Financial & Underwriting Analyst

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 5 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

Responsible for providing the Consulting Team with financial and analytic support on client projects, including, but not limited to, updating claims experience reports and reserve calculations, modeling plan design alternatives, summarizing RFP responses and maintaining state and municipality ordinances.

Prepares monthly, quarterly and annual claims utilization versus budget reports;

Provides support for development of reserve calculations for self-funded health plans;

Supports clients' health and welfare renewal process by inputting enrollment information, carrier renewals, pricing of benefit changes, and organizing financial data for presentations to clients;

Provides support for marketing proposals by requesting RFPs, verifying benefits, premium rates and market competitiveness;

Assists clients with maintaining compliance with state and municipality ordinances;

Assists with benchmarking and trend analysis as needed;

Serves as technical support, assisting other team members to resolve financial issues;

Engages in optimal and appropriate usage of applicable software programs;

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

Other duties as assigned.

Bachelor's Degree or equivalent combination of education and experience

Two (2) or more years of related work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License within 120 Days

Excellent verbal and written communications skills

Good leadership, problem solving and time management skills

Good planning, organizational and prioritization skills

Ability and motivation to work independently

Proficient in Microsoft Office products, particularly in Excel

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We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to

For more information on Alliant Insurance Service's benefits, please visit