Financial Analyst, Private Client Insurance - San Mateo

Only for registered members San Mateo, United States

1 week ago

Default job background
$95,000 - $120,000 (USD)

Job summary

The Financial Analyst will play a critical role in supporting the National Personal Lines Practice by ensuring accurate financial processes related to client compensation and insurance carrier commissions.

Responsibilities

  • Compensation Determination & Confirmation
  • Insurance Carrier Commission Validation
  • Financial Reporting & Analysis
  • Process Improvement & Compliance
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