Benefits Data Analyst

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary: Responsible for supporting health and welfare clients in the Group Benefits department through data analysis, preparation of analytics and financial deliverables, and special projects with the Analytics Team.

A Day in The Life:

• Accesses the data of existing clients to conduct financial analyses of relevant information to aid in the evaluation of plan performance, both current and projected experience.
• Maintains the security of client information obtained from all applicable benefit lines of coverage in compliance with HIPAA requirements.
• Collaborates with the service team and other Analytics team members to review client-specific data analytics; works closely to identify and develop solutions to minimize risk and maximize cost effectiveness.
• Analyzes data to identify plan utilization, financial trends and comparative industry benchmarks in order to provide a basis for preparing financial projections, utilizing benchmarking resources and tools, developing COBRA rates and making recommendations for plan design modification.
• Provides internal teams with accurate deliverables in a timely fashion to meet client expectations; maintains a concise and consistent level of communication with all involved team members.
• Maintains client-specific access to carrier websites and any third-party databases (e.g. HDMS) to generate and download reports, translates information into our internal client report template, reviews the output for reasonableness and accuracy, and delivers the analysis for peer review, including an overview of critical observations.
• Assists in the onboarding of new clients, which includes collaborating with internal staff to understand client needs, scheduling required events and reporting activities, working with carriers to obtain information access for client-specific data analysis, and setting up the appropriate templates.
• Proficient in the use of Oswald Companies software data analytics systems, software and tools to maximize personal effectiveness.
• Collaborates with Systems Analysts to ensure complete and timely information is submitted for new client implementations, carrier changes, and ongoing maintenance of accounts in the data warehouse and other Analytics systems. Audits data to ensure data integrity and works with Systems Analysts to resolve any issues.
• Collaborates with other Data Analytics team members to share knowledge and contribute to the design and utilization of client deliverables; remains current on compliance regulations and incorporates that knowledge into existing data analytics tools; builds team synergy for department effectiveness.
• Prioritizes and manages workload effectively, thinks through issues and determines alternative solutions to meet deadlines and improve personal productivity.
• As assigned, assesses provided data of prospective clients to conduct a financial and demographic, current-state analysis to promote client awareness with the objective of securing new business.

What You’ll Need:

• One to three years or more related experience or the equivalent combination of education and experience.
  • Prior Experience Specifically Required
    • Prior experience gathering, manipulating and deciphering data required
    • Prior experience working in a group benefits environment preferred
    • Prior analytical and research experience required

Who You Are:

The specific personal traits required to accomplish the essential duties of this job successfully include:

• Strong attention to detail particularly with mathematical information
• Strong organizational skills with the ability to prioritize accordingly
• Ability to focus on work-at-hand; not easily distracted
• Strong written and verbal communication skills
• Demonstrated resourcefulness; works well independently and on a team
• Manages stress well
• Self-confident with capable interpersonal skills

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.  

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. 

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. 

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

• Paid time off annually and a sabbatical at every 10-year service anniversary.

• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

• Access to specialized leadership development programming designed to take your career to the next level.

• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.