Senior Financial Analyst – Delegated Underwriting Authority Enterprises (DUAE)

Job Overview

Our client in the Bedminster area of NJ has an excellent opportunity for a Senior Financial Analyst – Delegated Underwriting Authority Enterprises (DUAE)! 


You are expected to be in the office at least one day a week.



  • Conduct thorough, objective and timely analysis of the role and functions of a DUAE in the insurance industry.
  • Compile extensive examination of DUAE’s following the prescribed methodology and its key assessment factors.
  • Produce timely, high-quality reports to support the assigned assessments, documenting analysis and recommendations to be reviewed and updated by the analytical team leader.
  • Present analysis at assessment committee and demonstrating good judgment in communicating recommendations.
  • Conduct on-going monitoring and surveillance of complex organizations, including changes in environment and dynamics, market/industry/regulatory developments, news events etc. identifying opportunity areas for enterprise’s that need to be presented to committee for further consideration.
  • Manage the relationship with DUAE’s, including leading management meetings, clearly communicating outcomes and effective management of expectations.
  • Keep up to date with relevant industry, market and professional developments through continued professional development and learning, including, for example, undertaking research, attending seminars, market briefings and presentations etc.
  • Proactively identify areas for performance or process improvement, recommending actions and positively contributing to the implementation of changes.
  • Develop and maintain in-depth, highly current knowledge and insight in the delegated underwriting authority distribution specialty market, including leading on external presentations and seminars, as well as the writing of specialist or macro reports, on this area.
  • Continue to develop a network of contacts in the insurance market (clients, brokers, regulators) utilizing contacts as a source of informal market research.
  • Provide on-the-job guidance and advisement to members of the team developing their specific DUAE knowledge base.
  • Maintaining strong analytical skills through a professional designation and continuing education (e.g. CFA, Actuarial, MBA, CPCU, CLU, FRM).



  • 6 plus years of experience in the insurance industry with a focus on distribution, preferably with organizations that meet the DUAE definition.
  • 3 plus years of financial analysis or related experience is required.
  • Bachelor’s degree in insurance, math, finance, actuarial, accounting or economics.
  • Post-graduate or professional degrees a plus.
  • Possess relevant professional qualifications (e.g. MSc, MA, MBA, CPA, CFA, Actuarial, CPCU, CLU).
  • Continuing education is required.
  • Extensive experience in conducting financial analysis, within a credit agency (or similar assessment or evaluation environment), the insurance industry, financial services sector, or a financial services / insurance industry consulting firm.
  • Broad knowledge of insurance distribution operations and structures.
  • Strong analytical skills.
  • Experience presenting in a conference setting.
  • Evidence of developing and managing professional relationships with external stakeholders.
  • Self-starter and pro-active in bringing new ideas and solutions to the table and aggressively seeking knowledge.
  • Must demonstrate ability to manage own time efficiently and effectively, and be able to multi-task, prioritize, absorb ideas and facts quickly, and maintain a strict eye for detail.
  • Excellent organizational and administrative skills.
  • Educational background in mathematics, accounting, finance or economics; knowledge of financial ratios and financial statement analysis.
  • Strong Microsoft Office skills.
  • Maintaining strong analytical skills through a professional designation and continuing education (e.g. CFA, Actuarial, MBA, CPCU, CLU, FRM).
  • Days of work are Monday through Friday. Hours can vary between 7:30am and 5:30pm, with eight contiguous hours required being the core hours.  All employees are expected to be available between the hours of 9:30am and 3:30pm.
  • The position may require time longer than the core business hours and does include weekend work or travel.
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