Analyst

Description We are looking for an Insurance Analyst to join a respected wealth management firm in Albany, New York. In this role, you will play a pivotal part in evaluating insurance portfolios for high-net-worth clients, ensuring their coverage aligns with their needs and mitigates risks effectively. This position offers an excellent opportunity for professionals with 1–3 years of analytical experience to thrive in a collaborative and non-sales environment.

Responsibilities:
• Conduct in-depth analyses of insurance policies across various categories, including Home, Auto, Umbrella, Life, and Long-Term Care.
• Identify gaps, redundancies, and inefficiencies within client coverage to optimize risk management strategies.
• Collaborate with insurance brokers and carriers to obtain competitive quotes and evaluate policy terms.
• Translate complex insurance terminology into clear and concise reports and summaries for client presentations.
• Assist in annual policy re...

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