4 retirement consultant jobs found

Who is Cover Whale? Cover Whale is the nation’s leading commercial trucking insurtech. We improve road safety by combining the insurance products we sell with our telematics-based, data-driven driver coaching and safety program known as DriveSmart. Our program is proven to save lives while delivering better insurance for our drivers. For more information, please visit www.coverwhale.com .  Join us in the mission! The Role: We are seeking a highly analytical, technically strong Actuarial/Data Science professional to own and evolve our end-to-end reserving and predictive modeling capabilities. This role will maintain and enhance our Python-based reserving models while building predictive models using live telematics and claims data to drive pricing, cancellation strategy, and large loss detection. The position sits at the core of our underwriting and growth strategy, directly influencing dynamic pricing, loss ratio performance, and profitable expansion. This is a very...

The Lead Claims Advocate will handle all insurance claim matters presented by clients of Risk Strategies Inc., and affiliates, in accordance with objectives and procedures outlined by management. Your Impact Receive newly created loss and confirm that the claims are filed under the appropriate policy(ies) Extensive knowledge in industry specific coverages Review circumstances surrounding claims along with appropriate coverage and verbally communicate preliminary coverage opinion to the client Acknowledge receipt of claim to client in writing and request all documents necessary in order to move forward and properly advocate on client’s behalf Keep claim file properly updated and attach documents in accordance with protocols created and set within the department Handle to conclusion insurance claims presented by clients and/or as assigned by Claims Team Leader.  Duties include advocating for the client, maintaining an active diary, transmittal of documentation, follow up...

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...