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The Captive Analyst will support the Captive Practice in gathering and analyzing data for MMA East/Graham’s Captive prospects and clients.
• Data Management: The Captive Analyst will be responsible for compiling, retaining, cleaning, and organizing data for the Captive Practice.
• Loss Pick Analysis and Projections: The Captive Analyst will conduct loss pick analyses and projections to help determine optimal retained layer, and to utilize in captive proforma modeling, as well as prospect presentations and proposals.
• Generate Excess/Reinsurance Estimations: The Captive Analyst will create Excess and Reinsurance Estimations for the purpose of establishing estimated premium in prospect presentations and proposals, and to utilize in captive proforma modeling.
• Historical Data Analysis: The Captive Analyst will synthesize historical premium data to determine pre-funded estimated deductible picks to account for retentions, and compile data to capture historical loss payouts.
• Captive Financial Proforma Modeling: The Captive Analyst will assist in and eventually lead Captive financial proforma modeling for Graham’s Captive clients, leveraging national tools and resources.
• Quote Reviews: The Captive Analyst with conduct quote reviews, including financial comparison between various reinsurance and deductible structures, as well as individual cost items.
• Assist with developing prospect and client presentations and proposals including financial inputs.
• Serve as a liaison to Production and Account Management for requests regarding client and prospect needs and gathering relevant information.
• Serve as a liaison to third parties, including Captive Managers, Actuaries, and other key points of contact, regarding timelines, requirements, gathering information, and other requests.
• Attend meetings related to your position.
• Pursue a program for professional development.
• Performs other related duties as assigned.
JOB SPECIFICATIONS:
• Bachelor’s degree in Risk Management and Insurance, Accounting, Finance, or a related field preferred.
• Professional finance, accounting, underwriting or actuarial experience required.
• Knowledge of Property & Casualty insurance coverages and agency operations strongly preferred.
• Holds required and appropriate insurance agent’s license.
• Strong math and analytical skills.
• Advanced proficiency in Microsoft Excel.
• Strong sense of initiative.
• Organized with strong time management skills.
• Excellent written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Professional demeanor.
• Proficient in Graham standard computer applications.
• Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.
• Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee’s ability to safely perform their job.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;
• Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.
WORK LOCATION
• Work is typically performed in a hybrid manner at MMA’s Philadelphia, PA office
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401(k), employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers
