Benefits Marketing Analyst

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

JOB OVERVIEW:

Responsible for preparing presentation materials and providing renewal and mid-year analysis on the pricing of our National Account clients’ group insurance programs. To prepare and interpret ongoing benefit cost projections, budget reports and claim experience reports for self-funded clients. This position is also responsible for managing the bidding process with our carrier partners for our clients’ group insurance programs and to work directly with the designated Account Team to ensure that all aspects of the marketing and service process are handled efficiently, accurately and professionally.

LOCATION:

The workstyle for this position is remote and is open to candidates based in the United States

WHAT YOU’LL DO:

• Carrier Negotiations/Correspondence
• Market Fully Insured and ASO/self-funded cases
• Bid analysis and proposal writing/design
• Create budget projections
• Conduct claims analysis
• Produce experience reports
• Deliver thorough client presentations
• All phases of underwriting analysis, which include:
  • interpret carrier monthly premium and claim reports.
  • - determine claims trends by plan
  • - development of plan change adjustments, COBRA rates and contribution schedules
  • - utilization analysis of claim data (ability to extract information from carrier reports and make recommendations to client based on results of analysis.)
  • Participate in design and implementation of department processes and procedures
  • Other duties as assigned

WHAT YOU’LL BRING:

• 3+ years' experience in employee benefit’s industry focused primarily on underwriting.
• Exceptional in Excel and proficient in Access, PowerPoint and Outlook.
• Strong mathematical and analytical skills.
• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

COMPENSATION: 

The national average salary for this role is $80,000 - $90,000 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.

 

WHY EPIC:

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:

• 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”

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. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

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Client-provided location(s): Flexible / Remote

Job ID: 8318129002

Employment Type: OTHER

Posted: 2025-12-05T18:34:49