Insurance Financial Analyst

We are seeking a motivated and detail-oriented Insurance Financial Analyst to join our captive insurance team.  The ideal candidate will support the analysis and optimization of business processes, data management, and reporting within our captive insurance operations. This role offers an excellent opportunity to work on complex financial projects and it is essential in helping our organization make informed decisions and improve operational efficiency.

Key Responsibilities:

• Analyze data and processes to identify trends, inefficiencies, and opportunities for improvement within the captive insurance framework
• Assist in the development and maintenance of reports and dashboards to track key performance indicators (KPIs) and operational metrics.
• Support the implementation of business solutions and process improvements, ensuring alignment with organizational goals and compliance standards.
• Conduct quantitative research on captive insurance and financial services industry trends and regulatory environment to inform business strategies.
• Facilitate communication between cross-functional teams, including finance, underwriting, and compliance, to ensure alignment on project objectives and deliverables.
• Participate in project management activities, including planning, execution, and monitoring of initiatives related to captive insurance.
• Assist in the preparation of presentations and documentation for stakeholders, summarizing findings and recommendations.
• Maintain accurate and up-to-date records to ensure data integrity, compliance with internal policies, and regulatory requirements.
• Provide support in training and onboarding new team members on business processes and tools related to captive insurance.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, Economics, Information Systems or a related field.
• 2-3 years of experience in financial analysis, preferably within the financial services industry.
• Solid understanding of financial markets, financial accounting, risk management techniques, and statistics are required
• Strong analytical skills with the ability to interpret complex data and provide actionable insights.
• Advanced in Microsoft Excel and other data analysis tools; experience with business intelligence software is a plus.
• Excellent communication and interpersonal skills, with the ability to work collaboratively in a team environment.
• Excellent critical thinking and problem-solving skills and high level of attention to detail
• Familiarity with captive insurance concepts and regulatory requirements is preferred but not required.
• A proactive attitude and a willingness to work independently and to learn and adapt in a fast-paced environment.

This role will support the Oxford Risk Management team within Risk Strategies. Oxford are the nation’s leader in delivering comprehensive enterprise risk and alternative commercial solutions to the most successful businesses, financial institutions, transportation and construction companies in the country. Independent advisors from a wide array of disciplines collaborate with Oxford to engineer conservative programs with a compliance – first mentality, while establishing and maintaining impeccable client service standards. We did not invent the alternative risk management industry, but we have certainly perfected the captive insurance space – providing customized risk management services to more clients than any other company in the alternative risk transfer space.

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.