40 financial consultant jobs found

Job Description: Sr. Financial Consultant, EB – Waukee, IA We are looking to add a Sr. Financial Consultant to join our Employee Benefits team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: To support the financial planning and analysis functions for Holmes Murphy Employee Benefits clients, focusing on data analysis, financial modeling, and regulatory compliance. The individual in this role will work in accordance with the established objectives and procedures of Holmes Murphy & Associates. Essential Responsibilities: Provides Financial consulting and strategic insights to clients with respect to their employee benefit health and welfare plans; runs financial/clinical components of client meetings. Analyzes client monthly financial reporting (MFSR) and presents MFSRs to strategic...

Job Description: We are looking to add a Client Service Consultant to join our Employee Benefits team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Manage client accounts and support internal service team and external partners. Interact with client contacts and vendors independently. Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluate of the client’s current benefits and provide future recommendations to the client. Draft complex Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors as needed and summarize and analyze...

Job Description: Are you passionate about risk management and eager to make a significant impact in the field of captive insurance? We are looking for a dynamic Risk Management Consultant to join our Innovative Captives Strategies team. In this pivotal role, you will lead risk control events, provide expert risk management advice, and develop solutions to ensure exceptional service delivery to captive members. If you have a strong background in risk management, excellent organizational skills, and a dedication to continuous improvement, we invite you to apply and be part of our mission to mitigate risks and drive success for our clients. Responsibilities: Organize and manage high-quality risk control events, including workshops, committee meetings, and webinars. Collaborate with Risk Management leadership to plan agendas, prepare materials, and facilitate events. Coordinate event logistics with the ICS Event Management Team, including accommodations and...

Job Description: We are looking to add a Client Service Consultant to join our Select team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Take ownership and lead accounts start to finish, including service center and non-service center; may have some Client Service Specialist support. Prepares client renewal documents and saves to agency management system.  This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information. Independently lead client renewal meetings, as required. Consultant with the...

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 is responsible for identifying, prioritizing and orchestrating the execution of work within the Annuity Customer Care Execution Area and is part of a cross-functional agile team responsible for ensuring that initiatives meet the needs of the Business Office, advisors, and customers. The position supports the achievement of agile team objections and...

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  will analyze application system needs of various business areas within the organization and design application systems which meet business needs that are efficient, dependable, maintainable and consistent with existing standards across various technology platforms. This is an expert level analyst/designer position whereby the incumbent...

Job Description: Are you passionate about risk management and eager to make a significant impact in the field of captive insurance? We are looking for a dynamic Risk Management Consultant to join our Innovative Captives Strategies team. In this pivotal role, you will lead risk control events, provide expert risk management advice, and develop solutions to ensure exceptional service delivery to captive members. If you have a strong background in risk management, excellent organizational skills, and a dedication to continuous improvement, we invite you to apply and be part of our mission to mitigate risks and drive success for our clients. Responsibilities: Organize and manage high-quality risk control events, including workshops, committee meetings, and webinars. Collaborate with Risk Management leadership to plan agendas, prepare materials, and facilitate events. Coordinate event logistics with the ICS Event Management Team, including accommodations and...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Senior Loss Control Consultant – IA/NE When is the last time you felt like you made a difference to your employer and in the job you do? Been awhile? Never? Our employees at Strategic Comp make a difference and feel appreciated for it. In fact, we received 98% rating for...

We are seeking an experienced and passionate employee benefits professional to drive successful outcomes for clients and their programs. As an Employee Benefits Client Consultant, you’ll play a critical role in building strong client relationships, providing high-quality analysis, and delivering strategic recommendations that ensure positive outcomes for our clients. With your expertise, you’ll serve as a trusted advisor to clients across various industries, sizes, and geographies. Essential Functions: • Build Client Relationships: Establish yourself as the primary advisor for benefits-related issues. Assist clients by developing and executing tailored benefit program strategies to retain and attract employees. Support HR leaders in navigating legal compliance requirements (e.g., HIPAA, FMLA, COBRA) and other functions. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and...

We are seeking an experienced and passionate employee benefits professional to drive successful outcomes for clients and their programs. As an Employee Benefits Client Consultant, you’ll play a critical role in building strong client relationships, providing high-quality analysis, and delivering strategic recommendations that ensure positive outcomes for our clients. With your expertise, you’ll serve as a trusted advisor to clients across various industries, sizes, and geographies. Essential Functions: • Build Client Relationships: Establish yourself as the primary advisor for benefits-related issues. Assist clients by developing and executing tailored benefit program strategies to retain and attract employees. Support HR leaders in navigating legal compliance requirements (e.g., HIPAA, FMLA, COBRA) and other functions. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and...

We are seeking a knowledgeable and strategic Insurance Captive Consultant specializing in Property & Casualty (P&C) to advise clients and work with producers on the formation, management, and optimization of captive insurance solutions. This role involves working closely with businesses to assess risk profiles, design tailored captive structures and ensure regulatory compliance while maximizing financial and operational benefits. Key Responsibilities: Consult with clients to evaluate risk exposures and determine the feasibility of captive insurance solutions for P&C coverage. Conduct financial modeling, cost-benefit analysis, and risk retention studies to support captive formation and ongoing growth. Collaborate with legal, actuarial, and tax professionals to ensure compliance with regulatory and jurisdictional requirements. Monitor captive performance, analyze claims data, and recommend adjustments to optimize risk financing strategies. Provide ongoing...

Job Description: We are looking to add a Sr. Workers’ Compensation Claims Specialist, Supervisor to join our Creative Risk Solutions team. The ideal candidate will have jurisdictional experience in multiple states . This team member will provide high quality claims handling oversight and expertise for all CRS customers on litigated and complex claim situations. This includes assisting staff supervised with investigating, communicating, evaluating, and resolving claims utilizing the CRS Best Practice of Claim Handling. Assisting claim staff with goals, career pathing, and ensuring engagement. Essential Responsibilities: Claims Management: Adjudicate claims during staffing shortages, investigate, and negotiate settlements per “Best Practices for Claims.” Monitor and document claim files, focusing on Coverage, Investigation, Reserves, Plan of Action, Legal, and Medical Management. Recommend adjustments as needed. Research and respond to questions and complaints...

Job Description: We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. The ideal candidate will have jurisdictional experience in Iowa, Minnesota, Nebraska, and Wisconsin . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: ·    Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. ·    Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. ·    Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to include researching coverage issues. ·   Enters and maintains accurate information on a computer...

Job Description: We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: ·   Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. ·  I nvestigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. ·   Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to include researching coverage issues. ·   Enters and maintains accurate information on a computer system during the claim process, to include final settlement information. ·   Generates checks for...

Job Description: We are looking to add a Liability Claims Specialist to join our Creative Risk Solutions team. This team member will provide high-quality claims handling and expertise for CRS customers, including investigating, evaluating, and resolving auto and general liability claims, potentially involving litigated files. We offer a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Creative Risk Solutions!   Essential Responsibilities: ·   Review coverage for commercial auto and general liability claims. ·   Adjudicate claims, investigate bodily injury/liability claims, and negotiate settlements using "Best Practices for Claims." ·   Maintain accurate loss information and establish/maintain reserves within authority. ·   Research and respond to questions and complaints from insureds, claimants, agency partners, and carriers. ·...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Minnesota, South Dakota, Wisconsin, Pennsylvania, and Iowa is preferred. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves Workers’ Compensation claims. Mediates situations as they arise between the insured and the insurance company, with some support from leader as needed, to include researching...

Job Description: We are looking to add a Liability Claims Specialist I to join our Creative Risk Solutions team in our West Des Moines office. At Creative Risk Solutions, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Articulate and assess coverage for commercial auto and commercial general liability claims. Adjudication of claims. Investigate bodily injury/liability claims and negotiate settlements when applicable, utilizing our “Best Practices for Claims.”  Enter and maintain accurate loss information on a computer system during the claim process. Set and maintain accurate reserves within reserve authority.  Negotiate and process interim and final settlements, within settlement authority.  Research information for responding to questions and complaints posed by our insured’s, claimants, agency partners and fronting carriers....

Job Description: Join our growing team as a Sr. Liability Claims Specialist, Supervisor , at Creative Risk Solutions, where you’ll lead a high-performing group of adjusters and ensure exceptional claims handling from start to finish. This role offers the opportunity to drive operational excellence while supporting clients with complex liability exposures. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients.   Essential Responsibilities: ·   Adjudicate claims as needed, investigate, negotiate settlements, and maintain accurate documentation. ·   Monitor claims, especially in litigation, ensuring timely responses and adherence to "Best Practices for Claims." ·...

Company: Marsh Corporate Description: We are seeking a talented individual to join our Finance team at Marsh McLennan. This role will be based in Urbandale, IA. This is a hybrid role that has a requirement of working at least three days a week in the office.  Are you a Finance professional looking for a new opportunity working for a global organization that offers immediate responsibility and development opportunities? Do you have a strong academic background and a meticulous eye for detail? Are you looking to utilize the experience you have gained in balancing multiple deliverables whilst satisfying a strict control environment by retaining the highest standards of governance? If you have answered yes to the above, then this could be the role for you. We will count on you to:  Serve as a subject matter expert on company revenue recognition policies in accordance with ASC 606.  Review contracts for validity and accuracy.  Produce and maintain daily, weekly,...

Company: Marsh Corporate Description: We are seeking a talented individual to join our Global R2R Operations General Ledger Controllership team at Marsh McLennan. This role will be based in Urbandale. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Staff Account II, you will work in a fast-paced environment within a company that upholds strong values, taking ownership of financials and being deeply involved in the business operations. You will have the opportunity to lead change through exceptional financial management while collaborating with a team of top-notch professionals and stakeholders. We will count on you to: Prepare monthly Balance Sheet reconciliations Prepare, review and/or approve journal entries Assist in the monthly/quarterly reporting requirements Analyze opportunities for process improvements and efficiencies Perform other duties as assigned What you need to have: Bachelor’s degree...