Employee Benefits Data Analyst

Position Summary

An Employee Benefits Data Analyst supports LGWIS Employee Benefits clients—particularly self-funded and captive accounts—by transforming complex data into clear, actionable insights. This role analyzes employee benefit plan data to evaluate financial performance, identify trends and risks, and support data-driven decision-making.

Key Responsibilities

• Analyze and interpret data related to self-funded and captive employee benefit plans
• Identify trends, risks, cost drivers, and utilization patterns impacting healthcare spend
• Ensure data accuracy by identifying and resolving discrepancies or incomplete data
• Develop, maintain, and optimize databases and reporting systems
• Transform complex data into clear, actionable reports and dashboards
• Apply statistical methods to analyze trends and support forecasting and decision-making
• Conduct data quality assessments to ensure accuracy, completeness, and consistency
• Collaborate with internal teams to develop client recommendations and strategies
• Present findings in a clear and tailored manner to both technical and non-technical audiences
• Support client reporting, renewal processes, and strategic initiatives
• Identify opportunities for process improvement, automation, and enhanced data governance
• Aid in sales initiatives by supporting reporting and risk analysis efforts
• Participate in client meetings, conferences, and presentations (up to 5% travel)

Qualifications

• 5+ years of experience in health insurance (carrier or TPA preferred)
• 7+ years of experience in data analytics/reporting, or a bachelor’s degree in a related field (e.g., Data Analytics, Statistics, Mathematics, Business, Information Systems)
• Strong knowledge of medical claims (professional and facility)
• Advanced Excel and proficiency in Microsoft 365 tools
• Active Life & Health Insurance license (or ability to obtain)
• Understanding of compliance requirements (HIPAA, ERISA, COBRA, ACA)
• Experience in employee benefits, healthcare analytics, or financial analysis preferred

Technical Skills

• Data cleaning, transformation, and validation
• Statistical analysis (e.g., regression, correlation, hypothesis testing)
• Database management and querying
• Data visualization and dashboard development
• Experience with reporting and analytics tools
• Familiarity with automation and basic machine learning concepts (preferred)

Core Competencies

• Strong attention to detail and commitment to data accuracy
• Ability to work independently and manage shifting priorities
• Effective communication and presentation skills
• Client-focused mindset with a solutions-oriented approach
• Strong collaboration and teamwork skills
• High level of professionalism, integrity, and accountability
• Adaptability in a fast-paced, evolving environment

Additional Information

• Occasional overtime during peak reporting periods
• Participation in client meetings and industry events as needed
• Commitment to ongoing professional development and compliance training