Financial Consultant/Underwriter

2 days ago


San Diego, California, United States HUB International Full time
Job Summary

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
Requirements
  • 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
Preferred Qualifications
  • Brokerage or insurance carrier underwriting or account management experience
  • Life Agent license or willingness to obtain
Work Environment

The work environment is typically moderate, with some travel required to meet with clients and attend outside events.

Salary

$180,000 - $210,000



  • San Diego, California, United States HUB International Full time

    Job 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...


  • San Diego, California, United States HUB International Full time

    Job 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...

  • Senior Underwriter

    4 weeks ago


    San Diego, California, United States Chubb Full time

    Job Title: Senior Underwriter, Financial InstitutionsChubb is seeking a highly motivated and experienced Senior Underwriter to join our team in Los Angeles. As a Senior Underwriter, you will be responsible for managing a renewal book of customers and generating new business of approximately $1-1.5M annually.Key Responsibilities:Underwrite new and renewal P&C...

  • Senior Underwriter

    1 week ago


    San Diego, California, United States Chubb Full time

    Job Title: Senior Underwriter - Financial InstitutionsChubb is seeking a highly motivated and experienced Senior Underwriter to join our team. As a Senior Underwriter, you will be responsible for managing a renewal book of customers and generating new business of approximately $1-1.5M annually.Key Responsibilities:Focus on underwriting new and renewal P&C...


  • San Diego, California, United States Chubb Full time

    Job Title: Senior Underwriter Financial InstitutionsChubb is seeking a highly motivated and experienced Senior Underwriter to join our team in the Financial Institutions division. As a Senior Underwriter, you will be responsible for managing a portfolio of commercial insurance clients and generating new business opportunities.Key Responsibilities:Manage a...


  • San Diego, California, United States CHUBB Full time

    Chubb is seeking a highly motivated and results-driven Commercial Insurance Financial Institutions P&C Senior Underwriter to join our team in Los Angeles.Position Overview:The successful candidate will be responsible for managing a renewal book of 30 – 40 customers and generating new business of approximately $1-1.5M annually. The position will drive...


  • San Diego, California, United States CNA Full time

    Job Title: Underwriting Consulting DirectorJob Summary:CNA is seeking an experienced Underwriting Consulting Director to join our team. As a key member of our underwriting team, you will be responsible for developing and implementing underwriting strategies to drive business growth and profitability.Key Responsibilities:• Develop and implement underwriting...


  • San Diego, California, United States CHUBB Full time

    Chubb is seeking a highly motivated and results-driven Commercial Insurance Underwriter to join our team in Los Angeles. As a key member of our underwriting team, you will be responsible for managing a portfolio of customers and generating new business opportunities.Key Responsibilities:Underwrite new and renewal commercial insurance policies for financial...

  • Underwriting Director

    4 weeks ago


    San Diego, California, United States CNA Full time

    Job SummaryCNA is seeking an experienced Underwriting Consulting Director to join our team. As a key member of our underwriting team, you will be responsible for managing complex underwriting risks and developing specialized endorsement language for high-risk clients.Key ResponsibilitiesWork with senior management to assess acceptability of complex...

  • Underwriting Director

    1 month ago


    San Diego, California, United States CNA Full time

    {"Job SummaryWe are seeking a highly skilled Underwriting Consulting Director to join our team at CNA. The successful candidate will be responsible for leading complex underwriting projects and developing specialized endorsement language for high-risk business.Key Responsibilities* Work with senior management to assess acceptability of complex underwriting...


  • San Diego, California, United States First American Financial Company Full time

    Transforming the Commercial Real Estate ExperienceFirst American is seeking a skilled Commercial Underwriter to join our growing Energy Group. As a key member of our team, you will play a crucial role in empowering our employees and customers to deliver next-generation solutions and results.Key Responsibilities:Provide underwriting support, counsel, and...


  • San Diego, California, United States CNA Full time

    Job Title: Underwriting Consulting DirectorJob Summary:CNA is seeking a highly skilled Underwriting Consulting Director to join our team. The successful candidate will be responsible for leading our underwriting team and developing strategies to drive business growth.Key Responsibilities:Develop and implement underwriting policies and procedures to ensure...


  • San Francisco, California, United States CNA Financial Corporation Full time

    Underwriting Specialist Job DescriptionCNA Financial Corporation is seeking a highly skilled Underwriting Specialist to join our team. As an Underwriting Specialist, you will play a critical role in analyzing and evaluating risk to provide insurance solutions to our customers.Key Responsibilities:Conduct thorough underwriting reviews to determine...


  • San Diego, California, United States Mortgage Consultant Full time

    Mortgage Loan Originator Job DescriptionWe are seeking an experienced mortgage loan officer with strong marketing, communication, and analysis skills to assist loan applicants in securing the ideal mortgage for their new home purchase.Key Responsibilities:Collaborate with industry professionals to gather and prepare necessary information for underwriting...


  • San Diego, California, United States Mortgage Consultant - Jeff Stewart Full time

    Job OverviewWe are seeking a seasoned mortgage loan officer with exceptional marketing, communication, and analytical skills to join our team at Jeff Stewart - Mortgage Consulting. As a key member of our organization, you will play a vital role in assisting loan applicants in securing the ideal mortgage for their new home purchase.Key...

  • Underwriting Director

    1 month ago


    San Diego, California, United States CNA Full time

    {"Job SummaryAs a seasoned Underwriting Consulting Director at CNA, you will play a critical role in shaping the company's underwriting strategy and driving business growth. This is an exceptional opportunity to leverage your expertise in underwriting and risk management to make a meaningful impact on the organization.Key Responsibilities* Collaborate with...

  • Senior Underwriter

    2 weeks ago


    San Ramon, California, United States Chubb Full time

    Job Title: Senior Underwriter - Financial InstitutionsChubb is seeking a highly motivated and experienced Senior Underwriter to join our team. As a Senior Underwriter, you will be responsible for managing a renewal book and generating new business in the Financial Institutions sector.Key Responsibilities:Focus on underwriting new and renewal P&C for...

  • Financial Consultant

    4 weeks ago


    San Diego, California, United States Vaco Full time

    Staff Accountant Consultant OpportunityWe are seeking a highly skilled Staff Accountant Consultant to join our team at Vaco. As a Staff Accountant Consultant, you will be responsible for providing financial expertise to our clients, ensuring accurate and timely financial reporting, and maintaining compliance with accounting standards.Key...


  • San Diego, California, United States Chubb Full time

    Job Title: Senior Underwriter Life SciencesChubb is seeking a highly skilled Senior Underwriter Life Sciences to join our industry-leading Life Sciences practice. As a key member of our team, you will be responsible for underwriting and negotiating new lines and renewals on a commercial lines portfolio of $7M to $9M in Life Science business.Main...


  • San Diego, California, United States The Travelers Companies, Inc Full time

    About the OpportunityWe are seeking a highly skilled Account Executive/Underwriter to join our Ocean Marine team. As a key member of our team, you will be responsible for underwriting and negotiating customer accounts to minimize risk and maximize profitability.Key ResponsibilitiesManage the profitability, growth, and retention of an assigned book of...