Demo

Program Financial Specialist I

Alliant
Irvine, CA Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 6/23/2025
SUMMARY  Responsible for working with Alliant's Public Entity Program Account and Underwriting Teams to develop, maintain, and/or support financial activities. Provides creative business solutions in order to support the Employee Benefits' Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA).   ESSENTIAL DUTIES AND RESPONSIBILITIES   Establish new business quoting process with Underwriting Team for all Program coverages.   Perform analysis and review of prospect detail proposal information ensuring program quote approval documents adhere to carrier and client requirements prior to submittal to JPA.   Responsible for full coordination of new business quotes and plan change requests with Program carriers to ensure accuracy of plan documents and work to resolve discrepancies with the carrier.   Liaise with Underwriting team and JPA to assess and resolve any outstanding questions or concerns.   Responsible for the review of rates prior to client submittal by verifying various program components are accounted for and calculated accurately.   Responsible for the annual client renewal letter process deliverables which includes drafting, configuring, and testing system template letters, ensuring financial rate information is accurate, and letters are distributed timely.   Maintain Public Entity Programs Financial Database within applicable applications.   Maintain Rate Grids and communicate with business partners.   Deliver new business quotes and plan changes to Account Service Teams.   Support communication efforts by conveying financial proposals and Program financial data to Service Teams.   Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).   Perform other duties as assigned.     QUALIFICATIONS  EDUCATION / EXPERIENCE  Bachelor's Degree in finance or business-related field or equivalent combination of education and experience Prior related work experience Must continue to meet Continuing Education requirements for license renewal Valid Insurance License within 90 Days    SKILLS Knowledge of business and financial concepts and principles Knowledge of financial procedures and methods, and how to apply them to business transactions Knowledge of laws and regulations pertaining to insurance and financial operations Skill in communicating effectively verbally and in writing as appropriate for the needs of the audience Excellent time management, problem-solving, and organizational skills Ability to work and maintain a high level of responsiveness in a fast-paced, dynamic environment Proficient in Microsoft Office Suite Ability to analyze, consolidate, and interpret financial data Ability to work within a team and to foster teamwork Ability to work productively as an individual to accomplish assigned projects Ability to prioritize work for multiple projects and deadlines     #LI-LM1

Salary : $65,000 - $70,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Program Financial Specialist I?

Sign up to receive alerts about other jobs on the Program Financial Specialist I career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$62,834 - $74,901
Income Estimation: 
$74,109 - $90,005
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$69,261 - $91,404
Income Estimation: 
$88,031 - $110,533
Income Estimation: 
$94,544 - $118,022
Income Estimation: 
$87,462 - $118,395
Income Estimation: 
$90,329 - $120,891
Income Estimation: 
$90,329 - $120,891
Income Estimation: 
$125,552 - $162,907
Income Estimation: 
$115,496 - $142,565
Income Estimation: 
$96,188 - $130,586
Income Estimation: 
$106,030 - $150,547
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$115,392 - $147,123
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Alliant

Alliant
Hired Organization Address Vancouver, WA Full Time
SUMMARY Acts as an agent of broker-assigned accounts, including providing overall service of assigned customers and/or p...
Alliant
Hired Organization Address Lisle, IL Full Time
Alliant Insurance is hiring a Health Insurance Agent for our Medicare Solutions Network group! https://www.medicaresolut...
Alliant
Hired Organization Address Dallas, TX Full Time
SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting...
Alliant
Hired Organization Address Cumberland, ME Full Time
This is not a remote position. Candidates must already reside in the greater Portland, ME area. SUMMARY This role is the...

Not the job you're looking for? Here are some other Program Financial Specialist I jobs in the Irvine, CA area that may be a better fit.

Program Financial Specialist I

allianthcm, Irvine, CA

AI Assistant is available now!

Feel free to start your new journey!