12 account consultant jobs found in San Francisco

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).      A day in the life.   Private Client Services – National is part of a broader Marsh...

Company: Mercer Description: We are seeking a talented Benefits Technology Sales Professional to join the Mercer Darwin Commercial team.  This is a hybrid role that has a requirement of working at least three days a week in either our Mercer San Francisco or Irvine CA office. The Mercer Darwin Commercial team is critical to the growth and success of MercerMarsh Benefits (MMB) globally. In the last few years, we have seen phenomenal growth in the multinational segment as our sales team continues to grow and flourish. We sell with integrity and look to build lasting relationships with our clients. We will count on you to: Create a qualified new business pipeline with multinational organizations. Own and build a territory within the US region. Develop Business Development Strategy and execute on all sales and business development related activity. Build your sales network and coordinate across Marsh to maximize cross-selling opportunities....

Company: Marsh Description: We are seeking a talented individual to join our Autonomous, Mobility & Platform Risk Practice team at Marsh. This role will be based in one of our larger Marsh offices in the US. This is a hybrid role that has a requirement of working at least three days a week in the office. This position will develop innovative risk transfer solutions for Autonomous, Mobility & Platform Risk clients. You will join an insurance-market-focused, fast-paced team. Expertise in designing custom insurance programs, outside the box risk transfer structures, building and maintaining market relationships, client service, and familiarity with digital platforms is ideal. We will count on you to: Acts as lead advisory colleague on medium sized, less complex books of business. Develops an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully...

Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...

Job Posting End Date: March 11 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                                                 Senior Property Advisor We will count on you to: Use information about market practices, pricing, and underwriting policies to match clients' insurance needs with appropriate carrier coverage. Coordinate with advisors and client executives to evaluate and select the best insurance carrier coverage quotes for clients. Formulate placement strategy by utilizing risk expertise and knowledge of industry and carriers to develop solutions that meet difficult client needs. Devise go-to-market strategy, advocate for the value of placement function, and participate within pricing of services as applicable. Instruct the submission of coverage specifications and...

Company: Mercer Description: We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer. This role will be based in our San Francisco office. You will play a critical role in establishing trusted advisor relationships with our Northern California clients, working with top tier consulting talent across Mercer’s Practices and driving revenue growth. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively. Grow client revenue by establishing internal and external networks and channels with key buyers while generating new business opportunities. Develop and maintain process rigor on business development leads, tracking activities, and driving teams toward...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as a Sales Executive (Producer) for our Corporate Commercial Property & Casualty division based out of one of our West Zone offices (San Fransisco, Los Angeles, Irvine, Portland, Seattle, Denver, Phoenix, Salt Lake City and surrounding locations). This is a hybrid role that requires working at least three days a week in the office or with clients. The successful candidate will drive new business development and client acquisition efforts, leveraging their sales expertise to expand our portfolio of Commercial Property & Casualty accounts while ensuring excellent client engagement and relationship management. We will count on you to: Maintain and expand a mid-sized book of business containing larger or nuanced Property & Casualty accounts across various industries or specialties, contributing to sales efforts for complex, high-priority accounts owned by senior...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a High-Net-Worth Personal Lines Account Manager  to their  Gaspar Insurance Services team in  Woodland Hills Metro Region. Job Summary: Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. The High Net Worth Account Manager position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance. Essential Functions: Respond promptly to client inquiries regarding premiums, policy changes and policy details to ensure clarity and satisfaction. Guide clients through application processes, risk profile evaluations, and renewal questionnaires to maintain accurate and complete information. Analyze policy coverage terms...

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? Our Voluntary Benefits Division is growing!  The Employee Benefits Consultant is responsible for top line premium growth, case count and producer recruiting for a territory that includes the Bay Area of California .  This position works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting,...

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Candidates must be Life & Health licensed with two to three years of relevant experience    Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis.  Work with service team on employee contributions and strategies to meet client’s budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in San Francisco or Irvine CA. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Health & Benefits (H&B) Consultant , you will assist with managing consulting engagements with 2,000+ life employers regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage for these employers, acting as the client manager and often the Mercer relationship manager. We will count on you to: Manage complex client engagements, including overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies and drive the development of tools and...