14 client director jobs found in San Francisco, CA

As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital. The Role Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance Leads Medium to Large clients’ financial/actuarial engagements Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients  Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions Provides consulting quality reviews and client delivery for all types of...

As a Health and Benefits Senior Director you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading vendor...

Job Description Are you looking for your next opportunity?   Sompo has a unique opportunity for a Senior Underwriter in our Commercial Management Liability (D&O) team.   Our Sompo Commercial Management Liability team offers diverse capabilities targeted at providing Directors & Officers, Employment Practices, Fiduciary, and Commercial Crime Liability coverages for publicly-traded and privately-held companies, as well as not-for-profit organizations. We work through a network of Retail & Wholesale brokers who share our commitment to long-term partnerships built on a strong service proposition.   Location: This position will be based out of our San Francisco office. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Develop and maintain a profitable and highly penetrated Management Liability...

As a Health and Benefits Manager, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:  Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and...

As a Healthcare Financial/Actuarial Associate Manager you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. The Role • With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. • Develop working proficiency of...

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 4,000 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 our...

ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace—something we truly value. We’ve created an approachable and collaborative atmosphere. Here you’ll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining...

Description   Senior Builders’ Risk Underwriter Underwrites Builders’ Risk policies within established underwriting authority, with limited guidance from leadership. Makes analytical, data-driven decisions on new and renewal business, including evaluating project-specific exposures, structuring coverage, and pricing risks appropriately. Assesses complex construction and renovation projects, including risks with significant values, challenging locations, unusual construction methods, or high individual line sizes. Responsibilities Manages a portfolio of brokers, agents, contractors, developers, owners, and other construction-related clients while developing profitable Builders’ Risk business for Liberty Mutual. Evaluates project plans, budgets, construction schedules, valuations, contracts, loss history, site conditions, catastrophe exposures, contractor experience, and risk-control measures. Determines appropriate coverage terms, conditions,...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities. What will your job entail? Job Responsibilities: • Prepares accounts for new business and the renewal...

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 beginning…   With...

Join us as a Broker Director to play a highly influential role in protecting our clients and growing our business. Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments. Maximize value from broker consulting and data services to generate actionable insights. Build and sustain strong relationships...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary We are seeking a Binding Authority Underwriter to join our growing team in San Francisco. This is an excellent opportunity for an early-career underwriting professional who is looking to build expertise within binding authority while working alongside a collaborative, high-performing team. The successful candidate will support the management and growth of a profitable book of business, focusing on renewals and new business opportunities within the property and real estate space. This role combines analytical underwriting,...

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...

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: This position requires an experienced professional to underwrite and manage a portfolio of Umbrella and Excess Liability accounts to drive profitability and growth. The role involves assessing risks, negotiating pricing, and ensuring contract certainty while maintaining strong relationships with brokers, clients, and other stakeholders. This will be a hybrid position offered in Denver, San Fran, or LA. Responsibilities and Accountabilities: Responsible for growth and profitability of the Brokers within the Territory. Ownership of accounts including negotiation of participation, pricing and terms and conditions. Develop and maintain strong relationships...