Employee Benefits Data Analyst

Position Summary

An Employee Benefits Data Analyst plays a key role in supporting 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.

This position partners closely with Account Management, Sales, and Leadership teams to ensure data accuracy, integrity, and meaningful reporting. The Data Analyst also develops client-focused recommendations and communicates insights effectively to diverse audiences, including leadership, HR, finance teams, and benefit committees.

This is an evolving role that adapts to industry changes, client needs, and reporting requirements. The ideal candidate is highly analytical, detail-oriented, and able to translate complex data into clear, impactful insights.

This position may be performed out of our offices located in Billings, Bozeman, Great Falls or Helena, Montana. Candidates must reside or relocate to Montana to be considered for this position. After successful training, employees may transition to a hybrid work schedule.

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

• Assist with 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

Benefits

Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values work-life balance

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• Recognition and rewards

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

• Health, Vision, Dental, HSA/FSA, & Life Insurance

• Paid time off (vacation & sick time)

Ready to make your next move?

Apply today and help us continue delivering excellent service to our clients!

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

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