Insurance & Finance 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 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