Financial Analyst, Employee Benefits

EPIC Brokers • Duluth, GA

2d • 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 analysis in support of Client Teams. The role requires project management skills to balance requests from multiple Client Teams and deliver results efficiently, as well as communication skills to explain detailed analysis clearly and understand Client Team and client perspectives when developing deliverables.

The position supports Employee Benefit Account Teams by preparing monthly reporting, IBNR analysis, underwriting analysis for renewals and projections, and data warehouse-based reports for plan performance analysis. It also supports client strategy initiatives by evaluating plan design and contribution alternatives, risk profiles, benchmarking, data analytics, vendor changes, and program implementation or elimination. The analyst coordinates with vendors to obtain data and participates in new business activities and meetings as requested.

This is a hybrid role based in Duluth, Georgia. Compensation is determined by factors including experience, skills, training, certifications, education, internal equity, and market data. The role may also be eligible for bonuses and a comprehensive benefits package.

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 large data sets.
• Ability to effectively interface 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.
• Good judgment in managing projects, multitasking, prioritizing, and meeting deadlines with a sense of urgency.
• Detail-oriented, organized, efficient, and proactive.
• Excellent written and verbal communication skills, including the ability to communicate complex financial information.
• High level of accountability and flexibility.
• High-touch client orientation.
• Open and willing 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, math, 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 plan performance analysis for clients.
• Support Client Team strategy initiatives by evaluating plan design alternatives, rate or employee contribution alternatives, risk profiles, benchmarking, data analytics, vendor change analyses, and program implementation or elimination and their financial or quantifiable impact.
• Coordinate with vendors as needed to obtain data necessary for analysis.
• Participate in new business activities and meetings as requested.
• Balance requests from multiple Client Teams and deliver results efficiently.
• Clearly explain detailed analysis to Client Teams and clients.

Benefits

• Generous paid time off, including managed PTO for salaried/exempt employees and 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 of $1,500 per hired referral.
• Employee recognition programs and awards.
• Mentorship Program.
• Tuition Reimbursement Program.
• Leadership Development.
• Pet insurance.
• Identity theft and fraud protection coverage.
• Legal planning.
• Family planning benefits.
• Menopause and midlife support.
• 401(k) matching.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Wellness and employee assistance programs.
• The role may be eligible for bonuses and a comprehensive benefits package.

What This Job Offers

• Job Type: Full-time