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financial analysis consultant California

55 financial analysis consultant jobs found

CNA
05/03/2026  
Underwriting Consultant (Life Sciences)
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.  JOB DESCRIPTION: Grow your underwriting career at a company that offers access and collaboration with the home office, ample promotional opportunities and evolving underwriting centers that allow you to focus on larger accounts. The Life Sciences Underwriter is responsible for using technical, sales and analytical skills to provide insurance solutions that help CNA’s customers manage risk. The Underwriter will have a thorough understanding of CNA’s strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions. Essential Duties and Responsibilities: Underwriting Expertise ·   Reviews applications and financial...
CNA Walnut Creek, CA Full Time
HUB International
05/03/2026  
Pharmacy Consultant
As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client Management teams. This role acts as the pharmacy benefits subject matter expert; providing deep knowledge of the pharmacy space and a level of clinical independence to drive new client growth and increased retention. This individual will be responsible for consultative support, focusing on designated strategic size clients depending on the specific market. This role may work remotely but may require up to 50% travel. Major Responsibilities   Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical...
HUB International Newport Beach, CA Full Time
UFG Insurance
04/23/2026  
Sr Risk Control Consultant
We are seeking a dynamic professional to join our Risk Control Team.  This position will be filled at either the Senior Risk Control Consultant or Risk Control Technical Consultant level.  The Senior Risk Control or Technical Consultant is a risk management professional who will focus on risk assessment and service work, providing leadership in division/branch-level underwriting, claims, agency distribution, and strategic planning meetings and initiatives, and acting as a Risk Control liaison to agency partners within their assigned territory. **The ideal candidate will reside in Southern California or Phoenix, Arizona to support the current territory** Essential Duties and Responsibilities: Serve as a subject matter expert for complex or high-hazard accounts across multiple industries. Conduct risk control consultations delivered onsite and virtually, collaborating closely with client teams to evaluate exposures, offer technical guidance, and support...
UFG Insurance CA Full Time
CNA
04/15/2026  
Underwriting Consultant, Natioanl Accounts Property, Wholesale
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.  JOB DESCRIPTION: When you join the Cardinal, a CNA brand, National Accounts Property, Wholesale team as an Excess & Surplus Underwriting Consultant, you   are responsible for   the overall management, business development,   analysis   and monitoring of   a highly complex   book of business. You will be recognized as a technical expert in underwriting ground-up monoline policies. Under general management direction, you will work within broad limits of authority on assignments requiring a high degree of technical complexity and coordination .     This hybrid role will work   4   days per week   in the market   from our local office s   in...
CNA Los Angeles, CA Full Time
CNA
04/15/2026  
Underwriting Consultant, Management Liability - Private
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.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...
CNA Walnut Creek, CA Full Time
HUB International
04/14/2026  
Senior/AVP Property Risk Consult
ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry...
HUB International Culver City, CA Full Time
The Hanover Insurance Group
04/10/2026  
Sr Risk Solutions Consultant (Southern CA)
For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Risk Solutions/Loss Control group is looking for a Senior Risk Solutions Consultant to join our growing team in Southern California. Position is eligible for a fully remote arrangement with local travel. This is a full-time, exempt role.   POSITION OVERVIEW: Conducts high level technical evaluations and loss analysis of more complex prospective or existing policyholders in a consultative manner. Identifies and analyzes exposures and controls. Delivers consultative and technical services to policyholders. Develops and delivers service strategies in collaboration with underwriting and agency partners to insureds.   IN THIS ROLE, YOU WILL: Conduct field surveys on...
The Hanover Insurance Group Los Angeles, CA
HUB International
04/08/2026  
Consultant, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Senior & Individual Services Consultant supports clients in effectively managing their medical and life insurance plans. DUTIES & RESPONSIBILITIES: Establishes and maintains strong business relationships with clients and insurance carriers. Performs financial analysis. Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement, Medicare...
HUB International Santa Maria, CA Full Time
Pacific Life
04/07/2026  
Senior Operations Instructional Designer
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. We’re actively seeking a talented Senior Operations Instructional Designer to join our Consumer Markets Division (CMD) Training Team in Newport Beach, CA or Omaha, NE. As a Senior Operations Instructional Designer, you will move Pacific Life, and your career, forward by leading the design of high‑impact, business‑focused learning solutions that improve...
Pacific Life Newport Beach, CA Full Time
CNA
04/07/2026  
Underwriting Consultant, Retail Monoline Excess & Umbrella
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.  JOB DESCRIPTION: Our Umbrella and Excess Casualty Underwriters are high level individual contributors handling lead umbrella and excess accounts, both monoline and over CNA risk management primary accounts. You will be recognized as technical experts, as you drive business results through strong sales, marketing and relationship building skills with external and internal business partners. You will be responsible for overall management, business development, growth and profitability of a dynamic book business. This role will ideally work from our Los Angeles office 3-4 days per week market facing. For this fast-paced, high-energy role, we will be targeting candidates with 3+ years...
CNA Los Angeles, CA Full Time
EPIC Insurance Brokers & Consultants
04/01/2026  
Data & Analytics Solutions Consultant
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...
EPIC Insurance Brokers & Consultants San Ramon, CA
Pacific Life
03/25/2026  
Application Development Consultant
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. We’re actively seeking a high-impact Application Development Consultant to join our Pacific Life Technology team as a remote employee or in one of our Home Office locations (Newport Beach, CA; Omaha, NE; Charlotte, NC). As an Application Development Consultant, you’ll move Pacific Life, and your career, forward by joining a team of 10-12 experienced application...
Pacific Life Newport Beach, CA Full Time
CNA
03/18/2026  
Underwriting Specialist (Commercial Middle Market)
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.  JOB DESCRIPTION: Grow your underwriting career at a company that offers access and collaboration with the home office, ample promotional opportunities and evolving underwriting centers that allow you to focus on larger accounts.   CNA’s Commercial Middle Markets team provides standard lines commercial property and casualty insurance products such as General Liability, Property, Inland Marine, Commercial Auto, Workers' Compensation, and Umbrella to businesses of all sizes. Our Middle Markets team underwrites a diverse mix of business and industry classes including Manufacturing, Professional Services, Financial Institutions, Real-estate, Distributors, Technology, Wholesale, and...
CNA Irvine, CA Full Time
The Baldwin Group
03/09/2026  
Retirement Consultant - The Baldwin Group Financial Services
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing...
The Baldwin Group Irvine, CA Full Time
Pacific Life
02/13/2026  
Enterprise Organizational Development and Change Management Consultant
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. We’re actively seeking a talented Enterprise Organizational Development & Change Management Consultant to join our team on-site in Newport Beach, CA or Charlotte, NC. As an Enterprise Organizational Development & Change Management Consultant, you’ll move Pacific Life, and your career, forward by using your organizational development and change...
Pacific Life Newport Beach, CA Full Time
Pacific Life
02/11/2026  
Organizational Development & Change Management Consultant
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. We’re actively seeking a talented Organizational Development & Change Management Consultant to join our Talent Management team on-site in Newport Beach, CA or Charlotte, NC. As an Organizational Development and Change Management Consultant, you’ll move Pacific Life, and your career, forward by advising on changes to Pacific Life’s business structures,...
Pacific Life Newport Beach, CA Full Time
AmTrust Financial
01/28/2026  
Risk Control Consultant (SRT)
Overview Risk Control Consultant on the Strategic Risk Team (SRT) plays a key role in supporting underwriting, sales, claims, clients, agents, and brokers by providing expert guidance to key risk and agents/brokers. This position is responsible for tracking Risk Control service requests, handling inquiries, conducting service reviews, onboarding new accounts, and assisting large premium workers' compensation accounts with loss analysis and risk management services. The SRT Consultant will also engage in presenting to key agencies and regional underwriting offices and perform initial onsite Risk control visits to major clients. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. This is a remote position. Responsibilities Inquiry Management: Answer questions and provide support through "Ask LC" and "LC Inquiry" for underwriting, sales, claims, clients,...
AmTrust Financial CA Full Time
Nationwide
05/04/2026  
Consultant, Field Underwriter - Commercial Lines (So Cal)
If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Shape the Future of Risk Solutions   Ready to make an impact? We’re looking for a strategic underwriting leader to join our team and take on small lines commercial risks. This is your chance to operate with elevated authority, influence strategy, and drive profitable growth.   What You’ll Do: ✅ Underwrite and price specialized small lines commercial risks with advanced judgment ✅ Provide guidance and expertise to sales teams and agency staff ✅...
Nationwide San Diego, CA Full Time
Nationwide
05/04/2026  
Director, Business Delivery - Pet Insurance (REMOTE)
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Director, Business Delivery – Role Addendum (Pet Operational Excellence) This position can be fully remote for the right candidate. In addition to the core Director, Business Delivery job description, the following role-specific expectations apply for Pet Operational Excellence. Scope & Team Lead a team of 6–10 associates (mix of delivery leaders/analysts) with clear accountability for performance, development, and engagement. Operate as a hands-on delivery leader – able to move...
Nationwide CA Full Time
WTW
05/03/2026  
Healthcare Financial/Actuarial Senior Director
As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.   The Role Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance Leads Medium to Large clients’ financial/actuarial engagements Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients  Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions Provides consulting quality reviews and client delivery for all types of...
WTW Irvine, CA Full Time

 

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