Job title: Junior Financial Analyst-Insurance
Company: World Insurance Associates, LLC.
Job description: Overview
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
We currently have an opening for a Jr. Financial Analyst within our team. The role will report to the Assistant Vice President, Underwriting and predominately focus on underwriting and client management support.
Position Summary
We currently have an opening for a Jr. Financial Analyst within our team. The role will report to the Assistant Vice President, Underwriting and predominately focus on underwriting and client management support.
Essential Duties and Responsibilities
- Proactive financial monitoring and review for assigned cases
- Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
- Assist in creating weekly, monthly and quarterly financial statements and projections
- Assist in quarterly presentation to clients on financial performance of insurance programs
- New Business Financial Evaluations as needed by sales team
- Strong communication skills and ability to translate complex financial concepts into customer friendly format.
- Other duties as assigned
Qualifications
- Bachelor’s Degree preferred or similar work experience
- 1-3 years of experience in financial analysis
- Experience in Employee Benefits preferred
- Benefit Point or similar agency management software experience, preferred
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, Power Point and Outlook)
- Able to work independently and enjoy a high degree of interaction with team members
- Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
- Self-motivated and driven
- Maintain a sense of urgency and ability to work with and meet deadlines
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
- Demonstrates excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Expected salary:
Location: Syosset, NY
Job date: Sun, 25 Dec 2022 07:09:31 GMT
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