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: 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:
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Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making.
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Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses.
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Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance.
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Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives.
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Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively.
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Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results.
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Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness.
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Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance.
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Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery.
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Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives.
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Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities.
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Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise.
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Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices.
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Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures.
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Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions.
Ideal CandidateQualifications:
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Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field
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Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pric