National Analytic Consultant- Employee Benefits

Insurance Office of America; Angel Run (FL); Hybrid; USD 155,000 - 170,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sick时间

Job summary

Insurance Office of America (IOA) is seeking a National Analytic Consultant – Employee Benefits to lead analytics activities on a national scale. Responsibilities include data collection, interpretation, and client consultation to support underwriting evaluations, renewal negotiations, and strategic decisions.

The role partners with senior consultants, producers, and benefits teams to deliver insights and optimize performance, while upholding IOA values and standards in a fast-paced environment.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field
• Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles
• Understanding of experience rating, claim cost projections, and data-driven financial analysis
• Strong analytical, critical thinking, problem-solving, and consultative solution-development skills
• Excellent verbal, written, presentation, and customer service skills
• Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
• Ability to interpret complex data and communicate findings to technical and non-technical audiences

Responsibilities

• Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making.
• Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses.
• Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance.
• Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives.
• Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively.
• Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results.
• Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness.
• Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance.
• Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery.
• Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives.
• Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities.
• Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise.
• Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices.
• Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures.
• Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions.

Skills

Data analytics

Underwriting knowledge

Client consultation

Excel

Presentation skills

Strategic mindset

Education

Bachelor’s degree

Tools

Power BI

SQL

Tableau

Job description

Job Description

Title: National Analytic Consultant – Employee Benefits

Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role:

Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence.

Key Responsibilities

• Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making.


• Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses.


• Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance.


• Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives.


• Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively.


• Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results.


• Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness.


• Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance.


• Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery.


• Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives.


• Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities.


• Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise.


• Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices.


• Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures.


• Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions.

Ideal Candidate Qualifications

• Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field


• Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles


• Understanding of experience rating, claim cost projections, and data-driven financial analysis


• Strong analytical, critical thinking, problem-solving, and consultative solution-development skills


• Excellent verbal, written, presentation, and customer service skills


• Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment


• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook


• Ability to interpret complex data and communicate findings to technical and non-technical audiences

What We Offer

• Competitive salaries and bonus potential


• Company-paid health insurance


• Paid holidays, vacations, and sick time


• 401K with employer match


• Professional growth and career progression opportunities


• Respectful culture and work/family life balance


• Community service commitment


• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is 155-170K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.