Claims Analyst

1390 Willow Pass Road Suite 800, Concord, CA 94520 Come join our team! 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 client’s 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/TPA’s, 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 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 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. BENEFITS 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 EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group 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 We’re in the top 10 of property/casualty agencies according to “Insurance Journal” EEO STATEMENT EPIC embraces diversity in all its various forms—whether 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. As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr