Financial Consulting & Analytics Director

Arizona, USA

Posted Tuesday, August 26, 2025 at 10:00 AM

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at  .

SUMMARY

Responsible for leading financial and analytics consulting for assigned business unit. Oversees a team of
financial and underwriting staff that supports the client services renewal process and harness analytics to drive insights. Develops and implements efficient strategies related to workflow processes between the technical and client services groups, leveraging data-driven approaches to optimize operational efficiency and enhance client outcomes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Drives innovation within the team leveraging automation and advanced technologies, develops and refines analytics and modeling, to enhance capabilities.

Prepares and presents financial reports, presentations, and recommendations for assigned clients and internal stakeholders. Communicates complex financial concepts and findings in a clear, concise, and persuasive manner.

Manages the staff including recruiting, training, motivating/mentoring, conducting performance reviews and performing disciplinary action as appropriate, and developing professional and technical standards as well as department processes and capabilities.

Works with national analytics to enhance dashboard tools using health plan and third-party data within
Alliant’s proprietary visualization system to highlight and synthesize complex diagnoses and other risk
data.

Maintains an active consulting role with appropriate client base in order to stay current on benefit trends and issues.

Collaborates with internal teams to optimize operations and drive efficiency, with a focus on enhancing client satisfaction and retention.

Refines and maintains standards applicable to client analysis, developing new assessment tools or methodologies as appropriate, and training internal staff on use of tools, resources and standards.

Oversees the planning, execution, and delivery of department projects, ensuring adherence to timelines, budgets, and quality standards. Coordinates cross-functional teams and resources to achieve project objectives and deliverables.

Develops and maintains relationships with insurance carriers, meets regularly with senior carrier representatives to understand carrier pricing methodologies, promotes efficiencies and clarifies expectations and coordinates quarterly surveys of carrier trends, quality and financial data and disseminates internally.

Leads pooled renewal negotiations with key carriers to obtain the best financial terms on behalf of our clients.

Contributes to Regional and National work groups to drive innovation; champions local adoption of Alliant-wide initiatives as appropriate.

Assist H&P and Clinical practice in reviewing best practices pertaining to evidence-based claims of success that lead to ROI potential via point solution engagement; evaluate methodologies to validate claims of success, etc.

Participates on management committees and any related duties.

Review, approve, and provide final sign-off on actuarial analyses, reports and models, ensuring compliance with industry standards.

Participates in the development of company conferences, seminars and webinars as appropriate.

Support and assist in the acquisition of new business and client retention.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS

Bachelor's Degree inData Science, Finance, Business Administration, or a related field, or equivalent combination of education and experience

Master's Degree inData Science, Finance, Business Administration, or a related field

Fifteen (15) or more yearsof financial consulting, preferably with a large consulting firm

Three (3) or more yearsof leading and developing teams

Valid Insurance License

Associate of the Society of Actuaries (ASA)

SKILLS

Knowledge of risk analytics methodologies, including scenario analysis, stress testing, and sensitivity analysis, to assess and manage financial risks effectively.

Proficient in…