Finance and Actuarial Information Management Assistant

Assurant; United States; Remote; USD 48,000 - 80,000; Full time

Job summary

A leading global company is seeking a Finance and Actuarial Information Management Assistant to handle regulatory data requirements and support the Actuarial team. This entry-level role offers exposure to financial processes, data analysis, and requires a Bachelor's degree in a related field with basic programming skills.

Qualifications

• Bachelor's Degree in relevant fields required.
• 2 years or less of professional experience.
• Basic proficiency in MS Office and data repository platforms.

Responsibilities

• Review and respond to regulatory data requirements.
• Assist in month-end GL financial close process.
• Support Actuarial department with various data and systems initiatives.

Skills

Proficiency in MS Office

Basic programming knowledge

Analytical skills

Education

Bachelor’s Degree in Finance, Mathematics, Business, Actuarial Science, Computer Science, or Statistics

Tools

SAS

SQL

R

Python

Tableau

Power BI

Job description

Finance and Actuarial Information Management Assistant

Assurant has an exciting opportunity for a Finance and Actuarial Information Management Assistant!

The Actuarial Info Management Assistant will review, monitor, resolve and respond to regulatory data requirements for the company’s policies, products and services with state insurance departments and other regulatory entities. They will assist with the corporate assessment process by gathering, validating and allocating expenses, and supporting related accounting and data functions. This role will also provide support to the Actuarial department on various data and systems initiatives which include system maintenance, administrative system change design, and championing Actuarial’s priorities in connection with the corporate data warehouse. They will help support Actuarial data and systems projects and provide effective and efficient data for analysis. This role possesses basic product, system and programming knowledge that helps support various reporting and system needs. This position can report to the Supervisor, Manager or Director of Product Configuration or Actuarial Info Management.

What will be my duties and responsibilities in this job?

Establishes foundational knowledge of software and source system applications. Learns how to locate, query, extract, manipulate, and reconcile data.

Develops basic knowledge of programming and coding in supported software platform. Assists with researching and fact finding to develop or modify information systems. Codes, tests, debug, documents and maintains programs.

Assist in the development of well-defined user specifications following departmental documentation standards.

Learns how to accurately produce details and requirements needed for internal and external (Finance, Accounting, Regulatory, State DOIs) requests and reports by following specifications in place.

Assist in documenting requirements for new product installations, new client installations, and client maintenance related to actuarial processes (Pricing and Reserving).

Assist in month-end GL Financial close process (Reserving).

Assist in completing Credit Insurance Experience Exhibits (CIEE).

Assist in preparation of Credit Related Rate and Experience Filings.

Perform analysis at manager’s request for new states’ regulatory requirements

Learn various data modeling practices to support Actuarial & Data Analytics projects.

Proactively works to build strong relationships with peers, manager, and internal areas.

Is able to work on multiple projects with varying deadlines and prioritizes.

Actively manages self-development. Seeks knowledge & skills from team and other resources to accomplish goals.

Perform other duties as assigned.

What are the requirements needed for this position?

Bachelor’s Degree in Finance, Mathematics, Business, Actuarial Science, Computer Science, or Statistics

2 years or less of overall professional experience

Basic proficiency in MS Office Applications including Excel, PowerPoint, Word, Outlook, SharePoint. Basic to Intermediate proficiency to various data repository platforms (SAS/SQL/etc.).

What other skills/experience would be helpful to have?

Bachelor’s Degree in Finance, Mathematics, Business, Actuarial Science, Computer Science, or Statistics

2 years or less of overall professional experience

Basic proficiency in MS Office Applications including Excel, PowerPoint, Word, Outlook, SharePoint. Basic to Intermediate proficiency to various data repository platforms (SAS/SQL/etc.) and analytical software (R, Python, Tableau, Power BI, etc.).

Basic understanding of warranty or insurance product knowledge/terminology

Basic understanding of database theory and experience working with databases is preferred

Self-driven with a desire to successfully take on new challenges and additional responsibilities

Can work on multiple projects with varying deadlines and prioritizes

Asks questions to clarify and seeks out information

Demonstrates competent analytical skills

Has strong organizational and time management skills

Pay Range:

$48,200.00 - $79,500.00

Assurant has an exciting opportunity for a Finance and Actuarial Information Management Assistant!

The Actuarial Info Management Assistant will review, monitor, resolve and respond to regulatory data requirements for the company’s policies, products and services with state insurance departments and other regulatory entities. They will assist with the corporate assessment process by gathering, validating and allocating expenses, and supporting related accounting and data functions. This role will also provide support to the Actuarial department on various data and systems initiatives which include system maintenance, administrative system change design, and championing Actuarial’s priorities in connection with the corporate data warehouse. They will help support Actuarial data and systems projects and provide effective and efficient data for analysis. This role possesses basic product, system and programming knowledge that helps support various reporting and system needs. This position can report to the Supervisor, Manager or Director of Product Configuration or Actuarial Info Management.

What will be my duties and responsibilities in this job?

• Establishes foundational knowledge of software and source system applications. Learns how to locate, query, extract, manipulate, and reconcile data.

• Develops basic knowledge of programming and coding in supported software platform. Assists with researching and fact finding to develop or modify information systems. Codes, tests, debug, documents and maintains programs.

• Assist in the development of well-defined user specifications following departmental documentation standards.

• Learns how to accurately produce details and requirements needed for internal and external (Finance, Accounting, Regulatory, State DOIs) requests and reports by following specifications in place.

• Assist in documenting requirements for new product installations, new client installations, and client maintenance related to actuarial processes (Pricing and Reserving).

• Assist in month-end GL Financial close process (Reserving).

• Assist in completing Credit Insurance Experience Exhibits (CIEE).

• Assist in preparation of Credit Related Rate and Experience Filings.

• Perform analysis at manager’s request for new states’ regulatory requirements

• Learn various data modeling practices to support Actuarial & Data Analytics projects.

• Proactively works to build strong relationships with peers, manager, and internal areas.

• Is able to work on multiple projects with varying deadlines and prioritizes.

• Actively manages self-development. Seeks knowledge & skills from team and other resources to accomplish goals.

• Perform other duties as assigned.

What are the requirements needed for this position?

• Bachelor’s Degree in Finance, Mathematics, Business, Actuarial Science, Computer Science, or Statistics

• 2 years or less of overall professional experience

• Basic proficiency in MS Office Applications including Excel, PowerPoint, Word, Outlook, SharePoint. Basic to Intermediate proficiency to various data repository platforms (SAS/SQL/etc.).

What other skills/experience would be helpful to have?

• Bachelor’s Degree in Finance, Mathematics, Business, Actuarial Science, Computer Science, or Statistics

• 2 years or less of overall professional experience

• Basic proficiency in MS Office Applications including Excel, PowerPoint, Word, Outlook, SharePoint. Basic to Intermediate proficiency to various data repository platforms (SAS/SQL/etc.) and analytical software (R, Python, Tableau, Power BI, etc.).

• Basic understanding of warranty or insurance product knowledge/terminology

• Basic understanding of database theory and experience working with databases is preferred

• Self-driven with a desire to successfully take on new challenges and additional responsibilities

• Can work on multiple projects with varying deadlines and prioritizes

• Asks questions to clarify and seeks out information

• Demonstrates competent analytical skills

• Has strong organizational and time management skills

Pay Range:

$48,200.00 - $79,500.00

Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

Expected application deadline is

06/16/2025

If date is blank then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis.

Helping People Thrive in a Connected World
Connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive. Learn more at jobs.assurant.com .

For U.S. benefit information, visit myassurantbenefits.com . For benefit information outside the U.S., please speak with your recruiter.

What’s the culture like at Assurant?
Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 13 countries and awarded the Fortune America’s Most Innovative Companies recognition in 2023, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way .

Company Overview
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.

Job Scam Alert
Please be aware that during Assurant's application process, we will never ask for personal information such as your Social Security number, bank account details, or passwords. Learn more about what to look out for and how to report a scam here .

About the company

Assurant, Inc. is a global provider of risk management products and services with headquarters in New York City. Its businesses provide a diverse set of specialty, niche-market insurance products in the property, casualty, extended device protection, and preneed insurance sectors.

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