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Employee Benefits Ancillary Data Analyst

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This position will interact with all areas of the business including the corporate CFO, COO, CEO and the Financial Management team of the operating regions. The ideal candidate will be a creative problem solver who can confidently communicate their findings to key executives and take on activities with increasing responsibility.


  • Work closely with the USI Corporate/regional leadership to develop national EB ancillary/voluntary revenue strategy
  • Develop metrics to track execution against the strategy
  • Work with carriers to obtain regular reporting for key metrics to be able to track progress against the ancillary strategy
  • Drive improvements in metrics for ancillary including, but not limited to, new business, persistency, premium growth and member growth and be able to influence the members of a matrix organization to improve their results
  • Build revenue models with "what if" scenarios to support the strategy for multiple carriers and regions
  • Represent USI to key leadership at the carriers and be able to assist in negotiating new and/or modified agreement terms
  • Provide management with ad hoc financial analysis upon request


Knowledge, Skills and Abilities:

  • BA/BS degree in Finance and/or accounting required
  • Minimum GPA of 3.0 required
  • Minimum of 3-5 years of related experience
  • Strong analytical ability, communication skills, and work-ethic
  • Ability to manage multiple projects and to meet deadlines under pressure
  • Strong MS Excel skills including but not limited to Pivot Tables, and complex combinations of nested IF statements & Index/Match
  • Ability to manipulate disparate data sets and use them to build metrics with a high degree of accuracy
Job ID: 2117
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