21 account associate jobs found in San Diego

Job Description A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   SBMA is a dedicated third-party administrator (TPA) specializing in affordable, ACA-compliant benefits for employer groups of all sizes. With a mission to simplify employee benefits, SBMA focuses on delivering...

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...

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   Senior Associate Pharmacy & Clinical Services   to join our growing team in   San Diego, CA   or   Las Vegas, NV.     The Senior Associate Pharmacy & Clinical Services will   provide   strategic guidance on pharmacy benefits, clinical programs, and cost-management solutions,   leveraging   their PharmD   expertise   and industry knowledge. This role offers leadership growth opportunities, combining hands-on consulting with director-level responsibilities to drive impactful healthcare transformation for employers and employees.   How You Will Contribute:   Design and   optimize   pharmacy benefit strategies to align with organizational goals, cost containment, and employee satisfaction.   Provide clinical oversight on...

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: 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: 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: Marsh McLennan Agency Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on...

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 Claim 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, employees...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

About Us At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 700 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About the Role HUB International's Risk Services Division...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, is looking for a Data Reporting Supervisor to oversee critical regulatory reporting operations that directly support the organization’s compliance posture, operational integrity, and exposure to financial and reputational risk. This individual will provide guidance to a team of analysts responsible for executing high‑volume, time‑sensitive reporting activities across multiple jurisdictions, and ensures reporting processes are accurate, consistent, and aligned with regulatory expectations, while partnering with internal stakeholders to address data quality issues, strengthen controls, and drive operational improvements that enhance long‑term reporting performance. Reports to the Data Reporting & Accounting Operations Manager. LEADERSHIP RESPONSIBILITIES Models and reinforces organizational values and behaviors in all leadership actions. Relies primarily on experience, sound judgment and...

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 Health Actuarial Analyst to join our growing team in San Diego, CA! The Health Actuarial Analyst will manage financial analyses for actuarial projects, assist in strategy development for various benefit programs, while ensuring compliance with regulations and corporate policies. Additionally, they will research industry trends, provide creative solutions for clients. How You Will Contribute: Assist in basic actuarial/quantitative analysis projects in order to assist in assessing and calculating costs, rates, risks and trends associated with underwriting health and welfare insurance, brokering contracts, or projecting health care related costs Gather, organize, and check customer or vendor data for accuracy, validity, and reasonableness, and assist in identifying any discrepancies Assist...

Job Description Senior Software Engineer - Full Stack San Diego, CA (Hybrid: Four Days in Office) Note: This is a full-time role and we do not offer C2C or C2H employment for this position.  Acrisure Innovation is building software to disrupt the $6T+ insurance industry. Our mission is to help the world share its risk more intelligently to power a more vibrant economy. To do this, we are transforming insurance distribution and underwriting into a science.  At the core of our operating model is our technology: we’re building a digital marketplace for risk and applying it at the center of Acrisure, a privately held company recognized as one of the world's top 10 insurance brokerages and the fastest growing insurance brokerage globally. By leveraging technology to push the boundaries of understanding and transferring risk, we are systematically converting data into predictions, insights, and choices, and we believe we can remove the constraints associated...

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: 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: 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: 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...