Data Analyst Executive II, Employee Benefits

Overview

The Data Analyst Executive- EB provides sales support to existing and prospective clients by monitoring and analyzing new benefit trends and their implications.  This role makes recommendations based on analysis to clients and co-workers. S/he provides technical expertise related to financial or program analysis by performing the following duties.

The Ideal Candidate

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions
• You have a strong sense of team work, and you are highly communicative
• You are equally strong in facing customers and being highly analytical and detail oriented

 If this sounds like you, we invite you to keep reading and apply!

What You'll Do

Please note that the duties below can vary based on the workflow of your local office.

• Gathers data needed to prepare financial reviews for all 100+ accounts on a timely basis. Prepares reviews using excel and power point programs.  
• Maintains benchmarking database as well as identifies potential enhancements or other resources available to develop differentiators. 
• Maintains tracking system for all financial reviews including new sales, lost accounts, and changes in carriers. System is used to manage the process and meet deadlines accordingly. Note: this does not seem to belong here. The position is client-oriented data. This bullet appears to be for internal data—sales, finances, new business/lost business, etc.
• Provides benchmarking services for clients of 50-99 employees on an as needed basis. 
• Assists management with special projects. Maintains Agency’s connectivity with carrier's client databases and understands available reports. 
• Collects data in a timely and effective manner in order to meet company objectives.
• Effectively communicates with EB staff in order to assure timely completion of EB reviews. 
• Maintains data from all sources including carriers, third party administrators, data mining vendors, and others. 
• Monitor and analyze benefit trends and their implications for existing and prospective clients.
• Other duties as assigned.
• Travel is expected to be 10% in this role.
• Need bullet for monitoring and analyzing trends (per job summary) or need to remove that statement from job summary.
• Follows company procedures with respect to all essential duties and responsibilities. 

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• Seven or more years of industry experience or a Bachelor's degree (B. A.) from four-year College or university; or equivalent combination of education and experience. Degree in mathematics, computer science or actuary science is preferred
• Highly analytical and proficient in statistics and mathematics   
• Life and Health License Preferred
• 2-5 years of broker and carriers experience

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!