-touch client orientation.
• Willingness to receive and give constructive critique.
• Strong analytical and quantitative skills.
• Flexibility to work outside normal working hours.

Nice To Haves

• College degree in insurance, risk management, mathematics, or a related field.

Responsibilities

• Support Employee Benefit Account Teams.
• Develop and review monthly reporting for assigned clients.
• Prepare IBNR (Incurred But Not Reported) analysis.
• Produce underwriting analysis for client renewals and projections.
• Produce data warehouse-based reports to support client plan performance analysis.
• Support Client Team strategy initiatives by evaluating plan design alternatives, rates or employee contribution alternatives, risk profiles, benchmarking, data analytics, vendor change analyses, and the financial or quantifiable impact of program implementation or elimination.
• Coordinate with vendors as needed to obtain data for analysis.
• Participate in new business activities and meetings as requested.
• Balance requests from multiple Client Teams and manage projects to deliver results efficiently.
• Clearly explain detailed analyses to Client Teams and clients.

Benefits

• Managed PTO for salaried/exempt employees, without accruals or caps.
• 22 PTO days starting out for hourly/non-exempt employees.
• 12 company-observed paid holidays and four early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs and awards.
• Mentorship Program.
• Tuition Reimbursement Program.
• Leadership Development.
• Pet insurance.
• Identity Theft & Fraud Protection Coverage.
• Legal Planning.
• Family Planning.
• Menopause & Midlife Support.
• 401(k) matching.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Wellness and employee assistance programs.
• The role may also be eligible for bonuses.

What This Job Offers

• Job Type: Full-time