Alliant Insurance Services · 2 weeks ago
Program Financial Specialist I - Employee Benefits
Irvine, CA
Full-time
Onsite
New Grad, Entry LevelAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., providing comprehensive employee benefits solutions. The Program Financial Specialist I will support financial activities related to employee benefits, working closely with the Public Entity Program Account and Underwriting Teams to ensure accurate and timely delivery of financial proposals and program data.
ConsultingFinancial ServicesInsurance
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
Qualification
Required
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
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
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
Founded in 1925
10001+ employees
H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase