Director - Financial Consulting

March 26

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EPIC Insurance Brokers & Consultants

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EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

Risk Management Services • Employee and Executive Benefits Consulting • Property & Casualty Insurance Brokering • Private Client Services and Individual Risk Management • Claims Management and Advocacy

1001 - 5000 employees

🤝 B2B

💰 Seed Round on 2007-01

📋 Description

• Prepare, provide, and present complex analytics to internal consultants and directly to clients • Partner with consultants and clients to evaluate trends and anomalies within large claim samples • Participate in client discussions regarding PBM pricing strategies and analyses • Partner and support Consulting division with analytic support around various client requested analyses • Provide clients with consultative insights related to their pharmacy program pricing performance • Provide documentation associated with product development and new product rollout • Translate complex contract language into technical coding requirements • Maintain the usability of existing technology and analytical tools • Provide subject matter expertise for expanding and developing new products, technology and analytical tools • Assist in sales and marketing efforts • Assist in other analytic projects as needed • Assist Vice President in management of business needs

🎯 Requirements

• Bachelor’s degree in Business, Analytics/Informatics, Mathematics, Economics, Finance or health care related field • Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint (advanced knowledge in Excel a plus) • Proficient using SQL to extract and query data • Strong analytical, problem-solving, organization, resourceful, critical thinking, and time management skills • Experience analyzing raw data, with ability to think logically and process sequentially with a high level of detailed accuracy • Strong written and verbal communication skills and discipline to multitask and prioritize projects to meet scheduled deadlines • Professionally interact with, or present to, a diverse group of stakeholders including executives, managers, clients, and subject matter experts both technical and non-technical. • Ability to work in a fast-paced environment with multiple projects simultaneously • Comfortable with ambiguity and problem solving • Excellent attention to detail and quality • Ability to work creatively, both independently and as part of a team. • 3+ years of pharmacy data experience (exposure to Health Plan pharmacy data and analytics a plus) • 5 + years of experience in PBM industry with knowledge of pricing, rebates, and contracts • Ability for some travel (10%)

🏖️ Benefits

• Generous Paid Time off • 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, Cancer 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"