Business and Data Analyst

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Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities.

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!



The Business and Data Analyst (BDA) provides strategic guidance and research support to the analytics team in the areas of health data research, program evaluations, standard definition, process efficiency, as well as routine reporting. The BDA also provides analytics support to the client service team for Relation Education Solutions (RES) and its clients. 


· Provides support to the analytics/BI team by helping define data and reporting requirements, mapping source data to the data warehouse, and quality assurance testing.

· Works with the BI team to develop mechanisms for standard reporting packages to be run by the client service team, as well as ad hoc reporting tools utilizing Excel, SQL, and/or PowerBI tool sets

· Conducts analysis and data development for a broad range of financial and actuarial functions. This support will include rate reviews, financial planning and projections, trend analysis, potential product development, provider reimbursement analysis, and medical cost containment analysis. 

· Summarizes and evaluates large amounts of data creating customized reporting, forecasting and modeling as part of a broader team working on large projects across a variety of clients.

· Includes detailed technical work, as well as extensive client communication as reports and models are provided to clients. 

· Development of program rates, forecasting and trend analysis. 

· Designs reports as needed and is responsible for the assurance of data integrity. 

· Analyzes and assists in making recommendations on client strategy and cost containment initiatives. 

· Cross-trains others on use of financial tools and methodology and serves as backup for various departmental functions as needed.

· Works closely with a variety of individuals including underwriting/analysts, sales, consulting, health management and leadership.

· Designs, develops and prepares accurate and timely reports and analysis, providing financial guidance and general direction for influencing clients’ decisions and the achievement of strategic goals.

· Develops benchmarking reports by gathering student health benefits data to compare plan information to other student health programs by industry or geography and provide results to client.

· Understands and demonstrates project management and consulting skills such to include: managing the quality and timeliness of client deliverables, helping to develop budgets and billing reports, participating in client calls and meetings as appropriate, delegating to and reviewing project work of more junior colleagues and assisting with the preparation and delivery of clear and concise client-friendly communications.

· Prepares ad-hoc reports. 

· Performs other duties and special projects as assigned.



  • Use initiative to identify and overcome obstacles, manage through ambiguity, remain focused and highly productive 
  • Work cross-functionally and at all levels as both a self-starter and in a team environment 
  • Think critically, creatively, analytically, and with sound judgment to develop and provide comprehensive, in-depth financial analyses related to period results (financial statements), business case development, and ad hoc projects 
  • Simultaneously  manage multiple assignments while maintaining composure, good judgment, and commitment to deadlines 
  • Plan, organize, and prioritize work in a well-organized manner, provide clear insights / directions and, as needed, influence the work of others in the department, with minimal supervision 
  • Drive and influence projects from start to finish with minimal oversight and little or no authority. Projects may extend beyond the organization and involve direction of company personnel both within and outside the department 
  • Think and  work independently and work very flexible and long hours as required, including out-of-town travel 
  • Proficiency  n Excel including Pivot tables and refreshable data sets/connections
  • Proficiency with SQL to develop ad hoc data queries
  • Proficiency with PowerBI and DAX 
  • Must have valid driver’s license, ability to travel to client sites and reliable transportation.




  • 5+ years of relevant and progressive  experience working with health claims data (i.e., health insurance company or third party health claims administrator) or equivalent combination of  education and job related experience
  • Demonstrated  leadership abilities through successfully managing projects, training and process improvement 
  • Exceptional  ability in working with complex software and systems both as currently used by the Company and alternative industry standards. 
  • Based on  area of expertise, demonstrated application of in-depth financial, actuarial, accounting and business knowledge 
  • Advanced presentation skills to clients, within department and to project teams
  • Able to operate in a matrix environment 
  • BA/BS in Computer Science, Statistics/Data Analytics preferred

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.