886 employee benefits financial consultant jobs found

Job Description: We are looking to add a Financial Consultant to join our Innovative Captive Strategies team in. This team member will support the financial planning and analysis functions for captive clients, focusing on data analysis, financial modeling, and regulatory compliance. Essential Responsibilities: Running and analyzing monthly financial reports (MFSR), presenting complex reporting results, and participating in the development of financial reporting enhancements and new CLUE reporting. Developing and enhancing client budget, financial, and clinical analysis tools, building and maintaining models to support client teams, and mentoring junior staff. Recommends strategic and tactical initiatives based on data, runs and analyzes IBNR results, attends client meetings with occasional travel, and articulates the impact of market conditions and compliance regulations on client plans. Project management for complex financial/reporting projects and performing...

Job Description: We are looking to add a Financial Consultant to join our Innovative Captive Strategies team in Waukee, IA or Dallas, TX . This team member will support the financial planning and analysis functions for captive clients, focusing on data analysis, financial modeling, and regulatory compliance. Essential Responsibilities: Running and analyzing monthly financial reports (MFSR), presenting complex reporting results, and participating in the development of financial reporting enhancements and new CLUE reporting. Developing and enhancing client budget, financial, and clinical analysis tools, building and maintaining models to support client teams, and mentoring junior staff. Recommends strategic and tactical initiatives based on data, runs and analyzes IBNR results, attends client meetings with occasional travel, and articulates the impact of market conditions and compliance regulations on client plans. Project management for complex financial/reporting...

In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs Help manage a book of business (> 100 ee's or complex accounts) in tandem with Producers and the Account Executives Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach Manage carrier/vendor relationships for cost management...

About us: At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. Key Responsibilities and Expectations for this role include: Client Commitment Accountable for the success of all client relationships Effective communicator with clients and internal staff Fosters effective carrier relationships. Confident presenter during client engagements Quarterback client deliverables and effectively manages projects. Holds team members accountable to deadlines. Clear understanding of the OE strategy and communications...

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...

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 Consultant to join our growing team in Rochester, NY .   The Employee Benefits Sales Executive role in Rochester, NY is a crucial role in helping businesses secure their futures through comprehensive insurance solutions.   How You Will Contribute Actively pursue new client prospects through innovative outreach strategies like telemarketing, networking, and personal referrals. Sell and renew group health insurance products, including Medical, Dental, Vision, and more, to provide tailored solutions for your clients. Manage onsite enrollment meetings, ensuring a seamless experience for employees and fostering long-term relationships. Work closely with account management teams to drive cross-selling strategies and create synergies across our...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI . 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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. 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. Prepares client renewal documents and saves...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $1.5B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including Boston, NYC, Atlanta, Dallas, Columbus, Richmond, Chicago. What you will do: We are seeking a skilled and experienced Risk Management Consultant to join our team. As a Risk Management Consultant, you will provide high level services to our policyholders, including safety training and participating in safety meetings. You will also be responsible for completing underwriting survey reports in a timely and complete manner, as well as providing quality safety services to our policyholders. Your expertise will help us improve...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will primarily support the creation and delivery of Plan Sponsor and Consultant reporting for our Retirement Solutions customers. It is an expectation that this position will become proficient in utilizing Microsoft Power BI and understanding our DCdirect recordkeeping system data. It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. This role does not qualify for...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a hybrid role based out of our Columbus, OH location. The team comes into the office 3 days a week and works from home 2 days. #LI-AZ1 Job Description Summary Are you intrigued by every aspect of the investment business – from mutual funds to securities lending to the markets and beyond? Has your education, skills and professional experience prepared you to oversee all the essential work that delivers high quality investment services and substantial returns? If you are excited about putting your higher-level thinking to work in fund management, we’d...

If you’re passionate about innovation and love working in an environment where you can constantly improve and adopt new technologies to drive business results, then Nationwide’s Information Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will be filled in a hybrid capacity, with in-office collaboration in our Columbus, OH office 2 days per week. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Senior Consultant Software Engineering Leader (SEL) – Internal AI for Technology We are seeking a Senior Consultant Software Engineering Leader to lead experimentation, prototyping, and validation of AI and automation solutions across the software development lifecycle (SDLC), with a focus on...

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, investment and technology 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:   The Program Support Consultant (PSC) provides high quality and proactive support of the Regional Program Leader (RPL), working closely with that role to understand the support and resources required to meet credit union needs and is responsible for the project management and coordination of initiatives and...

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...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, 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: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Dallas, TX . 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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. 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. Prepares client renewal documents and saves...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty 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: 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 are...

Description Summary: Huntington is looking for qualified candidates to become Human Resource Case Managers. Duties & Responsibilities: Investigate complaints that come to the team via the Ethics Line, Managers, Colleagues, Customer Advocacy Team, or any other group.   Conduct investigations into a variety of allegations including harassment, discrimination, policy violations, retaliation, sales practice concerns. After interviews with the appropriate colleagues, work with the legal team, Customer Advocacy, Sales Practice Team, Employee Relations Director to make a recommendation as to next steps.   If disciplinary actions are recommended, work with the management team to ensure completion.   Consistently document decisions in the Case Management system to keep with best practices and to minimize risk and litigation.   Analyzes trends and recommends solutions to foster a culture of continuous...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We are seeking a highly skilled Process Management Consultant to join our team. This role involves utilizing expertise in process design, development, configuration, customization, deployment, maintenance, and updating of processes and procedures. The ideal candidate will manage day-to-day operations of business and systems processes, consult on process redesign initiatives, and provide recommendations for continuous improvement. Desired Skills and Capabilities: Expertise in process design, development, configuration, customization, deployment, maintenance, and...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We are seeking a highly skilled Process Management Consultant to join our team. This role involves utilizing expertise in process design, development, configuration, customization, deployment, maintenance, and updating of processes and procedures. The ideal candidate will manage day-to-day operations of business and systems processes, consult on process redesign initiatives, and provide recommendations for continuous improvement. Desired Skills and Capabilities: Expertise in process design, development, configuration, customization, deployment, maintenance, and...