Insurance and Financial Services | Insurance and Financial Services
The Financial Solutions Specialist supports the Financial Solutions Department by managing client communications, processing insurance applications, and assisting with underwriting and quoting. This role involves collaborating with Account Executives and Business Development teams to ensure a positive client experience. The position requires maintaining CRM systems, handling carrier requests, and obtaining necessary insurance licenses and certifications.
All Types Anytime
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Insurance and Financial Services | Insurance and Financial Services.
Insurance and Financial Services | Insurance and Financial Services didn’t post a salary, so this is our estimate from similar listings.
36% below the average for this role
Financial Solutions Advisor Registration Candidate - Hidden Valley Financial Center
Bank of America
Financial Counselor
R1 RCM
Inside Sales Representative - Property & Casualty (Primarily Home)
American Family Insurance
Financial Solutions Advisor Registration Candidate - Greater Sacramento Market
Merrill Lynch
Financial Advisor
Northwestern Mutual
Financial Solutions Advisor Registration Candidate - Shelby Township, MI
Merrill Lynch