Summary

　　Responsible for developing accurate and timely financial analysis for clients.  Prepare various financial and quantitative analysis in support of Client Teams.  Employ effective project management skills for balancing requests from multiple Client Teams, and for the efficient delivery of results. Requires effective communication skills for clearly explaining detailed analysis to Client Teams and Clients, and the ability to understand Client Teams/Client perspectives that can be reflected in the development of deliverables. Train and offer development to financial analysts that may be working in support.

　　Responsibilities

　　Develop monthly reporting for assigned clients 

　　Review monthly reporting for assigned clients, where others have developed reports

　　Prepare IBNR analysis

　　Produce underwriting analysis for client renewals and projections

　　Develop pharmacy rebate reconciliations

　　Support Client Team strategy initiatives with evaluation of plan design alternatives, rate or employee contribution alternatives, risk profiles, benchmarking, data analytics, vendor change analyses, or program implementation or elimination (financial or quantifiable impact)

　　Coordinate with vendors as needed to obtain necessary data for analysis

　　Mentor colleagues on the financial team

　　Process improvement

　　Client Relationship Management

　　Work with EPIC consulting team and client to define goals and objectives as related to employee benefits, normally related to design and budget of self-funded health plans

　　Present financial reports or other analyses, as needed

　　Determine client report content with Client Team and perform final review

　　New Business Development

　　Participate in new business activities and meetings as requested

　　Minimum Requirements

　　Bachelor’s degree or equivalent educational training or business experience

　　Associateship in the Society of Actuaries (ASA) or comparable experience

　　2-6 years financial/analytical experience, preferably in the insurance/employee benefits/HR area

　　KSAs (Knowledge, Skills, Abilities)

　　Microsoft Office Suite experience including large data sets 

　　Able to effectively interface with internal and external customers including executive level contacts 

　　Able to handle confidential information with maximum discretion

　　Able to understand business principles and apply them accordingly

　　Able to work independently and on a team within a fast-paced, deadline driven environment

　　Career-focused 

　　Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency

　　Detail-oriented, organized, efficient, and proactive

　　Excellent written/verbal communication skills including communicating complex financial information 

　　High level of accountability and flexibility

　　High-touch client orientation

　　Open and willing to receive and give constructive critique

　　Strong analytical and quantitative skills

　　Able to train/coach and counsel others and provide peer review

　　Approach projects in a financially responsible and resourceful manner

　　Knowledge of federal and state regulations

　　Special Requirements

　　Flexible to work outside normal working hours

　　Travel (as needed); overnight stay required

　　Disclaimer

　　The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

　　WHY JOIN US? 

　　14th Largest Broker in US Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). 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. An Equal Opportunity/Affirmative Action Employer.

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