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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

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

Requirements

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
Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity.
Remote work requires a dedicated, distraction-free workspace.
Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

Skills

Data Analytics
Data Interpretation
Reporting
Client Consultation
Underwriting Support
Financial Analysis
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

Location

Remote
Eastern Time Zone
Florida Only
Longwood, FL

Work Type

Remote
Hybrid

Experience Level

5-7 years experience

Education Level

Bachelor's degree

Salary/Compensations

155-170K annually

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

About the Company

Insurance Office of America (IOA) is a national insurance brokerage firm.

Equal Opportunity

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.