About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This role supports the Employee Benefits practice by delivering accurate, timely data analytics and underwriting support for benefit plans. You will work with client teams and internal stakeholders to analyze medical and pharmacy plan performance, build renewal projections, and produce client-facing reports that inform strategy and negotiations.

• Provide detailed benefits and financial analytics for a growing book of business
• Produce client reports on claims utilization, renewal projections, budgeting, and underwriting analyses
• Extract, clean, and transform data from primary and secondary sources to ensure accuracy
• Support renewal and marketing activities by preparing data and insights for carrier negotiations
• Estimate IBNR and analyze plan cost dynamics to support cost-management strategies
• Collaborate with sales and service teams to communicate findings to HR leaders, executives, and clients
• Learn and apply analytics tools to expand your technical skillset and support longer-term strategic planning
• Meet multiple deadlines in a fast-paced team environment while maintaining high accuracy

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Qualifications

• BA/BS required — finance, economics, mathematics, statistics, actuarial science, or related field preferred
• 1–3 years of professional experience (internships included) in data analysis, finance, or related fields; employee benefits or insurance exposure is a plus
• Strong analytical and quantitative skills with attention to detail
• Advanced Microsoft Excel skills; strong familiarity with other MS Office tools
• Experience or comfort with data warehouse / BI tools (e.g., SQL, Snowflake, Power BI) is a plus
• Familiarity or willingness to work with AI-assisted analytics tools (e.g., Claude) a plus
• Clear written and verbal communication skills; ability to present technical results to non-technical stakeholders
• Able to manage competing priorities and a high-volume workload in a team environment
• Ability to travel to client sites as needed

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Preferred / Helpful Skills

• Experience with benefits data, claims analysis, or underwriting support
• Background presenting to HR teams or executive stakeholders
• Process-improvement mindset and interest in developing domain knowledge in employee benefits

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Work Location & Schedule

• This is a hybrid role based in Scottsdale, AZ. The position requires a minimum of three in-office days per week at the Scottsdale office.
• Role is full-time. Some travel to client sites may be required.

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Additional Information

• Confidential client participates in E-Verify.
• Confidential client is committed to providing reasonable accommodations during the application and hiring process. If you need an accommodation, please indicate this through the Careertakes platform or during the hiring process so we can assist you.
• This position is intended as an early-career launchpad with structured mentorship and a defined growth path toward senior analyst and financial consulting roles.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.