Financial Analyst
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
... or data analytics experience * Advanced proficiency in Microsoft Excel * Experience with reporting ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
Cocoa Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Cocoa Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Grant Valkaria, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Grant Valkaria, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Palm Bay, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Palm Bay, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Satellite Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Satellite Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Rockledge, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Rockledge, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Satellite Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Satellite Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Cocoa, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Cocoa, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Merritt Island, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Merritt Island, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne Beach, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Cape Canaveral, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Cape Canaveral, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Melbourne, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Palm Bay, FL · On-site
$18 - $19/hr
Greet patients and gather contact information and insurance data * Answer phone calls, respond to ... Associate degree in a medical field (preferred) * Current Medical Assistant Certification AND/OR ...
Quick apply
Palm Bay, FL · On-site
$18 - $19/hr
Greet patients and gather contact information and insurance data * Answer phone calls, respond to ... Associate degree in a medical field (preferred) * Current Medical Assistant Certification AND/OR ...
Indialantic, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Indialantic, FL · On-site
$110K - $145K/yr
Bachelor's degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C ... Exposure Analysis: Analyze loss history, operations, and contractual obligations to determine ...
Cape Canaveral, FL · On-site
... vision insurance, 401K with company matching, flexible spending accounts, paid holidays, three ... Strong background in geospatial analysis * Demonstrated track record of successful analytical ...
Cape Canaveral, FL · On-site
... vision insurance, 401K with company matching, flexible spending accounts, paid holidays, three ... Strong background in geospatial analysis * Demonstrated track record of successful analytical ...
Melbourne, FL · On-site
$18 - $22/hr
Greet patients and gather contact information and insurance data * Answer phone calls, respond to ... Associate degree in a medical field (preferred) * Current Medical Assistant certification AND/OR ...
Quick apply
Melbourne, FL · On-site
$18 - $22/hr
Greet patients and gather contact information and insurance data * Answer phone calls, respond to ... Associate degree in a medical field (preferred) * Current Medical Assistant certification AND/OR ...
$2.8K - $3.2K
7% of jobs
$3.2K - $3.7K
0% of jobs
$3.7K - $4.1K
2% of jobs
$4.1K - $4.6K
2% of jobs
$4.9K is the 25th percentile. Wages below this are outliers.
$4.6K - $5K
20% of jobs
The median wage is $5.3K / yr.
$5K - $5.5K
29% of jobs
$5.7K is the 75th percentile. Wages above this are outliers.
$5.5K - $5.9K
26% of jobs
$5.9K - $6.3K
7% of jobs
$6.3K - $6.8K
3% of jobs
$6.8K - $7.2K
1% of jobs
$7.2K - $7.7K
1% of jobs
$2.8K
$5.4K
$7.7K
| Aspect | Associate In Insurance Data Analytics | Insurance Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in data science, statistics, or related field; certifications like CAP or CPCU beneficial | Bachelor's degree in data analysis, statistics, or related field; certifications like CAP or CPCU beneficial |
| Work Environment | Entry-level role in insurance companies or consulting firms, focusing on data collection and basic analysis | Mid-level role in insurance companies, analyzing data to support underwriting, claims, and risk assessment |
| Employer & Industry Usage | Commonly used in insurance firms, agencies, and consulting firms for data support roles | Used within insurance companies for data-driven decision making and reporting |
The Associate In Insurance Data Analytics and Insurance Data Analyst roles share similar educational backgrounds and industry usage. However, the Associate role is typically entry-level, focusing on data collection and basic analysis, while the Insurance Data Analyst often has more experience and handles more complex data analysis tasks to support business decisions.

$65K - $85K/yr
Full-time
Medical, Retirement
Posted 27 days ago
8.9
Based on 17 frontline employees who took The Breakroom Quiz
44th of 281 rated insurance
Description
Job Description:
Title: Financial Analyst
Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel.
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Responsible for analyzing and reporting on producer-level financial and operational performance, including revenue, production credit, and business activity metrics. This role supports data-driven decision-making by developing reporting tools, dashboards, and analytics that provide visibility into key performance indicators. The Financial Analyst partners with internal stakeholders to deliver accurate insights, improve reporting capabilities, and support strategic initiatives related to producer performance and equity programs.
Key Responsibilities:
Producer Performance Reporting: Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity.
Equity Program Tracking: Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations.
Earn-Out Reporting: Track and analyze individual producer performance related to earn-out structures and payout triggers.
Ramp Performance Analysis: Monitor and report on performance of ramping producers, identifying trends and variances against expectations.
KPI & Metrics Reporting: Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes.
Dashboard Development: Partner with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance.
Financial Analysis & Insights: Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives.
Forecasting Support: Assist with cash flow forecasting related to producer equity programs and compensation structures.
Capital & Program Analysis: Support analysis of cap table implications and financial impacts associated with producer equity programs.
Professional Development: Continuously improve professional skills by participating in internal/external development opportunities.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred
2+ years of financial analysis or data analytics experience
Advanced proficiency in Microsoft Excel
Experience with reporting and analytics platforms (Power BI preferred)
Strong analytical, research, and problem-solving skills
Excellent organizational and prioritization skills with ability to manage multiple priorities
Outstanding verbal and written communication skills
Ability to work independently with high accuracy and attention to detail
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $65,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Summary
The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics.· Track and report on monthly producer gross revenue, new business, and lost business.· Reporting and tracking of producer performance as it relates to the various producer equity programs ensuring proper production credit for any deviations from standard process.· Report and track individual producer performance as it relates to the earn out.· Track and report on monthly performance of ramping producers.· Track and report on organizational KPI and metrics related to producer performance.· Liaison with Data Analytics team to develop and maintain end-user dashboards within Power BI to provide on-demand viewing of producer metrics.· Assist with cash flow forecasting as it relates to the various producer equity programs.· Assist with cap table implications related to the producer equity programs.Get the full story on Breakroom
Sourced by ZipRecruiter
Insurance services
1,001 - 5,000 Employees
Longwood, FL, US
1988