Claims Analyst

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and bring it every day, EPIC is always looking for people who have the right stuff people who know what they want and arent afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients'' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Location: This role requires a hybrid work schedule out of our Concord, CA office, 1-2 days a week in office.

JOB SUMMARY:

We are seeking a detail-oriented and analytical Claims Analyst to support data-driven decision-making within our claims operations. This role is responsible for analyzing claims data, identifying trends, and delivering actionable insights using advanced tools such as Microsoft Excel, Power BI, and Tableau, while also supporting key administrative and operational workflows. The ideal candidate is highly proficient in data analysis, reporting, and process coordination.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Data Analysis & Reporting

• Utilize advanced Excel techniques (e.g., pivot tables, macros, formulas, Power Query) to manipulate and analyze data
• Develop, maintain, and enhance dashboards and reports using Tableau and PowerBI
• Design and produce a wide range of analytical reports, including operational, financial, and ad hoc reporting, to support business needs and strategic decision-making
• Ensure data accuracy, integrity, and consistency across reporting platforms
• Automate reporting processes to improve efficiency and reduce manual effort
• Provide actionable recommendations to improve claims processes, reduce risk, and optimize performance
• Conduct root cause analysis on claim discrepancies, denials, or outliers
• Pull claim reports and loss data from multiple carrier/TPA technology platforms
• Consistently establish and maintain high levels of trust and confidence with clients, through constant contact, prompt response (within 24 hours) and resolution of clients questions and claim issues
• Perform unit statistical claim evaluations
• Develop experience modification projections for clients and internal staff

Operational & Administrative Support

• Provide administrative assistance & support to the Data Analytics Manager/AVP and Team Leaders.
• Manage and maintain shared Outlook inboxes, including monitoring, prioritizing, and responding to inquiries
• Route incoming Property & Casualty (P&C) claims to the appropriate advocate or internal resource
• Manage incoming advocacy referral requests, ensuring proper documentation and timely assignment
• Track and follow up on outstanding requests to ensure completion within service level expectations
• Support process documentation and continuous improvement initiatives across claims operations
• Function as a liaison between clients, carriers/TPAs, and related vendors
• Respond timely to internal staff regarding claim questions and requests
• Assist in onboarding new clients

Personal and Organizational Development

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co-workers, carriers, vendors, and other business contacts
• Maintain up-to-date client claim files, workflow logs, manuals or other required documentation and records
• Interact with others effectively utilizing effective communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding carrier claims product/program developments and technology to continuously improve knowledge and performance

SUPERVISORY RESPONSIBILITIES:

None

KEY COMPETENCIES:

• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint & Excel
• Ability to interpret complex data and communicate findings effectively
• Thorough attention to detail and time management abilities
• Strong ability to multi-task and understand priorities
• Strong organizational, analytical, and problem-solving skills
• Process improvement mindset
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Effective written and oral communication skills

EDUCATION and/or EXPERIENCE:

• 2+ years of insurance claims experience
• College Degree and/or insurance related experience; or equivalent combination of education and experience
• Must have advanced knowledge of a variety of Microsoft Office computer software applications including Excel, Word, and Powerpoint
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to manage sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy
• Hands-on experience with Power BI and/or Tableau for data visualization and dashboard creation preferred

CERTIFICATES, LICENSES, REGISTRATIONS:

None

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and bring it every day, EPIC is always looking for people who have the right stuff people who know what they want and arent afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients'' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you''re looking for in your next career? Then consider joining our amazing team!

The national average salary for this role is $65,000 to $75,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide and were growing! Its a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off

• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

• Generous employee referral bonus program of $1,500 per hired referral

• Employee recognition programs for demonstrating EPICs values plus additional employee recognition awards and programs (and trips!)

• Employee Resource Groups: Womens Coalition, EPIC Veterans Group

• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

• EPIC Gives Back Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

• Were in the top 10 of property/casualty agencies according to Insurance Journal

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various formswhether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

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