EPIC Insurance Brokers & Consultants · 1 week ago
Senior Actuarial & Analytics Consultant
United States
Full-time
Onsite
Senior Level
7+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Senior Actuarial & Analytics Consultant. This role involves providing actuarial and financial analysis to support employee benefits-related decision-making for private equity-backed companies, combining actuarial expertise with strong analytic acumen to deliver innovative solutions and actionable insights.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Responsible for developing accurate and timely financial analyses for clients
Prepare various financial and quantitative analysis in support of client teams
Prepare IBNR analyses; calculate and validate claim reserves and ensure accuracy and compliance
Produce underwriting analyses for client renewals and projections (self-funded and insured programs as applicable)
Monitor and report on stop-loss coverage, claims experience, reimbursements, and contract terms; escalate variances and opportunities
Develop pharmacy rebate reconciliations and track actuals vs. expected performance
Validate and reconcile invoicing related to actuarial services, stop-loss premiums, and other program costs; ensure timely and accurate billing
Ensure compliance with applicable regulatory requirements and actuarial standards for financial and management reporting
Develop and present financial reviews to client leadership, including plan performance, cost trends, funding status, variance analysis, and projections
Deliver periodic reporting (monthly/quarterly) and dashboards; synthesize results and recommendations for clients and client teams
Coordinate with carriers, PBMs, TPAs, and other vendors to obtain, validate, and reconcile data required for analysis and reporting
Support client team strategy with evaluation of plan design alternatives, contribution/rate strategies, risk profiles, benchmarking, data analytics, and vendor change analyses; quantify the financial impact of options
Collaborate with cross-functional teams to integrate actuarial insights into broader client and business strategies
Employ effective project management skills for balancing requests from multiple client teams, and for efficient delivery of results
Mentor and guide analysts; provide peer review and foster a culture of quality, process improvement, and knowledge sharing
Qualification
Required
Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field
Associateship in the Society of Actuaries (ASA) or comparable designation
7+ years of experience in actuarial consulting or financial analysis, preferably in the insurance/employee benefits/HR area
Expertise with actuarial modeling tools and financial analysis software (e.g., Claros) and advanced proficiency with Excel; experience with VBA and SQL is a plus
Strong understanding of benefit plan design, risk management, funding methodologies, and applicable regulatory frameworks
Exceptional analytical, problem-solving, and communication skills with the ability to clearly convey technical concepts to non-technical audiences
Strategic thinking and advanced quantitative analysis
Client relationship management and presentation skills, including executive-level communication
Regulatory awareness and commitment to compliance and actuarial standards of practice
Leadership and mentorship; ability to train, coach, and conduct peer review
Expertise with MS Excel handling large data sets, and data validation best practices
Ability to work independently and collaboratively in a fast-paced, deadline-driven environment; strong judgment in prioritization and project management
High level of accountability, attention to detail, organization, and proactive problem solving; open to giving and receiving constructive feedback
High-touch client orientation; discretion in handling confidential information
Demonstrated business acumen and financially responsible, resourceful approach to projects
Flexible to work outside normal working hours, as needed
Must have state Life & Health insurance license (or obtain within 90 days of employment)
Benefits
Generous Paid Time off
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: 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
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase