12 transformation analyst jobs found in San Diego, CA

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...

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   Senior Associate Pharmacy & Clinical Services   to join our growing team in   San Diego, CA   or   Las Vegas, NV.     The Senior Associate Pharmacy & Clinical Services will   provide   strategic guidance on pharmacy benefits, clinical programs, and cost-management solutions,   leveraging   their PharmD   expertise   and industry knowledge. This role offers leadership growth opportunities, combining hands-on consulting with director-level responsibilities to drive impactful healthcare transformation for employers and employees.   How You Will Contribute:   Design and   optimize   pharmacy benefit strategies to align with organizational goals, cost containment, and employee satisfaction.   Provide clinical oversight on...

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...

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...

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...

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: 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...

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...