Financial Analyst, Employee Benefits
EPIC Insurance Brokers & Consultants
Duluth, GA1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed · Bachelor's degree
- Must know
- Financial analysisProject managementData analysisMicrosoft Office
- Work
- Hybrid in Duluth
- Pay
- Not stated by the employer.
- Skill demand
- Financial analysis61%Data analysis30%Microsoft Office28%Project management13%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 2, 2026 · still open
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About the Role
- This is a hybrid role for our Duluth, GA location.
Job Overview
- Responsible for developing accurate and timely financial analysis for clients.
- Prepare various financial and quantitative analysis in support of Client Teams.
- Employ effective project management skills for balancing requests from multiple Client Teams and for the efficient delivery of results.
- Requires effective communication skills for clearly explaining detailed analysis to Client Teams and Clients, and the ability to understand Client Teams/Client perspectives that can be reflected in the development of deliverables.
Key Responsibilities
- Support Employee Benefit Account Teams
- Develop and review monthly reporting for assigned clients.
- Prepare IBNR (Incurred But Not Reported) analysis.
- Produce underwriting analysis for client renewals and projections.
- Produce data warehouse-based reports to support plan performance analysis for clients.
- Support Client Team strategy initiatives with evaluation of plan design alternatives, rate or employee contribution alternatives, risk profiles, benchmarking, data analytics, vendor change analyses, or program implementation or elimination (financial or quantifiable impact).
- Coordinate with vendors as needed to obtain necessary data for analysis.
- New Business Development
- Participate in new business activities and meetings as requested.
Requirements & Tech Stack
- Microsoft Office Suite experience including large data sets.
- Aptitude for performing financial analysis for a benefits consulting or brokerage firm (training will be provided).
Qualifications
- Bachelor’s degree or equivalent educational training or business experience.
- College degree in insurance, risk management, math or related field preferred.
- Able to effectively interface with internal and external customers.
- Able to handle confidential information with maximum discretion.
- Able to understand business principles and apply them accordingly.
- Able to work independently and on a team within a fast-paced, deadline-driven environment.
- Career-focused.
- Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency.
- Detail-oriented, organized, efficient, and proactive.
- Excellent written/verbal communication skills including communicating complex financial information.
- High level of accountability and flexibility.
- High-touch client orientation.
- Open and willing to receive and give constructive critique.
- Strong analytical and quantitative skills.
- Special Requirement: Flexible to work outside normal working hours.