24 service advisor jobs found in San Francisco

Company: Marsh McLennan Agency Description:   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Advisor Manager at MMA.     Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).     A day in the life.    As our Private Client Advisor Manager , you'll be at the helm of a dynamic team,...

As a Health and Benefits 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 procurement...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                                                 Senior Property Advisor We will count on you to: Use information about market practices, pricing, and underwriting policies to match clients' insurance needs with appropriate carrier coverage. Coordinate with advisors and client executives to evaluate and select the best insurance carrier coverage quotes for clients. Formulate placement strategy by utilizing risk expertise and knowledge of industry and carriers to develop solutions that meet difficult client needs. Devise go-to-market strategy, advocate for the value of placement function, and participate within pricing of services as applicable. Instruct the submission of coverage specifications and...

Company: Marsh McLennan Agency Description: Insurance Associate     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a n   Insurance Associate   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in   the life .    As...

Company: Marsh Description: We are seeking a talented individual to join our Multinational team at Marsh. This role will be based in San Francisco or Los Angeles. This is a hybrid role that has a requirement of working at least three days a week in the office. This is an opportunity for a dynamic and experienced leader to head our West Zone Multinational team. A critical part of the larger US/C Multinational leadership team, you will be responsible for setting the strategic direction of our Multinational client practice. The West Zone team supports over 250 of our largest clients, including some of the world’s fastest-growing companies, with a strong focus on technology, mobility, and the sharing economy sectors. Reporting to the US/C Multinational   leader you will have management responsibility for 20+ colleagues across the West Zone and focus on the following initiatives: Accelerate growth across the West Zone multinational portfolio.  Lead operational...

We are seeking a Senior Vice President, Insurance Business Development for our team focusing primarily on retail partners.   This is a strategically important role with decision making responsibility and strong influence that will lead the effort to raise corporate profile, effectiveness and reputation by deepening and extending our agency relationships and impacting strategic initiatives/business development efforts. Essential Duties and Responsibilities:   Spearhead client engagement to bolster profitable growth within key client segments, ensuring exceptional "client experience" through strategic planning, thought leadership, and relationship management. Lead the effort to raise corporate profile, effectiveness, and reputation by deepening and extending our agency/brokerage relationships: Support the overall strategic management of the key broker relationships. Developed under-served territories. Identify and qualify new broker relationships....

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...

What We Do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech.  While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving the industry’s rapid digital transformation. In just five years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ YoY Built a world-class team of 70+ across San Francisco and Columbus How We Do It Ascend automates the insurance financial lifecycle, from collections to disbursements. We streamline operations and drive real profitability. AI is rapidly driving the cost of software down, opening the door to faster innovation and broader access. At the same time, it is shifting where...

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...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Irvine, LA or San Francisco.  This is a hybrid role that has a requirement of working at least three days a week in the office. As a Lead Health & Benefits Large Market Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal...

Company: Marsh Description: We are seeking a talented individual to join our Autonomous, Mobility & Platform Risk Practice team at Marsh. This role will be based in one of our larger Marsh offices in the US. This is a hybrid role that has a requirement of working at least three days a week in the office. This position will develop innovative risk transfer solutions for Autonomous, Mobility & Platform Risk clients. You will join an insurance-market-focused, fast-paced team. Expertise in designing custom insurance programs, outside the box risk transfer structures, building and maintaining market relationships, client service, and familiarity with digital platforms is ideal. We will count on you to: Acts as lead advisory colleague on medium sized, less complex books of business. Develops an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully...

About MGT Insurance MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles. The Role We’re hiring a VP of Finance to build and lead our finance and accounting function as we scale. You will own financial strategy, planning, and operations and play a key role in long-term capital management and M&A. You’ll partner closely across the business, including business development, insurance, operations, people, and engineering leadership. This is a player-coach role for a hands-on executive who balances strategic leadership with...

Description This role is primarily remote in the state of California except for required appearances.   Our Workers' Compensation law firm is seeking a Workers' Compensation attorney—experience preferred. The role involves a busy, in-demand caseload handling matters at every stage, requiring strong advocacy and case management skills. This is a rewarding position with meaningful client impact and clear room to grow professionally within the firm. At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business.    We have an exciting opportunity for a Workers' Compensation Attorney  admitted and residing in California.  This role is primarily remote except for required appearances. You will be handling a caseload of workers’ compensation matters, conduct depositions, and represent Liberty Mutual and its policyholders...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs),...

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 Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily...

Company: Oliver Wyman Description: Practice Groups : Communications, Media & Technology & Private Capital Location : San Francisco Role : Engagement Manager Oliver Wyman helps industry leaders in the communications, media, and technology and private equity industries develop value growth strategies, improve operations, and maximize organizational effectiveness. Our CMT clients are some of the world's most successful companies: wireless and wireline equipment and communications service providers: enterprise IT, consumer electronics, and semiconductor companies; and broadcasters, publishers, platform operators, online and entertainment companies; high tech; and software companies. We work collaboratively with our clients’ leaders, employees, stakeholders, and customers to jointly define, design, and achieve lasting results.  Oliver Wyman’s Private Equity team in North America are looking to hire consultants to support its rapid growth. The team...

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 Senior Director 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 obtaining completely new Health...

What We Do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech.  While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving the industry’s rapid digital transformation. In just five years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ YoY Built a world-class team of 70+ across San Francisco and Columbus How We Do It Ascend automates the insurance financial lifecycle, from collections to disbursements. We streamline operations and drive real profitability. AI is rapidly driving the cost of software down, opening the door to faster innovation and broader access. At the same time, it is shifting where...

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,...