Client Strategy Manager Jobs in Ocala, FL (NOW HIRING)

Title: National Analytic Consultant – Employee Benefits  

Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience:  5-7 years experience
 
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 leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. 

 
Key Responsibilities: 

• Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. 

• Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. 

• Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. 

• Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. 

• Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. 

• Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. 

• Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. 

• Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. 

• Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. 

• Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. 

• Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. 

• Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. 

• Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. 

• Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. 

• Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. 

 
Ideal Candidate Qualifications: 

• Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field 

• Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles 

• Understanding of experience rating, claim cost projections, and data-driven financial analysis 

• Strong analytical, critical thinking, problem-solving, and consultative solution-development skills 

• Excellent verbal, written, presentation, and customer service skills 

• Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment 

• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook 

• Ability to interpret complex data and communicate findings to technical and non-technical audiences 

 
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)