5 participant services representative jobs found in San Diego

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is growing!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, consisting of the southern CA from San Diego to Los Angeles , offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market development...

Job Description 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 Customer Success Team Lead to join our growing team. The Customer Success Team Lead will work closely with members and providers to assist with product and service-related inquiries. Qualified candidates will possess the ability to pay attention to detail, self-motivation, outstanding customer service (verbal and written), learn and use new computer systems and software, and work well in collaborative environments. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. SUMMARY The Marketing Operations Coordinator is responsible for supporting both current and new clientele, delivering prompt and professional customer service to internal and external customers. Key responsibilities include producer management—covering appointments, contracts, and licensing for new and existing producers—as well as overseeing distribution management. Additionally, the coordinator will handle projects assigned to support the broader team, ensuring seamless operations and effective collaboration across all functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following, (other duties may be assigned): Collaborate with team members and producers to set up and maintain accurate producer information in Arrowhead’s CRM, ensuring data integrity and supporting business objectives. Deliver outstanding customer...