Financial Consultant/Underwriter job in San Diego
San Diego, California - CA HUB International Limited
Job Ref: | R0023317 |
Employer: | HUB International Limited |
Sector: | Professional/Financial Services |
Qualifications: | Unclassified |
Software: |
Alteryx
Excel SQL Tableau |
Job Type: | Full Time |
Salary and Benefits: | $150,000 - $180,000 |
Remote: | No |
Location | |
Country: | United States |
State/Province/County: | California - CA |
City: | San Diego |
Post Code: | Not specified |
Map: | |
Description | |
Summary: The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's California Regions. Provides support and direction to account teams on short and long-term planning and overall consulting strategy and approach. Engages with HUB specialty practice teams. Presents strategy to teams, clients, and prospects. Essential Duties and Responsibilities:
Key Competencies: To perform the job successfully, an individual should demonstrate the following competencies:
Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience:
Other Requirements: Must hold a valid Life Agent license or will obtain. Language Skills: Ability to read and interpret documents such as contracts, benefit summaries, bid specifications, legislation and procedure manuals. Ability to write routine reports and business correspondence clearly and without grammatical errors. Ability to speak effectively before groups of customers or employees of organization. Math Skills: Knowledge of employee benefits and underwriting principles along with strong mathematical and financial skill set. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with abstract and concrete variables. Computer Skills: To perform this job successfully, an individual must be proficient in Microsoft Office including Excel, Word and Power Point. Knowledge and prior use of Project Management software is preferred. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary: $150,000 - $180,000 Department Account Management & Service Required Experience: 10-15 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. |
ref: (R0023317) 14 days ago
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