insurance consultant

BROWN & ASSOCIATES

<p>Are you highly motivated?</p><p>Are you looking for an another source of income?</p><p>Are you looking for looking for a career change?</p><p>Do you want to get financial education?</p><p>Have you ever thought of going into mortgage lending, investment advising or insurance sales?</p><p>Join our dynamic team!!! Remote positions available <i><b>IMMEDIATELY!!!</b></i></p><p>We are looking for 10-15 key leaders who posses:</p><ul><li>Strong leadership skills</li><li>High character</li><li>A heart to serve</li></ul><p>As an Investment Consultant, you will be responsible for guiding clients through their Investment decisions, ensuring the achieve their financial goals through tailored strategies and comprehensive wealth management solutions.</p><ul><li><b>Requirements</b></li><li>18 years and over.</li><li>Clean background</li><li>Authorized to work in the United States</li><li>Reside in the united states</li><li>Ability to work independently as well as part of collaborate team environment.</li></ul><p><b>Responsibilities</b></p><ul><li>Assist clients in understanding their mortgage options and guide them through the loan origination process.</li><li>Evaluate clients' financial situations by conducting thorough credit analysis and assessing their eligibility for various loan products.</li><li>Prepare and submit loan applications, ensuring all documentation is complete and accurate.</li><li>Provide exceptional customer service throughout the loan process, addressing any questions or concerns promptly.</li></ul><p>Job Types: Full-time, Part-time, Contract</p><p>Pay: $60,000.00 - $100,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Opportunities for advancement</li><li>Professional development assistance</li><li>Work from home</li></ul><p>Work Location: Remote</p>

Mortgage Loan Originator/Investment Advisor/Insurance Consultant

NFP Corp

<div><p><b>Who We Are:
</b></p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.</p>
<p><b>
Summary</b>: The Consultant is responsible for working with Advisors and Account Executives to service client accounts. The position requires supporting them in day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Consultant will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Consultant leads open enrollment presentations and manages the OE communication process and takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients</p>
<p><b>
Essential Duties and Responsibilities:
</b></p><ul><li>Works proactively to maintain relationships with carrier and client contacts. Takes significant role in meetings and on calls. Communicates directly with clients and vendors.</li>
<li>The Consultant will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.</li>
<li>Reviews, benefit plan summaries, and carrier source documents for accuracy. Understands more difficult and complex regulatory language and rules.</li>
<li>May have an assigned book of business.</li>
<li>May serve as a mentor to more junior team members, trains more junior team members.</li>
<li>Develops and maintains ongoing relationships with clients and their employees. Communicates directly with them and relies on a growing knowledge of the details of various insurance coverages.</li>
<li>Develops relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients</li>
<li>Acts as the subject matter expert on benefits and vendor/carrier products and services. Gets assistance on complex situations or products from more senior team members</li>
<li>Begin to anticipate client needs, works with Account Executives / Advisors to resolve.</li>
<li>Reviews request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions.</li>
<li>Drafts client presentations in collaboration with Account Executives or Advisors; takes active role in client meetings</li>
<li>Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change</li>
<li>Prepare document and data for annual client compliance audits to be presented by Account Executive, may take active role in presentation</li>
<li>Attend to client requests including product or vendor service or performance challenges</li>
<li>Ensure 5500 form is filed and completed in a timely manner</li>
<li>May provide updates to clients regarding appropriate industry trends and events, including all state and federal regulatory issues</li>
<li>Understands and articulates alternative funding strategies.</li>
<li>Proactive client service support in conjunction with the account management team</li>
<li>Oversees client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.</li>
<li>Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions</li>
<li>Provides informal leadership and training to more junior team members, based on experience, without official supervisory responsibility.</li>
</ul>
<p><b>Knowledge, Skills, and/or Abilities:
</b></p><ul><li>Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services</li>
<li>Ability to work independently and anticipate client and team needs</li>
<li>Effective time management and decision making skills</li>
<li>Diligent follow up skills</li>
<li>Ability to express ideas clearly in both written and oral communications</li>
<li>Strong Microsoft Excel and PowerPoint skills</li>
<li>Commanding presentation and public speaking abilities</li>
</ul>
<p><b>Education and/or Experience:
</b></p><ul><li>BA/BS preferred</li>
<li>Typically more than 5 years industry and product line experience</li>
</ul>
<p><b>Certificates, Licenses, Registration:
</b></p><ul><li>Life, Accident and Health Insurance License required.</li>
</ul>
<p><b>What We Offer:</b></p>
<p>
We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $74,000 &ndash; $124,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p>
<p><b>
NFP and You... Better Together!</b></p>
<p><i>
NFP is an inclusive Equal Employment Opportunity employer.</i></p></div>

Benefits Consultant

ReSource Pro

<div><p><i>Do you like digging into data to uncover insights? Are you excited by technology and how it can transform insurance operations?</i></p><div></div><p><b><br>
Come Join ReSource Pro!!</b></p><p><b><br>
Your Role...</b><br>
As an <b>Associate Consultant</b> for Propellint, a ReSource Pro company, you will contribute to insurance technology and data initiatives by supporting assigned workstreams and end-to-end delivery activities. The Associate Consultant will perform business analysis, support implementation execution, and collaborate with client stakeholders under the guidance of senior consultants, while building deeper domain and consulting expertise.<br>
<br>
We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.<br>
<br>
<b>All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.</b><br>
<br>
<b>In This Role, You Will...</b></p><ul><li>
Support end-to-end business requirements activities from discovery through validation and approval</li><li>
Participate in structured stakeholder workshops to elicit, analyze, and document complex business needs; Recommend scope definition, prioritization, dependency mapping, and change control in partnership with delivery leadership</li><li>
Serve as a subject matter expert for P&amp;C insurance platforms, including policy, claims, billing, underwriting operations, and reporting systems</li><li>
Apply real-world insurance operations experience to ensure solutions are practical, scalable, and outcome-driven; Collaborate closely with client stakeholders and technical teams to validate requirements and solution intent.</li><li>
Ensure requirements are traceable through design, testing, and delivery phases.</li><li>
Support and lead implementation efforts from project kickoff through go-live across client, internal, and third-party teams; Collaborate with project managers to develop delivery plans, milestones, risk mitigation strategies, and dependency tracking</li><li>
Contribute to the creation and maintenance of key delivery documentation, including functional specifications and test plans</li><li>
Responsible for system configuration and solution design to ensure alignment with approved business requirements; Coordinate testing activities, including system testing, UAT preparation, and production readiness; Provide hands-on guidance to clients during UAT to support successful adoption and issue resolution; Serve as an escalation point for delivery risks, issues, and client concerns</li><li>
Responsible for delivery quality, readiness, and adherence to implementation standards</li><li>
Serve as a trusted advisor to client leadership across operational, technical, and strategic initiatives; Support executive-level communications, presentations, and decision-making forums</li><li>
Responsible for ensuring system configurations accurately reflect real-world operational workflows and compliance needs</li><li>
Recommend reporting, analytics, and data enablement strategies to support business insights</li><li>
Contribute to identifying opportunities for operational improvement, automation, and enhanced reporting capabilities; Support platform adoption by aligning technology capabilities with business processes</li></ul><div></div><b>
What You Need to be Successful&hellip;</b><ul><li>
Bachelor's Degree in Information Technology, Business, Engineering, or related field</li><li>
3-5 years' experience in business analysis, consulting, insurance operations, or technology implementation</li><li>
Hands-on experience in insurance operations (claims, underwriting, policy, billing) preferred</li><li>
Experience executing complex system implementations</li><li>
Demonstrated ability to engage stakeholders, senior stakeholders, and executive leadership</li><li>
Effective client advisory, facilitation, and stakeholder management skills</li><li>
Proven ownership of implementation governance and delivery outcomes; Ability to translate strategy into executable plans and measurable business results</li><li>
Analytical reasoning and structured problem-solving capacity; Ability to navigate ambiguity and provide clear, structured guidance in evolving environments</li></ul><b>
Your Benefits &amp; Perks...</b><ul><li>
Generous PTO plan with paid holidays + floating holidays</li><li>
100% paid Employee Healthcare on Day 1</li><li>
Eligible for all medical, dental, and vision benefits on Day 1</li><li>
401k with employer match, vested on Day 1</li><li>
Opportunity to work for a growing, global organization.</li><li>
Ability to engage with clients and internal partners to make an impact.</li><li>
Organization-wide focus on growth and development</li></ul><p><b>
Your Compensation&hellip;</b><br>
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is<b> $55,822 - $94,760</b> <b>annually. </b>The salary range may vary based on experience and on the specific geographic location in which the candidate resides.</p><p><b>
Your Interview Process:</b><br>
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.<br>
The standard interview process includes:</p><ul><li>
Behavioral Interview with Talent Acquisition</li><li>
Online talent assessment</li><li>
Stakeholder Interview</li><li>
Final Interview with Hiring Manager</li><li>Additional interview steps may be added depending on the position or if further evaluation is needed.</li></ul><br>
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.<p><b>
About ReSource Pro:</b></p>
<p>Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times&mdash;placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list&rsquo;s 40+ year history.</p>
<p><b>Equal Employment Opportunity Policy</b></p>
<p>ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</p><p>
</p><p>0kTmeeRar1</p></div>

Associate Consultant

<div><p><i>Do</i></p><div></div><p><b><br>
Come Join ReSource Pro!!</b></p><p><b><br>
Your Role...</b><br>
As a <b>Principal Consultant</b> for Propellint, a ReSource Pro company, you will be responsible for leading high-complexity insurance technology and data initiatives and serving as a trusted advisor to client stakeholders. The Principal Consultant operations with a high degree of independence, owning solution direction, business analysis leadership, and implementation oversight for strategically important client engagements.<br>
<br>
We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.<br>
<br>
<b>All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.</b><br>
<br>
<b>In This Role, You Will...</b></p><ul><li>
Lead end-to-end business requirements activities from discovery through validation and approval; Facilitate structured stakeholder workshops to elicit, analyze, and document complex business needs; Own scope, definition, prioritization, dependency mapping, and change control in partnership with delivery leadership</li><li>
Translate business requirements into actionable, prioritized deliverables aligned to implementation plans</li><li>
Serve as the primary insurance domain subject matter expert for P&amp;C insurance platforms, including policy, claims, billing, underwriting operations, and reporting systems</li><li>
Apply real-world insurance operations experience to ensure solutions are practical, scalable, and outcome-driven</li><li>
Partner closely with client stakeholders and technical teams to validate requirements and solution intent; Ensure requirements are traceable through design, testing, and delivery phases; Lead implementation efforts from project kickoff through go-live across client, internal, and third-party teams</li><li>
Partner with project managers to develop delivery plans, milestones, risk mitigation strategies, and dependency tracking; Oversee creation and maintenance of key delivery documentation, including functional specifications and test plans</li><li>
Guide system configuration and solution design to ensure alignment with approved business requirements; Coordinate testing activities, including system testing, UAT preparation, and production readiness; Provide hands-on guidance to clients during UAT to support successful adoption and issue resolution; Serve as the primary escalation point for delivery risks, issues, and client concerns</li><li>
Ensure delivery quality, readiness, and adherence to implementation standards</li><li>
Serve as a trusted advisor to client leadership across operational, technical, and strategic initiatives; Support executive-level communications, presentations, and decision-making forums; Build and sustain long-term client relationships that support repeat business and expanded engagements; Proactively identify opportunities to improve client outcomes, efficiency, and platform utilization</li><li>
Ensure system configurations accurately reflect real-world operational workflows and compliance needs</li><li>
Advise on reporting, analytics, and data enablement strategies to support business insight</li><li>
Identify opportunities for operational improvement, automation, and enhanced reporting capabilities; Support platform adoption by aligning technology capabilities with business processes</li></ul><div></div><b>
What You Need to be Successful&hellip;</b><ul><li>
Bachelor's Degree in Information Technology, Business, Engineering, or related field</li><li>
10-15 years' experience in business analysis, consulting, insurance operations, or technology implementation</li><li>
Strong hands-on experience in insurance operations (claims, underwriting, policy, billing)</li><li>
CPCU, AIC, CBAP, PMI-PBA or similar insurance or analysis credentials preferred</li><li>
Proven experience leading complex system implementations</li><li>
Demonstrated ability to engage senior stakeholders and executive leadership</li><li>
Strong business acumen with the ability to connect technical solutions to operational impact</li><li>
High degree of analytical reasoning and structured problem-solving capabilities</li><li>
Demonstrated ability to lead complex, cross-functional initiatives with minimal oversight; Comfortable navigating ambiguity and providing clear, structured guidance in evolving environments</li></ul><b>
Your Benefits &amp; Perks...</b><ul><li>
Generous PTO plan with paid holidays + floating holidays</li><li>
100% paid Employee Healthcare on Day 1</li><li>
Eligible for all medical, dental, and vision benefits on Day 1</li><li>
401k with employer match, vested on Day 1</li><li>
Opportunity to work for a growing, global organization.</li><li>
Ability to engage with clients and internal partners to make an impact.</li><li>
Organization-wide focus on growth and development</li></ul><p><b>
Your Compensation&hellip;</b><br>
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is<b> $96,655 - $163,676</b> <b>annually. </b>The salary range may vary based on experience and on the specific geographic location in which the candidate resides.</p><p><b>
Your Interview Process:</b><br>
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.<br>
The standard interview process includes:</p><ul><li>
Behavioral Interview with Talent Acquisition</li><li>
Online talent assessment</li><li>
Hiring Manager Interview</li><li>
Stakeholder Interview</li><li>Additional interview steps may be added depending on the position or if further evaluation is needed.</li></ul><br>
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.<p><b>
About ReSource Pro:</b></p>
<p>Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times&mdash;placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list&rsquo;s 40+ year history.</p>
<p><b>Equal Employment Opportunity Policy</b></p>
<p>ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</p><p>
</p><p>A7BbKENsqZ</p></div>

Principal Consultant

<div><div>Founded in 1986, KPA is a leading provider of Workforce Compliance software and consulting services. We succeed if our clients can send their employees home at night, having not experienced a workplace accident or injury. The combination of software, consulting, and training helps clients identify, remedy, and prevent workplace safety and compliance problems so they can focus on what&rsquo;s important &ndash; their core business.</div><div>
</div><div>
Help us help keep people safe and businesses working efficiently. Named as one of<b> </b>Built In Colorado&rsquo;s Best Places to Work<b> </b>for seven years in a row, KPA is made up of talented individuals working together for the greater good. We&rsquo;re here to help our clients build safe, thriving organizations, and we&rsquo;re looking for people with a common goal to help us do it.</div><div></div><div><b><br>
Position Description</b>:</div>
<div>The Finance &amp; Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client. You will be acting as an advisor to your assigned dealerships reviewing both state and federal compliance issues concerning Advertising, Sales, and Finance.</div>
<div></div>
<div><i>This is a fantastic opportunity if you are a Finance Manager or Director, Contracts Clerk, Office Manager, Controller, or work in the automotive business office with exposure to dealership compliance. Our F&amp;I Consultants play an important role in helping our automotive dealership clients maintain compliance!
</i></div>
<div></div><div><b>Location:</b></div>
<div>While this is a remote position based out of the employee&rsquo;s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will ideally be based out of the Yorba Linda/Anaheim Hills area, servicing clients in the area and throughout Central California. This position will spend roughly 10-15 days per quarter traveling overnight.</div>
<h3 class="jobSectionHeader"><b>In the first 60 days you will:</b></h3><ul>
<li>Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.</li>
<li>Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.</li>
<li>Attended multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.</li>
<li>Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.</li>
<li>Complete new hire orientation training and pass a test on F&amp;I compliance to become fully operational as a KPA F&amp;I Consultant.</li>
</ul><h3 class="jobSectionHeader"><b>In the first 6 months you will:</b></h3><ul>
<li>Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.</li>
<li>Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.</li>
<li>Assist with and/or prepare various compliance documentation as needed.</li>
</ul><h3 class="jobSectionHeader"><b>By the end of the first year you will:</b></h3><ul>
<li>Help communicate and implement sales and finance management compliance systems.</li>
<li>Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.</li>
<li>Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.</li>
<li>Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.</li>
</ul><h3 class="jobSectionHeader"><b>Success Criteria:</b></h3><ul>
<li>Effective communication skills, in-person, in writing, and by phone.</li>
<li>Professional, collaborative, and persuasive when interacting with clients.</li>
<li>Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.</li>
<li>Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.</li>
<li>Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).</li>
<li>Performs other duties and fulfills other responsibilities, as assigned.</li>
</ul><h3 class="jobSectionHeader"><b>Qualifications:</b></h3><ul>
<li>5+ years working in a position that oversees Advertising, Sales, Finance &amp; Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.</li>
<li>Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures.</li>
<li>Ability to identify and analyze complex issues and evaluate their broader implications for the business.</li>
<li>Ability to interact with clients at all levels, providing timely practical advice and solutions. Strong communication skills both in-person and in writing are required.</li>
<li>Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion.</li>
<li>Demonstrated integrity and ability to foster a compliance culture.</li>
<li>Strong ability to multi-task and quickly shift priorities.</li>
<li>Excellent organizational and time management skills.</li>
<li>Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using mobile devices.</li>
</ul><h3 class="jobSectionHeader"><b>Physical Requirements:</b></h3><ul>
<li>Active driver&rsquo;s license and insurance as required by law.</li>
<li>Reliable transportation and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.</li>
<li>Ability to lift up to 20 pounds.</li>
<li>Ability to stand on feet a minimum of 6 hours per day.</li>
<li>Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.</li>
<li>Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.</li>
<li>Ability to see, recognize, and respond to potentially dangerous situations</li>
<li>Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds</li>
<li>Ability to stay overnight in a hotel a total multiple weeks per quarter.</li>
</ul><h3 class="jobSectionHeader"><b>Location and Travel Expectations:</b></h3><ul>
<li>While this is a remote position based out of the employee&rsquo;s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will ideally be based out of the Yorba Linda/Anaheim Hills area, servicing clients in the area and throughout Central California.</li>
<li><b>Travel expectations:</b> roughly 10-15 nights per quarter overnight in a hotel; Air travel 2-4 times per year; day-to-day travel to and from Auto Dealerships.</li>
<li>Client list and visit locations are subject to changes, therefore flexibility of the consultant is necessary. Coverage for other regions may be expected.</li>
</ul><div>In addition the base salary, this position is eligible for a quarterly bonus plan estimated at an additional $10k-12k annually.</div><div>
Don&rsquo;t meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If you&rsquo;re excited about the role but your past experience doesn&rsquo;t align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles.</div><div></div><div><br>
As a growing company KPA<b> </b>values its employees by supporting them with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and No-cost Mental Health Benefits.</div><div></div><div><b><br>
About KPA</b></div><div></div><div><br>
Founded in 1986, KPA is a leading provider of Environment, Health &amp; Safety (EHS), and Workforce Compliance software and consulting services. KPA solutions help clients identify, remedy, and prevent workplace safety and compliance problems across their entire enterprise. The combination of KPA's software, consulting services, and award-winning training content helps organizations minimize risk so they can focus on what's important&mdash;their core business.<br>
</div><div></div><br>
<div>We are passionate about what we do, how we do and why we do it. Our culture is driven by the KPA core values &ndash; Integrity, Helpful, Excellence, Agile, Respectful, and Teamwork. Success will be determined by the capabilities, energy and character of the people we bring into our organization and the performance they achieve.</div><div></div><div><br>
KPA, with headquarters in Colorado and teammates throughout the United Sates, is recognized as one of Colorado's Best Places to Work to Work by Built In Colorado for 2025, making the list seven years running.</div><div></div><div><br>
KPA is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.</div><div></div><div><br>
If you need assistance or an accommodation due to a disability, you may contact us at hr@kpa.io.</div><div></div><div><br>
Please see our Candidate Privacy Notice here</div></div>

F&I Risk Management Consultant

Baker Tilly

<div><h1 class="jobSectionHeader"><b>Overview</b></h1><p></p><p>
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world&rsquo;s leading financial centers &ndash; New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.</p><p>
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.</p><p></p><p>
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.</p><p></p><p><i>
Baker Tilly is an equal </i><i>opportunity/affirmative</i><i> action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.</i></p><p></p><p><i>
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (&quot;search firm&quot;) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.</i></p><p></p><h1 class="jobSectionHeader"><b>
Job Description:</b><br>
</h1><h1 class="jobSectionHeader"><b>
Responsibilities</b></h1><h2 class="jobSectionHeader"><b>
Due to the continued growth of our Insurance regulatory consulting practice, we are currently recruiting for a Senior consultant.</b></h2><h2 class="jobSectionHeader"><b>
Baker Tilly&rsquo;s Insurance Regulatory Consulting team consults for various state government insurance departments and for insurance companies. The Insurance Regulatory consulting team provides clients with financial examination, financial analysis, market conduct and operational, financial, compliance, risk advisory, and process improvement services. Our team includes a diverse array of talent including well versed project managers, Certified Financial Examiners, Certified Internal Auditors, Certified Public Accountants, and specialists in other areas.</b></h2><h2 class="jobSectionHeader"><b>
</b></h2><h2 class="jobSectionHeader"><b>
You will enjoy this role if:
</b></h2><ul><li><h2 class="jobSectionHeader"><b>You would like to hear perspectives from executives from different insurance organizations and be part of a team that assesses and reports on adequacy of governance, cybersecurity, risk and capital management of some of the largest insurance organizations.</b></h2></li><li><h2 class="jobSectionHeader"><b>
You enjoy managing and leading a team in performing regulatory examinations and financial analysis</b></h2></li><li><h2 class="jobSectionHeader"><b>
You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized</b></h2></li><li><h2 class="jobSectionHeader"><b>
You are looking to be part of a fast growing, entrepreneurial and innovative practice where your hard work and creativity can help us continue to build, improve and advance</b></h2></li><li><h2 class="jobSectionHeader"><b>
You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs</b></h2></li><li><h2 class="jobSectionHeader"><b>
You are a creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams </b><b><i>now, for tomorrow.</i></b></h2></li></ul><h2 class="jobSectionHeader"><b>
What you will do:</b></h2><ul><li><h2 class="jobSectionHeader"><b>
Work directly with partners and senior managers in providing governance, risk, technology, and compliance advisory services to clients.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Provide recommendations for business and process improvements based upon knowledge gained relative to the client&rsquo;s operations, processes, and business objectives.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Support the Examiner in charge on risk focused financial examinations to review and evaluate an insurer's business processes and controls (including the quality and reliability of corporate governance) to assist in assessing and monitoring its current financial condition and prospective solvency.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Perform risk focused financial analysis of regulated insurance entities on behalf of our clients, through off-site monitoring of the State insurance department client&rsquo;s domestic insurers&rsquo; financial condition, and monitor and report on significant internal/external changes and risks relating to all aspects of the insurer.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to interpret their meaning and determine impact to the company.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Provide supervision and training to newer staff</b></h2></li><li><h2 class="jobSectionHeader"><b>
Participate in and/or lead presentations and trainings to Baker Tilly clients and at conferences on various examination and analysis topics, trends and audit methodologies.</b></h2></li></ul><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><ul><li><h2 class="jobSectionHeader"><b>
BA/BS in Accounting, Finance, Economics, Risk management, Information Technology or related field.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Minimum of three years of experience with Risk Advisory, Internal and/or External Audit, or a state regulatory agency/department required; experience in public accounting, regulatory consulting firm, and/or state regulatory agency/department preferred.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Experience as a financial examiner for multi-state examinations and group coordinated examinations preferred</b></h2></li><li><h2 class="jobSectionHeader"><b>
Accredited Financial Examiner designation (AFE) required, or Certified Financial examiner (CFE) designation preferred</b></h2></li><li><h2 class="jobSectionHeader"><b>
Flexibility to travel to various client sites, overnight as needed up to 10%</b></h2></li><li><h2 class="jobSectionHeader"><b>
Proactive communication (both written and verbal)</b></h2></li><li><h2 class="jobSectionHeader"><b>
Excellent analytical, technical and problem solving skills.</b></h2></li><li><h2 class="jobSectionHeader"><b>
Strong Microsoft Word, PowerPoint, and Excel skills preferred</b></h2></li></ul></div>

Internal Audit & Risk Advisory Senior Consultant - Insurance

CNA Insurance

<div><div>You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.</div><div></div>
CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&amp;O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims.<br>
<br>
This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to leadership, as needed. Critical to success in this role is the ability to be highly organized, independently motivated and responsive/communicative.<br>
<br>
CNA offers a hybrid work environment in one of the following locations: Chicago, Glastonbury, Lake Mary, Wyomissing, NYC area preferred, but candidates near any CNA location will be considered.<div></div><div>
JOB DESCRIPTION:</div><div></div><div>
Essential Duties &amp; Responsibilities</div><div><i>
Performs a combination of duties in accordance with departmental guidelines:</i></div><ul><li>
Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits.</li><li>
Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information.</li><li>
Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols.</li><li>
Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim.</li><li>
Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.</li><li>
Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner.</li><li>
Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation.</li><li>
Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely.</li><li>
Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management.</li><li>
Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business.</li><li>
Mentors, guides, develops and delivers training to less experienced Claim Professionals.</li></ul><div><i>
May perform additional duties as assigned.</i></div><div></div><div>
Reporting Relationship</div><div>
Typically Director or above<br>
<br>
Skills, Knowledge &amp; Abilities</div><ul><li>
Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices.</li><li>
Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly.</li><li>
Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems.</li><li>
Strong work ethic, with demonstrated time management and organizational skills.</li><li>
Ability to work in a fast-paced environment at high levels of productivity.</li><li>
Demonstrated ability to negotiate complex settlements.</li><li>
Experience interpreting complex specialty insurance policies and coverage.</li><li>
Ability to manage multiple and shifting priorities in a fast-paced and challenging environment.</li><li>
Knowledge of Microsoft Office Suite and ability to learn business-related software.</li><li>
Demonstrated ability to value diverse opinions and ideas.</li></ul><div></div><div>
Education &amp; Experience</div><ul><li>
Bachelor's Degree or equivalent experience; JD preferred.</li><li>
Typically a minimum of five to seven years of relevant experience, preferably in claim handling</li></ul><div></div><div>
#LI-CP1</div><div>
#LI-Hybrid</div><div></div><div><i>
I</i><i>n certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In </i><i>District of Columbia</i><i>,</i><i> </i><i>California, Colorado, Connecticut, </i><i>Illinois</i>, <i>Maryland</i><i>, </i><i>Massachusetts</i>,<i> New York and Washington,</i> <i>the national base pay range for this job level is</i><i> $72,000 to $141,000 </i><i>annually. Salary</i><i> determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees &ndash; and their family members &ndash; achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA&rsquo;s benefits, please visit </i><div><i>cnabenefits.com</i></div><i>.</i></div><div></div><div>
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact <div>leaveadministration@cna.com</div>.</div></div>

Complex Claims Consultant - EPL, Private & NFP D&O

Search 10000+ Insurance consultant jobs near you this March. New roles added regularly across leading industries. Apply today.