Financial/Actuarial Consultant
Epic Insurance Brokers and Consultants
Abilene, Texas
Full-Time
$80,000 - $91,000
OfficeSenior
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves
• Review experience reporting for accuracy
• Collaborate with consultants and account teams to prepare and deliver client financial presentations
• Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions
• Manage and oversight of underwriting support team
• Renew and market carriers for assigned book of business
• Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness
• Submit coverage specifications and obtain quotes from potential carriers
• Analyze client demographics and other data to determine risk and appropriate carrier product solutions
• Assist with product/service quality improvement initiatives as needed
• Assists service team in educating clients regarding utilization, carrier reports, and third party vendor applications used to view claims and financial data
• Educates service team regarding experience reporting, utilization, carrier reports, self-funding options, etc.
• Advanced knowledge of coverages and services regarding employee benefits
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Good interpersonal communication skills
• Bachelor’s degree required
• Minimum of five years’ experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, and Excel
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
• Must be comfortable presenting analysis directly to clients
• Life and Health License
• Valid Driver License
The national average salary for this role is $80,000 - $91,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
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:
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.
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