LPL Financial · 2 days ago
Analyst, Finance, Corporate Insurance
Fort Mill, SC
Full-time
Hybrid
Entry, Mid Level
$61K/yr - $102K/yr
1+ years expLPL Financial is a rapidly growing wealth management firm that empowers professionals to shape their success. They are seeking an Analyst to join their Corporate Insurance team, responsible for providing critical analysis and insights to enhance risk management and insurance strategies.
FinanceFinancial Services
Responsibilities
Manage all aspects of the corporate insurance program and various lines of insurance, including policy renewals and broker/insurer relationships
Coordinate development of renewal and underwriting submissions, including gathering insurance policy renewal data across LPL departments
Support Captive Insurance renewals and claims data gathering, analysis, tracking, and reporting
Assist in obtaining optimal coverage and insurance recovery in collaboration with LPL’s insurance broker and insurers
Manage relationships with third-party service providers, including brokers, insurers, underwriters, and administrators
Support development, implementation, and maintenance of standard operating procedures and third-party vendor risk assessments
Coordinate and support the claims management process, including insurer reporting, tracking, and stakeholder updates
Assist LPL Financial Advisors and Attorneys in navigating insurance claim handling functions with LPL’s insurers
Identify potential risk exposures and recommend solutions or program modifications to support loss prevention
Conduct insurance coverage gap analysis and evaluate effective transfer of risk to third-party insurance coverages
Optimize LPL’s captive insurance company through data analysis and recommendations
Prepare senior management-level presentations and reporting on insurance decision points, KPIs, dashboards, and strategic initiatives
Create PowerPoint presentations and documentation for renewals and other program-related obligations
Support insurance program due diligence for internal and M&A strategic opportunities
Assist with workers’ compensation insurance audits and renewal functions
Provide ad-hoc analysis, financial modeling, and support for insurance-related projects and administrative tasks
Qualification
Required
BA/BS in Finance, Business, Economics, Insurance, Risk Management, or a related field
Advanced proficiency in Microsoft Excel and PowerPoint
Proactive mindset with the ability to take initiative
Team‑oriented approach with a collaborative work style
High level of integrity, motivation, and commitment to excellence
Strong communication, presentation, and writing skills
Ability to effectively communicate with senior management
Ability to analyze information, identify key insights, and understand broader business context
Comfortable working with incomplete information and navigating ambiguity in a fast-paced environment
Strong problem‑solving skills, with the ability to present both issues and recommended solutions
Preferred
1-3 years of experience in corporate finance, corporate development, corporate risk management, insurance underwriting, or claims processing
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial 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 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-16
GlobeNewswire
2026-01-16
Investment News
2026-01-16
Company data provided by crunchbase