Planning & Reserving Associate

At Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success-both personally and professionally.

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This opportunity is in the Business Intelligence & Planning Department.

The Business Intelligence & Planning Department is dedicated to empowering informed decision-making and driving strategic growth through comprehensive financial planning, data-driven insights, and governance excellence. Our mission is to deliver accurate, timely, and actionable intelligence to all stakeholders around the company by leveraging the strengths of our integrated teams, including Planning & Reserving, Portfolio Management, BI Analysis, BI Data Analysis, Data Quality and Data Governance.

Together, we support a culture of data excellence and financial foresight.

Role Description:

As a Planning & Reserving Associate, you will play an integral role in supporting the company's financial planning and reserving processes. You will work hands-on with data to help build, update, and maintain financial plans, including working through prior year plans and refining them for current use. You'll assist in reviewing actuarial reserving outputs and incorporating feedback to ensure accuracy and alignment with business needs.

In this role, you will create and maintain reports, analyze results, and respond to questions from stakeholders regarding financial plans and reporting outputs. You'll collaborate across departments to gather inputs, ensure consistency in data, and support the development of planning exhibits and projections. This position offers strong exposure to financial analysis, reporting, and actuarial concepts, giving you the opportunity to build technical expertise while contributing to meaningful business decisions in a collaborative, team-oriented environment.

Qualifications:

Education:

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field is required

Required Qualifications:

• Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
• This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.
• Intermediate proficiency in Microsoft Excel, including the ability to perform VLOOKUPs, create pivot tables, and write custom formulas
• Strong attention to detail and ability to work with data
• Ability to manage multiple tasks and meet deadlines in a team-oriented environment

Preferred Qualifications:

• 1 or more years of relevant professional experience in an accounting, reporting, or data-focused role is preferred
• Public accounting experience or corporate accounting experience is preferred
• Basic knowledge of the insurance industry and financial processes
• Exposure to financial analysis, forecasting, or actuarial concepts
• Strong written and verbal communication skills

Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

Total Rewards That Put Employees First

In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees. Highlights of our exceptional benefits include generous health, dental, and vision coverage, health savings accounts, a 401(k)-retirement savings match and an annual profit sharing contribution.

We proudly offer family forming benefits for adoption, fertility, and surrogacy, generous paid time off and paid holidays, paid parental and caregiver leave, a hybrid work environment, and company-paid life insurance and disability. To support employees in their career journeys, we provide professional growth and development opportunities in…