Senior Analytics Consultant, Employee Benefits

LOCATION: Hybrid, New York City, NY

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

SUMMARY:

This fulltime Senior Analytics Consultant, Employee Benefits will be responsible for managing various workflows related to providing an array of detailed analyses to support client needs in coordination with account management teams. These workflows include identification of data requirements and obtaining data through use of insurer portals and/or correspondence with our carrier partners; data manipulation, interpretation, and analysis as necessary to complete the projects in which the Senior Analtycis Consultant is engaged; and crafting, maintaining, and designing the presentation of clients' financial materials in close collaboration with other staff to ensure a cohesive and professional work product. As a more senior member of the Analytics team, the Associate Director of Analytics will be tasked with less standardized and more challenging and time-sensitive projects commensurate with the expectations regarding his or her experience and knowledge.

Reporting duties can be expected to include preparing monthly financial statements, annual marketing results and associated financial projections, and reserving calculations, in addition to a myriad of other ad hoc requests which may arise to support various client strategy planning sessions and other requests. These analyses require accurately interpreting and analyzing data, as well as presenting results both verbally and in written form in a manner understandable to technical and non-technical audiences.

In addition to the Senior Analytics Consultants individual responsibilities, he or she will be expected to materially contribute to the growth of more junior colleagues by reviewing their work, explaining unfamiliar concepts, and providing general mentorship and leadership within the team.

QUALIFICATIONS:

• 6 + progressive years' experience in the employee benefits brokerage/consulting industry
• Strong ability to multi-task and assign priorities to various workstreams
• High degree of interpersonal and writing skills
• Knowledge of basic accounting and finance procedures
• Demonstrated ability to work collaboratively with peers to structure analyses in response to ambiguous requests
• Comfort with providing technical peer review and nuanced feedback constructively, as well as explaining new concepts to more junior colleagues

KEY COMPETENCIES:

• Effective at stakeholder management and able to understand varying perspectives and goals throughout the process (i.e. client goals, relationship lead, AE/AM)
• Assertiveness in defining and negotiating project scope and objectives
• Maintains up-to-date workflow logs and records of project source data, methodological notes, and final product in an organized and approachable system
• Approaches tasks thoughtfully and identifies process improvements that can be implemented and shared with colleagues
• Interacts with others timely and effectively, cooperating purposefully, and providing information and guidance as a technical resource as necessary
• Stays informed regarding current industry events and developments, new products and programs, legislation, technology, etc. to continuously improve knowledge and performance
• Projects a professional image in action and appearance
• Advanced quantitative/math skills required
• Coaches and mentors' colleagues as appropriate to support professional development and success of the team.

EDUCATION and/or EXPERIENCE:

• College degree in insurance, math or related field preferred
• Experienced with business software including agency management systems and HR portals, and capacity to learn and use other systems quickly and effectively
• Ability to effectively present information in a one-on-one and small group setting to technical and non-technical audiences
• Exhibits composure in confronting intricate obstacles under time constraints
• Systematic and creative thinker with a visual orientation

COMPENSATION:

The national average salary for this role is $150 000.00 - $170 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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