Financial Analyst, Employee Benefits

The role

This person will develop accurate and timely financial analysis for clients. They will support Employee Benefit Account Teams through monthly reporting, IBNR analysis, and underwriting analysis.

What you will do

• 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
• Support Client Team strategy initiatives with evaluation of plan design, rates, or risk profiles
• Coordinate with vendors to obtain necessary data for analysis
• Participate in new business activities and meetings

Required qualifications

• Bachelor’s degree or equivalent educational training or business experience
• Aptitude for performing financial analysis for a benefits consulting or brokerage firm
• Microsoft Office Suite experience including large data sets
• Able to effectively interface with internal and external customers
• Able to handle confidential information with maximum discretion
• Able to understand business principles and apply them accordingly
• Able to work independently and on a team within a fast-paced, deadline driven environment
• Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines
• Detail-oriented, organized, efficient, and proactive
• Excellent written/verbal communication skills
• High level of accountability and flexibility
• High-touch client orientation

Nice to have

• College degree in insurance, risk management, math or related field

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Mentorship Program

About the company

Headquartered in New York City and founded in 2007, EPIC Insurance Brokers & Consultants has over 4,000 employees nationwide. The company has many locations spread out across the U.S.