18 financial consultant jobs found

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 Financial Consultant to join our growing team!  The Financial Assistant assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.  Utilizes technical knowledge to retain clients by providing financial expertise.  Role includes evaluating financial and utilization metrics for clients including but not limited to cost projections, plan design modeling and monthly financial reports as well as assisting with other ad-hoc reports and analysis.  This is a client-facing role that will include some involvement in presentations at client functions and meetings. How You Will Contribute: Proficient to expert level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections, large claim analysis,...

Job Description: We are looking to add a Sr. Compliance Consultant to join our Employee Benefits team in Dallas, TX, St. Louis Park, MN, or 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: Provide compliance guidance, both internally and with clients, regarding applicable federal and state laws, including all aspects of Internal Revenue Code (the Code), ERISA, ACA, HIPAA, internal Holmes Murphy policies and procedures, and other relevant laws and regulations as they affect employee benefit plans, to ensure effective client service and mitigate corporate risk. Develop and maintain internal educational tools for health and welfare employee benefits compliance. Participate in and lead meetings with Holmes Murphy employees and Holmes Murphy clients regarding employee benefits compliance questions and issues as...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in St. Louis Park, MN . 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: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Human Resources Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Job Description: We are looking to add a Sr. Risk & Safety Consultant to join our Property Casualty team in Minneapolis, MN . 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: Serve our current clients by identifying areas for improvement in their risk management programs and providing solutions to close noted gaps. Services provided include all insurable risks (workers’ compensation, auto, property, and liability, etc.), regulatory compliance and reporting, and include loss sensitive and captive risk management programs. Provide analysis, consultation, oversight and direction of large and complex clients’ risk management programs and processes. Assist clients in enhancing their safety performance and culture. Provide on-site and remote client services such as: training seminars, on-site hazard assessments,...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Serves as an advisor and strategic business partner to captive/exclusive COUNTRY agents to help them market, sell, and service COUNTRY products and services. Cultivates rep agency growth by advising individual agents in developing their business plans, including setting sales targets and providing partnership and guidance throughout the agent’s business lifecycle. Serves as liaison between agents, the home office and other field operations. How does this role make an impact? Advises agents on best practices for selling the full array of COUNTRY offerings and managing...

Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.  Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following...

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 Senior Benefits Consultant to join our growing team in Minneapolis, MN . To act as the primary contact in the consulting capacity, to administer client benefit marketing and renewals, and daily service functions.  To develop and manage client block of business and pursue additional revenue opportunities with Relationship Manager. To assist in the management of Account Team and to act as a resource to the department. How You Will Contribute Fully manage book of business, retention and growth. Development and execution of client benefit strategy. Independently advises clients on all areas of compliance. Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Strategic resource, financial strategy...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Automotive is looking for a high performing Commercial Insurance Sales Executive to join our team. This position will be based in Minnesota. We love cars and everything about the automotive industry. If that’s your passion, then we need to talk. You’ll love working with our target client. WHAT YOU NEED TO KNOW Training:  Our training will provide you with all the tools, knowledge and resources to be a successful sales consultant. Once you’re in the field, the Regional Vice President will be a mentor to help you create and execute sales plans. They are first & foremost invested in your success! Career Progression: Build & mine your own client portfolio with the assurance of stability and growing income opportunities. Arrowhead, and our parent company, Brown & Brown Insurance, are expanding...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Serves as an advisor and strategic business partner to captive/exclusive COUNTRY agents to help them market, sell, and service COUNTRY products and services. Cultivates rep agency growth by advising individual agents in developing their business plans, including setting sales targets and providing partnership and guidance throughout the agent’s business lifecycle. Serves as liaison between agents, the home office and other field operations. How does this role make an impact? Advises agents on best practices for selling the full array of COUNTRY offerings and managing...

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 an Employee Benefits Compliance Consultant to join our growing team!  This individual will be the primary point of contact and support for the Brown & Brown offices within their assigned purview. This role will assist with advising and training Brown & Brown teammates in the areas of regulatory and legislative strategy related to employer health plans and directly assist customers and prospective customers of Brown & Brown in a consultative role. How You Will Contribute: Operationalizing the compliance journey via leverage of BAM and other project management tools or white glove support to ensure proactive and consistent delivery of critical regulatory and legislative strategy deadlines, filings, and communications. Serve as the primary conduit between the...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in St. Louis Park, MN . 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: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and...

Description Additional Job Description Job Description | Technology Innovation Strategy and Insights Lead Job Profile Summary The Technology Innovation Strategy & Insights Lead is responsible for developing, owning, and operationalizing a cohesive technology strategy narrative across leadership, executive, and Board‑level discussions. This role translates technology strategy, modernization and innovation initiatives, and external market insights into clear, executive‑ready narratives and materials that drive alignment, trust, and informed leadership decisions. Operating as a strategic partner to technology leaders, the role strengthens how Huntington Technology articulates its direction, progress, and priorities, and helps position Technology as a proactive, forward-thinking organization. Job Description This role supports technology and innovation leadership by shaping and delivering a...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 an Account Executive to join our growing Property team in Minneapolis, MN . Designs, markets, and implements complex insurance programs on behalf of clients, with primary focus on property and related first-party insurance products.  Conducts strategic planning meetings with clients to discuss and recommend risk management programs.  Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice.  Periodically functions as the overall Engagement Leader or Executive responsible for the account.  Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.  How You Will Contribute Develops knowledge of a client’s business and industry and...

  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...

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 Casualty Account Executive to join our growing team in Minneapolis, MN!   This role is responsible for designing, marketing, and implementing middle‑market insurance programs for clients. It involves leading strategic planning discussions to recommend risk‑transfer solutions, coordinating services between clients and insurance carriers, and providing ongoing consulting and advice. The position requires independent decision‑making regarding program design, marketing strategy, and client communication, while delegating administrative tasks to support staff. How You Will Contribute: Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc.  Identifies the client’s exposure to loss...

Our Parent Company in Minneapolis, MN 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. Role Summary This role serves as a key relationship owner and strategic partner to clients, responsible for delivering exceptional service while driving retention, growth, and long-term client success. You’ll manage day-to-day account activity, lead renewal strategy for health and life coverages, and collaborate closely with internal teams and carrier partners to ensure compliant, high-quality solutions that support...