Data Consultant - Employee Benefits

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary:

Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives.

A Day in The Life:

• Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients.
• Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings.
• Provides insight on various funding methodologies to include fully insured projections, carrier rating methodologies, self-insured stop-loss risk levels, and other alternative funding programs.
• Analyzes data to identify plan utilization, financial trends, and comparative industry benchmarks as the basis for preparing financial projections, utilizing benchmarking resources and tools, developing COBRA rates, and making recommendations for plan design modification.
• Ability to assess reasonableness of results of own work and establish strong peer review strategies; provides mentorship and coaching for Analysts and Senior Analysts.
• Interfaces with colleagues from other practices and markets on assignments that reflect the client’s broader business issues.
• Collaborates with Client Executive to drive strategic direction with data-driven analysis; works closely to identify and develop solutions to minimize risk and maximize cost effectiveness.
• Accesses the data of existing clients to conduct a financial analysis of relevant information to aid in the evaluation of plan performance, both current and projected experience.
• Assist in RFP process for new business and participates in finalist meetings as the Analytics SME.
• Takes ownership of an assigned book of business. Provides internal teams with accurate deliverables in a timely fashion to meet client expectations; maintains a concise and consistent level of communication within the team.
• Collaborates with other Data Analytics team members to share knowledge and contribute to the design and utilization of client deliverables; remains current on compliance regulations and incorporates that knowledge into existing data analytics tools; builds team synergy for department effectiveness.
• Prioritizes and manages workload effectively, thinks through issues and determines alternative solutions to meet deadlines and improve personal productivity.

What You’ll Need:

• Bachelor’s degree in actuarial science, Finance, Mathematics, Economics, Statistics, or related field from a four-year college or university
• Ten or more years of related experience or the equivalent combination of education and experience.
• Prior Experience Specifically Required
  • Prior experience gathering, manipulating, and deciphering data required.
  • Prior experience in delivering analytical findings and recommendations required.
  • Prior experience working in a group benefits environment required.
  • Prior analytical and research experience required.

Who You Are:

The specific personal traits required to accomplish the essential duties of this job successfully include:

• Strong attention to detail particularly with mathematical information
• Strong organizational skills with the ability to prioritize accordingly.
• Ability to focus on work-at-hand; not easily distracted.
• Exceptional written and verbal communication skills
• Demonstrated resourcefulness; works well independently and on a team.
• Manages stress well.
• Self-confident with capable interpersonal skills
• Strong client-facing and presentation abilities

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.  

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. 

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. 

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

• Paid time off annually and a sabbatical at every 10-year service anniversary.

• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

• Access to specialized leadership development programming designed to take your career to the next level.

• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.