National Analytic Consultant- Employee Benefits

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

Benefits offered by this job

Health insurance

401K match

Paid holidays

Career growth

Work life balance

Community service

Job summary

Insurance Office of America (IOA) is seeking a National Analytic Consultant – Employee Benefits to lead analytics nationwide. The role supports underwriting evaluations, renewal negotiations, funding analyses, and strategic client decisions while partnering with Senior Analytic Consultants, Producers, and Benefits teams.

The ideal candidate will bring 5–7 years of analytics experience, strong data interpretation skills, and proficiency in the Microsoft Office suite.

Qualifications

• Bachelor's degree required or related field.
• 5-7 years experience in analytics or underwriting support.
• Experience in benefits analytics is a plus.

Responsibilities

• Lead and support national analytics for IOA Benefits Group.
• Analyze underwriting, claims, and financial data for client insights.
• Develop reports, dashboards, and financial exhibits.
• Consult with clients and internal teams to drive data-driven decisions.
• Support renewals, negotiations, and funding analyses.
• Maintain analytics methodologies and best practices.

Skills

Data analytics

Underwriting support

Client consulting

Sales support

Reporting & presentation

Analytics process management

Technology optimization

Performance analysis

Process improvement

Stakeholder collaboration

Communication

Training & knowledge sharing

Compliance

IOA values

Education

Bachelor's degree in Business/Finance/Statistics/Math

Tools

MS Office

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.