Generalist

About Eagle Crest Washington LLC

Eagle Crest was established with the primary objective of offering specialized life insurance solutions, ensuring that clients take full advantage of unique opportunities and achieve and exceed their financial goals. With roots in Canada and deep experience across both sides of the border, we specialize in life insurance solutions that work for clients whose lives, businesses, and families don't fit neatly into one country — or one strategy. We're a broker, which means we work for you, not an insurance company. Our job is to find the right structure, the right carrier, and the right fit for your situation.

Summary

We are looking for a Generalist to join our their team. This is a dynamic role supporting senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations. The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and coordinate commercial projects through to completion. The Generalist will also provide support to the broader operations/administrative team as required.

Responsibilities

Your responsibilities will include, but will not be limited to:

• 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
• Manage multiple projects and workstreams, ensuring deliverables are completed accurately and on time
• Analyze operational data, track key performance indicators, and prepare information to support management decision-making
• Identify opportunities to improve processes, automate workflows, and enhance operational efficiency on both commercial and operational/administrative matters

Required Skills and Experience

• Excellent verbal and written communication skills to engage with clients and team members
• Strong research skills and the ability to independently gather, assess, and synthesize information from multiple sources
• Exceptional attention to detail and a strong commitment to accuracy and consistency
• Strong organizational and project-management skills, with the ability to manage multiple priorities and deadlines
• A proactive and resourceful approach to work, with the ability to identify issues, investigate potential solutions, and move assignments forward with limited direction
• Ability and willingness to learn quickly, take on new responsibilities, and work across a broad range of business functions
• Previous experience in financial services, accounting, corporate finance, consulting, insurance, professional services, or another analytical business environment is considered an asset
• Strong Microsoft Office skills, including Excel and PowerPoint

Salary

Salary: $70,000 - $87,500 per year, commensurate with experience, plus bonus.

Position Type

Permanent, full-time, in-person. Time commitment: 40 hours per week, with occasional overtime required. Work Location: Seattle, WA. Start Date: Immediate.