About the Role
As a Commercial Insurance Consultant – Claims Insights, you will play a critical role in transforming data into decision‑ready insights that drive business performance, portfolio management, and risk outcomes. You will be responsible for performing complex analyses to inform data‑driven decisions, identifying trends, evaluating performance, and developing recommendations to address key business challenges. In this role, you will combine insurance domain knowledge, analytical expertise, and technical skills to extract actionable insights, shape data foundations, and foster a data‑driven culture.
Responsibilities
- SME charged with identifying emerging trends and issues.
- Works in highly consultative role and presents issues to senior management.
- Typically assigned to complex, cross-functional projects and provides mentorship and training to less seasoned team members.
- Perform complex data analysis for Commercial Claims aligned to business and portfolio objectives.
- Provides interpretation and insight on proposals.
- Evaluates findings and guides outcome (cause-effect-effort to implement).
- Role is to be business consultant to client.
- Translate ambiguous business questions into structured analytical approaches and actionable insights.
- Types of analyses may range from, but not limited to, root cause, cost benefit, performance tracking, forecasting, and exploration, with a strong focus on generating actionable insights.
- Identify and interpret trends, risks, and opportunities impacting client and portfolio performance.
- Formulate data‑driven recommendations to improve operational efficiency, loss outcomes, and business strategy.
- Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology to define problems and deliver solutions.
- Drive alignment effectively communicating insights, conclusions, and recommended actions to senior leadership.
- Build strong relationships to support adoption and execution of insights.
- Contribute to building and enhancing data pipelines, reporting frameworks, and analytical standards.
- Help establish consistent metric definitions, governance, and scalable analytics practices.
- Support the development of AI‑enabled and automated analytics capabilities.
- Leverage Industry data and knowledge to evaluate the results in relation with Industry.
- Provide guidance, mentorship, and coaching to junior analysts.
- Contribute to team success by fostering a collaborative, curious, and high‑performing culture.
- Stellar research, analytical skills and ability to present to various management levels and train staff on logic used in new tools, approaches to market changes, responding to legislative changes.
- Travels as needed for role, including divisional / team meetings and other in-person meetings.
- Fulfills business needs, which may include investing extra time, helping other teams, etc.
Requirements
- 8+ years of directly related analytical experience in a related industry required.
- Expert in Microsoft Office Suite, SQL (Snowflake preferred), Visual Basic, data visualization tools such as Power BI or Tableau, and various structured analysis and design techniques.
- Superior research, statistical, analytical, data processing and mathematical skills with ability to structure and conduct analyses.
- Demonstrated leadership and mentoring experience essential.
- Ability to conduct meetings and deliver formal presentations.
- Skills to coach, mentor, evaluate and provide training, guidance and constructive feedback to staff.
- Strong oral and written communication skills.
- Experience in Microsoft Office Suite, SQL, Visual Basic, data visualization tools such as Power BI or Tableau, and various structured analysis and design techniques.
- Expert knowledge of insurance, accounting and rate-making concepts.
- Strong ability to independently solve technical challenges by leveraging online resources.
- Demonstrated analytical agility and curiosity.
- Passion for learning new things, with an interest in technology.
- Ability to work in a fast-paced team environment.
- Direct claims experience or analytical actuarial experience (preferred).
- Knowledge of insurance and rate-making concepts.
- Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS, risk and insurance designations from The Institutes (AINS, AIC, ARM, CPCU, etc.), or actuarial exams and designations (ACAS, FCAS, CERA).
- 2 - 3 years mentoring experience.
- Advanced degree in related field.
- Demonstrated ability to perform in a fast-paced environment with multiple priorities and deadlines.
- Excellent analytical and communication skills with ability to translate complex concepts into a simple story.
- Proven history of taking initiative and driving projects to completion with minimal guidance.
- Strong research and analytical (quantitative and/or qualitative) skills with ability to perform analysis and identify solutions to issues.
- Strong data visualization skills (experience with PowerBI a plus).
- Insurance product, price, underwriting and Claims knowledge, with working knowledge of commercial Claims Operation.
- Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects).
- Champions our cultural norms (e.g., willing to have cameras on when it matters, helping onboard new team members, building relationships, etc.).
- Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.
- Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).
- Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).
- Applicants must have authorization to work indefinitely in the US.
- Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Skills
- Microsoft Office Suite
- SQL
- Snowflake
- Visual Basic
- Power BI
- Tableau
- Structured analysis and design techniques
- Research
- Statistical analysis
- Analytical skills
- Data processing
- Mathematical skills
- Leadership
- Mentoring
- Presentation skills
- Coaching
- Oral communication
- Written communication
- Insurance
- Accounting
- Rate-making concepts
- Problem-solving
- Data visualization
- Commercial Claims Operation
- AI-enabled analytics
- Automated analytics
Location
- California - Home Teleworkers
- Alabama - Home Teleworkers
- Arkansas - Home Teleworkers
- Colorado - Home Teleworkers
- Connecticut - Home Teleworkers
- Delaware - Home Teleworker
- District of Columbia - Home Teleworkers
- Florida - Home Teleworkers
- Georgia - Home Teleworkers
- Idaho - Home Teleworkers
- Illinois - Home Teleworkers
- Indiana - Home Teleworkers
- Iowa - Home Teleworkers
- Kansas - Home Teleworker
- Kentucky - Home Teleworkers
- Louisiana - Home Teleworkers
- Maine Home Teleworkers
- Maryland - Home Teleworkers
- Massachusetts - Home Teleworkers
- Michigan - Home Teleworkers
- Minnesota - Home Teleworkers
- Mississippi - Home Teleworker
- Missouri - Home Teleworker
- Montana - Home Teleworkers
- Nebraska - Home Teleworkers
- Remote (United States, excluding Hawaii and Alaska)
Work Type
- Remote
- Home-Flex
Experience Level
- 8+ years of directly related analytical experience
- 2 - 3 years mentoring experience
Education Level
- Bachelor's degree in mathematics, business, statistics, economics, computer science or equivalent combination of education and experience
- Advanced degree in related field
- Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS, risk and insurance designations from The Institutes (AINS, AIC, ARM, CPCU, etc.), or actuarial exams and designations (ACAS, FCAS, CERA).
Salary/Compensations
- $122,850.00-$136,500.00 (National Average)
- $122,850.00-$164,000.00 (Starting pay range across all states)
- Up to 12% of eligible pay as an annual discretionary bonus
Benefits
- Total compensation package
- Annual bonus eligibility
- 401(k) with a company match
About the Company
- Mobilitas is a commercial insurance company created by CSAA Insurance Group.
- Our mission is to reinvent commercial insurance in the mobility space to offer our partners innovative solutions for today’s way of doing business.
- At Mobilitas, we believe in what's possible and we use our inventive skills to meet the demands of modern mobility with exceptional service.
- We’re looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company.
- We’re excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance.
- Mobilitas is a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.
- We believe in growth for everyone. Here at Mobilitas, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.
- We embrace a remote-first culture through our Flexible Workplace.
- An inclusive and welcoming workplace is the cornerstone of our success.
- By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members.
- As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.
Equal Opportunity
- Mobilitas Insurance Group is an equal opportunity employer.
- CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations.
