Alliant Insurance Services · 1 day ago
Financial & Underwriting Consultant
Wisconsin, United States
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to providing employee benefits solutions. The Financial & Underwriting Consultant is responsible for advanced pricing and analysis requests, leading underwriting and analyst teams, and managing client projects and relationships.
ConsultingFinancial ServicesInsurance
Responsibilities
Act as subject matter expert in all major areas of underwriting, including special pricing and marketing projects
Meet with clients and Financial & Underwriting team to define and accomplish projects
Assist in determining strategic goals of team(s), including but not limited to resource planning, education/training needs, policy development, and business growth
Identify, coordinate, and manage all relevant external business partner relationships, including but not limited to insurance carriers, external consultants, and third party administrators and vendors
Act as subject matter expert in understanding actuarial plan values and how they are used in various pricing and analysis projects. This includes ability to competently use software available for such types of plan analysis and pricing
Understand underwriting models and reporting templates in order to fully modify and customize to meet customer needs
Lead and manage all assigned client underwriting projects, and present analysis to clients directly in a confident and easy-to-understand manner
Assist Producers in prospecting activities as needed, including but not limited to written RFP responses, finalist presentations, and related follow-up activities
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical reporting deliverables
Competent in multiple carrier data and reporting systems as needed to obtain claim data for reporting and analysis purposes
Confidently analyze and challenge insurance company renewal calculations for fully-insured contracts (Health, Dental, and Vision)
Actively engage in educational opportunities to further underwriting knowledge, market trends, and regulatory environment
Responsible for accuracy and timeliness of all work performed, including proper management of timelines and meeting deadlines as established
Address incoming correspondence and respond as required in a timely manner
Lead in training development and execution on all underwriting and analysis related topics
Serve as mentor to team members in the Financial & Underwriting team
Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information)
Other duties as assigned
Qualification
Required
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 completely manage mid-level and large projects as well as effectively manage and lead assigned teams to complete goals
Ability to work productively as an individual to accomplish assigned projects
Ability to prioritize work for multiple projects and deadlines
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