20 financial consultant jobs found in Philadelphia, PA

Company: Mercer Description: We are seeking a talented individual to join our Career Consulting team at Mercer. This role can be based in Philadelphia or Washington, DC and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. Mercer is uniquely qualified to help organizations design and execute sophisticated workforce strategies, whether it’s for a multinational organization or a local company attempting to grow within its market. We provide best-in-class consulting, rigorous analytics, and data-driven insights that help organizations make fact-based decisions.  As a Rewards Consultant , you will help companies of all sizes and across all industries solve their greatest challenges by designing and implementing workforce strategies that attract and retain top talent. This is a great opportunity to partner with senior executives and HR leaders to optimize business performance through strategies that better manage, reward, and...

Company: Mercer Description: Now is an exciting time at Mercer for the leave and disability landscape is changing at an unprecedented pace. Client expectations are constantly evolving, companies are merging at historic rates and digital health solutions are emerging faster than the market can keep up but our dynamic and growing Life, Absence & Disability (LAD) practice provide all the solutions clients need. We are looking for people in LA/Irvine, San Diego, San Francisco, Phoenix Seattle & Portland for the following role: Senior Life, Absence & Disability Consultant What can you expect? The Life, Absence & Disability (LAD) Consultant will work on consulting engagements in supporting employers primarily with their absence programs which include Long Term disability (LTD), Short Term disability (STD), Life and Accidental Death & Dismemberment (AD&D), leave and time off solutions You will also negotiate with benefits carriers and vendors...

About Us: At WTW’s Insurance Consulting and Technology (ICT), we blend cutting-edge advisory services for insurance companies with advanced technology solutions and unparalleled analytical capabilities. As the world’s largest provider of actuarial and insurance solutions, we support more than three-quarters of the globe's top insurers. The Role:   The ideal candidate is a senior technology consultant with a minimum of 10 years ’ consulting experience, proven program management expertise on large-scale IT implementations (including systems integration), and a track record of balancing multiple client engagements. They are adept at leading teams, shaping solutions, and driving successful outcomes in complex, multi-stakeholder environments within the insurance or financial services sector.            Skills and Competencies Stakeholder Management: Excellent relationship-building, influencing, and communication skills with senior business and IT leaders....

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Voluntary Benefits Division is growing!  The Employee Benefits Consultant is responsible for top line premium growth, case count and producer recruiting for a territory that includes central/southern NJ and eastern PA .  This position works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and...

Who is Federated Insurance? At Federated Insurance , we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.   Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect.  We strive to create a work environment that embodies our values and commitment to diversity and inclusion.  We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities.  Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? Are you...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Location: Philadelphia, PA, hybrid Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive...

Company: Mercer Description: We are seeking a talented individual to join our Career Consulting team at Mercer as a Summer Intern Analyst. This role will be based in Philadelphia PA. This is a hybrid role that has a requirement of working at least three days a week in the office. Internship program dates are Monday, June 1st – Friday, August 7th, 2026. Mercer is uniquely qualified to help organizations design and execute sophisticated workforce strategies, whether it’s for a multinational organization or a local company attempting to grow within its market. We provide best-in-class consulting, rigorous analytics, and data-driven insights that help organizations make fact-based decisions.   As a Summer Intern Analyst on Mercer’s Career team, you will support client engagements across industries as an integral member of project teams. You’ll help diagnose client challenges and contribute to the design of strategic talent solutions across Rewards, HR Transformation,...

Company: Mercer Description: WHO WE ARE We’re Mercer – we believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. THE POSITION: HEALTH CONSULTING INTERN Mercer’s 2,500+ US Health Consultants deliver disciplined, consistent approaches to benchmarking, data analytics, financial management, marketing, compliance and communication. Our client focus, integrity, expertise, and innovation are why clients choose Mercer. We are committed to setting the industry standard for ethical and transparent business practices. To learn more about Mercer’s Health practice, please visit https://www.mercer.com/what-we-do/health-and-benefits.html WHAT A TYPICAL DAY LOOKS LIKE Collection and analysis of health care claims and utilization data including cost projections and...

Company: Guy Carpenter Description: We are seeking a talented individual to join our team at Guy Carpenter . This role will be based in Philadelphia, PA . This is a hybrid role that has a requirement of working at least three days a week in the office. This role is responsible for accurately inputting wires, ACH payments, and banking details into systems including Open Twins, analyzing ledgers, applying client and market cash receipts, and providing cash details to customers. Additionally, support market cash call collections, generate ad hoc and position reports, manage line code requests, and collaborate with Fiduciary and Team Managers on projects and multi-team issues. We will count on you to: Accurately input wires, ACH payments, and banking details into the system, including Open Twins. Analyze ledgers and assist with applying client and market cash receipts as needed. Provide cash details to customers and support collection of market cash calls....

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.   Contract Dates: Monday, June 1 - Friday, August 7, 2026 We are in the business of transforming tomorrows. Join us and transform yours.  The Business Create your future. In Health & Benefits (H&B), our purpose is that through our colleagues we help our clients make a difference in the lives of their employees.  We help large and mid-size clients control soaring health and welfare plan costs, improve health outcomes and promote employee engagement through...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location. The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Your Impact Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports,...

Job Responsibilities and Requirements The Executive Assistant provides administrative support to two Senior Vice Presidents and is instrumental in cultivating a positive environment and culture. Serves as a connector, problem solver, and collaborative partner to Reliance Matrix staff and to other administrative staff within the company. Is focused and willing to actively work behind the scenes to ensure that our leaders and their teams are functioning efficiently. Administrative Support Works complex calendar scheduling to ensure efficiency and optimal use of the executive’s and respective staff’s time; manages their schedule to de-conflict and help prioritize meetings based on mission and business needs without constant direction. Proactively blocks time or schedules meetings and reminders based on company activities such as engagement events and performance reviews. Works closely with internal/external staff assistants to schedule meetings and coordinate...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory....

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive role through the risk underwriting...

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments. Maximize value from broker consulting and data services to generate actionable insights. Build and sustain strong relationships with internal and external stakeholders. Partner with Distribution, Product, Business Unit, and International...

Company: Mercer Description: We are seeking a talented individual to join our Government Human Services Consulting team at Mercer. Mercer’s Government Human Services Consulting (GHSC) practice has touched more than 60 million lives since our inception in 1985, working with state Medicaid agencies to transform Medicaid programs to better serve our most vulnerable communities. Our nearly 500 specialists provide comprehensive services including actuarial and financial, clinical and behavioral health, pharmacy, policy, and more. Government Healthcare Actuarial Manager We will count on you to: Lead routine client engagements, managing overall service delivery and strategy, financial evaluations, plan design, and more Draft and review client reports and presentations to summarize findings and implications, and recommend strategies and solutions to the client Perform and review complex analyses and cost projects by using or modifying existing tools and...

   Position Summary: The Actuarial Consultant is responsible for working with the Major Account Unit and providing guidance on large account pricing and program structures. This position, at a macro level, will provide recommendations and actuarial support for line of business rate changes and associated actuarial state filings. The Actuarial Consultant will also provide counsel to the Company’s reinsurance team on various treaty program structures and pricing. This position will support the CEO and CFO in establishing and reviewing proper IBNR allocations. The ideal candidate must remain current in the actuarial field, including latest industry trends and developments. The successful pursuit of actuarial accreditations is mandatory. Essential Functions and Responsibilities: 1. Facilitate communication with key stakeholders and business partners within other functional areas (e.g. Claims, Underwriting, Regulatory, IT, Accounting) on actuarial matters to understand...

About the role   AIG is seeking a motivated Senior Executive Underwriter to contribute to our AIG Risk Management (AIGRM) team. AIG’s strong brand in the market has allowed for excellent client retention and relationships, along with our desire for strong growth and thus the need for underwriting resources. We consistently provide clients with impeccable service, creative solutions with the use of technology, and a well-known established platform.  Our underwriters constantly deliver in an ever-changing marketplace and world. Areas of focus will be around our core coverages, General Liability, Auto Liability, and Workers Compensation.  In this role, you will be responsible for underwriting and servicing an existing renewal book along with assistance to other team members.  This role includes constant interaction with our brokerage community ensuring our renewals are being serviced properly and out soliciting new business opportunities. Through this role, underwriters gain...

Primary Details Time Type: Full time Worker Type: Employee A Data and Reporting Analyst is responsible for collecting, transforming, and storing data from various sources, ensuring data quality and integrity, and creating meaningful reports and dashboards for stakeholders. They bridge the gap between data sources and end-users, enabling data-driven decision-making within QBE. . This role will also be responsible for producing complex reporting and analytics, automation, dashboard creation and reports consolidation across the function. This role will involve the design and development of reporting tools that are project driven and will be direct contact of onshore stakeholders on certain projects that will be assigned. Primary Responsibilities • Data Extraction and Transformation: •Gather data from diverse sources, such as databases, APIs, and flat files. •Clean, transform, and preprocess data to ensure accuracy and consistency. •Develop and maintain ETL (Extract,...