9 client coordinator jobs found in San Francisco, CA

The Data Warehouse Implementation Associate Manager is responsible for overseeing and managing all phases of client onboarding and data implementation for WTW’s Analytic Solutions Core offering (ACT Core solution). Acting as the central coordinator, this role facilitates communication and collaboration between WTW Client Service Teams (CSTs), clients, Cedar Gate/Data Warehouse Vendor (DWV), and carriers/data sources. Ensures the accurate and timely completion of intake steps, contracting documents, data requests, and validation activities. This individual must possess strong project management skills, a comprehensive understanding of employer healthcare plans, and fluency in data structures and account hierarchies to effectively guide clients from eligibility confirmation through ACT platform go-live.  Success in this position is measured by the quality and timeliness of implementations, which directly impact analytics delivery and client satisfaction. Key requirements include...

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 Account Executive is responsible for managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service. This position supports Producers in obtaining, maintaining, and expanding business. In partnership with Producers, this role oversees all aspects of account management, including program design, carrier...

Broker & Market Leader Job Description Reporting to the Broker & Market Executive, the Broker & Market Leader (BML) is primarily responsible for directly managing the relationship with one of our top retail brokers, as well as, overseeing broker and client relationships of one of our 8 national sub-markets (Atlantic, NY Metro, SE, SC, Heartland, Chicago Metro & Great Lakes, Northwest and Mountain West) in alignment with Retail Distribution’s national strategy to drive engagement, insights and plans that yield outpaced growth. This leader will directly manage the Broker Directors in their assigned sub-market to provide clarity on broker engagement strategies and partner closely with other Retail Broker & Market Executives and Leaders across the country to ensure consistency in national execution. The BML is also responsible for management and oversight of their national team of Broker Directors who work on their assigned national broker. How you...

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. Job Summary The Select Business Sales Associate is a structured production development role designed for individuals who have demonstrated prospecting instincts and client-facing capability and are ready to build a book of business with focused support and mentorship. The primary focus of this role is new business production, with service exposure structured to build the foundational knowledge...

The Property Broker is responsible for day-to-day placement and broking responsibilities for North American accounts, developing business relationships with markets, and negotiating with underwriters regarding coverage terms, conditions and pricing on new and existing programs; evaluating quotes, preparation of marketing reports, managing pro-forma analysis information and distribution; assisting regional teams with RFP and new business proposal development. This includes client relationship and strategy at the insurance program level in conjunction with a Producer or Client Advocate, to meet the client’s insurance and risk management needs. Because of the Client Executive’s strong connection to the client’s business and fundamental understanding of its industry, this relationship is a business partnership with client decision makers. Colleagues in this role will support assigned clients and will in many cases include clients with complex programs. Client facing responsibilities...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary: Produce, underwrite and service profitable Inland Marine business in accordance with all department guidelines.  Assumes a leadership role in the organization to positively influence staff and promote a positive image of MSIG in the marketplace. Develop agency relationships and build a profitable book of business. Essential Functions: Produces, selects and underwrites Inland Marine risks within delegated underwriting authority, including construction, transportation or other classes of Inland Marine...

Who we are:   Welcome to Archipelago, where we're redefining the landscape of commercial property and casualty insurance with the most powerful AI Agent that helps drive meaningful business decisions and value for their clients as easily and efficiently as possible. By equipping brokers with the Agent, Hub, and Platform, we empower our customers to navigate the complexities of property and casualty insurance with confidence and control.    Archipelago was founded in 2018 and serves many of the world’s largest commercial P&C brokers and their clients, representing over 500 of the world's largest and most dynamic portfolios to improve their data and better represent their risks. Archipelago has achieved Series B funding from industry-leading investment partners including Scale, Canaan Partners, Ignition Partners, Prologis Ventures, Stone Point Capital, and Zigg Capital.     Join us at Archipelago and be part of a team dedicated to enabling commercial property...

Position Title CRE Relationship Manager Sr Location San Francisco, CA 94111 Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable...

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 The Assistant Vice President within Arch Construction is responsible for the technical underwriting and account management of Middle Market construction casualty programs. Responsibilities and Accountabilities 1. Technical Underwriting Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual risk characteristics. Underwrites, prices and prepares Casualty quote proposals based on objective and subjective risk characteristics utilizing existing product set and in compliance with regulatory filings.  Routinely engages with internal...