40 analyst jobs found in San Francisco, CA

What We Do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech.  While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving the industry’s rapid digital transformation. In just five years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ YoY Built a world-class team of 70+ across San Francisco and Columbus How We Do It Ascend automates the insurance financial lifecycle, from collections to disbursements. We streamline operations and drive real profitability. AI is rapidly driving the cost of software down, opening the door to faster innovation and broader access. At the same time, it is shifting where...

DRIVE PROFITABLE GROWTH FOR THE BUSINESS Why you should join our  Actuarial Pricing team: As an Senior Actuarial Analyst on the Pricing team, you will be working under the risk function with talented team members in modeling, risk analytics, decision engine, insurance and tech product. The Pricing team has helped At-Bay launch new products, secure reinsurance capacity, quantify and manage risk related KPIs and adjust pricing to drive profitable growth.  You’ll join a growing team of actuaries and actuarial analysts of diverse backgrounds and report to our Actuarial Director. You’ll be surrounded by a team that loves what they do, leverages technology to improve efficiency & minimize duplicative work, and recognizes the enormous responsibility that they have – to support key business decisions with data backed insights and a deep understanding of insurance risk.  Role overview: Your work will directly contribute to At-Bay’s risk assessment framework that...

Actuarial Manager, Pricing DRIVE PROFITABLE GROWTH FOR THE BUSINESS About At-Bay   At-Bay is the world’s first InsurSec provider designed from the ground up to help businesses tackle cyber risk head on. By combining industry-leading insurance with world-class cybersecurity technology, At-Bay offers end-to-end prevention and protection for the digital age. With 98% of cyber insurance claims in the past five years coming from small and mid-size businesses with revenue under $2B, providing an integrated solution to help manage risk is more critical than ever. At-Bay helps its 40,000+ customers close their security technology and skills gap — all through their cyber insurance policy — making them less likely to be hit with a ransomware attack. As a full-stack insurance company, At-Bay offers multiple lines of specialty insurance, including Cyber, Tech E&O, and Miscellaneous Professional Liability (MPL) policies. Your Impact As an Actuarial Manager on the...

Position Title Private Client Office Banker, Operations Specialist   Location San Francisco, CA 94104   Job Summary The Private Client Office Banker, Operations Specialist is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Additionally, this role is expected to lead and educate the PCO team in all operational areas including, risk, compliance and policies and procedures. Pay Range: $103,895 - $116,891 - $131,266   Job Responsibilities: Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office. Ensure PCO adherence to all internal policies and procedures and compliance....

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Associate Underwriter, Middle Market Solutions This position is intended for a candidate seeking growth opportunity in a dynamic organization. The Associate Underwriter will join a specific business unit, as assigned, and will receive ongoing on-the-job training in their line of business.  The Associate also will be part of the company’s Early Career Program. The Early Career Program Underwriting Track is a one-year training program geared toward ambitious college graduates looking to launch a high-performing career in underwriting with a world-wide insurance leader. During the one-year program, associates receive specialized training that can position them for career advancement and...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary Under direction, provide underwriting and marketing duties by providing prudent financial analysis, risk assessment and technical underwriting expertise to determine credit quality and underwriting acceptability. Responsibilities and Accountabilities Gather and analyze all relevant information, applying appropriate underwriting techniques, necessary to make an accurate evaluation of credit quality & acceptability of risk Develop and maintain strong working relationships with assigned producers and cultivate new relationships Responsible for developing and managing a book of business, meeting/exceeding profitability objectives as set forth by regional...

What We Do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech.  While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving the industry’s rapid digital transformation. In just five years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ YoY Built a world-class team of 70+ across San Francisco and Columbus How We Do It Ascend automates the insurance financial lifecycle, from collections to disbursements. We streamline operations and drive real profitability. AI is rapidly driving the cost of software down, opening the door to faster innovation and broader access. At the same time, it is shifting where...

Company: Mercer Description: We are seeking a talented Sales Professional to join our Health and Benefits Sales team at Mercer. This role can be based in either San Francisco, Irvine, Los Angeles or Las Vegas where we have a Mercer office location. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Health & Benefits Sales Professional you will leverage Mercer’s expertise to develop innovative sales strategies that address critical challenges in employee benefits, healthcare, financial security, and career development for employers and their employees. We will count on you to: Executes sales goals by maintaining a large book of business of complex or high-yield accounts by conducting frequent sales presentations, calls and meetings. Applies highly developed market and internal service offering insights to sales cold calls to engage potential clients, generate interest and schedule meetings...

About MGT Insurance MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles. The Role We’re hiring a VP of Finance to build and lead our finance and accounting function as we scale. You will own financial strategy, planning, and operations and play a key role in long-term capital management and M&A. You’ll partner closely across the business, including business development, insurance, operations, people, and engineering leadership. This is a player-coach role for a hands-on executive who balances strategic leadership with...

As a Health and Benefits Senior Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry.   The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and optimization Incorporation of...

As a Health and Benefits Lead Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.  You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include: Partnering with client service team leader to deliver superior project management  Proactively advising...

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...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit...

As a Health Analytics Director you will partner with other Senior Consultants and our preferred warehouse vendors to sell and deliver integrated health analytics projects. You will also contribute to the next generation of products and solutions. This role is key to Willis Towers Watson’s core value proposition to provide data driven, empirically tested solutions employing leading edge tools. The Role Serve as Senior Analytics strategist for large, complex clients such as:  Pre/post program implementations Key cost driver analyses Population health analytics Scorecard development In concert with Senior Consultants and data warehouse vendors, sell data analytics projects to current clients as well as prospects Oversee Consultants/Project Managers in the design and delivery of project plans; finalize and present deliverables to clients Lead contracting efforts, including coordinating with client procurement and/or legal teams....

Company: Lippincott Description: As a Marketing Customer Strategy (MCS) team me m ber , you will   blend   strategic,   analytical, and creative   thinking to   drive customer-centric growth for your clients. You will consult across industries, throughout the world,   and on a range of topics (e.g., brand & marketing strategy ,   growth strategy, value proposition,   innovation,   and   customer experience).       As a Senior Consultant, MCS , you will be a member of highly integrated case teams .   Your responsibilities will include understanding client situations; conducting qualitative and quantitative research; analyzing findings to find revelatory insight about customer motivations, perceptions , and behaviors; and working with your case team to synthesize recommendations.  You will contribute substantially to case...

Assoc Staff Attorney - LM08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Associate Staff Attorney is charged with the following responsibilities: Responsible for handling litigation. Analyze legal and factual issues, conduct extensive, well-reasoned legal research, independently develop and present defense strategies on behalf of clients. Prepare pleadings, written discovery, depositions, motions and briefs in support of defense strategies with supervision. Provide effective and timely communications, information, legal advice and other services to clients and claims on legal and factual issues. Communicate with the court, witnesses, opposing counsel and co-counsel in a manner consistent with established office...

Executive Underwriter - UW07BD Senior Underwriter - UW08BA We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           Y-Risk, as an underwriting company of The Hartford, partners with brokers to provide robust insurance solutions for our clients. We have proudly built a company operating on the leading edge of the insurance industry where we expertly merge the fundamentals of insurance with the fast-paced world of the tech-enabled innovation. We are establishing an underwriting team in the Bay Area of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley.  We are building on the existing Y-Risk brand as an industry leader in underwriting the...

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...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily...

Position Title Private Client Office Banker   Location San Francisco, CA 94104   Job Summary The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Pay Range: $98,778 - $106,050 - $116,150   Job Responsibilities: Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office. Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter...