Financial & Underwriting Consultant

USA (Remote)

$170K/yr – $180K/yrSenior Level8+ years expFull time

Posted 5 weeks ago

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Job Summary

Own client underwriting projects and data-driven pricing work while shaping team education and external partnerships.

  • Lead client underwriting projects end to end and present analysis to clients clearly.
  • Build and mentor the Financial & Underwriting team, shaping goals, training, and policy development.
  • Coordinate external partners and carrier data systems to source claim data and drive accurate reporting.

Job Description

Responsibilities

  • Act as subject matter expert in underwriting, including special pricing and marketing projects.
  • Meet with clients and the Financial & Underwriting team to define and accomplish projects.
  • Lead and manage all assigned client underwriting projects and present analysis to clients directly.
  • Maintain data tracking and reporting for financial management, underwriting models, and client reports.
  • Competent in multiple carrier data and reporting systems to obtain claim data for reporting and analysis.
  • Lead in training development and execution on underwriting and analysis topics; mentor team members.
  • Address incoming correspondence and respond in a timely manner; ensure data standards and integrity.

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 in 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 to foster teamwork
  • Ability to manage mid-level and large projects and lead assigned teams
  • Ability to work productively as an individual to accomplish assigned projects
  • Ability to prioritize work for multiple projects and deadlines

Preferred

Benefits

  • We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
Alliant Insurance Services logo

Alliant Insurance Services

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large.Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

Founded in 1925
Irvine, California, USA
6.3K employees (196 in marketing)

Traffic Signals

Monthly Visitors
118.8K
Traffic Source Mix
Search
28.5%
Direct
54.2%
Referral
16.7%
Social
0.1%
Paid
0.4%

Headcount Trend

Current headcount: ~6.3K

Marketing Team

Marketing Team Size
114 (2% of company)
Marketing Roles Posted (Last 30 Days)
2

Funding

Total Funding
$690M
Last Raise
$690M
Debt Financing, 6 years ago

Funding History

  • Oct 2019
    Debt Financing • $690M
  • Jan 2019
    Series Unknown

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