Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role involves performing financial analysis, managing underwriting support, and collaborating with teams to present financial data and strategies to clients. The position requires a strong understanding of employee benefits, risk assessment, and carrier negotiations.

Responsibilities

• 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, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions
• Manage and oversight of underwriting support team
• Renew and market carriers for assigned book of business
• Analyze and negotiate annual renewals and proposals from carriers 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 with product/service quality improvement initiatives as needed
• Assist service team in educating clients regarding utilization, carrier reports, and third-party vendor applications used to view claims and financial data
• Educate service team regarding experience reporting, utilization, carrier reports, self-funding options, etc.

Requirements

• Advanced knowledge of coverages and services regarding employee benefits
• Advanced knowledge of navigating the Internet and various Microsoft Office programs (Windows, Outlook, Word, PowerPoint, Excel)
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Good interpersonal communication skills
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications (Windows, Outlook, Word, PowerPoint, Excel)
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations
• Must be comfortable presenting analysis directly to clients

Skills

• Financial analysis
• Budgeting
• Rate calculation
• Benefit cost analysis
• IBNR reserve calculation
• Experience reporting review
• Client financial presentations
• Risk assessment
• Underwriting
• Carrier renewal and marketing
• Negotiation
• Coverage specification submission
• Quote acquisition
• Data analysis
• Product/service improvement
• Client education
• Service team education
• Microsoft Office Suite
• Internet navigation

Experience Level

• Minimum of five years’ experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA

Education Level

• Bachelor’s degree required
• Life and Health License
• Valid Driver License

Salary/Compensations

• Salary is based on background and experience.

Benefits

• Full medical, pharmacy, dental, vision, life and disability insurance
• Paid vacation
• Sick leave
• 401k match
• Annual bonus potential
• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Employee Resource Groups (Women’s Coalition, EPIC Veterans Group)
• Professional growth & development (Mentorship Program, Tuition Reimbursement Program, Leadership Development)
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

About the Company

• EPIC has over 60 offices and 3,000 employees nationwide and is growing.
• EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.
• To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

Equal Opportunity

• 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.
• California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.