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Financial Analyst

Hybrid Financial Analyst, Private Client Insurance

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: EPIC Insurance Brokers & Consultants
Full Time position
Listed on 2026-02-09
Job specializations:
  • Insurance
    Financial Analyst
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
A leading insurance brokerage firm in San Mateo, CA, is seeking a Financial Analyst to support its National Personal Lines Practice. This role requires strong analytical skills and insurance industry experience, with responsibilities including validating compensation structures and collaborating with sales teams. The position is hybrid—preferred in-office presence is at least three days a week. Competitive salary and generous benefits are offered, including ample paid time off and employee recognition programs.
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