Planning Associate

Stop searching and start growing. At Safety National, we’re committed to building a meaningful career where your ideas thrive, your efforts are recognized, and your growth is our priority. Become part of a team that values excellence and integrity. Apply today!

Role Overview:

We are looking for a Planning Associate( Internally known as Planning & Reserving Associate) to join our dynamic team in the Planning & Reserving Department. Reporting to the AVP – Planning & Reserving, you will support all aspects of the Company’s planning and reserving functions, working collaboratively across departments.

Key Responsibilities:

• Assist in creating and updating plan exhibits.
• Coordinate plan updates with stakeholders and other departments.
• Compile data to analyze budget versus actual results.
• Contribute to the preparation of financial projections.
• Assist in tying out actuarial reserve analyses and preparing summary documents.
• Maintain appropriate documentation within the document repository system.
• Perform additional duties as assigned by the AVP – Planning & Reserving.
  
  
  

Qualifications:

Education:

• Bachelor’s degree required
  
  
  

Required Qualifications:

• Minimum 1 year of professional experience.
• Beginner-level Microsoft Excel skills.
• Limited knowledge of the insurance industry.
• Strong attention to detail and the ability to maintain consistent productivity.
  
  
  

Preferred Qualifications:

• Accounting degree.
• Experience with Planful software.
• Prior exposure to communicating with senior leadership.
  
  
  

Benefits Structure That Puts Employees First:

In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees. Highlights of our exceptional benefits include generous health, dental, and vision coverage, health savings accounts, a 401(k) retirement savings match and an annual profit sharing contribution.

We proudly offer family forming benefits for adoption, fertility, and surrogacy, generous paid time off and paid holidays, paid parental and caregiver leave, a hybrid work environment, and company paid life insurance and disability. To support employees in their career journeys, we provide professional growth and development opportunities in addition to employee recognition and well-being programs. Apply today to learn more.

Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation. In our vision to be First with Co-Workers, compensation is only one piece of the comprehensive total rewards package we offer. The target salary range for this position is $60,000 - $75,500. Compensation for the successful candidate will consider the candidate’s particular combination of knowledge, skills, competencies, experience and geographic location.