Ultimate Staffing · 2 weeks ago
Programs Team Financial Specialist
Irvine, CA
Full-time
Hybrid
New Grad, Entry Level
$75K/yr - $75K/yrUltimate Staffing is seeking a Program Financial Specialist I to support financial operations for public entity insurance programs. This role involves collaborating with internal teams to ensure accurate financial documentation and facilitating program quoting.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Emily Lucio
Responsibilities
Coordinate the new business quoting workflow in partnership with Underwriting for all program-related coverages
Review proposal and prospect data to ensure submissions meet both carrier guidelines and client expectations before being presented to governing authorities
Manage end-to-end processing of new business quotes and plan modification requests, working directly with carriers to resolve inconsistencies or data issues
Serve as a point of contact between underwriting teams and program oversight groups to clarify outstanding questions and facilitate timely resolutions
Validate rating components and calculations before client delivery to maintain accuracy and compliance
Oversee the annual renewal letter process, which includes drafting, configuring templates, verifying rates, testing outputs, and managing distribution timelines
Maintain and update financial databases, rate grids, and other program financial tools within designated systems
Deliver approved quotes and plan adjustments to account service teams and support them in interpreting financial details as needed
Uphold data integrity by entering and maintaining complete and accurate information within agency systems
Communicate program financial data clearly to internal teams to support client service efforts
Perform additional duties as assigned to support program and financial functions
Qualification
Required
Bachelor's degree in finance, business, or a related discipline required
An equivalent combination of education and experience may be considered
Ability to obtain an insurance license within 90 days of hire required
Strong comprehension of financial concepts, procedures, and their application to business transactions
Understanding of laws and regulations governing insurance operations
Exceptional verbal and written communication abilities tailored to different audiences
Strong organizational, time‑management, and problem‑solving skills
Ability to work effectively in a fast‑paced environment while managing multiple priorities
Proficiency in Microsoft Office Suite
Skilled in analyzing, consolidating, and interpreting financial data
Ability to work both independently and collaboratively within team environments
Preferred
Prior experience in a related financial, insurance, or analytical role preferred
Financial Analysis
Financial Reporting
Data Interpretation
Rate Analysis
Business Analysis
Insurance Industry Knowledge
Public Entity Programs
Risk Pooling / Joint Powers Authorities (JPA)
Underwriting Support
Proposal Review & Analysis
Process Management
Data Integrity & Data Entry
Documentation & Compliance
Microsoft Excel (Advanced)
Microsoft Word
Microsoft PowerPoint
Insurance Financial Procedures
Knowledge of Insurance Laws & Regulations
Experience with Insurance Carrier Coordination
Working Knowledge of Program Rates & Grids
Supporting Renewal & Quoting Processes
Financial Database Management
Verbal & Written Communication
Problem‑Solving
Time Management
Organizational Skills
Team Collaboration
Independent Work & Task Ownership
Managing Multiple Priorities in a Fast‑Paced Environment
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
Founded in 1994
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase