Unison Risk Advisors · 2 months ago
Data Consultant - Employee Benefits
Cleveland, Ohio, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expUnison Risk Advisors is a company focused on providing data analysis in the Group Benefits Business Unit. The Data Consultant will manage large projects, present analytical findings to clients, and provide insights on funding methodologies to support sales growth and retention objectives.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms
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
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
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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