Financial/Actuarial Consultant

4 days, 5 hours ago
Full-time
Senior
Finance and Accounting
EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a retail insurance brokerage and consulting firm that specializes in providing innovative property and casualty, as well as employee benefits solutions, to a diverse range of commercial and personal clients acros...

Insurance
1K-5K
Founded 2007

Description

  • Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves.
  • Review experience reporting for accuracy.
  • Collaborate with consultants and account teams to prepare and deliver client financial presentations.
  • Assess complex client risk and make underwriting-based assumptions informed by the carrier and product marketplace.
  • Manage and oversee the underwriting support team.
  • Renew and market carriers for assigned book of business.
  • Analyze and negotiate annual renewals and carrier proposals for accuracy and financial reasonableness.
  • Submit coverage specifications and obtain quotes from potential carriers.
  • Analyze client demographics and other data to determine risk and appropriate carrier product solutions.
  • Assist with product and service quality improvement initiatives.
  • Educate service teams and clients on utilization, carrier reports, self-funding options, and third-party vendor applications.

Requirements

  • Bachelor’s degree required.
  • Minimum of five years of experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier or TPA.
  • Advanced working knowledge of Microsoft Office applications, including Windows, Outlook, Word, PowerPoint, and Excel.
  • Advanced knowledge of employee benefits coverages and services.
  • Ability to work in a fast-paced environment and juggle multiple competing tasks and demands.
  • Strong attention to detail, time management, and multitasking abilities.
  • Ability to work effectively both independently and in a team environment.
  • Strong interpersonal communication skills and the ability to handle sensitive and confidential situations.
  • Comfort presenting analysis directly to clients.
  • Life and Health License required.
  • Valid driver license required.
  • Experience with insurance carrier, TPA, or comparable background is preferred.

Benefits

  • Salary based on background and experience.
  • Full medical, pharmacy, dental, vision, life, and disability insurance.
  • Paid vacation and sick leave.
  • 401(k) match.
  • Annual bonus potential.
  • Managed PTO or generous paid time off, depending on employee type.
  • Paid parental leave and other extended leave options.
  • Professional development benefits, including mentorship, tuition reimbursement, and leadership development.
  • Wellness and employee assistance programs.
  • Additional benefits such as pet insurance, identity theft and fraud protection, legal planning, and family planning support.

Interested in this position?

Apply directly on the company website

Apply Now

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