Question
Full-time
Remote
5-10

Metrics and Reporting Analyst- Employee Benefits Claims Team

11/30/2025

The Metrics and Reporting Analyst will support metrics and reporting needs for the Employee Benefits Claims organization, including internal and external reporting for various benefits. This role involves developing a rigorous metrics and reporting strategy to drive insights and support management decision-making.

Salary

75000 - 85000 USD

Working Hours

40 hours/week

Company Size

5,001-10,000 employees

Language

English

Visa Sponsorship

No

About The Company
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to socialmedia@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)
About the Role

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? 

We are seeking an experienced professional to support metrics and reporting needs for the Employee Benefits Claims organization. This will include internal and external reporting needs for Short-Term Disability (STD), statutory disability programs, and state PFML products/services. Over time, the scope will expand to include life insurance, long-term disability, and supplemental health products (accident, critical illness, hospital indemnity, and wellness benefits), dental, and vision, requiring continuous monitoring of evolving metrics/reporting needs.

This individual must be able to help deliver Employee Benefits’ “Powerfully Simple” vision, by supporting the Employee Benefits claims organization and developing a rigorous metrics and reporting strategy.

Key Job Responsibilities

  • Leverage extensive knowledge of relational databases to develop processes to automate reporting efforts of the Employee Benefits Claims organization
  • Help to drive the strategic thinking of management by delivering insights that require in-depth analysis and personal initiative 
  • Support the development of management dashboards to highlight key issues for the leadership team 
  • Author discrete sections of packages and communications of results (often for leadership audience) 
  • Track and analyze the outcomes and impact of various initiatives post-implementation
  • Work across the organization to identify data needed to analyze the business at a granular level, gathering available data through existing tools, including financial, customer/producer, operation, expense and risk drivers of profitability
  • Assist with development of strategic roadmap, identifying opportunities to leverage data and technology to enhance client relationships, retention and acquisition
  • Partner with internal and external partners to assist with development of a claims data strategy
  • Liaise with Finance, Operations, IT, Product and other key sources of data to identify trends, risks and opportunities and provide clear, concise and actionable insights
  • Develop and maintain staffing models for claims resources and associated support functions
  • Partner with external data and AI-focused vendors track technology initiative outcomes and results


The base salary range for this position is $75,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program



Required Qualifications

  • 3+ years of direct experience with claims reporting in an Employee Benefits / Group Insurance setting
  • 2+ years of experience with Excel, Access, Tableau, SQL and/or other relational databases
  • 2+ years of experience with data analysis, including comfort with setting up relational databases, querying, manipulating and cleaning data sets
  • Specific prior experience supporting one or more of the following products: group dental, vision, life insurance, short/long term disability, statutory benefits, paid family leave, and/or supplemental health offerings (accident, critical illness, hospital indemnity, and associated wellness benefits)

Preferred Qualifications

  • Experience with FINEOS claims software preferred, but not required
  • Experience with machine learning and Artificial Intelligence initiatives and associated reporting
  • Ability to work in a fast-paced environment, which requires managing multiple projects and priorities 
  • Strong written and oral communication skills, particularly ability to translate complicated technical topics into clear, concise statements
  • Ability to work independently, especially when sourcing data/information and when working on highly technical tasks
  • Comfortable interacting with individuals across a wide range of seniority levels and business areas 
  • Self-starter with ability to think outside of the box to deliver solutions and solve business problems

Skills

Data Privacy: Strong skills in managing claims records and ensuring compliance with privacy regulations, including collaborating with privacy partners to ensure strong data protection.

 

Communication and Collaboration: Excellent verbal and written communication skills, with the ability to build strong relationships and collaborate effectively with various teams and stakeholders.

 

Problem-Solving and Analytical Skills: Competence in dealing with complexity and ambiguity, utilizing analytical skills to explore multiple solutions and drive continuous improvement in reporting capabilities.

 

Technology Integration: Support the integration of new technologies into existing claims processes. Ensure seamless adoption of digital tools. Monitors technology performance and ongoing results.

 

Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning.

 

Product and Vendor Partnerships: Knowledge of product and vendor partnerships; ability to implement processes for the evaluation and selection of products, tools, services and infrastructure components ensuring they are in line with an organization's business needs and architectural principles.

 

Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.


 

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

**********

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Key Skills
Data PrivacyCommunicationCollaborationProblem-SolvingAnalytical SkillsTechnology IntegrationPlanningProject Management
Categories
Data & AnalyticsHealthcareFinance & AccountingManagement & LeadershipConsulting
Benefits
MedicalDentalVision401(k) PlanPaid Time Off
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