Who are we?
AP Intego’s mission is simple but powerful: to provide small businesses peace of mind so they can pursue their dreams. We believe that insurance should be something that hums along in the background, providing security for businesses while freeing them to do their own thing—whatever that thing may be.
How do we do this? Equal parts creativity and tech, a dash of chutzpah, and our secret ingredient: fierce customer focus. Every day, our customers blow us away with their energy, imagination, and innovation, and inspire us to be as great as they are. We couldn’t ask for a more vital or vibrant community to serve, and we’re extremely proud to play a part in so many amazing small business journeys.
With a mission like ours, run-of-the-mill thinking doesn’t cut it. As we’re pushing the boundaries of the insurance industry, we’re looking for people who aren’t afraid to imagine new ways of doing things or to try something that’s never been tried before. That’s why we foster a company culture where we support and empower each other to be creative, innovative, and boldly collaborative. We don’t care who or where a good idea comes from, we just want to give everyone the freedom and tools they need to be great at what they do. Our offices buzz with the energy of a company that’s experiencing tremendous growth—and we’re just getting started.
AP Intego Insurance Group — one of the fastest growing insurance technology companies in the country — is looking for an innovative, bright, motivated and hard-working individual to join our team to help us accomplish our mission of combining insurance know-how, innovative technology and world-class service to delight our customers. We are committed to providing our employees great pay & benefits, and a chance to contribute meaningfully to a growing company in an exciting industry.
Here’s what you’ll do day to day:
Maintain and improve financial planning and reporting models
Facilitate the annual multi years and monthly forecast processes
Perform financial scenarios analysis to support management's strategic decision making
Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
Analyze Carrier data and report variances
Calculate and evaluate monthly policy retention metrics
Participates in the design, testing, and implementation of new reports
Other duties as assigned
Bachelor's degree in Accounting, Finance or a related discipline.
3+ years experience in financial analysis
Analytical skills: the ability to synthesize and organize information for meaningful use and action
Advanced knowledge of Excel
Insurance industry experience (P&C), a plus
Thrives in a fast-paced, high-energy environment, with an entrepreneurial ownership mentality
A humble spirit and unquestionable commitment to ethics
Great organizational and interpersonal skills
An excellent communicator who can work well with various groups and levels of the organization