Alliant Insurance Services · 6 hours ago
Financial Consulting & Analytics Director - Employee Benefits
Arizona, United States
Full-time
Onsite
Director/Executive
15+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to creating employee benefits solutions. The Financial Consulting & Analytics Director will lead financial and analytics consulting for the business unit, overseeing a team and implementing strategies to enhance operational efficiency and client outcomes.
ConsultingFinancial ServicesInsurance
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
Qualification
Required
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)
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
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase