13 project coordinator jobs found in San Francisco

The Role Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs. Perform database file management and input information accurately; manage and maintain documents in agency management system. Manage alerts from various carrier websites and other resources. Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables. Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations.  Prepare, monitor and resolve billing discrepancies and perform reconciliations. Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc. Execute consistent and accurate database and document management processes and workflows. Coordinate and own the...

Responsible for managing the internal service process and relationships for assigned property and casualty client companies.   Come join Emerging Risk Team!  We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world.  We provide risk management guidance to companies across multiple industries. There’s something new every day!  We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars.   What You’ll Be Responsible For: ●    Independently manage client relationships and accounts within our industry leading Emerging Risk Group handling venture backed accounts. ●    Managing a book of up to $1MM in volume revenue made up of approximately ~85 clients. ●    Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests. ●    Develop, analyze, and...

The Role Build strategic relationships with clients and carrier partners. Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts. Manage client project plans and lead client calls. Assist with client meeting deliverables and actively participate in the meetings. Manage the annual client calendar including renewal and marketing processes for clients. Attend and conduct all client meetings, including renewal and open enrollment. Manage escalated and complex client issues with minimal guidance. Manage product and carrier implementations. Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems. Develop and deliver communication strategies for clients. Responsible for staying abreast of latest compliance and benefit trends. Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD...

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 and only complete financial operations platform purpose-built for insurance — combining AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution. In five years, we've become the market leader: over 4,000 businesses, including more than half of the 50 largest brokers in the country, trust Ascend to bring clarity to complex accounting operations — from collection to close. 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...

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 Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...

As a Health & Benefits Analyst you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   This is a foundational role that provides excellent opportunities to grow your health and benefits business acumen and client management skills by working on cutting edge projects alongside leaders in the industry. Responsibilities: Support the client service team by contributing 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: Building strong relationships with clients by effectively addressing   questions and needs Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)  Supporting program vendor procurement and implementation Providing benefit...

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 large account 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. Assesses insurance and related financial risk and structures appropriate loss sensitive program to effectively protect against frequency, severity, catastrophic and credit risk. Underwrites prices and prepares...

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 Associate Sales Producer is an entry-level position within HUB's structured Commercial Lines Producer Development Program. This role is designed for individuals seeking a long-term career in insurance sales by gaining exposure to the industry, supporting sales initiatives, and developing key skills through hands-on experience, structured training, and professional mentorship....

Hi. We're HUB. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's 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. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment...

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 Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...

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...

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...