Financial Consultant/Underwriter
2 days ago
The Financial Consultant/Underwriter is a key member of the HUB International team, responsible for identifying, reviewing, and evaluating risk for clients and prospects in California. This role requires strong analytical and problem-solving skills, as well as the ability to communicate complex financial concepts to clients and stakeholders.
Key Responsibilities- Review and analyze client-specific information to determine risk and potential benefit features
- Assist with underwriting and renewal negotiations for fully-insured groups
- Perform fully insured to self-funded analyses and develop client contribution strategies
- Conduct plan design modeling using carrier-provided or actuarial-developed increments or decrements
- Assist with review of Stop Loss marketing and pharmacy carve-out designs
- Develop and maintain strong relationships with clients, peers, and vendors
- 10-15 years of related employee benefits underwriting and benefits experience
- Working knowledge of underwriting and actuarial principles and procedures
- Working knowledge of claim analytics platforms
- Bachelor's degree or equivalent combination of education and experience
- Brokerage or insurance carrier underwriting or account management experience
- Life Agent license or willingness to obtain
The work environment is typically moderate, with some travel required to meet with clients and attend outside events.
Salary$180,000 - $210,000
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Financial Consultant/Underwriter
3 days ago
San Diego, California, United States HUB International Full timeJob Title: Financial Consultant/UnderwriterAt HUB International, we are seeking a highly skilled Financial Consultant/Underwriter to join our team. As a key member of our account management and service department, you will play a critical role in identifying, reviewing, and evaluating risk for clients and prospects in our California regions.Key...
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Financial Consultant/Underwriter
3 days ago
San Diego, California, United States HUB International Full timeJob SummaryThe Financial Consultant/Underwriter plays a critical role in identifying, reviewing, and evaluating risk for clients and prospects in HUB International's California Regions. This position requires strong analytical and problem-solving skills, as well as the ability to communicate complex financial and risk management concepts to clients and...
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