12 direct bill analyst jobs found in Irvine, CA

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high-touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Provide advice and support to plan fiduciaries via committee meetings in the areas of investment   selection , plan provisions, and strategic recommendations to improve the plan.   Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts        Conduct participant...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Benefits Technology Specialist works alongside the technology team and the Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Benefits Technology Specialist is responsible for ensuring...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Job Description PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking a talented Trial Attorney for our Irvine, CA staff counsel law office. As a dedicated Trial Attorney, you will provide legal representation to USAA members, insured clients, and USAA entities in all phases of civil litigation and legal proceedings pertaining to Property and Casualty covered losses....

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role...

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Irvine, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs. This role is hybrid, and the candidate will be required to go into the Irvine office three times a week. The ideal candidate must have middle-market experience working with generalized accounts.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Producer in Training to join our growing team in Irvine, CA! In this role, you will gain an overall understanding of the insurance industry. Build a targeted clientele list, setting goals of larger accounts to one day write. Research and identify industries to focus and specialize in. How You Will Contribute: Develop and execute an outside sales strategy Produce new accounts and service and retain existing accounts Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure Prepare marketing strategy information and market the account to insurance carriers Present carrier proposals to...

This is an exciting opportunity for a blended role for Manager, Data Science within our Data Product space. The Manager Data Science is responsible for architecting, building, and deploying production-grade machine learning models, AI solutions, and data products while leading a team of advanced data professionals. This is a highly technical, hands-on role that requires a combination of strong experience developing scalable solutions and zero to one product launch moving them from concept through production. This role requires hands-on technical contribution and is not solely an oversight function. The ideal candidate has demonstrated experience building data products and operationalizing machine learning within a cloud environment such as Azure, AWS, or similar platforms. This role requires comfort working with modern data architectures, integrating data pipelines, and managing the full lifecycle of models and AI applications. This individual has expertise in machine learning,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years' experience in an analytic role, business or financial, is preferred.  Qualified candidates will have a college degree from a four-year accredited college/university.  A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Conduct comprehensive financial analysis...