8 financial consultant jobs found in Remote

The Data Analyst is responsible for collecting, processing, and analyzing data to help inform business decisions. This role involves working with various data sources, conducting statistical analyses, and creating visual reports to present findings. The Data Analyst collaborates with cross-functional teams to understand data requirements and ensure data accuracy. Your Impact Gather and organize data from multiple sources to ensure completeness and accuracy. Analyze data to identify trends, patterns, and insights that support business objectives. Create reports and dashboards to communicate analytical findings to stakeholders. Collaborate with teams to define data requirements and provide analytical support for projects. Assist in the development and implementation of data collection processes and tools. Successful Candidate Will Have Bachelor's degree in Data Science, Statistics, Mathematics, or a related field. 1-3 years of experience in data analysis or a similar...

The Partner Account Manager - Partnerships acquires new channel partners and value-added resellers (VARs), maintains and expands relationships with designated strategic partners, and develops go-to-market strategies to drive growth. You will be responsible for ensuring Nearmap extracts maximum value from all engagements with new and existing partners, including revenue growth, expansion of the partner network, and maintaining strong relationships with partners in the U.S.  This strategic role also involves working closely with internal teams such as Sales, Marketing, and Product Management to support the partner network with sales enablement, market intelligence, and competitive differentiation. Success will require a collaborative and metrics-driven approach to managing partnerships and achieving business objectives.   Key Responsibilities Achieves Sales Targets   Drive growth through channel sales by sourcing, enabling, and managing partnerships with VARs and other...

At Risk Strategies, our Sr. Claims Advocate will handle large & complex client Workers Compensation, Automobile, General Liability, Management Liability and Property insurance claim matters for clients. Your Impact: The handling to conclusion of insurance claims presented by RSC clients and/or as assigned by Claims Practice Leader. Duties include advocating for the client, maintaining an active diary, transmittal of documentation and follow-up correspondence to the client and carrier Role includes claims submission, review and monitoring of claims and consultative services Provide information/documentation to adjusters and other company personnel as requested Handle Account Executive inquiries and provide loss information when necessary Successful Candidate Will Have: 5-10+ yrs. Commercial Lines claims experience; Valid P&C Broker’s license preferred; agency management system knowledge required, AMS 360/Work Smart or EPIC preferred Proficient computer...

About the Role Nearmap is looking for a Value Consulting Manager to help our customers unlock the full business impact of our remote property intelligence platform. In this role, you will work at the intersection of strategy, analytics, and customer engagement: partnering with sales, customer success, and senior customer stakeholders to identify high-impact use cases and translate them into measurable business outcomes. You will lead value discovery sessions, develop compelling ROI and financial impact models, and deliver executive-level business cases that clearly demonstrate how Nearmap drives efficiency, reduces risk, and improves decision-making for our customers.  This is a customer-facing role where you will shape how organizations understand and realize value from Nearmap’s technology. Beyond supporting pre-sales engagements, you will also lead post-sales value realization efforts, helping customers quantify results, drive adoption, and uncover new opportunities for...

The Senior Placement Broker – Property is a senior technical placement resource focused on large and complex Property placements, supporting client teams and Regional Brokerage Leaders on new business opportunities, challenging renewals, and escalated senior-level client issues. This role requires deep technical expertise, strong market relationships, and the ability to negotiate and structure sophisticated Property insurance programs. Your Impact Placement Strategy & Market Execution Develop and execute placement strategies for complex Property insurance programs, including primary, layered, and excess placements Lead carrier negotiations to secure optimal pricing, terms, conditions, and coverage enhancements Strengthen and expand market relationships to improve access, responsiveness, and outcomes Identify, analyze, and quantify client exposures and present strategic placement recommendations Client & Regional Leadership Support Serve as a senior escalation...

Who is Cover Whale? Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our drivers. We provide easy insurance options for our drivers at industry-leading insurance loss ratios for the insurance companies that support Cover Whale. The Commercial Auto and Trucking segment of the insurance industry badly needs our help, and so do the hard-working drivers who have been struggling with ever-increasing insurance costs year after year. Join us in the mission! The Role:  The Business Development Manager (BDM) – will report to the Retail Distribution Lead and will be responsible for managing a defined portfolio of retail distribution partners across a specific region. The BDM will execute strategies to increase premium production, deepen engagement with existing Tier 1 and Tier 2 partners, and identify new...

An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns. Your Impact Oversees the day-to-day PreTax administration for Employers and Partners Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements Utilize CRM tool to document and review all client activity Assist clients with billing questions, payments, and invoices Resolve Employer and Partner Escalations. Partnering with internal team as needed Provide necessary Reporting for Employer Groups Proactively identifies potential issues and provides resolution when needed Complete annual renewal process for assigned employer groups Act as liaison between client and IT technical and operational teams Communicate with internal teams about changes in...

The Reinsurance division at Risk Strategies is part of the National Healthcare Practice, providing consultative risk management and evaluation services across a full range of individual and group medical and supplemental health products for both private and public-sector clients.   Our team is driven by a passion for client service, emphasizing prompt, courteous support and long-term relationship building. We value clear, consistent communication and have assembled a team of professionals who combine strong technical expertise with exceptional interpersonal skills. Risk Strategies fosters a collaborative, family-oriented culture where teamwork and client satisfaction are paramount.   Primary Responsibilities and Duties:   Client & Program Review and Support (Primary) Develop proformas and evaluate business plans and new product opportunities for clients/prospects Support carrier/reinsurer discussions to secure rating and...