Sr. Field Data Analyst

About Acrisure  

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. 

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.  

Job Summary: 

The Field Data Analyst will interface directly with clients and prospects to provide financial analysis (cost drivers and trends) and renewal projections/materials (predictive analysis and methodologies) in partnership with the Relationship Manager and Account Executive. Serves as a project manager under the direction of benefit leadership focusing on the changing needs of our clients and teams. 

Responsibilities: 

• Provides underwriting analysis services through scrutinizing information on medical/Rx claims, demographics, benefit design, medical network and other standard criteria.  

• Evaluates stop-loss renewals for fairness, accuracy, and consistency; challenges cost assumptions and negotiates directly with MGU/stop-loss representatives/underwriters focusing on proposed limitations and exclusions, negotiates terms and makes recommendations to Sales and Service Teams.  

• Assists the Client Advisors and Service Teams with negotiations, analyzes underwriting data/methodology from carriers and makes recommendations for adjusting/explaining rate factors to obtain better premium/terms 

• Delivers consistency and provides ongoing improvement of the client financial/data analytics and assists with the development of new reporting tools and models  

• Prepares reporting packages for self-funded clients in accordance with playbook (e.g. progress report, strategy, pre-renewal, renewal).  

• Responsible to understand and to expertly explain external market influences and internal experience trends driving benefit costs to clients.  

• Assists in the preparation and delivery of client and prospect presentations and demonstrates data analytics and modeling tools, as appropriate 

• Identifies cost reduction opportunities and alternative funding arrangements for prospects and clients.  

• Responsible for detailed knowledge of carrier and TPA reporting systems of assigned clients for all data analysis and reporting needs through developing and maintaining excellent carrier/vendor relationships 

• Gathers, calculates, and organizes benchmarking data from relevant industry sources  

• Researches, screens, plans for, and implements third party resources and maintains the ability to present these resources to clients and prospects. 

• Evaluates processes and makes recommendations to the leadership team and assists with implementation 

• Coordinates the development and ongoing management of benefit specific materials with marketing