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 aligned to market conditions and carrier/product options.
  • Manage and oversee the underwriting support team.
  • Renew and market carriers for assigned books 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 service teams in educating clients on utilization, carrier reports, and third-party vendor applications used to view claims and financial data.

Requirements

  • Bachelor’s degree required.
  • Minimum of five years’ 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.
  • Ability to work in a fast-paced environment and manage multiple competing tasks and demands.
  • Strong interpersonal skills to handle sensitive and confidential situations.
  • Comfort presenting analysis directly to clients.
  • Advanced knowledge of employee benefits coverages and services.
  • Life and Health License required.
  • Valid driver’s license required.
  • Experience with self-funding options, experience reporting, and carrier reports 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.
  • Generous PTO, including managed PTO for salaried/exempt employees or 22 PTO days starting out for hourly/non-exempt employees.
  • 12 company-observed paid holidays and 4 early-close days.
  • Paid parental leave and other generous leave options.
  • Professional growth and development support, including mentorship, tuition reimbursement, and leadership development.
  • Additional perks such as pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
  • Wellness and employee assistance programs.

Interested in this position?

Apply directly on the company website

Apply Now

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