TN Visa Insurance Analyst Jobs
Insurance Analyst roles qualify for TN visa sponsorship under the USMCA's Economist category, which covers financial and risk analysis work requiring a bachelor's degree in economics, finance, or a related field. Canadian citizens can apply at the border or a U.S. consulate with no cap; Mexican citizens go through consular processing with a limited annual allocation.
See All Insurance Analyst JobsOverview
Showing 5 of 187+ Insurance Analyst jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 187+ Insurance Analyst jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Insurance Analyst roles.
Get Access To All JobsYOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
OUR IMPACT
Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
The Wealth Strategies Group Client Support Analyst serves Ayco clients, Account Managers teams and as the point of contact for life insurance underwriting process. The Wealth Strategies Group Client Support Analyst works conversationally with our clients to answer questions and assist clients with the underwriting process of insurance products. They are required to work across multiple products while adhering to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Work cooperatively with clients to identify and resolve issues and concerns identified.
- Collect, analyze, and offer solutions to client requests through calls and emails.
- Document all service efforts in accordance with established procedures and compliance policies.
- Communicate professionally and regularly with leadership and peers on status of open client engagements and escalations in accordance with established standards.
- Work with internal teams to root cause recurrent issues and make recommendations for improvement.
- Cultivate a service environment targeted towards enhancing the client experience.
- Analyzing and problem solving, both independently and with the team.
- Accuracy in the entry of data into multiple systems.
- Provide ongoing feedback to the team regarding quality service, training, and coaching to increase the effectiveness client experience.
- Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
QUALIFICATIONS/REQUIREMENTS
- Bachelor’s degree preferred.
- Ability to deliver superior client service to internal and external clients.
- Ability to work flexible hours to support the needs of the business.
- Excellent interpersonal and communication skills with a desire and ability to work and lead in a team environment.
- Strong organizational, communication, leadership, interpersonal and time management skills.
- Keen attention to detail.
- Technology savvy and creative thinker.
- Excellent judgment with a focus on client service.
- Self-motivated with strong ability to problem solve in a fast-paced environment.
- Working knowledge of certain Microsoft products including Word, PowerPoint, and Outlook and Adobe.
Salary Range
The expected base salary for this Albany, NY United States-based position is $50,000 - $72,000 as of fiscal year-end.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
Albany
JOB FUNCTION
Sales Support
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 50,000 - 72,000
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
OUR IMPACT
Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
The Wealth Strategies Group Client Support Analyst serves Ayco clients, Account Managers teams and as the point of contact for life insurance underwriting process. The Wealth Strategies Group Client Support Analyst works conversationally with our clients to answer questions and assist clients with the underwriting process of insurance products. They are required to work across multiple products while adhering to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Work cooperatively with clients to identify and resolve issues and concerns identified.
- Collect, analyze, and offer solutions to client requests through calls and emails.
- Document all service efforts in accordance with established procedures and compliance policies.
- Communicate professionally and regularly with leadership and peers on status of open client engagements and escalations in accordance with established standards.
- Work with internal teams to root cause recurrent issues and make recommendations for improvement.
- Cultivate a service environment targeted towards enhancing the client experience.
- Analyzing and problem solving, both independently and with the team.
- Accuracy in the entry of data into multiple systems.
- Provide ongoing feedback to the team regarding quality service, training, and coaching to increase the effectiveness client experience.
- Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
QUALIFICATIONS/REQUIREMENTS
- Bachelor’s degree preferred.
- Ability to deliver superior client service to internal and external clients.
- Ability to work flexible hours to support the needs of the business.
- Excellent interpersonal and communication skills with a desire and ability to work and lead in a team environment.
- Strong organizational, communication, leadership, interpersonal and time management skills.
- Keen attention to detail.
- Technology savvy and creative thinker.
- Excellent judgment with a focus on client service.
- Self-motivated with strong ability to problem solve in a fast-paced environment.
- Working knowledge of certain Microsoft products including Word, PowerPoint, and Outlook and Adobe.
Salary Range
The expected base salary for this Albany, NY United States-based position is $50,000 - $72,000 as of fiscal year-end.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
Albany
JOB FUNCTION
Sales Support
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 50,000 - 72,000
See all 187+ Insurance Analyst jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Insurance Analyst roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as an Insurance Analyst
Align your credentials to the Economist category
TN status for Insurance Analysts is typically classified under the Economist category. Your degree in economics, actuarial science, statistics, or finance must map directly to the analytical functions in your job offer letter, not just your job title.
Target employers with recent visa sponsorship experience
Search for employers with recent visa filings for analyst-level roles. This filters for companies already experienced with work visa sponsorship, which shortens your onboarding and reduces documentation friction. Once you identify interested employers, they can quickly prepare the support letter required for your TN application at the port of entry or consulate.
Get your offer letter to specify analytical duties
CBP officers evaluating your TN application at the port of entry will read your offer letter, not just your job title. Ask your employer to describe duties like risk modeling, loss reserving, or actuarial data analysis rather than vague responsibilities like 'supporting the team.'
Prepare for credential questions from Mexican applicants
Mexican professionals applying through consular processing should have their academic transcripts evaluated by a NACES-member credential evaluation service before the appointment. Consular officers have flagged degree equivalency as a delay point for applicants from Mexican universities.
Use Migrate Mate to find sponsoring employers
Searching for Insurance Analyst roles that explicitly support TN visa sponsorship is faster through Migrate Mate, which surfaces employers by sponsorship history and role. Filter by TN-eligible positions to avoid wasting time on applications that stall at the HR screening stage.
Clarify employer E-Verify enrollment before signing
USCIS requires employers of TN holders to complete I-9 employment verification. Confirm your prospective employer is E-Verify enrolled before accepting an offer, since some smaller insurance carriers are not, which can complicate your status documentation.
Insurance Analyst jobs are hiring across the US. Find yours.
Find Insurance Analyst JobsInsurance Analyst TN Visa: Frequently Asked Questions
Does an Insurance Analyst role qualify for TN visa status?
Yes, Insurance Analyst roles generally qualify under the TN Economist category, which covers professionals engaged in economic and financial analysis, risk assessment, and statistical modeling. Your job offer must reflect duties grounded in economic or quantitative analysis, and your degree should be in a directly related field such as economics, actuarial science, finance, or statistics.
How does TN visa sponsorship compare to H-1B for Insurance Analyst roles?
TN status is significantly more accessible for Insurance Analysts than H-1B. There is no annual lottery, no cap for Canadian citizens, and no multi-month wait for USCIS adjudication. Canadians can receive TN status at a U.S. port of entry the same day they present their documents. H-1B requires employer sponsorship through a lottery process with limited annual slots and a much longer timeline.
What documents does my employer need to provide for my TN application?
Your employer needs to provide a detailed offer letter on company letterhead that specifies your job title, your duties as they relate to economic or financial analysis, your qualifications, your intended length of employment, and confirmation that you are a Canadian or Mexican citizen. Canadian applicants present this at the border; Mexican applicants use it as part of their consular visa application package.
How can I find Insurance Analyst jobs that offer TN visa sponsorship?
Migrate Mate is built specifically for TN visa job seekers and lets you search Insurance Analyst roles by sponsorship eligibility. Most general job boards do not filter by visa type, which means you spend significant time on roles where sponsorship was never an option. Searching through Migrate Mate narrows your list to employers who have already indicated TN sponsorship willingness.
Can I switch Insurance Analyst employers while on TN status?
Yes, but you must obtain a new TN authorization before starting work with the new employer. TN status is employer-specific, so your current approval does not transfer. Canadian citizens can apply at a port of entry with a new offer letter, while Mexican citizens must apply for a new TN visa at a U.S. consulate. Working for a new employer before the new authorization is approved violates your status.
See which Insurance Analyst employers are hiring and sponsoring visas right now.
Search Insurance Analyst Jobs