30 assistant client manager jobs found in San Diego

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate...

Job Description About Acrisure 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 Acrisure is seeking a Client Relationship Manager to join our growing SBMA team in San Diego.  SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of...

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...

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...

WE'RE LOOKING FOR A SENIOR UNDERWRITER! The Senior Underwriter is responsible for expertly reviewing and evaluating new and renewal business in accordance with established Underwriting guidelines in order to achieve department goals. This individual demonstrates a high level of expertise in agency management, fostering valuable agency relationships with gold standard service. ONSITE REQUIREMENT This is a hybrid opportunity, requiring initial onsite training and, upon successful completion of same, a minimum requirement of three days per work week in our San Diego, CA office. TEAMWORK RESPONSIBILITIES Relies primarily on instruction, pre-established guidelines, and judgment to perform the functions of the job and accomplish goals. Performs a variety of tasks directly under the supervision of designated team members as well as autonomously, with proficiency. Works under direct supervision. Possesses strong verbal and written communication skills with...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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: Summary This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills.  Trainees typically work independently on either the mail desk or the loss run desk.  Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. Essential Duties & Responsibilities As a training position, there are similarities between trainees’ day-to-day tasks.  However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates. Respond to departmental requests for administrative assistance with the following: Create Word documents and Excel spreadsheets. Assist in maintaining files and records in eMMA  Set up client shells in Sagitta....

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies has an immediate opportunity for an experienced workers compensation adjuster. We're looking for self-starters who can work under minimum direction, can achieve defined results, and are willing to accept ownership for their work product. This Claims Professional is responsible for the management of a caseload of workers compensation indemnity claims from inception to resolution, performing initial investigation and compensability determination, reserve analysis and strategic planning, timely benefit administration to injured workers, and coordination of medical care and legal process, while maintaining the highest level of service to our insureds.   ESSENTIAL RESPONSIBILITIES Conducts the investigation of reported claims via three-point contact calls to determine coverage, compensability and severity, and to gather all other relevant information, documenting all relevant information thoroughly 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 Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening in our San Diego office for a Claims Unit Supervisor. This individual will provide oversight and guidance to a team of Claims Professionals in the strategic management of workers' compensation indemnity claims while ensuring gold-standard service to injured workers and our insureds.   LEADERSHIP RESPONSIBILITIES Leads a unit of five to seven Claims Professionals of varying experience levels.  Establishes a workplace culture of professionalism, collaboration and inclusion, and excellence in service, aligning with our corporate mission and shared values. Establishes common goals.  Provides effective performance feedback through employee recognition, rewards, and disciplinary action, with the assistance of Human Resources as necessary. Able to transition between Supervisor and Claims Professional roles to effectively complete tasks and accomplish goals.  Actively...

WHAT WE'RE LOOKING FOR Are you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers’ Compensation Claims Adjuster. Upon successful completion of the Claims Training program, the Claims Examiner Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution.  Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations.  This individual will continue to build on claims knowledge and claims will increase in number and complexity.     RESPONSIBILITIES Completes classroom training introducing workers’ compensation claims handling strategies, medical terminology, and legal concepts. Learns skills such as...

Job Description Company Overview 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 differentiates itself through personal service, implementation speed, and innovative benefits coverage approach. SBMA is currently seeking an Information Developer II to join our team. This team member will work on managing data file exchange implementations with vendors, integrating with remote or cloud-based systems, and working with other departments to make repetitive and IT-related functions more efficient. Our Culture   This department fosters a culture of transparency and learning through direct and frequent communication, cross-training, mentorship, and simply trying new things. We believe in:   Open Communication : Encouraging open dialogue and feedback to ensure everyone is heard and valued. Continuous Learning : Promoting a...

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: 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,...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the...