14 financial consultant jobs found in Minneapolis

Job Description: We are looking to add a Financial Consultant to join our EB team in Minneapolis, MN . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Runs and analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides intermediate-level financial reporting and presents results to clients. Works independently and/or under senior team member's guidance to assist with client budget modeling as needed. Recommends basic strategic and tactical initiatives based upon clinical and financial data. Analyzes IBNR results with senior team member oversight. Attends client meetings with occasional day and overnight travel required. Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective. Articulates employee benefit...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Health Financial Senior Consultant to join our growing team in Minneapolis, MN !  The Health Financial Senior Consultant assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.  Utilizes technical knowledge to retain clients by providing financial expertise.  Role includes evaluating financial and utilization metrics for clients including but not limited to cost projections, plan design modeling and monthly financial reports as well as assisting with other ad-hoc reports and analysis.  This is a client-facing role that will include some involvement in presentations at client functions and meetings. How You Will Contribute: Proficient to expert level financial/underwriting, renewal and marketing, as well as reporting, including but not limited...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Minneapolis, MN . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Senior Benefits Consultant to join our growing team in Minneapolis, MN . To act as the primary contact in the consulting capacity, to administer client benefit marketing and renewals, and daily service functions.  To develop and manage client block of business and pursue additional revenue opportunities with Relationship Manager. To assist in the management of Account Team and to act as a resource to the department. How You Will Contribute Fully manage book of business, retention and growth. Development and execution of client benefit strategy. Independently advises clients on all areas of compliance. Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Strategic...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Description: We are looking to add a Sr. Risk & Safety Consultant to join our Property Casualty team in Minneapolis . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Serve our current clients by identifying areas for improvement in their risk management programs and providing solutions to close noted gaps. Services provided include all insurable risks (workers’ compensation, auto, property, and liability, etc.), regulatory compliance and reporting, and include loss sensitive and captive risk management programs. Provide analysis, consultation, oversight and direction of large and complex clients’ risk management programs and processes. Assist clients in enhancing their safety performance and culture. Provide on-site and remote client services such as: training seminars, on-site hazard assessments,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Health Actuarial Senior Consultant to join our growing team!  The Health Actuarial Senior Consultant assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.  Utilizes technical knowledge to retain clients by providing financial expertise.  Role includes evaluating financial and utilization metrics for clients including but not limited to cost projections, plan design modeling and monthly financial reports as well as assisting with other ad-hoc reports and analysis.  This is a client-facing role that will include some involvement in presentations at client functions and meetings. How You Will Contribute: Proficient to expert level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Operations Leader to join our growing team in Minneapolis, MN. The Operations Team Leader is responsible for leading the day-to-day operational execution of the Employee Benefits business within an assigned team or functional area. This role supports operational excellence by ensuring compliance with established processes, maintaining data accuracy, driving technology adoption, and promoting efficient workflows. This leader partners closely with service, sales, compliance, and operational leadership teams to support business objectives and deliver high-quality operational outcomes. How You Will Contribute:   Lead, coach, and develop operational team members. Conduct regular performance discussions, provide feedback, and support career development. Assist with...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Customer Experience Team Leader   to join our growing team in Minnesota.       The Customer Experience Team Leader is responsible for leading a team of service professionals to deliver an exceptional customer experience, support customer retention, and achieve service excellence goals. This role serves as the primary coach and mentor for team members, helping ensure consistent execution of Employee Benefits service standards, customer engagement strategies, and operational processes.   How You Will Contribute:       Lead, coach, and develop account management and service team members.   ​ Conduct regular performance discussions, provide feedback, and support career development. Assist with onboarding and training of new teammates. Foster...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...