20 executive assistant jobs found in San Diego

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...

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....

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...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

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...

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,...

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...

POSITION SUMMARY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Small Business Unit (SBU) Client Service Manager oversees the Small Group Account Managers. This position may also assume the duties and responsibilities of an Account Executive/Account Manager to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE/AM teams. Leads the SBU in operational efficiencies such as Scope of Services, Resource Pro, PATRA, and AI initiatives. Manages a team of employee benefits service staff of Small Group Account Manager. Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or...

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...

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 *Must live in the San Diego area* Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening for a Loss Control Representative to provide coverage for San Diego. Wonderful opportunity for recent graduates with Bachelor's degree in Occupational Safety and Health, Environmental Health & Sciences, or related field, ready to start their career in Loss Control within the insurance space! This motivated individual will complete a comprehensive training program, to include classroom and computer-based training, certification completion, and field visits with a senior member of the team.   ESSENTIAL RESPONSIBILITIES Successfully completes comprehensive training program and certification completion (up to 24 months). Develops expertise on standard Loss Control theories, concepts, practices and procedures to include occupational safety and health best practices, occupational operations, employee exposures to...

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,...