Claims Finance Analytics & Forecasting Specialist (Hybrid)

Zurich; Chicago (IL); Hybrid; USD 73,000 - 119,000; Full time

Job summary

Zurich North America seeks a Finance Analytics Specialist to join the Claims Finance team at the Schaumburg headquarters. You will perform advanced financial analysis and modeling, develop dashboards, and automate reporting to deliver insights on claim operations and staffing needs.

Responsibilities include improving ULAE reporting, building staffing forecasts, and communicating complex financial information to leaders across functions.

Qualifications

• Bachelor’s degree and 4+ years of experience in Accounting or Finance.
• High School Diploma or Equivalent and 6+ years of experience in Accounting or Finance.
• Completion of Zurich Finance Dev Program with a degree and 2+ years in Accounting/Finance.
• Zurich Certified Insurance Apprentice with 4+ years in Accounting/Finance.

Responsibilities

• Providing advanced financial analysis and modeling.
• Developing dashboards and reports that provide deeper insights of claim operations and outcomes.
• Maintaining and improving existing claims dashboards and automating reporting.
• Creating claim staffing models and forecasting future staffing needs.
• Driving transparency and understanding of ULAE results and implementing enhancements to the ULAE allocation process when necessary.
• Supporting the planning and forecasting process through providing ULAE allocation rates and collaborating with business unit leadership to explain changes and impacts.
• Communicating complex financial information and insights to business partners across multiple functions.
• Prepare key messages, reports and financial analyses to inform management teams of expected outcomes for specific initiatives.

Skills

SQL

Power BI

Microsoft Office

Communication skills

Project management

Data visualization

Education

Bachelor's degree

High School diploma/equivalent

Zurich Finance Development Program

Zurich Certified Insurance Apprentice

Tools

Excel

Power BI

Job description

Zurich North America seeks a Finance Analytics Specialist to join the Claims Finance team at the Schaumburg headquarters. You will perform advanced financial analysis and modeling, develop dashboards, and automate reporting to deliver insights on claim operations and staffing needs.

Responsibilities include improving ULAE reporting, building staffing forecasts, and communicating complex financial information to leaders across functions.