Talent.com
Financial Consulting & Analytics Director - Employee Benefits
Financial Consulting & Analytics Director - Employee BenefitsAlliant Insurance Services • Irvine, CA, US
Financial Consulting & Analytics Director - Employee Benefits

Financial Consulting & Analytics Director - Employee Benefits

Alliant Insurance Services • Irvine, CA, US
6 days ago
Job type
  • Full-time
Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

SUMMARY

Responsible for leading financial and analytics consulting for assigned business unit. Oversees a team of financial and underwriting staff that supports the client services renewal process and harness analytics to drive insights. Develops and implements efficient strategies related to workflow processes between the technical and client services groups, leveraging data-driven approaches to optimize operational efficiency and enhance client outcomes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Drives innovation within the team leveraging automation and advanced technologies, develops and refines analytics and modeling, to enhance capabilities.
  • Prepares and presents financial reports, presentations, and recommendations for assigned clients and internal stakeholders. Communicates complex financial concepts and findings in a clear, concise, and persuasive manner.
  • Manages the staff including recruiting, training, motivating / mentoring, conducting performance reviews and performing disciplinary action as appropriate, and developing professional and technical standards as well as department processes and capabilities.
  • Works with national analytics to enhance dashboard tools using health plan and third-party data within Alliant's proprietary visualization system to highlight and synthesize complex diagnoses and other risk data.
  • Maintains an active consulting role with appropriate client base in order to stay current on benefit trends and issues.
  • Collaborates with internal teams to optimize operations and drive efficiency, with a focus on enhancing client satisfaction and retention.
  • Refines and maintains standards applicable to client analysis, developing new assessment tools or methodologies as appropriate, and training internal staff on use of tools, resources and standards.
  • Oversees the planning, execution, and delivery of department projects, ensuring adherence to timelines, budgets, and quality standards. Coordinates cross-functional teams and resources to achieve project objectives and deliverables.
  • Develops and maintains relationships with insurance carriers, meets regularly with senior carrier representatives to understand carrier pricing methodologies, promotes efficiencies and clarifies expectations and coordinates quarterly surveys of carrier trends, quality and financial data and disseminates internally.
  • Leads pooled renewal negotiations with key carriers to obtain the best financial terms on behalf of our clients.
  • Contributes to Regional and National work groups to drive innovation; champions local adoption of Alliant-wide initiatives as appropriate.
  • Assist H&P and Clinical practice in reviewing best practices pertaining to evidence-based claims of success that lead to ROI potential via point solution engagement; evaluate methodologies to validate claims of success, etc.
  • Participates on management committees and any related duties.
  • Review, approve, and provide final sign-off on actuarial analyses, reports and models, ensuring compliance with industry standards.
  • Participates in the development of company conferences, seminars and webinars as appropriate.
  • Support and assist in the acquisition of new business and client retention.
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
  • Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
  • Performs other duties as assigned.

QUALIFICATIONS

  • Bachelor's Degree in Data Science, Finance, Business Administration, or a related field, or equivalent combination of education and experience
  • Master's Degree in Data Science, Finance, Business Administration, or a related field
  • Fifteen (15) or more years of financial consulting, preferably with a large consulting firm
  • Three (3) or more years of leading and developing teams
  • Valid Insurance License
  • Associate of the Society of Actuaries (ASA)
  • SKILLS

  • Knowledge of risk analytics methodologies, including scenario analysis, stress testing, and sensitivity analysis, to assess and manage financial risks effectively.
  • Proficient in Microsoft Office Suite
  • Excellent verbal and written communication skills, with the ability to articulate complex financial concepts to diverse audiences.
  • Demonstrated negotiation skills
  • Strong analytical skills
  • Strong time management skills
  • Strong problem-solving abilities, with the capacity to identify challenges, develop innovative solutions, and implement effective problem-solving strategies.
  • Ability to lead, inspire and motivate teams, delegate tasks, and foster a collaborative work environment.
  • Ability to prioritize work for multiple projects, deadlines and owners.
  • Ability to analyze complex financial data, identify trends, and derive actionable insights to inform strategic decision-making.
  • Ability to build and interpret financial models to evaluate investment opportunities, assess risk, and forecast financial performance.
  • Ability to gather, analyze, and interpret business data to generate actionable insights and recommendations for strategic decision-making.
  • 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.

    For immediate consideration for this position, please click on the Apply Now button.

    Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

    If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

    For more information on Alliant Insurance Service's benefits, click here

    J-18808-Ljbffr

    Create a job alert for this search

    Director Consulting • Irvine, CA, US

    Related jobs
    Director of FP&A

    Director of FP&A

    Robert Half • Laguna Hills, CA, United States
    Full-time
    Lead the annual operating plan, quarterly forecasts, and long-range financial model, partnering closely with business and clinical leaders. Provide strategic financial analysis to support key initia...Show more
    Last updated: 13 hours ago • Promoted • New!
    Senior Health & Benefits Consultant

    Senior Health & Benefits Consultant

    Marsh McLennan • Irvine, CA, US
    Full-time
    Senior Health & Benefits (H&B) Consultant.We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Irvine or Los Angeles CA.This is a hybrid role...Show more
    Last updated: 30+ days ago • Promoted
    Director of Client Partnership

    Director of Client Partnership

    Vital Data Technology • Newport Beach, CA, US
    Full-time
    Quick Apply
    Vital Data Technology® is a data science-driven health care solutions company giving payers, providers, and members the power to drive efficiencies and improve clinical and financial outcomes ...Show more
    Last updated: 30+ days ago
    Consultant

    Consultant

    TradeJobsWorkForce • 92705 Santa Ana, CA, US
    Full-time
    Consultant Job Duties : Conducts research to understand how a company functions and ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Director of Financial Performance and Analytics

    Senior Director of Financial Performance and Analytics

    BKM Management Company • Newport Beach, CA, United States
    Full-time
    BKM Capital Partners is a growing firm, and we are looking for hardworking professionals that want to grow with us.Located in our Newport Beach, California office, the Senior Director of Financial ...Show more
    Last updated: 7 hours ago • Promoted • New!
    Financial Consultant- Century City, CA

    Financial Consultant- Century City, CA

    Fidelity Investments • South El Monte, CA, United States
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 7 hours ago • Promoted • New!
    Director, Strategy and Portfolio Management (Group Benefits)

    Director, Strategy and Portfolio Management (Group Benefits)

    Pacific Life • Newport Beach, CA, United States
    Full-time
    Director, Strategy and Portfolio Management.Director, Strategy and Portfolio Management.Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyh...Show more
    Last updated: 17 days ago • Promoted
    Utility Consulting Director

    Utility Consulting Director

    Talascend, LLC • Brea, CA, United States
    Permanent
    Talascend is currently seeking an.The Utility Consulting Director is responsible for the successful sale and execution of management and advisory consulting engagements, requiring subject matter ex...Show more
    Last updated: 30+ days ago • Promoted
    Director, People Business Partners, Manufacturing

    Director, People Business Partners, Manufacturing

    Slope • Costa Mesa, CA, United States
    Full-time
    Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century’s most innovative companies to the def...Show more
    Last updated: 30+ days ago • Promoted
    Employee Relations Consultant

    Employee Relations Consultant

    InsideHigherEd • Riverside, California, United States
    Full-time
    Reporting to the Director of Employee and Labor Relations, the Employee Relations Analyst is a technical leader who provides guidance to all levels within the organization, utilizing specialized em...Show more
    Last updated: 6 days ago • Promoted
    Senior Director of Financial Performance and Analytics

    Senior Director of Financial Performance and Analytics

    bkm Management Company • Newport Beach, CA, United States
    Full-time
    BKM Capital Partners is a growing firm, and we are looking for hardworking professionals that want to grow with us.Located in our Newport Beach, California office, the Senior Director of Financial ...Show more
    Last updated: 3 hours ago • Promoted • New!
    Managing Director, Forensics - Financial Services Resilience Practice Leader

    Managing Director, Forensics - Financial Services Resilience Practice Leader

    BDO USA • Costa Mesa, CA, US
    Full-time
    Managing Director, Financial Services Operational Resilience.BDO's Resilience practice is a recognized leader in helping organizations anticipate, prepare for, respond to, and recover from disrupti...Show more
    Last updated: 30+ days ago • Promoted
    Financial Analysis Consultant

    Financial Analysis Consultant

    Pacific Life • Newport Coast, CA, US
    Full-time
    Consultant - Fp&a And Business Insights.Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters mo...Show more
    Last updated: 30+ days ago • Promoted
    Director, Risk Consulting - Internal Audit and SOX (Life Sciences)

    Director, Risk Consulting - Internal Audit and SOX (Life Sciences)

    RSM • Irvine, CA, US
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show more
    Last updated: 30+ days ago • Promoted
    Employee Relations Analyst

    Employee Relations Analyst

    InsideHigherEd • Riverside, California, United States
    Full-time
    Reporting to the Director of Employee and Labor Relations, the Employee Relations Representative is an experienced professional who knows how to apply theory and put it into practice with in-depth ...Show more
    Last updated: 6 days ago • Promoted
    Director of Financial Planning & Analytics

    Director of Financial Planning & Analytics

    Go Rentals • Newport Beach, CA, United States
    Full-time
    Discover the extraordinary world of Go Rentals, where every moment is an opportunity to create unforgettable experiences for our guests. As a part of our team, you will enter a realm where luxury me...Show more
    Last updated: 17 days ago • Promoted
    Senior Director of Financial Performance and Analytics

    Senior Director of Financial Performance and Analytics

    BKM Capital Partners • Newport Beach, CA, United States
    Full-time
    BKM Capital Partners is a growing firm, and we are looking for hardworking professionals that want to grow with us.Located in our Newport Beach, California office, the Senior Director of Financial ...Show more
    Last updated: 17 days ago • Promoted
    Client Relationship Director

    Client Relationship Director

    CliftonLarsonAllen • Irvine, CA, US
    Temporary
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...Show more
    Last updated: 7 days ago • Promoted
    Director, Business Excellence Portfolio Strategy

    Director, Business Excellence Portfolio Strategy

    AbbVie • Irvine, CA, US
    Full-time
    Director of Business Excellence Portfolio Strategy.AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical chal...Show more
    Last updated: 30+ days ago • Promoted
    Performance and Analytics- Vice President

    Performance and Analytics- Vice President

    State Street • Irvine, California, United States
    Full-time
    This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.As a Vice P...Show more
    Last updated: 7 days ago • Promoted