Financial Consultant, Underwriting

🔥 1 minute ago

🐊 Florida – Remote

infoinfo

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Alliant Insurance Services

Alliant Insurance Services

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Execute advanced pricing and analysis requests • Lead development and management of assigned underwriting and analyst teams • Act as subject matter expert in underwriting, special pricing, and marketing projects • Meet with clients and Financial & Underwriting teams to define and accomplish projects • Assist in determining team strategic goals, resource planning, education/training needs, policy development, and business growth • Manage relationships with insurance carriers, external consultants, third-party administrators, and vendors • Analyze actuarial plan values using relevant software for pricing and analysis • Modify and customize underwriting models and reporting templates to meet customer needs • Lead client underwriting projects and present analyses to clients • Assist Producers with prospecting activities, RFP responses, finalist presentations, and follow-up • Maintain data tracking and reporting for financial management, underwriting models, client reports, and analytical deliverables • Obtain claim data through carrier data and reporting systems • Analyze and challenge insurance company renewal calculations for fully insured Health, Dental, and Vision contracts • Engage in education on underwriting knowledge, market trends, and regulatory developments • Ensure accuracy, timeliness, timeline management, and deadline completion • Address and respond to correspondence • Lead training development and execution on underwriting and analysis topics • Mentor Financial & Underwriting team members • Maintain complete and accurate agency management system data

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Eight (8) or more years of related work experience • One (1) or more years of management experience leading a team of at least 3 individuals • Must continue to meet Continuing Education requirements for license renewal • Valid Insurance License within 90 Days • Proficient in Microsoft Office Suite • Advanced MS Excel skills required • Excellent verbal and written communication skills • Excellent problem solving and time management skills • Good customer service skills, including telephone and listening skills • Excellent planning, organizational, and prioritization skills • Ability to work within a team and foster teamwork • Ability to completely manage mid-level and large projects and lead assigned teams to complete goals • Ability to work productively as an individual • Ability to prioritize work for multiple projects and deadlines

🏖️ Benefits

• Continuing Education requirements for license renewal

Apply Now

Similar Jobs

🔥 2 hours ago

Flosum

201 - 500

🤝 B2B

☁️ SaaS

SaaS financial analyst measuring revenue, retention, margins, and forecasts for Flosum, a Salesforce-native DevOps and data protection platform. Building unified Salesforce–QuickBooks metrics for CEO and investor decisions.

🔥 2 hours ago

Nautilus Solar Energy, LLC

51 - 200

⚡ Energy

Director of FP&A leading financial planning, community solar performance analysis, and AI-enabled finance transformation. Driving dashboards, forecasting, and strategic decision support for Nautilus Solar Energy.

🔥 3 hours ago

AbbVie

10,000+ employees

🏥 Healthcare

💼 Consulting

🏭 Manufacturing

Finance systems manager supporting AbbVie’s innovative medicines business across FP&A, SAC, BPC, and SAP operations. Leading reporting cycles, incident remediation, deployments, and process optimization.

🔥 4 hours ago

ParentSquare

201 - 500

📚 Education

☁️ SaaS

🤝 B2B

Strategic Finance Manager driving growth strategy, M&A, and cross-functional business cases at a K-12 communications company. Building AI-enabled reporting and automation for executive decision-making.

🔥 4 hours ago

Multidisciplinary Association for Psychedelic Studies (MAPS)

11 - 50

🏥 Healthcare

💼 Consulting

🤝 Non-profit

Finance and Grants Administrator maintaining MAPS’ nonprofit accounting operations and grant compliance. Supporting accurate reporting, reconciliations, audits, and responsible stewardship of restricted funds.