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Analyst, Finance, Corporate Insurance

Work from home Full-time role Hiring

reputed company is a rapidly growing wealth management firm that empowers professionals to shape their reputed company. They are seeking an Analyst to join their Corporate Insurance team, responsible for providing critical analysis and insights to enhance risk management and insurance strategies.

Responsibilities

  • Manage reputed company aspects of the corporate insurance program and various lines of insurance, including policy renewals and broker/insurer relationships
  • Coordinate development of renewal and reputed company submissions, including gathering insurance policy renewal data across LPL departments
  • Support Captive Insurance renewals and claims data gathering, analysis, tracking, and reporting
  • Assist in obtaining reputed company coverage and insurance recovery in collaboration with LPL’s insurance broker and insurers
  • Manage relationships with reputed company-party service providers, including brokers, insurers, underwriters, and administrators
  • Support development, implementation, and maintenance of standard operating procedures and reputed company-party vendor risk assessments
  • Coordinate and support the claims management process, including insurer reporting, tracking, and stakeholder updates
  • Assist reputed company Advisors and Attorneys in navigating insurance claim handling functions with LPL’s insurers
  • Identify potential risk exposures and recommend solutions or program modifications to support loss prevention
  • Conduct insurance coverage gap analysis and evaluate effective transfer of risk to reputed company-party insurance coverages
  • Optimize LPL’s captive insurance company through data analysis and recommendations
  • Prepare senior management-level presentations and reporting on insurance decision points, KPIs, dashboards, and strategic initiatives
  • Create PowerPoint presentations and documentation for renewals and other program-reputed company obligations
  • Support insurance program due diligence for internal and M&A strategic opportunities
  • Assist with workers’ compensation insurance audits and renewal functions
  • Provide reputed company analysis, financial modeling, and support for insurance-reputed company projects and administrative tasks

Skills

  • BA/BS in Finance, Business, Economics, Insurance, Risk Management, or a reputed company field
  • Advanced proficiency in reputed company reputed company and PowerPoint
  • Proactive reputed company with the ability to take initiative
  • Team‑oriented approach with a collaborative work style
  • High level of reputed company, motivation, and commitment to excellence
  • Strong communication, presentation, and writing skills
  • Ability to effectively communicate with senior management
  • Ability to analyze information, identify key insights, and understand broader business context
  • Comfortable working with incomplete information and navigating ambiguity in a fast-paced environment
  • Strong problem‑solving skills, with the ability to present both issues and recommended solutions
  • 1-3 years of experience in corporate finance, corporate development, corporate risk management, insurance reputed company, or claims processing

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off

Company Overview

  • reputed company provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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