Remote National Benefits Analytics Consultant

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

Benefits offered by this job

Health insurance

401K with employer match

Professional growth opportunities

Career progression

Job summary

Insurance Office of America seeks a National Analytic Consultant - Employee Benefits to lead analytics nationwide. You will gather, interpret, and present underwriting, claims, and financial data to inform client decisions and renewals.

Collaboration with benefits teams and producers drives pricing, funding analyses, and strategic outcomes. The role emphasizes developing dashboards, reports, and insights, supporting growth while maintaining strong client service and compliance with policies.

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

• Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making.
• Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses.
• Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance.
• Provide analytical support for renewals, presentations, prospecting, and business development initiatives.
• Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively.
• Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results.
• Utilize and evaluate analytics, reporting, and BI tools to enhance client outcomes and operational effectiveness.
• Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance.
• Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery.
• Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives.
• Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities.
• Provide analytical guidance and support team development through knowledge sharing and subject matter expertise.
• Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices.
• Ensure adherence to company policies, industry standards, and established analytical procedures.
• Demonstrate integrity, leadership, accountability, and professionalism in all interactions.

Skills

Data analytics

Underwriting knowledge

Financial analysis

Communication skills

Problem-solving

Consultative approach

Multitasking

Education

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

Tools

Microsoft Office (Excel, Word, PowerPoint, Outlook)

Job description

Insurance Office of America seeks a National Analytic Consultant - Employee Benefits to lead analytics nationwide. You will gather, interpret, and present underwriting, claims, and financial data to inform client decisions and renewals.

Collaboration with benefits teams and producers drives pricing, funding analyses, and strategic outcomes. The role emphasizes developing dashboards, reports, and insights, supporting growth while maintaining strong client service and compliance with policies.