28 financial consultant jobs found

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   This position requires the ability to work in the Reading, MA office.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

Company Details   Acadia Insurance is a regional property casualty insurer with offices throughout the Northeast.  As a member of W.R. Berkley Corporation (NYSE: WRB), one of the largest property casualty insurance holding companies in the United States, our financial strength and integrity are two of the main reasons why Independent Agents place business with us.  Acadia is rated A+ (Superior) by A.M. Best, with an A+ claim paying ability rating by Standard & Poor’s.    At Acadia, we value our employees, our customers and our communities.  Employees at Acadia are part of a progressive company where everyone can make a difference.  We promote an inclusive environment which encourages continuous learning and the chance to grow and develop.    Company URL:  https://www.acadiainsurance.com/ Responsibilities Loss Control Consultant Conducts surveys and services accounts by identifying and evaluating...

The Objective of the Underwriting Consultant, Large Market will be to work with Sales, Underwriting, Products and Pricing areas to profitably grow Guardian's Large Market revenue and market share in the 1,000 lives and over market space. Key objectives will be to achieve targeted sales and earnings goals, train, and mentor less experienced underwriters, manage complex technical underwriting issues, train account management, handle projects and recommend policy and strategy changes. The Underwriting Consultant is responsible for to provide pricing and plan design for companies with 1,000 or more lives utilizing prior claim experience and manual rates. Products include Group Dental, Vision, FMLA, STD, LTD, and Life insurance. The underwriter will be an excellent negotiator who builds collaborative relationships with Sales and other areas of Guardian to solve business issues and win. The underwriter will be both a confident communicator and an independent decision-maker....

Overview The Risk Control Consultant II serves as a business consultant, helping policyholders improve workplace safety, reduce losses, and strengthen risk management practices. The consultant partners with insureds across a variety of industries, provides technical guidance, and shares industry expertise with underwriting and senior management to support informed business decisions. Maintains a solid understanding of AmTrust's mission, vision, and values and upholds the standards of the organization.   This role will primarily service the Boston area, with additional responsibility for New Hampshire, Vermont, Maine, Rhode Island, Connecticut, and Upstate New York.  Responsibilities Provide risk control consultation and evaluation services to support the selection and retention of new and renewal commercial multi-line business. Prepare reports, analyze data, and identify injury and loss trends to assist underwriting and...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex commercial claims with large...

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Consultant to join our team. This position can report to our agency located in Farmington, CT, Southborough, MA, Canton, MA or Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: ​ Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to clients with analysis of activity and large claim detail. Partner with Producers to lead client meetings and presentations, and onboard new clients. Delegate tasks,...

The Role As a Senior Consultant in the Corporate practice within Risk and Analytics, you will work on and assist project teams focused on developing and delivering reserve studies, pricing/funding analyses and captive consulting activities for our healthcare and corporate clients. You will be responsible for leading the team through data preparation as well as producing and analyzing initial results. You will work closely with a variety of senior colleagues who will help you increase your industry knowledge and sharpen your actuarial skills – all while providing a blend of client facing skills as well. You will play a role in supporting our marketing efforts and the growth of this practice area. As a project manager, you will bring order and process to the client teams with whom you work, and you will serve as a resource to analysts as you help them build their technical and client-facing  expertise. As part of our Corporate practice, you will be mentored by...

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 talented individual to join our growing team in a  remote or hybrid  role as a  Sr. Consultant   As a  Sr. Consultant , you will manage consulting projects for mid- and large-market employers (1,000 – 20,000+ employees), and help shape innovative, data-informed medical, dental, life, and disability benefit solutions that drive value and impact for our clients. How You Will Contribute: Drive business results through exceptional client service, management, and retention. Lead complex client workflows , overseeing all aspects of service delivery including strategy development, financial evaluations, plan design, renewals, vendor placement, benchmarking, and related studies. Design advanced benefits strategies  in partnership with actuarial, communication, pharmacy, and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are seeking a talented individual to join our growing team as a Consultant . This role offers flexibility with remote or hybrid work options. As a Consultant, you will manage consulting projects for mid- and large-market employers (1,000 – 20,000+ employees) and help shape innovative, data-informed medical, dental, life, and disability benefit solutions that deliver measurable value and impact. How You Will Contribute Coordinate and manage RFPs, implementations, and renewals , ensuring seamless collaboration between vendors and internal teams. Participate in developing and supporting clients’ strategic plans , aligning solutions with long-term objectives. Review compliance and disclosure requirements , summary plan documents, and employee communications to ensure alignment with client expectations and legal standards....

Description About the Team   The Corporate Strategy & Research (CS&R) group is an award-winning 35-person enterprise strategy and internal strategy consulting team within Liberty Mutual Insurance, a Fortune 100 company with 40,000 employees operating in 28 countries and economies worldwide. The group serves as trusted strategic advisers to the CEO and Executive Leadership Team and drives transformational change by taking an enterprise-wide, customer-centric perspective.   Established in 1972, CS&R has an outstanding track record of developing future leaders and serving as a top talent feeder to the organization by creating an environment that fosters intellectual curiosity, professional development, and personal fulfillment. Alumni of the group include our current Chairman & CEO, Chief Insights & Solutions Officer, EVP & General Manager of Sales and Service, SVP & Head of BU Strategy, VP & Managing Director of Corporate...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Strategy Consulting Senior Associate to join our team. This position will report to our agency located in either Cranston, RI, Canton, MA, Mansfield, MA, or Southborough, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Develop and execute comprehensive, multiyear benefit strategies for large and complex clients based on organizational goals, workforce needs, financial objectives, industry considerations, and risk tolerance. Own and manage the client Roadmap, establishing the annual planning calendar and coordinating all activities throughout the stewardship, pre-renewal, marketing,...

Description The Company Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion (as of 12/31/2025) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.    LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client...

The Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Position Summary: The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Principal Responsibilities: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives. Leads...

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the...

Job Posting End Date: August 23 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious ­­­­­Stop Loss Analyst to join our team. This position will report to our agency located in either Cranson, RI, Farmington, CT, Mansfield, MA, Canton, MA, or Southborough, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position. Responsibilities: Monitor and manage all stop loss reporting activity for assigned clients. Download and review relevant reports from carrier, TPA, PBM, and stop loss carrier portals. Analyze, pull, and review medical, pharmacy, eligibility, and stop loss claim data for self-funded clients, including 50% reports, 100% reports, reimbursement notices, pended claims, denied claims, and large...

AIG is seeking a motivated Underwriter to contribute to our AIG Risk Management (AIGRM) team. Make your mark in Underwriting 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. Underwriters gain experience in a...

As a Director Absence, Disability Management and Life Insurance, you will be at the forefront of managing projects for large, complex clients involving the design and management of the full array of group disability and broader disability management programs. You will participate in new business activities and the creation of new intellectual capital. You will position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point on all projects and working alongside industry experts on cutting edge solutions.  Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role  Provide value-added consulting expertise on large, sophisticated Absence, Disability Management and Life (ADML) projects involving short- and long-term disability benefits, leave of absence programs, vacation/paid time-off, sick leave, life and accidental death and dismemberment...

JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work...