22 employee benefits financial consultant jobs found

Safety Services Support Specialists coordinate & handle supportive activities to ensure Safety Services can provide timely, accurate & cost-effective safety & risk-management services. What You'll Do As a Safety Services Support Specialist, you'll handle many behind the scenes tasks to help move our team forward. You'll handle processing surveys conducted by commercial services companies, provide service instructions to those companies for new and renewal business, create recommendation letters to insureds and handle phone calls from customers and sales team members needing your help.  Additionally you will: Receive and process files designated for service by commercial service companies Prepare field files and service instructions for new business and ongoing service calls Determine forms needed to gather information Maintain logs of files to monitor and follow up on status Fulfill support requests from our Safety Services consultant and...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity:  The purpose of this role is to provide operational support for leadership team. Partner and collaborate with key stakeholders in the planning and implementation of strategic initiatives. Support operational reporting, project management, and cross-training across department to ensure successful implementation of billing project objectives. Location:   Madison, WI Work Arrangement:   This role is hybrid, where you will be expected to be in the office 2-3 days per week. Salary range for this role is:   $64,000.00 - 96,000.00, depending on experience Your new role Contribute to the preparation and implementation of project plans to ensure these include operational considerations for delivery. Act as a consultant to key internal stakeholders on various matters such as metrics, key performance indicators (KPIs), reporting and issues/impacts downstream. Improve...

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 The Human Resources Consultant is the contact for the business managers on day to day HR Operational needs including Employee and Labor Relations issues, while serving as the expert in Human Resources and working closely with the HR Business Partner, Service Center, and other HR Specialty Teams (Talent Management, Recruiting, Compensation, Benefits, etc.)....

As an HR Business Consultant, you will provide a broad range of strategic human resources consulting services to business leaders. Our HR Business Consultants are thought leaders who balance business and associate needs when problem-solving and creating integrated solutions. They utilize a deep understanding of our business model to proactively translate the area’s strategies into HR solutions that best enable the business teams to meet its strategic objectives. What You'll Do As an HR Business Consultant, you will: Build strategic relationships with business leaders and develop trust and business acumen to deliver on business needs. Partner with HR centers of excellence (COE) to execute key processes related to employee relations, staffing, training, performance management, succession planning, compensation and benefits for business partners. Identify, define and recommend solutions to address the needs of the business while taking account of the broad...

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   Employee Benefits team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities....

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . 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: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to lead the definition and maintenance of business architecture designs, collaborating with stakeholders to ensure alignment with strategic principles and architectural designs. The role involves providing direction, guidance, and advice to Business Architects and other change personnel, as well as partnering across the organization to drive the co-design and governance of business architecture, identifying high-impact initiatives, and supporting the execution of long-term strategies through the creation of value for the organization. Location: Madison, Wisconsin; Chicago, Illinois; Atlanta, Georgia; New York City, New York Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week. The salary range for this role is: $104,000 - $195,000 Your New Role Build and scale the Division‑level Business...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to be a trusted advisor to plan and implement the strategic transformation agenda through thought leadership and external perspectives in order to solve business problems. It also involves leveraging and scaling out the local transformation governance framework to support the broader transformation agenda. •        Location: Madison, WI •        Work Arrangement: hybrid working expectations •         The starting salary for this role is between $130,500.00 and $195,500.00 Your new role Partner to one of more business functions to become the trusted advisor for solving business problems. Plan and implement the strategic transformation agenda for the local market, shaping key initiatives and partnering with technology teams to deliver initiatives and working with business stakeholders to drive and embed change​. Provide...

Primary Details Time Type: Full time Worker Type: Employee Counsel (Insurance Regulatory) Location: USA –Multi Locations Work Arrangement: Hybrid if within 50 miles radius from office; also open to Remote The salary range for this role is:  $132,000-247,500K The Opportunity The purpose of this role is to monitor regulatory changes, communicate updates to key stakeholders, and implement recommendations to mitigate risks. Additionally, the role involves the preparation and drafting of key regulatory filings, conducting regulatory research to support business operations and managing and resolving regulatory matters such as market conduct examinations, audits, investigations, and surveys. Primary Responsibilities                                                                                                                                           • Monitor new legislative and regulatory activity for designated areas of responsibility by...

  Our Health and Benefits business help large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions.  We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, compliance and governance strategies.   The Role As a Director you will consult on a wide variety of health, equity and wellbeing projects, involving wellbeing strategy, clinical condition management, and vendor evaluations. You will serve as the communication liaison with our clients and their program vendors, create client deliverables, contribute to client management and new business activities, and participate in the creation of new intellectual capital. Performance Objectives Clients Deliver superior, consistent consulting, client management, and project management in support of projects Work with...

Primary Details Time Type: Full time Worker Type: Employee Title: Senior Analyst II - Actuarial The Opportunity: In this role you will proactively provide actuarial reserving services and leadership within various commercial, specialty and legacy lines by demonstrating technical competence in a variety of actuarial/statistical concepts, practices and procedures while taking the lead in defining project scope, key issues, timeframes, and analytical approaches and priorities with a large degree of creativity and self-direction. • Location: Sun Prairie, Wisconsin or Atlanta, GA or New York, New York, or Chicago, IL • Work Arrangement: QBE requires employees to work in office 8-12 days a month • The salary range for this role is:  Sun Prairie, Wisconsin ($98,500 - $147,500)  Atlanta, GA ($98,500 - $147,500)  New York, New York ($123,000 - $184,500)  Chicago, IL ($108,500 - $162,500) Your new role Focus primarily on reserving for various commercial, specialty...

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 Benefits Specialist to join our growing team in Milwaukie, WI! The Benefits Specialist assists the Account Team in servicing the benefit consulting responsibilities of the employee benefit clients. Utilizes technical expertise to retain present clients.  Administers marketing and renewal functions. Assists client with daily service functions. To acquire a knowledge of all phases of the roles within the Employee Benefits Department. How You Will Contribute:   Basic level of compliance, benchmarking, renewal & marketing, reporting & analytics and able to perform these functions with little guidance. Supports onboarding new clients. Assist clients with daily service functions and frequent ad hoc requests. Create, review and edit employee benefit guides, benefit manuals and other...

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  P&C Account Executive to join our growing team in  Milwaukee, WI .      The P&C Account Executive designs, markets, and implements the most complex insurance programs. Conducts strategic planning meetings with clients to discuss and recommend risk management programs. Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. Typically functions as the overall Engagement Leader or Executive responsible for the account or the main specialty broker in their specific coverage areas. Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.    How You Will Contribute:    Develops knowledge of a client’s business and industry and...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our...

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   P&C Account Manager to join our growing team in   Milwaukee, WI .        The P&C Account Manager designs, markets, and implements the most complex insurance programs. Conducts strategic planning meetings with clients to discuss and recommend risk management programs. Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. Typically functions as the overall Engagement Leader or Executive responsible for the account or the main specialty broker in their specific coverage areas. Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.     How You Will Contribute:...

Position Title Branch Banking Client Consultant I   Location Gillett, WI 54124   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative C lient Experience :...

Position Title Branch Banking Client Consultant I   Location Mountain, WI 54149   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative C lient Experience :...

The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and...

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   P&C team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. WHAT YOU’LL DO: · Designs, markets, and implements the most complex insurance programs. · Conducts strategic planning meetings with clients to discuss and recommend risk management programs. · Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. · Delegates to others and responsible for providing leadership and management to ensure all tasks are performed in...

  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...