5 captive consultant jobs found in San Francisco

What We Do Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first finance automation platform designed specifically for insurance — combining AI and embedded fintech to modernize how money moves across the entire policy lifecycle, from collections to disbursements. In five years, we've become the market leader: trusted by thousands of insurance businesses nationwide, processing billions in transactions annually, and growing 200%+ year over year. How We Do It Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves. AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just adopt software; they unlock measurable...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

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...

As a Managing Director - Health and Benefits Consulting you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in...

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...