Senior Actuarial & Analytics Consultant at EPIC Brokers

Sandy Springs, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

0.0

Posted On

26 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Actuarial Analysis, Financial Analysis, Data Analytics, Project Management, Client Relationship Management, Communication Skills, Regulatory Compliance, Mentorship, Excel Proficiency, Problem Solving, Strategic Thinking, Quantitative Analysis, Leadership, Risk Management, Benefit Plan Design, VBA

Industry

Insurance

Description

LOCATION: In office, Atlanta, GA Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Senior Actuarial & Analytics Consultant plays a strategic role within EPIC’s high-growth Private Equity Benefits Practice. This position will serve as a strategic advisor to clients and client teams, providing actuarial and financial analysis to support employee benefits-related decision-making across a diverse and expanding portfolio of private equity-backed companies. This role combines actuarial expertise with strong analytic acumen to deliver innovative solutions and actionable insights. RESPONSIBILITIES Actuarial & Financial Analysis • 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. Reporting, Insights & Client Support • 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. • Requires effective communication skills for clearly explaining detailed analysis and the ability to understand client perspectives to be reflected in the development of deliverables. Project Management & Team Development • 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 Qualifications (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. KSAs (Knowledge, Skills, Abilities) • 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. Special Requirements • Flexible to work outside normal working hours, as needed. • Travel as needed; overnight stay may be required. • Must have state Life & Health insurance license (or obtain within 90 days of employment) COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days 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. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1

Responsibilities

The Senior Actuarial & Analytics Consultant provides actuarial and financial analysis to support employee benefits-related decision-making for private equity-backed companies. This role involves developing financial analyses, preparing reports, and collaborating with client teams to deliver actionable insights.