National Analytic Consultant- Employee Benefits

Role Summary

Title:National Analytic Consultant– Employee Benefits

Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL |Requirement/Experience: 5-7 years experience

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence.

Responsibilities

• Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making.
• Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses.
• Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance.
• Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives.
• Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively.
• Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results.
• Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness.
• Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance.
• Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery.
• Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives.
• Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities.
• Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise.
• Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices.
• Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures.
• Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions.

Requirements

Ideal CandidateQualifications

• Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field
• Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles
• Understanding of experience rating, claim cost projections, and data-driven financial analysis
• Strong analytical, critical thinking, problem-solving, and consultative solution-development skills
• Excellent verbal, written, presentation, and customer service skills
• Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
• Ability to interpret complex data and communicate findings to technical and non-technical audiences
• The expected pay range for this position is 155-170K annually, depending on experience, relevant skills, and geographic location.
• Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Benefits

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

Additional Information

What to Expect(Application Process)

30-Minute Phone Screen, Online Assessments, and Interview(s)