Travelers · 10 hours ago
Financial Consultant - Business Insurance National Accounts
Hartford, CT
Full-time
Hybrid
Mid Level
$64K/yr - $105K/yrTravelers is a leading property casualty insurer with a commitment to innovation and collaboration. They are seeking a Financial Consultant to join their National Accounts Finance team, responsible for processing financial reports, analyzing business performance, and maintaining accurate financial information. The role emphasizes collaboration with various departments to achieve optimal financial outcomes.
Auto InsuranceInsuranceProperty Insurance
Responsibilities
Prepare, evaluate, and validate financial and operational reports
Analyze, interpret, and validate trends and variances in business performance, while partnering with cross functional peers on limited basis
Complete timely and accurate monthly tie out of Specialty Group Captive excess losses by account and confirm the balances with the respective analysts
Complete any assigned ledger account reconciliation monthly, ensuring accuracy and timeliness and obtain proper review and sign off
Collaborate with analysts, TPA Data Operations, Claims department, and TPA’s to resolve any identified discrepancies
Partner & collaborate with other disciplines (claims, ETM, underwriting, Loss DB, etc.) as well as outside parties (TPA’s and insureds) to foster strong relationships
Perform TPA bank account reconciliations completeness and accuracy
Support your financial partners in the preparation of analyses to support business strategy
Perform other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, or comparable advanced professional education
Knowledge of Financial Analysis concepts and processes, and accounting practices and principles
Written and verbal communication skills with the ability to pay attention to detail and effectively convey information
Ability to leverage analytical skills access and gather data, and understanding of what the data represents
Time management/ prioritization skills and ability to solve problems and make recommendations
Ability to work independently and within a team setting to achieve goals and takes responsibility for decisions and actions
Intermediate project management skills
Ability to identify customers needs and take appropriate actions while working within tight timeframes and deadlines
Bachelor's Degree in finance, accounting, related degree or equivalent experience
Preferred
Working knowledge of the insurance industry; knowledge of claim process, a plus
Solid Excel skills; experience using pivot tables preferred
Experience using Microsoft Office (e.g., Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.)
Benefits
Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Company
Travelers
Travelers provides insurance coverage to protect the things that are important to you – your home, your car, your valuables and your business.
Founded in 1853
10001+ employees
H1B Sponsorship
Travelers 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 (75)
2024 (47)
2023 (60)
2022 (42)
2021 (27)
2020 (20)
Funding
Current Stage
Public CompanyTotal Funding
unknown2002-03-22IPO
Leadership Team
Dan Frey
Executive Vice President and Chief Financial Officer
Beth Maerz
SVP, Customer, Strategy and Innovation
Recent News
2026-01-22
2026-01-22
Company data provided by crunchbase