Disability Insurance Finance Consultant

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Deliver financial analysis and advisory services across DI Claims, utilizing accounting, tax, and contract expertise to formulate and document well-supported conclusions.

• Analyze personal and business financial statements to determine and articulate earned income, covered expenses, benefit amounts and adjustments, as well as discrepancies between tax returns and monthly claimant reports.

• Cultivate trusted relationships with claims professionals and leaders by offering clear, timely, and actionable recommendations.

• Collaborate with DI Claims leaders on intricate, sensitive, or high-impact cases.

• Spot potential compliance, tax, or other financial issues and engage the necessary partners when required.

• Interact with financial representatives, claimants, employers, external CPAs, attorneys, and other stakeholders to clarify details and address inquiries throughout the claim review process.

• Evaluate taxable benefit data and assist with necessary federal income tax reporting.

• Enhance financial expertise within DI Claims through consultation, mentoring, presentations, and training sessions.

• Aid in the development and maintenance of financial policies, reference materials, and tools that align with claim practices, relevant accounting and tax standards, and contract stipulations.

• Contribute to projects and process or technology enhancements that improve the consistency, efficiency, and quality of financial claim administration.

• Keep abreast of current accounting and tax knowledge through ongoing education and professional resources.

⛳️ Requirements

• A bachelor’s or master’s degree in accounting.

• Five or more years of experience in accounting or tax-related fields.

• A CPA designation is highly preferred.

• An IRS Enrolled Agent (EA) designation may be accepted if accompanied by relevant experience.

• Strong analytical and decision-making abilities, including the capacity to evaluate complex or partial financial data.

• Capability to work autonomously, demonstrate initiative, and produce timely outcomes.

• Outstanding written and verbal communication skills, with the ability to convey complex financial concepts into clear, practical advice.

• Strong attention to detail, organizational skills, and follow-through.

• Ability to train, mentor, and assist in the development of claims professionals.

• Capacity to manage confidential information with discretion.

• Proficiency in Microsoft Office and common document management, communication, and collaboration tools, with adaptability to evolving systems, processes, and business needs.

• Experience in preparing or reviewing personal and small-business tax returns.

• Experience working across a diverse range of businesses and industries.

• Familiarity with disability income insurance products, contracts, or claims administration.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and growth.

• Flexible work arrangements.

• Competitive compensation packages.

• Generous time-off policies.