EPIC Insurance Brokers & Consultants · 15 hours ago
Senior Analytics Consultant, Employee Benefits
New York, NY
Full-time
Hybrid
Senior Level
$150K/yr - $170K/yr
6+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. The Senior Analytics Consultant, Employee Benefits will manage workflows related to detailed analyses to support client needs, collaborate with account management teams, and mentor junior colleagues while delivering high-quality financial presentations.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
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 Analytics 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
Supporting various client strategy planning sessions and other requests
Accurately interpreting and analyzing data
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
Qualification
Required
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
Preferred
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
Benefits
Generous Paid Time off
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.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase