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Insurance Financial Specialist

2 months ago

Leawood, Kansas, United States Companion Protect, LLC Full time

About Companion Protect, LLC:
Companion Protect (CP) is dedicated to enhancing the lives of pets through superior insurance solutions. Our mission is to ensure the health and happiness of pets, recognizing their importance in our lives.

Your Role:
As a Financial Analyst at Companion Protect, you will play a crucial role in generating and disseminating financial reports to our partners and insurance entities on a monthly basis or as needed. You will also assist the Client Services and Executive teams by providing necessary internal reports and analyses.

Key Responsibilities:
- Define, assess, and report on essential metrics and overall company performance across various sales channels.
- Deliver monthly reconciliation and reserve reports to client partners, insurance firms, and our reinsurance company.
- Manage and oversee financial data related to our insurance programs, including premiums, revenue, claims, and billing.
- Collaborate with Database Administrators to gain insights and enhance reporting capabilities for both clients and internal stakeholders.
- Support the Client Services team with all reporting needs for current and prospective clients.
- Work with IT product owners and project managers to establish business requirements for product and system development initiatives.
- Assist in the annual budgeting and quarterly reforecasting processes, including necessary updates to business cases.
- Provide analytical support in reviewing enrollment and claim activities to identify trends and improvement areas in pricing or coverage.
- Conduct additional analyses on various projects, including product changes, distribution channels, and growth initiatives.

Qualifications:
- Ideally, 1+ years of experience in a Financial Analyst or similar role.
- Bachelor's degree in Accounting, Finance, Insurance, or Business.
- Experience in the insurance sector or a related regulated industry is preferred.
- Proficient in advanced Excel functions, reporting software, and analytical tools.

What We Value:
- Commitment to our mission and the clients we serve.
- A strong desire for team success and collaboration.
- Resourcefulness and innovative problem-solving skills.

Preferred Skills:
- Experience with Salesforce, SQL, reporting software, Tableau, or reinsurance is a plus.

Work Environment:
This position offers flexibility with remote or hybrid work options.

Why Join Us:
At Companion Protect, we offer a range of employee benefits that extend beyond standard packages. Our leadership is committed to transparency and growth, fostering an environment where personal values align with our mission.

Our Benefits Include:
- Comprehensive medical, dental, and vision insurance.
- 401K with company match and immediate vesting.
- Subsidized pet insurance.
- Flexible working arrangements and competitive PTO.
- Paid parental leave and community engagement opportunities.

Companion Protect is an equal opportunity employer, committed to fostering an inclusive environment for all associates.