Analyst, Finance, Corporate Insurance
LPL Financial is a rapidly growing wealth management firm that empowers professionals to shape their success. 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 all aspects of the corporate insurance program and various lines of insurance, including policy renewals and broker/insurer relationships
- Coordinate development of renewal and underwriting 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 optimal coverage and insurance recovery in collaboration with LPL’s insurance broker and insurers
- Manage relationships with third-party service providers, including brokers, insurers, underwriters, and administrators
- Support development, implementation, and maintenance of standard operating procedures and third-party vendor risk assessments
- Coordinate and support the claims management process, including insurer reporting, tracking, and stakeholder updates
- Assist LPL Financial 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 third-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-related obligations
- Support insurance program due diligence for internal and M&A strategic opportunities
- Assist with workers’ compensation insurance audits and renewal functions
- Provide ad-hoc analysis, financial modeling, and support for insurance-related projects and administrative tasks
Skills
- BA/BS in Finance, Business, Economics, Insurance, Risk Management, or a related field
- Advanced proficiency in Microsoft Excel and PowerPoint
- Proactive mindset with the ability to take initiative
- Team‑oriented approach with a collaborative work style
- High level of integrity, 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 underwriting, or claims processing
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Company Overview
Company H1B Sponsorship