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Senior Analyst jobs at Brown & Brown

- 1313 jobs
  • MSA Solutions Analyst

    Brown & Brown 4.6company rating

    Senior analyst job at Brown & Brown

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. SummaryPrepares future medical cost projections and Medicare Set-aside Allocation reports. Interacts regularly with customers providing excellent customer service. Communicates daily with internal teams at IMPAXX.Essential Duties and Functions Reviews and analyzes medical records, claim file documents, hearing orders, and depositions for preparation of allocation reports. Researches Medicare coverage, jurisdictional, and regulatory guidelines. Communicates frequently and effectively with Team Leader, Coding Team, Clinical Director, and Referral Coordinators. Reviews resources on the Analyst iPortal and IMPAXX Intranet frequently, including customer handling instructions. Ensures thorough and accurate file documentation including data entered into MyConnect. Prepares future medical cost projections and Medicare Set-aside Allocation reports. Responsible for data entry into the medical tab for development of allocation preparation. Communicates with customer as needed for clarification of outstanding information needed to complete the allocation report requested. Provides rationale for allocation and identify mitigation opportunities. Reviews auto-MyConnect pricing function to ensure accuracy. Proofreads both calculation and summary generated. Provides feedback for possible improvements to workflow processes within the MyConnect system. Delivery of allocation report to customer identifying exposure and mitigation opportunities. Responds to direct inquiries from customer regarding delivered allocations or other MSP compliance questions from customer or facilitate the direction to the appropriate team. Reviews, analyzes, and communicates CMS counter opinions as assigned. Produce a minimum of 1.2 allocation reports per day based on a fiscal month end average. Maintains confidentiality and security of all medical records received and reviewed Any other duties as may be assigned. Qualifications/ RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Required Qualifications 3-5 years of experience with Workers' Compensation or Liability claims One of the following (multiple areas preferred): Bachelor Degree (preferred) Juris Doctorate (JD) Bachelor Degree Nursing, Registered Nurse (RN) License with 3-5 years clinical nursing experience Paralegal Certificate Claims management experience - three to five years MSA Analyst experience Proficiency with MS Office Suite Accurate typing skills and proficiency Excellent telephone demeanor Ability to work additional hours or a flexible schedule based on occasional increased work demands Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $68k-97k yearly est. Auto-Apply 5d ago
  • Agency Consultant

    Horace Mann 4.5company rating

    Ripon, WI jobs

    Horace Mann is a purpose-driven company that is passionate about educators. The Agency Consultant will lead and consult with new agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This field leader position will require extensive travel, 80% of the time. This position reports to the Agency Consultant Executive. Job Responsibilities: Articulate the HM story and value proposition. Build and maintain the agent/agency relationship with the Company. Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production. Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination. Connect Horace Mann capabilities with local market and/or agent opportunities. Coach and assist agents with agency business planning to achieve targeted agency results. Lead agent growth through school access programs, association relationships, and marketing strategies. Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability. Leverage available growth programs with agents in marketplace. Joint work with new agents to show how to execute in-school activities, sales presentations, etc. End agent engagements for underperforming agents Coordinate with recruiting function on agent pipeline Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents. Travel >80% Education & Experience: Business degree or equivalent experience 3+ years in successful field or agency experience Licenses: P&C, L&H; no securities training will be performed. Strong business knowledge with ability to develop effective internal relationships across business functions Pay Range: Base Salary: $89,000 - $114,000 Target Incentive: $60,000 (0-200%); subject to annual review Note: Salary is commensurate with experience, location, and other relevant factors #vizi #LI-JC1 #IND1 #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy
    $89k-114k yearly 3d ago
  • Business Analyst

    Oscar 4.6company rating

    Santa Clara, CA jobs

    We are seeking an experienced Business Analyst with strong expertise in Configure, Price, Quote (CPQ) systems or Service Order Management (SOM). The ideal candidate will have hands-on experience in one or more of the following platforms: Steelbrick CPQ (Salesforce CPQ) Callidus CPQ ServiceNow SOM This Business Analyst role requires a deep understanding of end-to-end Opportunity-to-Order processes, including requirements gathering, process documentation, workflow analysis, and collaboration with cross-functional teams to enable seamless business operations. Key Responsibilities: Gather, analyze, and document business requirements related to CPQ or SOM systems. Evaluate current processes and identify areas for optimization within the Opportunity-to-Order lifecycle. Collaborate closely with technical teams, product owners, and business stakeholders to ensure requirements are clearly understood and implemented effectively. Support system enhancements, configuration updates, and integration efforts. Assist with testing, validation, and user acceptance processes. Prepare detailed process flows, functional documents, and reporting as needed. Qualifications: Proven experience as a Business Analyst working with Steelbrick CPQ, Callidus CPQ, or ServiceNow SOM. Strong understanding of end-to-end sales and order management processes. Excellent analytical, communication, and documentation skills. Ability to work independently in a remote environment and manage multiple priorities. Recap: Location: Fully Remote Type: 6-month Contract (with potential to extend) Rate: will vary dependent on relevant experience If you think you're a good fit for the role, we'd love to hear from you!
    $87k-122k yearly est. 5d ago
  • Workday Financials Analyst

    Oscar 4.6company rating

    Atlanta, GA jobs

    Job Title: Technical Financial Analyst (Workday) Compensation: $125,000-$140,000 base + 9% annual bonus Schedule: Full-time, Hybrid About the Role We are supporting a leading organization in Atlanta seeking a Technical Financial Analyst with strong Workday Financials expertise. This role bridges finance and technology, ensuring business processes are optimized through effective Workday configuration, reporting, and integrations. You'll partner with finance and technology teams to deliver scalable solutions and drive process improvements. Key Responsibilities Configure Workday Financials modules supporting Q2C, OTC, P2P, and RTR processes. Develop reports, dashboards, and calculated fields to meet business needs. Perform and manage EIB imports while ensuring data integrity. Collaborate across teams to gather requirements, design solutions, and support enhancements. Document workflows and manage tasks using Jira, Confluence, SharePoint, and Visio. Provide support, training, and troubleshooting for Workday Financials. Stay current on Workday releases and recommend improvements. Qualifications 5+ years of experience in a Financial or Technical Analyst role with a focus on Workday Financials. Strong understanding of finance processes (Q2C, OTC, P2P, RTR). Hands-on experience with Workday configuration, reporting, and EIB imports. Proficiency with Jira, Confluence, SharePoint, Visio, and MS Office. Excellent communication and stakeholder management skills. Workday certifications preferred but not required. What's in it for You Base salary of $125,000-$140,000 plus 9% annual bonus. Hybrid schedule (3 days onsite, 2 remote). Collaborative environment with professional growth opportunities. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.
    $125k-140k yearly 4d ago
  • Senior BCM Analyst

    Tokio Marine North America Services 4.5company rating

    Pennsylvania jobs

    Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster. Essential Job Functions: Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements. Leads incident management for any type of natural, man-made or technological disaster. Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event. Participates in post-incident reviews and contributes to continuous improvement efforts. Communicates effectively with senior executives and leaders during crisis and emergency situations. Gathers and analyzes information; supports resolutions to address business issues for a specific business group. Tests multi-dimensional plans with various operational departments throughout group companies. Evaluates vendors, makes recommendations, and implements vendor requirements. Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas. Develops and leads tabletop exercises and training for group companies. Develops plans and procedures for the BCM Crisis Management Center. Manages efficient and effective usage of tools and integration with other tools as necessary. Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans. Qualifications: Bachelor's degree is preferred (preferably in Emergency Management or Business). A Business Continuity certification preferred. 7+ years of relevant experience. Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided. Ability to weigh business needs and articulate these needs to management. Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred. Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred. Performs special projects and other duties as may be assigned. Strong customer service orientation, responsive, consultative, collaborative and accurate. Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement. Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines. Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner. Strong analytical ability with the capability to determine the root cause of problems and issues Salary range $94,000 to $115,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
    $94k-115k yearly 2d ago
  • HRIS Senior Analyst - Workday

    Hays 4.8company rating

    Miramar, FL jobs

    This role supports HR, Payroll, Talent, and Recruiting teams by administering and optimizing Workday Human Capital Management (HCM) modules. The ideal candidate will have deep Workday expertise, strong customer service orientation, and the ability to thrive in a fast-paced, collaborative environment. Key Responsibilities: Administer and support Workday HCM modules such as Benefits, Payroll, Recruiting, and Talent. Develop and maintain business processes, documentation, and user support materials. Conduct thorough testing and validation of system changes and enhancements. Provide Tier 3 support for a large employee user base. Collaborate with internal stakeholders across HR, Talent Acquisition, Payroll, and Benefits. Partner with audit teams to ensure compliance with key controls. Participate in requirements gathering, process mapping, and functional documentation. Support project delivery including testing, training, and stakeholder coordination. Track and report customer service metrics; contribute to continuous improvement initiatives. Qualifications & Skills: Minimum 5 years of experience in HR, Payroll administration, or Benefits practices. Experience supporting HRIS systems; Workday experience strongly preferred. Familiarity with one or more Workday modules: Benefits, Core HR, Integrations, Talent, Recruiting, Payroll, or Advanced Reporting. Strong attention to detail and ability to manage multiple priorities. Excellent verbal and written communication skills. Self-starter with a sense of urgency and ability to work under pressure. Professional demeanor with the ability to build relationships across departments. Ability to maintain confidentiality and work independently with minimal supervision. Comfortable working in a global, fast-paced environment with shifting responsibilities. Experience working with audit teams to ensure compliance with internal controls.
    $70k-93k yearly est. 4d ago
  • Business Analyst

    The Phoenix Group 4.8company rating

    New York, NY jobs

    Technology Business Analyst / Data Analyst We are seeking a skilled Technology Business Analyst / Data Analyst to join our technology organization. The role focuses on gathering business requirements, delivering technical solutions, and supporting adoption of technology solutions that optimize business processes. The analyst will work closely with internal teams, stakeholders, and external vendors. Responsibilities Analyze business processes, systems, and workflows to identify opportunities for improvement. Gather and document business requirements, user stories, and use cases. Translate requirements into technical specifications and solution designs. Design scalable, reliable, and high-performance software solutions. Define system architecture, including data models, application layers, integration points, and interfaces. Lead and participate in cross-functional project teams to deliver solutions on time and within budget. Create project plans, schedules, and resource allocations; track progress and manage risks. Collaborate with developers, QA teams, and stakeholders to ensure alignment between business needs and technical solutions. Execute manual UAT and production testing to validate functionality and data accuracy. Maintain documentation and support team knowledge sharing. Experience Level Domain experience in asset management or similar industries, with familiarity in investment workflows and data flows. Proven experience as a Business Analyst or Software Architect in technology-driven environments. Strong understanding of Agile or Scrum methodologies. Proficiency in business process modeling, requirements elicitation, and documentation. Strong analytical, problem-solving, and decision-making skills. Excellent communication and interpersonal skills to collaborate across teams. Willingness to participate in on-call rotations and after-hours support. Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $72k-103k yearly est. 3d ago
  • ERP Data Migration Consultant

    Oscar 4.6company rating

    Lakewood, CO jobs

    Oscar is working with a leading ERP Advisory firm that is looking for an experienced ERP Data Migration Consultant to join their team. As the ERP Data Migration Consultant, you will be responsible for extracting, transforming, and loading legacy data into modern ERP platforms such as NetSuite, Microsoft Dynamics, Acumatica, and others. The ideal candidate is skilled in ETL processes, data mapping, cleansing, and scripting, and is comfortable collaborating directly with clients and cross-functional teams. Key Responsibilities: Develop and maintain ETL scripts to extract, transform, and load data between legacy and ERP systems. Access client legacy systems and convert raw data into structured database formats. Map source data fields to target ERP data structures. Cleanse, verify, and validate data using advanced SQL queries to ensure accuracy and quality. Build SQL stored procedures to convert and prepare legacy data for new ERP environments. Document and optimize data transformation steps and processes. Automate data processing tasks using Microsoft SQL Server tools and scripting. Load validated and transformed data into client ERP systems. Coordinate with Accounting, Operations, and IT teams to ensure technical processes align with business objectives. Deliver accurate, high-quality data migration results within project timelines. Collaborate regularly with the EAG Data Migration team and client stakeholders. Maintain clear communication with the consulting team to support seamless project execution. Qualifications: Bachelor's degree in Business Administration, Information Technology, Computer Information Systems, or a related discipline. 2-4+ years of hands-on experience with SQL Server or MySQL. Experience with Microsoft Access and application development tools. Exposure to leading ERP systems such as NetSuite, Microsoft Dynamics, Acumatica, Infor, Epicor, Sage, Oracle, Workday, etc. Knowledge of business processes in Accounting, Manufacturing, Distribution, or Construction. Advanced proficiency in Microsoft Office applications (Excel, Word, PowerPoint). Professional, approachable, and confident communication style. Recap: Location: Lakewood, CO (Hybrid) Type: Full time Permanent Rate: $80k - $150k annual salary dependent on relevant experience If you think you're a good fit for the role, we'd love to hear from you!
    $80k-150k yearly 1d ago
  • E-Discovery Technology Analyst

    The Phoenix Group 4.8company rating

    New York, NY jobs

    We're looking for a detail-oriented professional to join our Legal Technology team. In this role, you'll help design, test, and implement tools that make litigation workflows more efficient, from document review and case management platforms to AI-driven analytics and data automation. What You'll Do Support case teams with technology solutions for document review, data processing, and case management. Build and maintain automated workflows using low-/no-code tools and scripting. Partner with internal teams to customize solutions and ensure seamless integration into legal processes. Troubleshoot and resolve technical issues, manage file transfers, and handle structured/unstructured data. Provide training, documentation, and guidance to users on best practices. Contribute to eDiscovery processes, including data collection, processing, review, and production. Experiment with emerging AI and analytics tools to improve legal technology services. What We're Looking For Experience with litigation support or eDiscovery platforms (e.g., Relativity, Nuix, LAW, etc.). Solid background in data handling, automation, or database administration. Familiarity with scripting (Python, Java) and text/data manipulation techniques. Understanding of analytics tools such as TAR, email threading, or concept analysis. Strong problem-solving skills and the ability to explain technical ideas in plain language. Excellent communication, organizational, and project management abilities. Bachelor's degree in Computer Science, Data Analytics, Information Systems, or related field. At least 5 years' experience working with litigation data or database platforms. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $82k-108k yearly est. 4d ago
  • Wellness Consultant

    Blue Cross & Blue Shield of Mississippi 4.3company rating

    Gulfport, MS jobs

    **This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
    $73k-97k yearly est. 1d ago
  • Wellness Consultant

    Blue Cross & Blue Shield of Mississippi 4.3company rating

    Jackson, MS jobs

    **This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
    $74k-98k yearly est. 1d ago
  • Wellness Consultant

    Blue Cross & Blue Shield of Mississippi 4.3company rating

    Meridian, MS jobs

    **This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
    $73k-97k yearly est. 1d ago
  • Placement Consultant

    Marsh McLennan Agency 4.9company rating

    Dallas, TX jobs

    ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
    $72k-103k yearly est. 4d ago
  • Wellness Consultant

    Blue Cross & Blue Shield of Mississippi 4.3company rating

    Southaven, MS jobs

    **This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
    $72k-96k yearly est. 1d ago
  • Investment Analyst Sr

    Country Financial 4.4company rating

    Bloomington, IL jobs

    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 At COUNTRY Financial, our Private Credit Analyst works in the Insurance Investments group of COUNTRY Trust Bank and will research investment ideas for inclusion in investment portfolios. The role acts as a member of the Private Credit team with a primary focus on sourcing, diligence, monitoring, and reporting of private credit commitments. • Sourcing activities will primarily include managing relationships with placement agents and other intermediaries relevant to the private credit market. • Diligence activities include participating in calls with managers, analyzing various fundraising materials, preparing materials for onsite diligence sessions, calling references, documenting conversations & meetings, preparing investment memos, and assisting with negotiating legal terms. • Monitoring activities include periodic calls with managers, reading quarterly manager reports, and potentially attending annual meetings. • Reporting activities include updating the CRM system with notes from calls & meetings, preparing reports for senior management, and preparing reports for the fixed income team. • Additional responsibilities may include assisting with research of other asset classes.How does this role make an impact? Assists Portfolio Managers, as part of a collaborative team environment, with security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies to implement the appropriate investment policies of the organization. Contributes to overall investment policy decisions and helps to prepare reports and presentations. May participate in the Asset Allocation Committee, Stock Selection Committee, and/or Mutual Fund Selection Committee. Researches and analyzes assigned projects. Develops skills, experience, and industry knowledge and determines direction for personal career development. Do you have what we're looking for? Prior investment experience in Fixed Income and Alternative Investments Chartered Financial Analyst (CFA) designation or progress towards completion is preferred Prior experience in analyzing investments for the purpose of making investment decisions Typically requires 7+ years of relevant experience or a combination of related experience, education and training. Base Pay Range: $94,000-$129,250 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today!
    $94k-129.3k yearly Auto-Apply 60d+ ago
  • 2026 Guardian Summer Intern, Artificial Intelligence Business Analyst

    Guardian Life Insurance Company 3.2company rating

    Boston, MA jobs

    2026 Guardian Summer Intern, AI Business Analyst Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian. Internship Dates: The internship program will run from Thursday, May 28, 2026 - Friday, August 7, 2026. We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on Friday, November 14, 2025, at 11:59PM ET or when role(s) have been filled, whichever comes first. You are: A rising senior (graduation date of May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment. Location (housing is not provided): Boston, MA You have: A basic understanding of AI A major in a technology related discipline (AI, ML, Comp science related course) A strong analytics background You will: Have the opportunity to learn how technology supports Guardian's Group Benefits customer service Have the opportunity to learn and quantify Broker Plan holder interactions in Group Benefits via our digital assistant Have the opportunity to analyze and report on Generative AI based solutions in Group Benefits customer service Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings Build a network of colleagues and have a sense of community with other interns and other parts of the business Think broadly and ask questions about data, facts and other information Be a self-starter - someone who enjoys “rolling up their sleeves and getting things done”, has high energy, strong work ethic, displays the ability to work independently, and is creative We offer: Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent Employee Resource Groups that advocate for inclusion and diversity in all that we do Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability Eligibility: Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position. You must be available for the full program dates of the internship program. If you have any questions regarding the application process, please feel free to email Guardian_***************. Salary Range: $20-$35 per hour Salary Range: $20.00 - $35.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $20-35 hourly Auto-Apply 60d+ ago
  • Oliver Wyman - Business Strategy & Innovation-Focused Principal - P&C

    Marsh McLennan Agency-Michigan 4.9company rating

    New York, NY jobs

    Company:Oliver WymanDescription: The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness, and clear communication. The Property and Casualty Consulting Practice assists insurance companies, self-insured corporations, government entities and other organizations with all aspects of managing property and casualty insurance exposures. We guide P&C clients on their qualitative and quantification of risk and loss exposures, and offer advice on a range of issues, from external business strategy and internal risk management to economic capital modeling and new product development. Job Description Job Title: Principal - Property & Casualty Office/Regions available: Northeast Region Reports to: Global Strategy & Innovation Leader and Region Leader Oliver Wyman is currently seeking an experienced consultant to join the Property & Casualty Actuarial Consulting Practice as a Principal. The successful candidate will partner with the region leader to develop and implement a business development plan that strategically leverages the region's colleagues and the firm's full suite of offerings to grow the business. The candidate will also have significant impact on the engagement and interaction with Oliver Wyman's clients, which include self-insured corporations, captive insurance companies, (re)insurers, investment firms, state regulators, and healthcare providers. The successful candidate will be responsible for but not limited to the following. Own the business development plan and revenue target for the relevant P&C region with a focus on large account pursuits. Supervise business development collaboration with senior managers and Principals while establishing and maintaining knowledge of BD-related engagements across the P&C Practice (e.g., pipeline, marketing content, expertise, etc.). Work within the Global Strategy & Innovation team to create and deliver content for monthly updates of business development activity by region, keeping the business leaders updated on activity. Work collaboratively within the Global Strategy & Innovation team, and with others across the P&C Actuarial group to develop and enhance the team's strategies for business growth, new business and practice creation, solution development and sales, and service delivery refinement. Identify and encourage the development of subject matter experts in their chosen fields. Review and validate client deliverables, ensuring technical accuracy and integrity on various analyses, templates, and exhibits. Mentor staff, fostering career and professional growth. Prepare and deliver high-quality exhibits and written reports to effectively present findings and recommendations to clients. Develop and strengthen client relationships and drive business development activities, including guiding the preparation of proposals and presentations for prospective clients. Qualifications and Desired Skills Demonstrated ability to lead and manage relationships with clients. 10+ years of consulting experience focused on Property and Casualty clients, including self-insureds, captives, and (re)insurers. Strategic thinker, who brings creative solutions and drive to create new business opportunities and grow existing practices Exceptional organizational skills, with proven ability to prioritize and manage multiple projects in a fast-paced work environment. Excellent written and verbal communication skills, with the ability to build strong relationships with clients, colleagues, and industry stakeholders. Proven ability to foster a culture of inclusiveness, innovation, and continuous improvement within the practice and across the broader organization. Willingness to travel as needed to support client engagements and business development activities. Self-motivated, self-directed, and proactive with a demonstrated ability to develop client-oriented solutions. Collaborative team player capable of working effectively in a cross-functional environment. ACAS/FCAS credentials beneficial, but not required Why Work for Us The Actuarial Practice of Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts, and veterans of military service at Oliver Wyman. Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan. For more information, please visit our website at ****************************** About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than seventy cities across thirty countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who collaborate with clients to optimize their business, improve their operations, and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. The applicable base salary range for this role is $188k -$400k. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
    $91k-123k yearly est. Auto-Apply 60d+ ago
  • Investment Management - Senior Investment Analyst/Strat-US

    Talcott Financial Group, Ltd. 4.6company rating

    New York, NY jobs

    The Talcott Investment Analytics Strat role is an investment analyst that specializes in data management, investment analytics, program management, digital product design, in addition to quantitative sciences, fostering collaboration between investment subject matter experts and technologists, to help make Talcott's Investment function best in class in the Insurance Asset Management business. The Strat team supports Credit and Structured Credit Analytics, Strategic Asset Allocation function, Asset Liability & Balance Sheet Management, Investment Compliance & Reporting, and Investment Data Architecture. As a Talcott Strat, you will be working in a small team where priorities often change, juggling both project work and business as usual delivery. While being a member of the Investments Team, you will be collaborating with the Technology team to bridge the gap between Investments and Technology. Primary Responsibilities: Business Solutions: Develop analytics and dashboards that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, strategic asset allocation, hedging, portfolio and manager performance measurement, compliance. End to end Data Architecture: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform. Data & Analytics: Develop analytic methods and tools to transform and aggregate data to assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks Data Management: Identify and integrate vendor tools/data to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP) Report Automation: Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction. Program Management: Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality. Qualifications: Outstanding background in investment data & analytics 5+ years. of development experience supporting investment/finance end-to-end system architecture. Programming expertise in MS SQL. Proficient with MS Power BI (Python a plus) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts, and able to communicate with senior leaders/portfolio managers. Creativity and strong problem-solving skills Ability to work independently and in a highly collaborative team environment. Understanding of capital markets and capital markets products Understanding liability-driven investing (especially insurance liabilities) is a plus. Awareness / understanding of various risk and risk capital frameworks.
    $99k-155k yearly est. 37d ago
  • Senior Analyst, Investment Accounting

    Global Atlantic Financial Group Limited 4.8company rating

    Boston, MA jobs

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $80k-110k yearly Auto-Apply 5d ago
  • Sr. Financial Analyst

    Brown & Brown 4.6company rating

    Senior analyst job at Brown & Brown

    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 Sr. Financial Analyst to join our growing team in Daytona Beach or Orlando, FL. Reporting to the Director of FP&A, the Sr. Financial Analyst will assist the FP&A team primarily in the areas of budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives. This role will be responsible for data analytics, metrics optimization and the implementation of new policies, procedures and initiatives, as well as, creating a business partnership with teammates across supported Profit Center's in Arrowhead Intermediaries. How You Will Contribute: Mentor and train financial analysts. Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported Profit Centers. Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances. Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance. Review/Prepare budgets and forecasts across supported Profit Centers. Partner with Profit Center Leaders and senior leadership to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence. Develop and maintain strong working relationships with Finance team, Profit Center Leaders, Senior Leaders, Accounting Centers Of Excellence, and operational teams throughout the organization. Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity. Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings. Assist with creation of PowerPoint presentations to senior leadership for both internal and external purposes that bring the data to life through compelling visualizations. Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Data Warehouse, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Intermediaries. Other duties as assigned. Skills & Experience to Be Successful: A minimum of 5+ years of experience in an analyst role. Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth. Bachelor's degree in Finance, Accounting or related business discipline; Master's degree preferred but not required. FPAC or CFA designation preferred but not required Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint. Proficiency in Microsoft Power BI preferred but not required. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $61k-77k yearly est. Auto-Apply 21d ago

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