Join a dynamic team at Chubb where your analytical skills will directly impact regulatory compliance and financial operations! As a Financial Analyst, you’ll play a key role in ensuring accuracy, timeliness, and excellence in all aspects of financial reporting and assessment processes—making a real difference in a collaborative, fast-paced environment.
Main Responsibilities:Â
- Prepare and file policy level and company level reports as required by various states and ensure compliance with all reporting requirements and deadlines.
- Prepare disbursement requests for various state and other statutory assessments or filing fees, ensuring requests are completed accurately and within established deadlines.
- Ensure that all payments and reports submitted are accurate and properly documented for future reference.
- Ensure that procedures are updated for any necessary changes as required.
- Respond promptly and within requested due dates to any questions or inquiries from any insurance department or other assessing/reporting organization. Ensure responses are appropriate prior to sending externally and saved to appropriate folders for future reference.
- Respond promptly and within requested due dates to any internal questions as well.Â
- Support development of the annual assessment budget and provide monthly/quarterly variance analysis.
- Assist with providing research and data on account reconciliations, to surcharge manager.
- Provide assessment documentation for accrual reviews, in terms of updated payment, basis, and rate information for trending analyses.
- Surplus lines state filings and fee payments are processed accurately and on time for all surplus lines’ companies, ensuring continued eligibility.
- Surplus lines carrier reporting is completed with accurate and timely submission of all policy and premium reports to the relevant agencies and associations.
- Support extended Regulatory Affairs Team with special requests or inquires as needed.
Reporting Relationship:
- Reports to the Manager of Assessment and Surcharge Group.
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