40 relationship manager jobs found in San Diego, CA

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...

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...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Under broad supervision, conducts risk control assessment, evaluation, consulting, code compliance inspections, and technical support for prospective, new and renewal business. Must possess a National Board of Boiler and Pressure Vessel Inspectors (NBBI) Commission, or demonstrate the ability and willingness to obtain certification within a defined timeframe. For those with no prior insurance experience, we are open to candidates with prior or current experience as stationary equipment or boiler operators, maintenance personnel, or facility engineering background. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with...

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...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Director of  Reserving to join its Actuarial team!  This individual will oversee the quarterly analysis of loss and loss adjustment expense reserves and provide data to the Finance Department for external financial reporting.  This individual will also conduct research into key drivers affecting loss reserves, including emerging types of claims, claim frequency and severity trends, and loss development patterns and diagnostics.  The position requires clear and engaging communication of information to Senior Leadership with effective data visuals on a frequent basis.    Reports directly  to Chief Actuary.      ESSENTIAL RESPONSIBILITIES AND PRINCIPAL ACCOUNTIBILITIES Manages and directs the work of the reserving team (e.g., Actuaries, Analysts), including keeping everyone on task to complete recurring assignments within tight timeframes....

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...

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 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 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 Owners , Mid-Larger Businesses and Group Association Members ( Programs ). The company’s distribution partners (agents & brokers) number 400+ locations throughout the state. Preferred serves 10,000 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.   The company is an equal opportunity employer. Responsibilities Are you a strategic thinker with a passion for building relationships, driving growth, and making smart, confident underwriting decisions? Join our team as a Senior Production Underwriter and become a key force...

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 ✅...

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. 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...

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...

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...

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...

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, Legal 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,...