We are looking for an Insurance Analyst to join a respected wealth management firm in Albany, New York. In this role, you will play a pivotal part in evaluating insurance portfolios for high-net-worth clients, ensuring their coverage aligns with their needs and mitigates risks effectively. This position offers an excellent opportunity for professionals with 1–3 years of analytical experience to thrive in a collaborative and non-sales environment.
Responsibilities:
• Conduct in-depth analyses of insurance policies across various categories, including Home, Auto, Umbrella, Life, and Long-Term Care.
• Identify gaps, redundancies, and inefficiencies within client coverage to optimize risk management strategies.
• Collaborate with insurance brokers and carriers to obtain competitive quotes and evaluate policy terms.
• Translate complex insurance terminology into clear and concise reports and summaries for client presentations.
• Assist in annual policy reviews, ensuring timely updates and renewals.
• Maintain accurate and organized records of insurance policies and related documentation.
• Prepare visual reports and charts to effectively communicate findings to clients and advisors.
• Partner with Senior Advisors to develop tailored recommendations for clients based on their unique needs.
• Stay informed about industry trends and changes in insurance regulations to ensure compliance and best practices.
• Bachelor’s degree in Finance, Business, or a related field.
• 1–3 years of experience in insurance analysis, financial services, or a similar analytical role.
• Strong understanding of insurance policies, terms, and risk assessment.
• Excellent communication skills, with the ability to simplify complex information for diverse audiences.
• Proficiency in data analysis tools and software.
• For more information or confidential consideration contact Jordon Heffler.
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