Financial – Actuarial Consultant

EPIC Insurance Brokers & Consultants

Financial/Actuarial Consultant at EPIC Brokers performing financial analysis and preparing client presentations. Requires advanced financial analysis skills and a Bachelor’s degree.

Posted 4/22/2026full-time🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

Bachelor’s degree required.
Minimum of seven 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.

Benefits

Comp & perks

Salary is based on background and experience.
Full medical, pharmacy, dental, vision, life and disability insurance.
Paid vacation.
Sick leave.
401k match.
Annual bonus potential.
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”.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbudget developmentclient rate calculationbenefit cost analysisIBNR reserves calculationrisk assessmentunderwritingdata analysisnegotiationproduct/service quality improvement

Soft Skills

interpersonal skillsteamworkresponsivenesspoisetactdiplomacypresentation skillsmultitaskingconfidentiality handlingcollaboration

Certifications

Bachelor's degree