12 financial analysis consultant jobs found

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Please note: The territory for this role includes Northern Illinois and Wisconsin. The individual will not be required to live in the Milwaukee area. A DAY IN THE LIFE of a Entrepreneurial Agent (EA) Development Specialist The Auto Club Group is seeking prospective Entrepreneurial Agent (EA) Development Specialist who will serve as a business consultant and partner by providing tactical and strategic support to Entrepreneurial Agents (EA) in the assigned geography. Operate as a subject matter expert by becoming well versed on all components of the Connected Member Vision and product/sales knowledge.  Assist assigned EAs in the development and implementation of agency business goals.  Own and be accountable for agency success/retention and agent productivity and...

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 team is currently seeking a Senior Risk Solutions/Loss Control Consultant , preferably in the Southern Wisconsin region. This is a full-time, exempt role. Position is eligible for a fully remote arrangement.    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 prospect and...

Commercial Property Underwriter is a technical property consultant and provides guidance to improve underwriting skills across business units to help achieve growth and profitability. Sentry Insurance is seeking a highly-skilled and experienced commercial lines products professional to support the strategic operations of Sentry's Business Products. This subject matter expert will do market research, competitor analysis and develop products that will support Sentry's business strategy, to meet annual growth and profitability objectives within our commercial lines insurance operation. You will lead the development and maintenance of products, technical underwriting guidelines, and sophisticated pricing tools across property line of business. This position would ideally be located at our Home Office in Stevens Point, WI, however, a remote option would be considered for the right candidate based on qualifications and experience. What You'll Do As a Commercial Property...

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....

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.)....

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...

R&R Insurance is growing, and our Employee Benefits team is looking for an Employee Benefits Analyst who enjoys working with data, solving problems, and helping clients understand the financial side of their benefit plans. In this role, you’ll partner closely with our consultants and service teams to analyze claims data, prepare benchmarking and financial reports, and support client presentations. Your work will help clients better understand their benefit programs and make informed decisions about their plans. This is an excellent opportunity for someone with strong analytical skills who wants to build a long-term career in the employee benefits consulting space. What You’ll Do Prepare monthly benefits claims reports for fully insured and self-funded clients Develop benchmarking analyses and reports for clients and prospective clients Assist in preparing the financial components of client presentations Provide data for premium and contribution calculations...

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...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...