Senior Business Development Professional
1 semana atrás
Lead Financial Consultant
This is a unique opportunity to join the team as a Lead Financial Consultant. As a key member of our insurance brokerage team, you will play a critical role in leading budget and renewal analyses, developing client-ready financial models, and providing actionable insights to consultants.
Key Responsibilities:- Develop and implement comprehensive financial strategies for health coverage changes.
- Provide expert advice and support to consultants in presenting financial data and renewal strategies to clients.
- Create, update, and maintain underwriting, rating, and contribution models; train colleagues as needed.
- Collaborate with carriers to obtain accurate pricing and renewal information.
- Review and approve client deliverables to ensure accuracy and consistency.
- Possess active State Life & Health Licenses with expertise in employee benefits.
- Demonstrate advanced knowledge of financial arrangements and underwriting principles for health programs.
- Show strong analytical, problem-solving, and negotiation skills with high attention to detail.
- Exhibit excellent organizational skills and ability to manage multiple projects and deadlines effectively.
- Communicate clearly and professionally, both in writing and verbally.
- Maintain commitment to ongoing learning and professional development.
- Ability to work independently and collaboratively in team environments.
- Experience presenting complex information effectively.
The ideal candidate will have a strong background in underwriting and a passion for delivering exceptional results. If you are a motivated and detail-oriented individual who thrives in a fast-paced environment, we encourage you to apply.
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