21 financial analyst ii jobs found

SUMMARY:  This job serves as a key resource and is the most senior of this job family. Responsibilities include creating and maintaining accurate, compliant financial records through journal entries, account reconciliations and financial reports for the Enterprise. Contacts include various customers and vendors of the Enterprise, both internal and external, including policyholders, claimants, banking institutions and agents. PRIMARY RESPONSIBILITIES:  · Reviews general ledger entries and electronic banking transactions for accuracy. Works with staff and proposes correcting entries as needed. · Prepares standard monthly and quarterly journal entries from transaction processing system reports, including but not limited to Written and Unearned premium, paid losses, reserves, commissions, taxes, and various banking transactions for the Enterprise. · Monitors all loss sensitive business for the Enterprise. This includes, but is not limited to; recording monthly premium and loss...

Position Title Branch Banking Client Consultant II   Location Detroit, MI 48236   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

SUMMARY: (Brief 3-5 sentence paragraph outlining the main purpose of the job)     The Medical Only Claims Specialist I is an entry level claims role. The incumbent is expected to be proficient with the Claims unit, policies, processes, procedures, and terminology.      The Medical Only Claims Specialist II is an experienced level claims role. The incumbent is expected to perform at a high level with minimum supervision.     Primarily responsible for the investigation and management of workers’ compensation claims. Conducts a 1 to 3-point contact on the managed claims, which is dependent on either the facts of the case or the claim type; determines compensability of claims, manages the medical treatment program, and assists in the return-to-work process. This includes calling and discussing potential claim activity and work-related injuries with policyholders, claimants, providers, attorneys, agents, and state agencies....

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:   Hourly Job Description:   Position Description Paralegal II – The Auto Club Group What you will do: This is a hybrid position reporting to our Troy, Michigan office location approximately once a month. Under direction and guidance of the organization’s attorneys, performs a variety of intermediate to complex law-related tasks in support of legal matters.  Conducts legal research, investigate issues and drafts/prepare legal documents to support attorneys and contract administrators.  Supports all aspects of document discovery, including e-discovery, document management, the litigation hold process, and document production.  Assists counsel with the coordination of responses to subpoenas, demand letters, legal correspondence, and discovery demands, etc.  Manages daily activities of...

Position Title Branch Banking Client Consultant II   Location Detroit, MI 48219   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

Position Title Branch Banking Client Consultant II   Location Shelby Township, MI 48315-2963   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

Position Title Branch Banking Client Consultant II (Part Time)   Location Brighton, MI 48116   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

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:   ***This position is currently able to work remotely from a home office location for day-to-day operations unless occasional travel for meetings, collaborative activities, or team building activities is specified by leadership. This is subject to change based on amendments and/or modifications to the ACG Flex Work policy. *** Claim Specialist – Bodily Injury – The Auto Club Group Reports to: Casualty Claim Manager II What you will do: (Primary Duties & Responsibilities) ACG is seeking a prospective Claim Specialist to work under minimal supervision.  In this position, you will: Handle highly complex new and reassigned auto and homeowner bodily injury liability claims. Adhere to ACG claim handling procedures, processes and guidelines. Complete...

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:   Eligible candidates for this position must reside within the state of Michigan for consideration. Fremont Michigan Property Desk Claim Representative II - AAA The Auto Club Group Reports to: Claim Manager as appropriate What you will do: Work under normal supervision with an intermediate-level approval authority to handle moderately complex claims within Claim Handling Standards in the field or inside units, resolve coverage questions, take statements, and establish clear evaluation and resolution plans for claims. Review assigned claims, contact the insured and other affected parties, set expectations for the remainder of the claim, and initiate documentation in the claim handling system. Complete coverage analysis including a review of policy...

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:   Hourly Job Description:   *This position requires in office (Fremont, MI) training at least 3 days a week until training is successfully completed.  After training is completed, this person can participate in a hybrid work schedule as approved by management.   Commercial Underwriting Technician - Fremont Insurance What you will do: Perform various risk analysis and support activities relating to commercial insurance underwriting functions based on area of assignment.  Review insurance policies to ensure rating accuracy and completion and corrects policies within established limits.  Prepare correspondence and reports. Maintain records and files. Review commercial insurance applications for rating accuracy and completeness.  Verify selected criteria for commercial insurance cancellation...

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:   Michigan Homeowners Claim Representative II - AAA The Auto Club Group Reports to: Claim Manager I What you will do: Work under normal supervision with an intermediate-level approval authority to handle moderately complex claims within Claim Handling Standards in the field or inside units, resolve coverage questions, take statements, and establish clear evaluation and resolution plans for claims. Review assigned claims, contact the insured and other affected parties, set expectations for the remainder of the claim, and initiate documentation in the claim handling system. Complete coverage analysis including a review of policy coverages and provisions, and the applicability to the reported loss. Ensure all possible policyholder benefits are identified,...

Position Title Branch Banking Client Consultant II   Location Milford, MI 48381   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

Position Title Branch Banking Client Consultant II   Location Chesterfield Township, MI 48047   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

Position Title Branch Banking Client Consultant II - Float   Location Grand Blanc, MI 48439   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest...

Position Title Branch Banking Client Consultant II   Location St. Clair Shores, MI 48080   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: 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...

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:   This catastrophe field claims specialist will cover territories in Detroit Michigan, Chicago Illinois, or Minneapolis Minnesota. Eligible candidates must live within commutable areas of these locations for consideration. Catastrophe Field Claims Specialist - The AAA Auto-Club Group Reports to: Claim Manager as appropriate                                     What you will do: Work under minimal supervision with a high-level approval authority to handle complex technical issues and complex claims.  Claim handling responsibilities will include the following: reviewing assigned claims, contacting the insured and other affected parties, setting expectations for the remainder of the claim process, and initiating documentation in the claim handling system....

Position Title Credit Products Specialist II - Commercial Banking   Location Sterling Heights, MI 48313   Job Summary The Credit Products Specialist II - Commercial Banking plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.   Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures. Portfolio & Risk...

Position Title Branch Banking Client Consultant II - Float   Location Novi, MI 48377-4545   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest...

Position Title Branch Banking Client Consultant II - Float (part time)   Location Farmington Hills, MI 48334   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding...

OBJECTIVE Life Accountant II Objective To support the Life Accounting functions for Farm Bureau Life Company of Michigan and Cincinnati Equitable Life Insurance Company. To include participation in preparation of all financial reporting on a monthly, quarterly, and annual basis. RESPONSIBILITIES Life Accountant II Responsibilities Assist in the preparation and analysis of the monthly, quarterly, and annual financial statements.   Assist in and review the daily reconciliation of accounts, as well as posting and recording journal entries.   Assist in training Controller Division staff.   Provide support to Life Accounting team for analysis of monthly, quarterly, and annual financial reports.   Assist and analyze the preparation of the Life companies’ annual budgets.   Assist in reinsurance accounting, assumed and ceded, and provide analysis.   Assist in coordination of audits by internal auditors, external auditors,...