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Oswald Companies · 2 months ago

Data Consultant - Employee Benefits

Cleveland, OH

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Oswald Companies is an independent, employee-owned firm that has been in operation for 129 years, focusing on creating protection for clients' lives and businesses. They are seeking a Data Consultant to perform and present data analysis for assigned accounts in the Group Benefits Business Unit, supporting sales growth and retention objectives through complex analysis and customized models.

Financial ServicesInsurance

Responsibilities

Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients

Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings

Provides insight on various funding methodologies to include fully insured projections, carrier rating methodologies, self-insured stop-loss risk levels, and other alternative funding programs

Analyzes data to identify plan utilization, financial trends, and comparative industry benchmarks as the basis for preparing financial projections, utilizing benchmarking resources and tools, developing COBRA rates, and making recommendations for plan design modification

Ability to assess reasonableness of results of own work and establish strong peer review strategies; provides mentorship and coaching for Analysts and Senior Analysts

Interfaces with colleagues from other practices and markets on assignments that reflect the client’s broader business issues

Collaborates with Client Executive to drive strategic direction with data-driven analysis; works closely to identify and develop solutions to minimize risk and maximize cost effectiveness

Accesses the data of existing clients to conduct a financial analysis of relevant information to aid in the evaluation of plan performance, both current and projected experience

Assist in RFP process for new business and participates in finalist meetings as the Analytics SME

Takes ownership of an assigned book of business. Provides internal teams with accurate deliverables in a timely fashion to meet client expectations; maintains a concise and consistent level of communication within the team

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

Qualification

Data analysisFinancial projectionsStatistical analysisClient presentation skillsAttention to detailOrganizational skillsCommunication skillsTeam collaboration

Required

Bachelor's degree in actuarial science, Finance, Mathematics, Economics, Statistics, or related field from a four-year college or university

Ten or more years of related experience or the equivalent combination of education and experience

Prior experience gathering, manipulating, and deciphering data required

Prior experience in delivering analytical findings and recommendations required

Prior experience working in a group benefits environment required

Prior analytical and research experience required

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

Exceptional written and verbal communication skills

Demonstrated resourcefulness; works well independently and on a team

Manages stress well

Self-confident with capable interpersonal skills

Strong client-facing and presentation abilities

Benefits

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.