Generalist

Eagle Crest Insurance Group; Seattle (WA); On-site; USD 60,000 - 90,000; Full time

Job summary

Eagle Crest Insurance Group is seeking a Generalist to join our team in Seattle. This dynamic role will support senior insurance and finance staff, the executive team, and a variety of client engagements, initiatives, research, documentation, and day-to-day operations.

The Generalist will work across projects, quickly understanding new topics, researching unfamiliar areas, reviewing financial and corporate client information, and preparing high-quality written and presentation materials for

Qualifications

• Ability to conduct research on companies, industries, and financial topics.
• Strong written communication and presentation preparation skills.
• Experience coordinating cross-functional projects and client engagements.

Responsibilities

• Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiatives
• Assist the insurance team in preparing insurance memorandums and financial analysis for external distribution
• Assist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file execution
• Prepare pitch decks and other presentation materials for a variety of projects and initiatives
• Assist on the creation of custom financial models and analysis in Excel
• Effectively communicate with lenders, insurance companies, and legal counsel, and coordinate information between those parties when necessary

Job description

Eagle Crest was established with the primary objective of offering specialized life insurance solutions, ensuring that clients take full advantage of unique opportunities and achieve and exceed their financial goals.

With roots in Canada and deep experience across both sides of the border, we specialize in life insurance solutions that work for clients whose lives, businesses, and families don't fit neatly into one country — or one strategy.

We're a broker, which means we work for you, not an insurance company. Our job is to find the right structure, the right carrier, and the right fit for your situation.

Summary

We are looking for a Generalist to join our their team. This is a dynamic role supporting senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.

The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and coordinate commercial projects through to completion. The Generalist will also provide support to the broader operations/administrative team as required.

Responsibilities

Your responsibilities will include, but will not be limited to:

• Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiatives
• Assist the insurance team in preparing insurance memorandums and financial analysis for external distribution
• Assist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file execution
• Prepare pitch decks and other presentation materials for a variety of projects and initiatives
• Assist on the creation of custom financial models and analysis in Excel
• Effectively communicate with lenders, insurance companies, and legal counsel, and coordinate information between those parties when necessary