Allstate
Senior Financial Consultant, Claims Planning & Analysis
Key aspects of the role:
- Drive sales growth by engaging with interested prospective customers- all while working remote
- No cold calling— Connect through inbound calls and proactive outbound calls with active insurance shoppers
- Enjoy competitive compensation with a base salary + uncapped commissions
- Sell reputable products from Allstate and our family of brands
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Senior Financial Consultant, Claims Planning & Analysis, plays a critical role in driving financial clarity and strategic decision making across the organization. In this role, you will analyze complex financial and claims data, translate insights into compelling narratives, and deliver recommendations that enhance operational performance and support enterprise strategy. As a trusted business partner to leaders across markets and functions, you will provide meaningful analysis, develop intuitive dashboards, and present insights that strengthen planning, performance management, and long term direction. This position is ideal for a highly analytical, curious professional who excels at turning data into actionable, business ready insights within a dynamic insurance and claims environment.
Key Responsibilities
- Lead high-impact presentations for executive and cross‑functional audiences, delivering financial and claims‑related insights with clarity, confidence, and strategic focus
- Build insight-driven storylines for financial updates to collaborate with business partners
- Develop and maintain accurate and timely dashboards that support improved decision‑making, operational performance, and strategic planning
- Lead moderately complex analysis projects addressing ambiguous business issues including cost benefit analyses and scenario modelling
- Use analysis to influence and drive action within finance, leadership and our business partners by using fact-based, holistic and forward-looking perspectives to identify emerging issues and current trends, and assist in implementation of strategies
- Partner closely with claims, finance and product business partners to interpret operational metrics and improve claims management strategies.
Requirements:
- Requires 4+ years of related experience in financial analysis
- Understanding of insurance operations
- MS Office Suite with advanced Excel (e.g. Xlookup, IF statements, ISERROR formulas, etc)
- Proficiency in Power BI for data visualization, dashboard design, and storytelling
- Working knowledge of SAS and SQL
- Strong business acumen with the ability to interpret financial results and develop a narrative
- Excellent collaboration skills and the ability to work in a team environment and across multiple sites and business units
- Interpersonal, oral and written communication and presentation skills
- Analytical and problem-solving skills
#LI-KT1
Skills
Business Storytelling, Financial Analysis, Financial Forecasting, Microsoft Excel, Variance Analysis
Compensation
Expected compensation for this role ranges from $ 77,200.00 – 124,075.00 annually. Actual salary offered to successful candidates will vary based on their skills and experience.
Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.
Allstate Canada Group uses AI technology tools to assist in screening, selecting, assessing, and scheduling interviews with candidates as part of the recruitment process.
This job posting is for a current open role within the organization.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Sales
What We Do:
As an expert on our products and services, you can give customers personalized attention and innovative solutions to make their lives easier.
How We Support You:
Starting day one, you’ll have access to resources and incentives to keep you feeling challenged and excited about your careers.
Make An Impact:
As a member of our sales team, you’ll bring a sense of ease and support to customers looking for a better understanding of their protection options. Whether in the field or talking to customers over the phone, you’ll continue to build trust in who we are and what we do.
Working together
You’re in Good Hands® is more than a promise we make to our customers. It’s a promise we make to our employees, too.
We want you to love where you work. That starts with the freedom to be yourself. Our workplace flexibility and focus on individuality means everyone is seen, heard and respected.
When you join us, you’ll have the opportunity to push your skills to the next level with access to development programs to support your career aspirations – whatever that means for you. Because as you learn and grow, so do we.
Working here also means getting the chance to make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Senior Financial Consultant, Claims Planning & Analysis, plays a critical role in driving financial clarity and strategic decision making across the organization. In this role, you will analyze complex financial and claims data, translate insights into compelling narratives, and deliver recommendations that enhance operational performance and support enterprise strategy. As a trusted business partner to leaders across markets and functions, you will provide meaningful analysis, develop intuitive dashboards, and present insights that strengthen planning, performance management, and long term direction. This position is ideal for a highly analytical, curious professional who excels at turning data into actionable, business ready insights within a dynamic insurance and claims environment.
Key Responsibilities
- Lead high-impact presentations for executive and cross‑functional audiences, delivering financial and claims‑related insights with clarity, confidence, and strategic focus
- Build insight-driven storylines for financial updates to collaborate with business partners
- Develop and maintain accurate and timely dashboards that support improved decision‑making, operational performance, and strategic planning
- Lead moderately complex analysis projects addressing ambiguous business issues including cost benefit analyses and scenario modelling
- Use analysis to influence and drive action within finance, leadership and our business partners by using fact-based, holistic and forward-looking perspectives to identify emerging issues and current trends, and assist in implementation of strategies
- Partner closely with claims, finance and product business partners to interpret operational metrics and improve claims management strategies.
Requirements:
- Requires 4+ years of related experience in financial analysis
- Understanding of insurance operations
- MS Office Suite with advanced Excel (e.g. Xlookup, IF statements, ISERROR formulas, etc)
- Proficiency in Power BI for data visualization, dashboard design, and storytelling
- Working knowledge of SAS and SQL
- Strong business acumen with the ability to interpret financial results and develop a narrative
- Excellent collaboration skills and the ability to work in a team environment and across multiple sites and business units
- Interpersonal, oral and written communication and presentation skills
- Analytical and problem-solving skills
#LI-KT1
Skills
Business Storytelling, Financial Analysis, Financial Forecasting, Microsoft Excel, Variance Analysis
Compensation
Expected compensation for this role ranges from $ 77,200.00 – 124,075.00 annually. Actual salary offered to successful candidates will vary based on their skills and experience.
Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.
Allstate Canada Group uses AI technology tools to assist in screening, selecting, assessing, and scheduling interviews with candidates as part of the recruitment process.
This job posting is for a current open role within the organization.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Claims
What We Do:
Your ability to quickly and calmly make smart decisions can make a huge difference in how confident customers feel throughout the claims process. And as you support our customers, we’re there to support you.
How We Support You:
We empower your success starting day one. You’ll have access to everything you need to grow professionally while helping our customers get their lives back on track.
Make An Impact:
Helping customers with their claims is about learning their stories, not just processing their paperwork. You can take pride in the fact that you’re providing invaluable guidance and helping to build continued trust in our company.
Working together
You’re in Good Hands® is more than a promise we make to our customers. It’s a promise we make to our employees, too.
We want you to love where you work. That starts with the freedom to be yourself. Our workplace flexibility and focus on individuality means everyone is seen, heard and respected.
When you join us, you’ll have the opportunity to push your skills to the next level with access to development programs to support your career aspirations – whatever that means for you. Because as you learn and grow, so do we.
Working here also means getting the chance to make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Senior Financial Consultant, Claims Planning & Analysis, plays a critical role in driving financial clarity and strategic decision making across the organization. In this role, you will analyze complex financial and claims data, translate insights into compelling narratives, and deliver recommendations that enhance operational performance and support enterprise strategy. As a trusted business partner to leaders across markets and functions, you will provide meaningful analysis, develop intuitive dashboards, and present insights that strengthen planning, performance management, and long term direction. This position is ideal for a highly analytical, curious professional who excels at turning data into actionable, business ready insights within a dynamic insurance and claims environment.
Key Responsibilities
- Lead high-impact presentations for executive and cross‑functional audiences, delivering financial and claims‑related insights with clarity, confidence, and strategic focus
- Build insight-driven storylines for financial updates to collaborate with business partners
- Develop and maintain accurate and timely dashboards that support improved decision‑making, operational performance, and strategic planning
- Lead moderately complex analysis projects addressing ambiguous business issues including cost benefit analyses and scenario modelling
- Use analysis to influence and drive action within finance, leadership and our business partners by using fact-based, holistic and forward-looking perspectives to identify emerging issues and current trends, and assist in implementation of strategies
- Partner closely with claims, finance and product business partners to interpret operational metrics and improve claims management strategies.
Requirements:
- Requires 4+ years of related experience in financial analysis
- Understanding of insurance operations
- MS Office Suite with advanced Excel (e.g. Xlookup, IF statements, ISERROR formulas, etc)
- Proficiency in Power BI for data visualization, dashboard design, and storytelling
- Working knowledge of SAS and SQL
- Strong business acumen with the ability to interpret financial results and develop a narrative
- Excellent collaboration skills and the ability to work in a team environment and across multiple sites and business units
- Interpersonal, oral and written communication and presentation skills
- Analytical and problem-solving skills
#LI-KT1
Skills
Business Storytelling, Financial Analysis, Financial Forecasting, Microsoft Excel, Variance Analysis
Compensation
Expected compensation for this role ranges from $ 77,200.00 – 124,075.00 annually. Actual salary offered to successful candidates will vary based on their skills and experience.
Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.
Allstate Canada Group uses AI technology tools to assist in screening, selecting, assessing, and scheduling interviews with candidates as part of the recruitment process.
This job posting is for a current open role within the organization.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working together
You’re in Good Hands® is more than a promise we make to our customers. It’s a promise we make to our employees, too.
We want you to love where you work. That starts with the freedom to be yourself. Our workplace flexibility and focus on individuality means everyone is seen, heard and respected.
When you join us, you’ll have the opportunity to push your skills to the next level with access to development programs to support your career aspirations – whatever that means for you. Because as you learn and grow, so do we.
Working here also means getting the chance to make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world can be even greater when we work together.
Benefits
Experience the benefits that make Allstate a great place to work.
*Benefits vary based on position.
Health
- Medical, dental and vision coverage
- HSAs and FSAs
- Wellbeing programs
- Free therapy sessions
Retirement
- 401(k) plan
- Pension plan
- Free financial counseling
Work-life balance
- Paid time off
- Work flexibility
Career development
- Talent shares
- Tuition reimbursement
- Learning opportunities
For a full description of Allstate’s benefits visit our benefits page
Start making a difference
Realize your full potential by doing
work that matters.
Grow your career in meaningful ways.
We want to make sure you have every opportunity to grow, explore new horizons and follow your passion in a meaningful career. It’s an exciting time to join Allstate. Help us shape the future.
Similar opportunities
Can’t find what you’re looking for?
Eric G.
Associate counsel, Innovation Law
Our leaders understand that the world is changing fast and people need to adapt and learn new skills. Allstate is committed to helping employees continuously develop and grow.
Kelly
Cloud Engineer
Dana T.
Senior Product Consultant
Paul D.
Software Engineer
I’m proud of building Allstate’s first Bilingual Unlicensed Service team during my first assignment as a leader. It’s an exciting opportunity for our employees and to better serve our Spanish-speaking customers.
Xiomara
Employee Engagement Leader
Joe W.
Commercial Senior Claims Service Adjuster
Brooke T
Property Senior Claims Adjuster
Everyone is encouraged to volunteer and give back however they can throughout the year. I enjoy giving back to the community and supporting the causes that are meaningful to me.
Lisa
Senior Lead Internal Auditor
