21 director client relationship jobs found in San Diego, CA

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 Director, Health & Benefits to join our growing team in San Diego, CA!         As a Director, Health & Benefits, you will serve as a strategic advisor and trusted partner to our largest and most complex clients. You will lead multidimensional consulting engagements, driving strategy across the full spectrum of health and welfare programs. This role demands sophisticated client relationship management, team leadership, and business development expertise . Directors play a key role in growing client accounts, mentoring rising talent, and advancing innovative benefits strategies that align with each client’s unique culture and business goals.       How You Will Contribute:       Serve as the senior relationship lead for a...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies has an immediate for a Director of Pricing to join its Actuarial team! This individual is responsible for integrating industry and company performance data to develop and implement pricing strategies across various regions, markets, and products within our Workers Compensation business. Additionally, this position will provide essential technical support to guide the effective use of the company’s pricing models and analytical tools.  Works closely and communicates effectively with internal and external clients, data analytics team, actuaries, underwriting, marketing, and other departmental teams to turn data into critical information and knowledge that can be used to make sound organizational decisions. Ability to present findings back to the business by exposing assumptions and validations in a way that can be easily understood by business counterparts is essential.     ESSENTIAL RESPONSIBILITIES AND...

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: 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...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Shape the Future of Risk Solutions   Ready to make an impact? We’re looking for a strategic underwriting leader to join our team and take on small lines commercial risks. This is your chance to operate with elevated authority, influence strategy, and drive profitable growth.   What You’ll Do: ✅ Underwrite and price specialized small lines commercial risks with advanced judgment ✅ Provide guidance and expertise to sales teams and agency staff ✅...

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...

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...

BASIC FUNCTION Upon successful completion of training, the Underwriter 1 will apply basic underwriting concepts and best practices in evaluating new and renewal business in accordance with established guidelines and aide senior members in developing and maintaining agency relationships. This will involve evaluating policy endorsements, executing policy transactions with accuracy, and providing superb customer service. This individual will be expected to continue to build on industry knowledge and accounts will increase in number and complexity. ONSITE REQUIREMENT (NON-NEGOTIABLE) 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; Wednesday being a required all-hands Collaboration Day. TEAMWORK RESPONSIBILITIES Relies primarily on instruction, pre-established guidelines, experience and judgment to perform the functions of the...

Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Client Segments: Small Business , Mid-Larger Businesses and Programs (Groups & Association Members). The company’s distribution partners (agents & brokers) number 400 locations throughout the state. Preferred serves 11,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company. Responsibilities The Associate Claims Examiner (ACE) utilizes general understanding of department’s operation and objectives.  They are responsible for entering claim indemnity payments, SROI filing, issue Benefit Notices, complete void/stop payment, and reissuing of checks with a 99%...

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...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Sr. Underwriter Flood •    Classification: Exempt/ Full-time   •    Reports to: Vice President, Flood  •    Travel: 10-25%  •    Salary: $125,000.00- 150,000.00 Location: United States, Remote/Hybrid   Role overview: DUAL North America, Inc. is seeking a Sr. Underwriter to join the Flood team. The Sr. Underwriter is responsible for the day-to-day...

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...

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: 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.)...

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...

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...