17 customer experience banker jobs found in San Francisco, CA

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...

Job Posting End Date: April 30 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...

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...

Objective: Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will offer a range of innovative strategies to develop and manage customers' insurance and risk management needs. This role will report into the San Francisco, CA Commercial Lines division.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current...

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...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Title: Customer Service Claims Processor                                 Department: Customer Service Union: OPEIU 29                                                                               Grade: 17 Position Summary The Customer Service Claims Processor is focused on providing customer service via call handling to participants, beneficiaries, union locals and providers regarding eligibility, benefits and claims status in conjunction with claims processing as business needs dictate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides written, verbal or face-to-face customer service to members by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Resolves customer inquiries and complaints in a timely and accurate manner. Escalates issues as appropriate. Processes routine...

Title: Customer Service Claims Processor                                 Department: Customer Service Union: OPEIU 29                                                                               Grade: 17 Position Summary The Customer Service Claims Processor is focused on providing customer service via call handling to participants, beneficiaries, union locals and providers regarding eligibility, benefits and claims status in conjunction with claims processing as business needs dictate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides written, verbal or face-to-face customer service to members by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Resolves customer inquiries and complaints in a timely and accurate manner. Escalates issues as appropriate....

Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 2 days a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a an Underwriter, Environmental, Retail Casualty to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting, Environmental Casualty This role underwrites Environmental Casualty Products under general supervision, issuing quote and policies while ensuring standards and compliance guidelines are met. These individuals will analyze information and have the opportunity to connect with clients and brokers. How you will create an impact Evaluating, prioritizing and selecting submissions to be underwritten. Identifying risk exposures, special or common hazards, claims experience and appropriate controls. Analyzing claims and quantifying losses. Adhering to guidelines and underwriting discipline to minimize exposure and appropriately price risks.  Ensuring underwriting files and...

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...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking to hire an Associate Counsel to defend lawsuits filed in California courts and other first party insurance defense. The position is with GEICO Staff Counsel located in San Francisco, Sacramento, Concord, San Diego and Los Angeles.                             Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on...

Senior Actuarial Analyst 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 35,000+ 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. Why you should join our Actuarial Pricing...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking to hire a Counsel to defend lawsuits filed in California courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Los Angeles, San Diego, Sacramento, and San Francisco.                                 Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on liability,...

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,...

Join us as a Senior Underwriting Specialist to step up to a key team leadership role that will drive business growth. Make your mark in Underwriting We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact This is a key leadership role in our Retail Property team in which you will take ownership for achieving goals and outcomes. You will be tasked with managing colleagues and overseeing a range of programs and processes, in addition to handling complex underwriting. You will thrive by successfully balancing the needs of multiple stakeholders and making sound decisions using data, analysis, experience, judgement and a risk mind-set. It will be essential to build effective...

  Actuary / Senior Actuary, 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 35,000+ 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. Why you should join our  Actuarial...