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Job Type
Full-time
Description
Must-Apply Opportunity: Large Group Benefit Analyst
Are you ready to take your benefits expertise to the next level? We're looking for a Large Group Benefit Analyst who thrives in a fast-paced, client-facing environment and knows how to turn complex data into powerful insights.
In this role, you'll partner with large, sophisticated employer clients-diving deep into claims data, uncovering cost drivers, and helping shape smarter benefit strategies. You'll collaborate closely with Client Executives and internal teams while playing a key role in guiding important benefit decisions.
Why this role stands out:
- Work with high-profile, complex clients
- Be a trusted advisor translating data into action
- Use your analytical skills to directly impact strategy
- Enjoy a role that blends independence with collaboration
What we're looking for:
- Strong experience with claims analysis and reporting tools
- Knowledge of multiple funding arrangements
- Confidence presenting insights to both clients and internal teams
- Sharp attention to detail and problem-solving skills
If you're someone who loves connecting the dots, telling the story behind the data, and influencing meaningful decisions-this is your moment.
Apply now and make an impact where it truly counts.
Key Responsibilities:
Essential Functions
Client-Facing & Consultative Support
- Participate in client-facing meetings, including renewal reviews, claims reviews, and strategic planning discussions.
- Partner with Client Executives to present and explain claims experience, utilization trends, and financial drivers in a clear and professional manner.
- Serve as an analytical resource for clients and internal teams, responding to questions related to claims performance, plan design, and cost containment strategies.
- Support large employer groups (typically 100+ lives) across a variety of funding arrangements, including fully insured, self-funded, level-funded, reference-based pricing (RBP), and alternative solutions such as direct primary care (DPC).
Claims Analysis & Reporting
- Perform detailed claims analysis using internal and external analytics platforms and reporting tools.
- Analyze large and complex claims datasets to identify trends, cost drivers, utilization patterns, and opportunities for improvement.
- Prepare and deliver monthly and ad-hoc claims and utilization reports, including written observations and insights.
- Translate claims data into actionable insights that support renewal strategy, plan design evaluation, and long-term cost management.
- Ensure accuracy and consistency of claims and enrollment data through post-renewal data validation and ongoing maintenance.
Analytics Platforms & Tools
- Develop, maintain, and enhance client-facing dashboards and reports using Kapnick-approved analytics platforms.
- Demonstrate strong technical proficiency in navigating, interpreting, and troubleshooting claims analysis tools.
- Utilize benchmarking and comparative tools to provide context and performance insights for clients and service teams.
Renewal & Market Support
- Support renewal development by analyzing claims experience, underwriting results, and funding outcomes.
- Development of RFPs based on internal strategy discussions and follow through with carriers on submissions and quotation status.
- Prepare financial and analytical summaries to support carrier negotiations and plan recommendations.
Collaboration & Continuous Improvement
- Collaborate with internal analytics, service, and client teams to ensure alignment and consistent reporting.
- Contribute ideas for process improvements, reporting enhancements, and increased efficiency.
- Assist with department projects and initiatives as assigned.
Requirements
To be considered for the Benefit Advisor position, you should have:
- Bachelor's degree in Mathematics, Finance, Business, Economics, or a related field preferred.
- 5-7 years of experience4 in employee group benefits, with experience supporting large group clients
- Strong understanding of medical claims data, funding arrangements, renewals, and carrier underwriting
- Demonstrated experience working in claims analysis and reporting tools, with the ability to interpret and explain data to non-technical audiences.
- Advanced computer skills in Microsoft (Excel, Outlook, Word, and PowerPoint)
- Familiarity with carrier underwriting tools (employee benefits) and agency management systems preferred.
- Ability to manage multiple priorities, meet deadlines, and work effectively in a client-facing environment.
What's in it for you?
- A team-based approach to client management
- Flexibility
- Full benefits package
- 11 paid holidays including your birthday!
- Competitive Salary
- Profit sharing (after a year of service)
- Bonus potential
- A caring workplace culture that has something for everyone