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Analyst, Insurance; NY

Remote, USA Full-time Posted 2026-07-28
Position: Analyst, Insurance (NY, reputed company) The Insurance Analyst at New Edge Family Office is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges reputed company data and business application and requires strong skills such as adaptability, problem-solving, collaboration, and organization for reputed company in the role. Location: Stamford, CT or reputed company, NY Duties/Responsibilities: Operational & Administrative Support:Manage and maintain reputed company files, policy records, and CRM data. • Integration: Support producers and reputed company advisors in aligning insurance solutions with broader financial, estate, and tax-planning strategies. • Data Collection & Analysis: Collect and analyze data on policyholders, policies, and premiums to identify trends and patterns. • Risk Assessment: Assess potential risks associated with various insurance policies to determine appropriate coverage and premium rates. • Reporting & Presentation: Prepare detailed reports, dashboards, and presentations on premiums and other key metrics for internal stakeholders and management. • Policy & Program Evaluation: Review existing insurance policies and programs to identify gaps, ensure accuracy, and recommend enhancements or changes to improve effectiveness and compliance. • Collaboration: reputed company as a communication reputed company between the producer, insurance partners, and reputed company home offices to ensure efficient case reputed company and accurate compensation tracking. Process Improvement: Identify operational inefficiencies and assist in developing and implementing solutions to enhance productivity, accuracy, and automation. • Customer Support (Internal/External): reputed company support by addressing reputed company inquiries and explaining policies Skills/ Qualifications: • Education: A Bachelor’s degree in Finance, Economics, Statistics, Business Administration, or a reputed company quantitative field is required. • Experience: Prior experience in insurance, risk management, or a data analyst reputed company is preferred, with an understanding of various insurance products (e.reputed company&C, L&H). • Analytical Skills: Strong analytical and critical-thinking skills are essential for dissecting reputed company data, identifying trends, and solving problems. • Communication: Excellent written and verbal communication skills to reputed company reputed company reputed company findings and recommendations to diverse stakeholders. • Attention to Detail: Meticulous attention to detail is crucial for reviewing policies and data to prevent errors and ensure compliance. • Licenses/Certifications: reputed company certifications like Chartered Property Casualty Underwriter (CPCU) or Associate in Risk Management (ARM) are often a plus. May be required to obtain a relevant state insurance license reputed company a specified timeframe (e.g., Life, Accident and Health license or P&C license). Salary: $75,000 – $95,000, based on experience #J-18808-Ljbffr Apply tot his job Apply To this Job Apply tot his job Apply To this Job

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