Higginbotham · 1 week ago
Financial Specialist
Irvine, CA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $75K/yrHigginbotham Financial is one of the nation’s largest independent insurance & financial services firms, and they are seeking a Financial Documentation Specialist in their Irvine, CA office. The role focuses on liaising between clients and various stakeholders to implement financing transactions related to life insurance policies.
Insurance
Responsibilities
Acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business
Involves all aspects of implementing a financing transaction, from collating financial documents and information to full review and preparation of loan document packages
Tasked with proper tracking and servicing of these transactions
Qualification
Required
Bachelor's degree in related field
Prior experience working in banking or finance is highly desirable
Strong written and verbal communication skills
Detail-oriented
Excellent time management skills
Strong ownership skills
Proactiveness
Ability to work in a fast-paced and high-pressure environment
Proficiency in Microsoft Office Suite, in particular Word and Excel
Preferred
Experience with Mac OS
Benefits
Medical
Dental
Vision
Prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Employee Wellness Program
Company paid holidays
PTO
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
Founded in 1948
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
Company data provided by crunchbase