Senior Analytics Consultant, Employee Benefits

EPIC Brokers•New York, NY

1d•$150,000 - $170,000•Hybrid

About The Position

This fulltime Senior Analytics Consultant, Employee Benefits will be responsible for managing various workflows related to providing an array of detailed analyses to support client needs in coordination with account management teams. These workflows include identification of data requirements and obtaining data through use of insurer portals and/or correspondence with our carrier partners; data manipulation, interpretation, and analysis as necessary to complete the projects in which the Senior Analtycis Consultant is engaged; and crafting, maintaining, and designing the presentation of clients’ financial materials in close collaboration with other staff to ensure a cohesive and professional work product. As a more senior member of the Analytics team, the Associate Director of Analytics will be tasked with less standardized and more challenging and time-sensitive projects commensurate with the expectations regarding his or her experience and knowledge. Reporting duties can be expected to include preparing monthly financial statements, annual marketing results and associated financial projections, and reserving calculations, in addition to a myriad of other ad hoc requests which may arise to support various client strategy planning sessions and other requests. These analyses require accurately interpreting and analyzing data, as well as presenting results both verbally and in written form in a manner understandable to technical and non-technical audiences. In addition to the Senior Analytics Consultants individual responsibilities, he or she will be expected to materially contribute to the growth of more junior colleagues by reviewing their work, explaining unfamiliar concepts, and providing general mentorship and leadership within the team.

Requirements

6 + progressive years’ experience in the employee benefits brokerage/consulting industry
Strong ability to multi-task and assign priorities to various workstreams
High degree of interpersonal and writing skills
Knowledge of basic accounting and finance procedures
Demonstrated ability to work collaboratively with peers to structure analyses in response to ambiguous requests
Comfort with providing technical peer review and nuanced feedback constructively, as well as explaining new concepts to more junior colleagues
Effective at stakeholder management and able to understand varying perspectives and goals throughout the process (i.e. client goals, relationship lead, AE/AM)
Assertiveness in defining and negotiating project scope and objectives
Maintains up-to-date workflow logs and records of project source data, methodological notes, and final product in an organized and approachable system
Approaches tasks thoughtfully and identifies process improvements that can be implemented and shared with colleagues
Interacts with others timely and effectively, cooperating purposefully, and providing information and guidance as a technical resource as necessary
Stays informed regarding current industry events and developments, new products and programs, legislation, technology, etc. to continuously improve knowledge and performance
Projects a professional image in action and appearance
Advanced quantitative/math skills required
Coaches and mentors’ colleagues as appropriate to support professional development and success of the team.
College degree in insurance, math or related field preferred
Experienced with business software including agency management systems and HR portals, and capacity to learn and use other systems quickly and effectively
Ability to effectively present information in a one-on-one and small group setting to technical and non-technical audiences
Exhibits composure in confronting intricate obstacles under time constraints
Systematic and creative thinker with a visual orientation

Responsibilities

Managing various workflows related to providing an array of detailed analyses to support client needs in coordination with account management teams.
Identification of data requirements and obtaining data through use of insurer portals and/or correspondence with our carrier partners
Data manipulation, interpretation, and analysis as necessary to complete the projects in which the Senior Analtycis Consultant is engaged
Crafting, maintaining, and designing the presentation of clients’ financial materials in close collaboration with other staff to ensure a cohesive and professional work product.
Preparing monthly financial statements, annual marketing results and associated financial projections, and reserving calculations, in addition to a myriad of other ad hoc requests which may arise to support various client strategy planning sessions and other requests.
Accurately interpreting and analyzing data, as well as presenting results both verbally and in written form in a manner understandable to technical and non-technical audiences.
Materially contribute to the growth of more junior colleagues by reviewing their work, explaining unfamiliar concepts, and providing general mentorship and leadership within the team.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation