19 financial consultant jobs found

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Financial Senior Consultant communicates financial results to business partners for key products, markets and initiatives, develops in-depth story lines to deepen client insights, and recommends creative actions to guide strategy and operations. This role formulates financial projections to predict and track performance, diagnose potential issues and prompt corrective actions. Key Responsibilities • Develop and lead effective presentations for large groups • Provide accurate, timely reports with financial insight to allow...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Ivantage Relationship Management Senior Consultant II is a highly visible, strategic individual contributor role responsible for managing key personal lines carrier relationships, with a primary focus on Florida insurance markets. This role supports the day-to-day and long-term success of assigned partners while serving as a trusted representative of Ivantage in interactions with senior carrier leaders, internal sales teams, and agency partners. The Senior Consultant II operates with significant autonomy, leading carrier discussions,...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description About the Team The Property Liability (PL) Strategy & Operations Team partners closely with PL leadership to define priorities, translate enterprise operating and financial plans into actionable direction, and ensure disciplined integration and execution across the organization. The team plays a critical role in: • Coordinating integrated planning across business units, technology, and finance • Supporting high impact, cross functional initiatives from problem definition through delivery • Preparing executive level materials for senior...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description This role is responsible for investigating and managing non-attorney represented bodily injury claims from initial report through resolution. You will evaluate coverage, determine liability, assess damages, and negotiate claims within your level of authority. In this role, you will work directly with customers to gather information, explain the claims process, and provide a clear and supportive experience. You will also identify potential subrogation or fraud and partner with internal teams to achieve the best outcome. We are seeking an Experienced Bodily Injury Adjuster to join our team supporting...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Software Engineer Senior Consultant II implements applications following 12-factor principles to build out the product and iterative enhancements. They own the full stack of software products, developing and implementing frontends (web or mobile), and backend services. They leverage test driven development and continuous integration to ensure agility and quality of products. They actively participate in the decision-making process of the team ensuring that the simplest appropriate technology and design is chosen to meet user needs....

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary   The National Sales Consultant, Finals & Deal Strategy supports the retirement plan sales organization by executing finalist meeting preparation,   deal   specific   strategy   development ,   deal   team coaching ,   high-quality web-based technology demonstrations, and   other   established best practices for opportunities in the $10M...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our National Accounts team is growing! The National Accounts Sales Consultant acquires, grows, and retains large employer group clients (5,000+ lives) in the National Accounts segment, focusing on Core Life and Disability insurance. Reporting to the Senior Director, this role builds broker partnerships, executes complex sales strategies, and drives growth and...

About Ethos Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten. About the Role Ethos is looking for an ambitious self-starter to join our Finance & Strategy team.  The Senior Director, Strategic Finance will own financial strategy and performance management for our direct-to-consumer (DTC) business. You will serve as a financial thought partner to leaders across Marketing, Product, and Sales, with a specific...

Allstate Identity Protection is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We combine our advanced investigative systems with our expertise in working with businesses to ensure our customers remain protected from any online threat.  Job Description Formal Business title: Director, Customer Success (Partner Solutions)  Allstate Identity Protection (AIP) Formerly  InfoArmor, and now a 100% subsidiary and Business Unit of Allstate (since 2019), we are a technology and services company that has led the Identity Protection and Advanced Threat Intelligence pack for 15 plus years. We are committed to making digital life easier, safer, and more rewarding by offering innovative protection against digital fraud, so members can live confidently online. We help leading financial services, fintech, and other partners protect their customers through API and white label...

The Private Client Relationship Manager 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. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...

The SVP/VP – Accident & Health (A&H) Actuary provides actuarial leadership and strategic analytical support for Skyward Specialty’s A&H business, with a primary focus on stop loss and related health programs. This role is responsible for pricing governance, reserving oversight, reinsurance analytics, underwriting decision support, regulatory rate filing support, and the development of actionable portfolio insights. The Chief Actuary partners closely with Underwriting, Compliance, Finance, IT, Reinsurance partners, and external advisors in a public company / SOX-controlled environment. Reporting & Leadership Leads and develops a small actuarial team. Influences across functions (Underwriting, Compliance, Finance, IT, Reinsurance) to ensure timely, controlled, and decision-useful actuarial outputs. Key Responsibilities Pricing, Rating & Regulatory Support Provide actuarial support to Compliance for mid-year rate certifications and full-year rate...

Title:   Client Relationship Assistant FLSA:   Non-exempt   Hours per week:   40 Position   Summary The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Support the Client-facing team in performing administrative tasks. Creates correspondence, reports, presentations, and meeting notes   for internal use or distribution to clients or vendors ; performs filing, editing, copying, or collating as needed. Keeps records in relation to the disbursement process. Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation. Assists the Client-facing team with analysis and...

The Personal Lines Select Assistant Account Specialist will assist the PL Select Department in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. *PLEASE NOTE: This is a hybrid position that will require up to 3 days/week in either our West Linn, OR, Portland, OR, Santa Rosa, CA or Burlingame, CA offices In this role you will: Build and maintain constructive and effective relationships with internal and external clients by assisting the PL Select Account Specialists and Producers and responding to client/carrier communications as assigned Leverage Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications...

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within...

We are seeking a dynamic and experienced actuarial professional to assist with the continued development of our actuarial team and enhance RSC’s support for our client’s healthcare initiatives and innovations. The ideal candidate will offer an extensive understanding of the healthcare landscape, including medical, pharmacy, stop loss, contracting and payor operations. This role demands a motivated self-starter with proven leadership skills, capable of thriving in a fast-paced, dynamic environment. The ideal candidate will excel in a matrixed environment, demonstrate creative actuarial and analytical capabilities, exceptional communication, interpersonal and organizational skills, and possess a proactive and resourceful approach to problem-solving. This role will be critical to delivering the RSC value proposition for our clients through innovation, technical expertise and highly effective and efficient execution which will directly impact the clients’ financial strategies and...

As the Direct Bill Supervisor, you will assume a pivotal role in overseeing the Direct Bill team while managing crucial relationships with offshore teams, carriers, brokers, and senior-level business operations. In this role, you will oversee the Direct Bill team and be accountable for the accuracy and efficiency of commission processing, reconciliations, and revenue management across Property & Casualty (P&C) and Life & Health (L&H) lines. You will act as the escalation point for issues. This role plays a key part in enhancing processes, developing training plans, and ensuring the health of the Direct Bill subledger. Additionally, you will define and track productivity metrics, lead team meetings, and provide coaching and mentorship to staff. *Please Note: This position is remote, but occasional travel may be required for training, meetings, and collaborative activities. The role also involves frequent overtime, particularly during month-end, year-end, and...

The ideal candidate will contribute to the growth of revenue by serving as a trusted advisor and technical specialist supporting captive insurance program development, actuarial analysis, feasibility studies, and ongoing captive operations. This role requires strong knowledge of exposure data collection, loss analysis, actuarial concepts, and captive insurance structures. The ideal candidate is a self-starter with deep experience across Workers’ Compensation (WC), Auto Liability (AL), General Liability (GL), and Professional Liability (PL) risks. Your Impact: Provide Actuarial & Analytical Support Gather and validate exposure data including payroll, sales, mileage, and other key business indicators used in actuarial modeling. Review insurance policies and loss runs, perform trend analysis, and interpret loss payment patterns and loss development consistent with captive feasibility and reserving practices. Contribute to actuarial components of feasibility studies...

The Senior Stop Loss Claims Auditor conducts detailed audits of high-complexity claims files to ensure compliance, accuracy, and adherence to company procedures and regulatory requirements. Your Impact Perform in-depth claims file reviews for accuracy and compliance. Document findings and provide recommendations for corrective action. Identify trends and collaborate with departments to improve claim practices. Support audit reporting and analytics. Successful Candidate Will Have Bachelor's degree preferred; CPCU, AIC, or other insurance certifications a plus. 4 - 6 years of claims or audit experience. Strong understanding of claims handling and insurance regulations. Analytical, organized, and skilled in Excel/audit systems. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid...

The Team Lead of Benefits Consulting is responsible for guiding a team of benefits consultants, directing them in delivering effective benefits solutions to clients. This role involves analyzing client needs, providing strategic direction, and ensuring high-quality service delivery. The Team Lead will collaborate with cross-functional teams and support business development efforts to enhance client satisfaction and drive growth. Your Impact Supervise and mentor a team of benefits consultants, fostering a collaborative and high-performance work environment. Assess client needs and industry trends to develop tailored benefits strategies. Ensure compliance with applicable regulations and best practices in benefits administration. Collaborate with clients to implement and optimize benefits programs that enhance employee engagement. Serve as a primary point of contact for client inquiries, providing expert guidance and support. Contribute to business development initiatives by...