103 jobs found in San Diego

Company: Description: The Sr. Client Service Executive is responsible for retention and expansion of assigned book of business and participating in the procurement of new business.  This position also acts as an industry expert resource and thought leader for associates across the Employee Health & Benefits Division. ESSENTIAL DUTIES & RESPONSIBILITIES Oversee ongoing client service and business development activities. Provide thought leadership, strategic analysis and consulting expertise for client’s total rewards program. Work on complex client initiatives and provide innovative and effective solutions. Drive client changes by recommending improvements based on changing employee benefit legislation, suggesting strategies to address client concerns, and providing resolutions if discrepancies, errors or inconsistencies are contained within the information. Independently maintain a minimum of $1.5M – 2M+ book of business with limited involvement by...

Company: Description: Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Initiate marketing and renewal process by gathering client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, prepare RFP. Select employee benefit markets for solicitation, analyze market proposals received to verify benefits, premium rates and competitiveness and provide input in identifying alternative plans to show with analyses. Collaborate with Client Service Team to negotiate with current and...

Company: Description: Under the guidance of the Sales Manager, this position is responsible for developing new accounts and retention of existing business. Essential Duties & Responsibilities Develop new business to achieve sales goals as agreed upon by the Client Advisor and the Director of Sales. Research prospective clients to assess exposure by evaluating financials, operations, industry challenges and other determinative factors. Become proficient at assessing viability of new business opportunities, through investigation of their current broker relationship, services received through their current broker, coverage sufficiency and any value added services we may be able to provide. Provide written prospect reports summarizing findings. Attend industry specific seminars, workshops, and other networking events to develop contacts and relationships which may lead to niche market opportunities. Develop and adhere to a disciplined sales strategy in conjunction...

Company: Description: Responsible for retention of existing business and the development of business within assigned accounts.  Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust. Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Facilitate and deliver employee education...

Company: Description: Responsible for retention of existing business and the development of business within assigned accounts.  Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust. Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Facilitate and deliver employee...

Company: Description: The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of gathering Client...

Company: Marsh McLennan Agency Description: Summary The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports.  Order any missing  loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files.  File all documentation in ImageRight per...

Company: Marsh McLennan Agency Description: Summary This individual is responsible for selecting and pricing business written within MMA’s Programs division. They must develop productive relationships with retail producers that will result in the sustained growth and profitability of this program. This person will maintain underwriting files for the program and interact with our insurance carrier and vendor partners to assure the smooth operation of the program. Program underwriting guidelines must be consistently applied.  In force business must be serviced effectively, and problems must be promptly resolved. Essential Duties & Responsibilities Underwrite Programs submissions Review applications and collect required information. Apply program underwriting guidelines. Develop appropriate risk pricing. Interact with insurance carrier partner and producers, as required. Create, document and maintain underwriting files. Facilitate wholesale placements with...

Company: Description: The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.  In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Client Executive. Prepare experience modification projections using Intellicomp or other available software. Review accuracy of experience modification...

Company: Description: The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of gathering Client...

Company: Description: Summary: Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities: Assist client administrator in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved. Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits. Ordering and reviewing loss run and claim status reports. Documenting client files regarding action items, follow up of outstanding issues, and completed tasks. Complete applications as needed. Create certificate notebooks. Managing expiration lists. Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs. Verify items needed to check incoming policies are available in imageright prior to...

Company: Marsh McLennan Agency Description: Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)...

Company: Description: Process and issue Certificates of Insurance for the Business Insurance Lines Department in accordance with the objectives and procedures outlined by the Director of Client Services and the Business Insurance Trainer.  Essential Duties & Responsibilities Administer all aspects of Certificates: Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon written requests Prepare annual renewals of certificates on a monthly basis. Review and research client policies to determine proper limits, coverages and deductibles Copy and distribute/mail documents when requested. Maintain client files in document management system. Maintain client portal records as it pertains to certificates Provide certificates copies to carriers on a quarterly basis Produce Word and Excel documents and spreadsheets to maintain records. Provide excellent customer service by keeping daily contact with clients,...

Company: Description: Summary: Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities: Assist client administrator in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved. Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits. Ordering and reviewing loss run and claim status reports. Documenting client files regarding action items, follow up of outstanding issues, and completed tasks. Complete applications as needed. Create certificate notebooks. Managing expiration lists. Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs. Verify items needed to check incoming policies are available in imageright prior to...

Company: Marsh McLennan Agency Description: Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved. Mail: Process New Mail Mail monthly installment invoices to clients Policies: Prepare policy for policy checking by: Confirming all necessary documents are in file Creating policy checking request form. Sending task to policy checkers When checked policy is returned, if no errors, process the policy to the client. If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.  Endorsements: Review endorsements for accuracy.  If correct, send...

Company: Description: SUMMARY Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned. ESSENTIAL DUTIES & RESPONSIBILITIES  Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.  Prepare administration pricing of accounts.  Analyze proposals, inclusive of costs and benefits.  Review with Client Executives, Principals and/or Client Managers the results of the bidding process.  Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.  Maintain and organize the customer relationship management system, Salesforce. .  Track Plan Transfers and Broker of Record...

Company: Description: The Cyber Risk Practice Director provides strategic direction for MMA-West’s Cyber placements and leads delivery of Cyber resources to the region. Participates on the national Cyber Risk Practice, plays a critical role in agency retention efforts and provides technical expertise to employees in the Business Insurance Division. Partners with operations and sales leaders to continually enhance client experience. Essential Responsibilities LEADERSHIP OF CYBER PRACTICE Works with leadership to provide strategic direction to MMA-West offices as it relates to creation and execution of MMA West and National cyber strategies & initiatives. Act as MMA-West Risk Practice Leader for cyber services. Lead delivery of MMA-West cyber resources to new & existing clients. Stays current on cyber trends and maintains industry knowledge in cyber. Monitors competition and competitive challenges in the market to ensure MMA remains competitive and...

Company: Marsh McLennan Agency Description: Summary Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings,...

Position Summary The Property and Casualty Underwriting Associate is responsible for ensuring the accuracy of existing policy information for renewals, communicating effectively with clients for information gathering, and supporting the underwriting process through precise documentation. The role conducts risk assessments and audits for insurance applications, calculates premium and generates reports. They ensure strict adherence to company policies, industry regulations, and compliance standards in all underwriting activities. What will your job entail? Job Responsibilities: • Evaluates and maintains existing policy information to ensure data is current, accurate, and appropriately priced for renewal. • Responds to client requests and questions, offering information and advice regarding the insurance products & underwriting appetite. • Communicates with clients to gather necessary information, resolves inquiries, and ensures a smooth underwriting process. •...

Job Description Job Summary: SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed of implementation, and innovative approach to benefits coverage. SBMA is currently seeking a full-time Benefits Administrator.  The Benefits Administrator will collaborate closely with the Account Management Team on various responsibilities, including a range of daily administrative tasks. Ideal candidates will demonstrate attention to detail, reliability, self-motivation, and exceptional customer service skills—both verbal and written. Additionally, candidates should be eager to learn and utilize new computer systems and software while thriving in a collaborative environment. RESPONSIBILITIES AND DUTIES (including but not limited to): To perform this job successfully, an individual must be able to...