Financial Analyst
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$65K - $85K/yr
This role supports data-driven decision-making by developing reporting tools, dashboards, and ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Sunrise, FL · On-site
... insurance brokerage and consulting firms in the US, is adding a Marketing Analyst to their Acentria ... Maintain accurate client and prospect data within the agency management system. * Update activities ...
Sunrise, FL · On-site
... insurance brokerage and consulting firms in the US, is adding a Marketing Analyst to their Acentria ... Maintain accurate client and prospect data within the agency management system. * Update activities ...
$89K - $114K/yr
Therefore, we offer a comprehensive benefits package. - Health, Dental, and Vision - Life Insurance ... If you would like more information about how your data is processed, please contact us.
Quick apply
$89K - $114K/yr
Therefore, we offer a comprehensive benefits package. - Health, Dental, and Vision - Life Insurance ... If you would like more information about how your data is processed, please contact us.
$89K - $114K/yr
Therefore, we offer a comprehensive benefits package. - Health, Dental, and Vision - Life Insurance ... If you would like more information about how your data is processed, please contact us. apply for ...
$89K - $114K/yr
Therefore, we offer a comprehensive benefits package. - Health, Dental, and Vision - Life Insurance ... If you would like more information about how your data is processed, please contact us. apply for ...
Sunrise, FL · On-site
... insurance brokerage and consulting firms in the US, is adding a Marketing Analyst to their Acentria ... Maintain accurate client and prospect data within the agency management system. * Update activities ...
Sunrise, FL · On-site
... insurance brokerage and consulting firms in the US, is adding a Marketing Analyst to their Acentria ... Maintain accurate client and prospect data within the agency management system. * Update activities ...
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
Miami, FL · On-site
$102K - $128K/yr
Key Responsibilities * Write production-level code for robust analytics products, ensuring ... Insurance Plans (Medical, Life) * Pension/401K/RSP (country specific) * Competitive Bonus
$32.5K - $41.4K
4% of jobs
$41.4K - $50.3K
7% of jobs
$50.3K - $59.1K
13% of jobs
$59.7K is the 25th percentile. Wages below this are outliers.
$59.1K - $68K
18% of jobs
The median wage is $72.1K / yr.
$68K - $76.9K
16% of jobs
$76.9K - $85.7K
13% of jobs
$89.1K is the 75th percentile. Wages above this are outliers.
$85.7K - $94.6K
9% of jobs
$94.6K - $103.5K
5% of jobs
$103.5K - $112.3K
9% of jobs
$112.3K - $121.2K
3% of jobs
$121.2K - $130.1K
2% of jobs
$32.5K
$79K
$130.1K
| Aspect | Insurance Data Analyst | Actuary |
|---|---|---|
| Required Credentials | Bachelor's degree in statistics, data science, or related field; often certifications like CAP or CPCU | Bachelor's degree in mathematics, statistics, or actuarial science; professional actuarial exams and credentials (e.g., ASA, FSA) |
| Work Environment | Data analysis teams within insurance companies, focusing on data modeling and reporting | Actuarial departments, focusing on risk assessment, pricing, and reserving |
| Employer & Industry Usage | Insurance companies, brokers, and consulting firms | Insurance companies, consulting firms, government agencies |
While both roles involve working with insurance data, Insurance Data Analysts focus on data collection, analysis, and reporting, whereas Actuaries specialize in risk modeling and financial forecasting using advanced mathematics and actuarial exams. The roles often collaborate but serve different strategic functions within insurance organizations.

$65K - $85K/yr
Full-time
Medical, Retirement
Re-posted 22 days ago
8.8
Based on 18 frontline employees who took The Breakroom Quiz
57th of 304 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
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Insurance services
1,001 - 5,000 Employees
Longwood, FL, US
1988