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Employee Benefits Analyst and Sales Support
3 months ago
Location: Remote, Eastern Standard Time Zone
Title: Benefits M&A Due Diligence Analyst & Sales Support
Division : Financial Services
Job Overview :
Support EPIC Financial Services’ M&A practice with a focus on Health & Welfare / Employee Benefits Insurance Due Diligence, sales and special projects. A successful Analyst is motivated to work hard, learn quick and works well in a dynamic and fast-paced business environment.
Key Job Responsibilities
Assist with Employee Benefits due diligence assignments for potential merger and acquisition targets
Review and analyze data room documents, uncover compliance issues, liabilities, perform financial analysis, & collect information from the subject matter experts
Assist in writing reports that summarize our evaluation, conclusions, and recommendations
Work on various special projects which could include new prospect opportunities, informational white papers, marketing materials and research projects.
Assist with new product innovation and launches
Maintain EPIC’s culture of excellence & strong client focus
Key Competency Requirements For Role
Highly proficient in Excel, PowerPoint and Word
Detail-oriented
Must have critical thinking and problem solving
Excellent time management and organizational skills
Proactive, self-starter
Strong written, verbal and interpersonal communication skills to affect and influence key internal and external audiences
Ability to convey a professional and positive image and attitude, while fostering a team-based environment
Ability to receive constructive criticism
Strong desire to succeed
Job Experience & Educational Requirements
Due diligence analysts will receive invaluable on-the-job training to learn the specific processes and procedures of their role. Training may include shadowing current analysts or learning from a supervisor or senior analyst. However, we do want to see following requirements:
A minimum of 2 years of experience in Employee Benefits with current Life & Health License
College Degree required
The national average salary for this role is $65,000 to $75,000 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 forms—whether 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.
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