Associate Director of Analytics, Employee Benefits
4 weeks ago
Location: Remote, would prefer candidate to be in Northeast area.
SUMMARY:
This fulltime Associate Director of Analytics, 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 same 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 Associate Director of Analytics 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 Associate Directors 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.
QUALIFICATIONS:
10+ 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
KEY COMPETENCIES:
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.
EDUCATION and/or EXPERIENCE:
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
The national average salary for this role is $120,000 to $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).
EPIC embraces diversity in all its various formswhether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.
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