24 senior financial reporting consultant jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As a Business Delivery Requirements Lead, you will play a versatile & vital role in bridging the gap between business needs and IT solutions. Your focus will be on understanding business processes, eliciting business requirements, and translating them into clear, actionable documentation for development teams. You will act as a liaison between stakeholders, ensuring that solutions meet business objectives while adhering to project timelines and quality standards. As business demand and priorities...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA is a market leader in insuring skilled nursing, assisted living and independent living facilities and this role will support the business and interact closely with internal business partners such as Underwriting, to share claim insights that aid in good underwriting decisions. Our Healthcare Claims team is seeking a Complex Claims Consultant to support our Aging Services segment. This individual contributor role is responsible for the overall investigation and management of Aging Services claims in multiple states. Recognized as a technical expert in the interpretation of complex or unusual policy coverages in area of expertise. Under general management direction, works within assigned...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Director, Business Delivery – Role Addendum (Pet Operational Excellence) This position can be fully remote for the right candidate. In addition to the core Director, Business Delivery job description, the following role-specific expectations apply for Pet Operational Excellence. Scope & Team Lead a team of 6–10 associates (mix of delivery leaders/analysts) with clear accountability for performance, development, and engagement. Operate as a hands-on delivery leader – able to move...

The Large-Market Senior Account Manager is responsible for supporting an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a larger book of business with more complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state...

Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Orange, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite,...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Los Angeles, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Woodland Hills, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Napa, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite,...

Job Description: Providing for   loved ones, planning   rewarding   retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.   It’s   a big ask, but   it’s   one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because   it’s   the right thing to do. Pacific Life is more than a   job,   it’s   a career with purpose.   It’s   a career where you have the support, balance, and resources to make a positive impact on the future ,   including your own.     We are seeking a   Strategic Workforce Planning   Senior   Analyst   to join our People Experience (PX) team in Newport Beach, CA, reporting to the Director, Workforce Planning.     This is an individual contributor role focused on supporting and strengthening...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Under broad supervision, conducts risk control assessment, evaluation, consulting, code compliance inspections, and technical support for prospective, new and renewal business. Must possess a National Board of Boiler and Pressure Vessel Inspectors (NBBI) Commission, or demonstrate the ability and willingness to obtain certification within a defined timeframe. For those with no prior insurance experience, we are open to candidates with prior or current experience as stationary equipment or boiler operators, maintenance personnel, or facility engineering background. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: • Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves • Review experience reporting for accuracy • Collaborate with consultants and account teams to prepare and deliver client financial presentations • Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions • Manage and oversight of underwriting support team • Renew and market carriers for assigned book of business • Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves Review experience reporting for accuracy Collaborate with consultants and account teams to prepare and deliver client financial presentations Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions Manage and oversight of underwriting support team Renew and market carriers for assigned book of business Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness Analyze...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHO WE ARE Breaking Boundaries for 25 years—and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored...

The Senior Aviation Account Manager is responsible for the day‑to‑day client servicing and technical support for an assigned book of aviation clients. This may include airports, FBOs, MROs, fleet operators, private clients, rotor‑wing, aerospace manufacturers, product liability accounts, hangar operators, non‑owned aviation, and other related specialty exposures. The Senior Account Manager partners closely with the Producer or Account Executive who drives overall client strategy, placement, and business development. The role requires a strong understanding of aviation insurance, underwriting requirements, key operational exposures, and communication with flight departments, maintenance teams, and aviation underwriters. Your Impact: Renewals & Marketing: Lead renewal strategy and execution, including market selection, exposure and loss analysis, data gathering, application and submission prep, proposal delivery, carrier negotiation, and binding. Account & Client...

PLEASE NOTE: This is a HYBRID position that will require 1-3 days/week in one of our following California office locations: Irvine, Burlingame, Glendale, Santa Rosa, Sacramento. The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth – client expansion – on their personal book of...