Benefits Analyst — Flexible, Data-Driven, Client-Facing

Kapnick-Insurance-Group; Ann Arbor (MI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Flexibility

Full benefits package

11 paid holidays

Competitive salary

Profit sharing

Bonus potential

Caring workplace culture

Job summary

Paylocity is seeking a Large Group Benefit Analyst to turn complex claims data into actionable insights for large employer clients. You’ll partner with Client Executives, analyze utilization and cost drivers, and help shape smarter benefit strategies.

You’ll work in a fast-paced, client-facing environment, translating data into strategic recommendations and collaborating with internal teams to drive renewal and plan design decisions.

Qualifications

• Experience with medical claims data analysis.
• 5–7 years in employee group benefits.
• Ability to explain data to non-technical audiences.
• Advanced MS Office skills.

Responsibilities

• Participate in client-facing meetings including renewal reviews and strategic planning discussions.
• Present claims experience, utilization trends, and financial drivers to clients.
• Analyze claims data to identify trends, cost drivers, and improvement opportunities.
• Support large employer groups across funding arrangements (e.g., fully insured, self-funded, level-funded, RBP).
• Develop, maintain, and enhance client-facing dashboards and reports.
• Collaborate with internal teams to ensure consistent reporting and continuous improvement.

Skills

Claims analysis

Reporting tools

Funding arrangements

Client communication

Education

Bachelor's degree (Math/Finance/Business/Econ)

Tools

Excel

PowerPoint

Job description

Description

Must-Apply Opportunity: Large Group Benefit Analyst

Are you ready to take your benefits expertise to the next level? We’re looking for a Large Group Benefit Analyst who thrives in a fast-paced, client-facing environment and knows how to turn complex data into powerful insights.

In this role, you’ll partner with large, sophisticated employer clients—diving deep into claims data, uncovering cost drivers, and helping shape smarter benefit strategies. You’ll collaborate closely with Client Executives and internal teams while playing a key role in guiding important benefit decisions.

Why this role stands out:

• Work with high-profile, complex clients
• Be a trusted advisor translating data into action
• Use your analytical skills to directly impact strategy
• Enjoy a role that blends independence with collaboration

What we’re looking for:

• Strong experience with claims analysis and reporting tools
• Knowledge of multiple funding arrangements
• Confidence presenting insights to both clients and internal teams
• Sharp attention to detail and problem-solving skills

If you’re someone who loves connecting the dots, telling the story behind the data, and influencing meaningful decisions—this is your moment.

Apply now and make an impact where it truly counts.

Key Responsibilities:

Essential Functions

Client-Facing & Consultative Support

• Participate in client-facing meetings, including renewal reviews, claims reviews, and strategic planning discussions.
• Partner with Client Executives to present and explain claims experience, utilization trends, and financial drivers in a clear and professional manner.
• Serve as an analytical resource for clients and internal teams, responding to questions related to claims performance, plan design, and cost containment strategies.
• Support large employer groups (typically 100+ lives) across a variety of funding arrangements, including fully insured, self-funded, level-funded, reference-based pricing (RBP), and alternative solutions such as direct primary care (DPC).

Claims Analysis & Reporting

• Perform detailed claims analysis using internal and external analytics platforms and reporting tools.
• Analyze large and complex claims datasets to identify trends, cost drivers, utilization patterns, and opportunities for improvement.
• Prepare and deliver monthly and ad-hoc claims and utilization reports, including written observations and insights.
• Translate claims data into actionable insights that support renewal strategy, plan design evaluation, and long-term cost management.
• Ensure accuracy and consistency of claims and enrollment data through post-renewal data validation and ongoing maintenance.

Analytics Platforms & Tools

• Develop, maintain, and enhance client-facing dashboards and reports using Kapnick-approved analytics platforms.
• Demonstrate strong technical proficiency in navigating, interpreting, and troubleshooting claims analysis tools.
• Utilize benchmarking and comparative tools to provide context and performance insights for clients and service teams.

Renewal & Market Support

• Support renewal development by analyzing claims experience, underwriting results, and funding outcomes.
• Development of RFPs based on internal strategy discussions and follow through with carriers on submissions and quotation status.
• Prepare financial and analytical summaries to support carrier negotiations and plan recommendations.

Collaboration & Continuous Improvement

• Collaborate with internal analytics, service, and client teams to ensure alignment and consistent reporting.
• Contribute ideas for process improvements, reporting enhancements, and increased efficiency.
• Assist with department projects and initiatives as assigned.

Requirements

To be considered for the Benefit Advisor position, you should have:

· Bachelor’s degree in Mathematics, Finance, Business, Economics, or a related field preferred.

· 5-7 years of experience4 in employee group benefits, with experience supporting large group clients

· Strong understanding of medical claims data, funding arrangements, renewals, and carrier underwriting

· Demonstrated experience working in claims analysis and reporting tools, with the ability to interpret and explain data to non-technical audiences.

· Advanced computer skills in Microsoft (Excel, Outlook, Word, and PowerPoint)

· Familiarity with carrier underwriting tools (employee benefits) and agency management systems preferred.

· Ability to manage multiple priorities, meet deadlines, and work effectively in a client-facing environment.

What's in it for you?

• A team-based approach to client management
• Flexibility
• Full benefits package
• 11 paid holidays including your birthday!
• Competitive Salary
• Profit sharing (after a year of service)
• Bonus potential
• A caring workplace culture that has something for everyone