National Benefits Analytics Lead – Remote

Insurance Office of America; Summerville (SC); On-site; USD 155,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Holidays/Vacation

401K match

Growth opportunities

Work-life balance

Community service

Team environment

Competitive compensation

Job summary

Insurance Office of America is seeking a National Analytic Consultant for Employee Benefits to lead nationwide analytics, data collection, analysis, and reporting, partnering with underwriting, producers, and benefits teams. The role drives insights for client decisions, renewals, and strategic initiatives.

You will leverage analytics, technology, and industry expertise to support growth, improve client outcomes, and promote operational excellence across IOA's benefits group.

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 consulting

Sales support

Reporting & dashboards

Analytics process management

Technology optimization

Performance analysis

Process improvement

Stakeholder collaboration

Communication

Training & knowledge sharing

Technical expertise

Compliance

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Insurance Office of America is seeking a National Analytic Consultant for Employee Benefits to lead nationwide analytics, data collection, analysis, and reporting, partnering with underwriting, producers, and benefits teams. The role drives insights for client decisions, renewals, and strategic initiatives.

You will leverage analytics, technology, and industry expertise to support growth, improve client outcomes, and promote operational excellence across IOA's benefits group.