Dealer Engagement Consultant
Core
Provide strategic analytical consultation and data-driven insights to dealer partners on participation structure portfolios and reinsurance solutions.
Role type
Dealer Engagement Consultant
Builds
Participation structure portfolios and reinsurance solutions for dealer principals
Domain
Insurance / Reinsurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Actuarial data analysis, participation structure agreements, tax implications, IRS compliance, Microsoft Office Suite, relationship management, strategic thinking
Preferred skills
Knowledge of JM&A product offerings, advanced analytics tools
Technologies
Microsoft Office Suite (Word, Excel, Outlook, SharePoint)
Responsibilities
Manage structure consulting activities and coordinate information for business plans and tax returns; Conduct in-depth analysis of participation portfolios to recommend strategic improvements; Cultivate relationships with Dealer Principals, CFOs, CPAs, and legal advisors; Use actuarial data to develop solutions for Section 831(b) reinsurance companies; Assist Field Sales with dealer interactions and training on participation structures.
Seniority
Individual Contributor
