National Analytic Consultant- Employee Benefits

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:

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.

• 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.

• 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…