Benefit Analyst - Employee Benefits Large Group

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 clientsdiving 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 decisionsthis is your moment.

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 experience 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