Senior COLI Insurance Analyst

7 days ago

Dallas, Texas, United States M Financial Group Full time
Job Title: Senior COLI Insurance Analyst

M Financial Group is a leading provider of innovative financial solutions, and we are seeking a highly skilled Senior COLI Insurance Analyst to join our team.

The successful candidate will be responsible for analyzing and developing financial solutions for corporate clients, utilizing their expertise in COLI (Corporate Owned Life Insurance) products and nonqualified employee benefit plans.

This is a challenging and rewarding role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Develop and implement financial solutions for corporate clients, utilizing COLI products and nonqualified employee benefit plans.
  • Analyze and evaluate financial data to identify trends and opportunities for growth.
  • Collaborate with cross-functional teams to develop and implement financial strategies.
  • Provide expert advice and guidance to clients on COLI products and nonqualified employee benefit plans.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to improve financial solutions and services.
Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, Business, Math, or related area.
  • Minimum of seven to ten years of related work experience in actuarial, accounting, finance or insurance environment with demonstrated ability to progressively assume increased responsibility.
  • Strong project management skills.
  • Life Insurance and securities licenses are a plus (must be able to obtain within 6 months of employment).
  • Deep understanding of mathematical analysis and terms.
  • Strong attention to detail, analytical and project management skills.
  • Well-developed computer skills, including the use of the internet and Microsoft Word, Excel, and PowerPoint.
  • Ability to establish and maintain effective working relationships with M Team members, carriers, Member Firms, and Marketers.
  • Excellent problem-solving skills as well as ability to exercise independent judgment and make decisions.
  • Excellent oral and written communication skills.
  • Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment, attention to detail and organization skills.
Benefits:
  • Salary will be commensurate with relevant experience, knowledge, and skills.
  • You will also be eligible for an annual incentive plan bonus.
  • M Financial offers a comprehensive benefits package, including:
  • Medical/Vision Insurance
  • Dental Insurance
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Modern Health (Mental Health Therapy and Coaching)
  • Empathy (Bereavement Support)
  • Employee Assistance Program
  • Life Insurance
  • FSA (Health and Dependent Care)
  • HSA (for qualified medical plan)
  • Long-Term Care Insurance
  • 401(k) Match
  • Tuition Assistance

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