27 finance 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...

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...

Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...

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 Training and development resource for...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

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...

Title : Lead Product Manager, AI   Location : Austin, TX / San Jose, CA (Hybrid)   Reporting to : Chief Product Officer   About Hippo:   Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home.   About This Role:   Hippo is looking for a Lead Product Manager, AI to identify, build, and scale high-impact AI-powered products across our business — driving growth, operational excellence, and seamless customer experiences.   This is a hands-on, 0→1 builder role. You’ll work with small, scrappy cross-functional teams to move quickly from problem discovery to prototype to production. Success in...

Position Title Credit Products Specialist II - Private Banking Location San Francisco, CA 94104 Job Summary The Credit Products Specialist II - Private Banking plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. The anticipated base pay rate range for this role is between $100,117 - $157,653. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for...

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...

Title: Senior Technical Accounting and SEC Reporting Analyst Location :  San Jose CA, Austin TX, or Morristown, NJ  Reporting to:  Technical Accounting and SEC Reporting Manager About Hippo: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home. About You:   You have a strong foundation in public accounting, ideally with Big Four experience, and are eager to grow your expertise in SEC reporting and technical accounting. This is an ideal role for someone who wants to deepen their knowledge of complex accounting guidance, US GAAP compliance, and the SEC reporting processes that support public company operations....

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great...

Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.   Core Responsibilities Include:  Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of...

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. We are looking for a  Distinguished Engineer-Applied AI to lead how Generative AI transforms the claims experience from intake to settlement. This is a hands-on, senior individual contributor role for someone who combines deep technical skills and the ability to apply AI in complex, real-world systems.   You will work closely with engineers, claims domain experts, and data scientists to design and deploy...

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. Distinguished Engineer – Finance Technologies Job Posting Description Become a driving force in GEICO's technological transformation! We seek a Distinguished Engineer to spearhead the design, development and implementation of Finance Transformation solutions. You will play a pivotal role in building a robust, automated and scalable Finance solutions that makes the process of accounting, substantiation,...

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. Distinguished Engineer – Finance Technologies Job Posting Description Become a driving force in GEICO's technological transformation! We seek a Distinguished Engineer to spearhead the design, development and implementation of Finance Transformation solutions. You will play a pivotal role in building a robust, automated and scalable Finance solutions that makes the process of accounting, substantiation,...

Job Description: Title: Account   Associate   - Commercial Lines   Hybrid:   2 days in office   | Location:  Pleasanton, CA | Book Focus:   General, Professional Liability Required: Active Property & Casualty (P&C) license     Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.   Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.   To view our branch locations, please visit: ioausa.com/locations     About the Role :   Assist the account team in c ompleting day-to-day administrative...

Summary  The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges, driving process improvements, and liaising with corporate team. Essential Functions Assist with calls from clients, brokers, and companies Collect and process payments Review and issue urgent or complex certificates of insurance Handle Broker of Record letters Prepare and provide finance quotes and finance agreements for clients Issue necessary cancellations Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions Create Notice of Cancellation letters (Acct) AP & AR - Review & manage Aging in conjunction with corporate accounting team Collections / E.P. follow up & request associated write offs Review new agencies and set up in agency database Evaluate...

Job Description Job Title:   Consultant, Alternative Funding Division   Department:   Employee Benefits   Reports To:   Chuck Batchelder, EB Growth and Practice Leader     Summary   The   Consultant, Alternative Funding Division (AFD) , plays a key role in supporting the agency’s alternatively funded employer medical plan business. This individual will partner closely with producer teams within their designated region to support self-funding initiatives, including prospecting, advisement, and assessment of groups evaluating a transition to self-funding. The Consultant will work collaboratively with the AFD Analyst to   assist   in pricing RFPs for stop-loss, pharmacy benefit management (PBM), Third Party Administrator (TPA), and carve-out arrangements.   The Consultant serves as a subject matter resource on self-funding concepts and   assists   in advancing the agency’s growth   objectives...

Title: Head of  Internal Audit Location: Bedminster, NJ / Austin, TX / San Jose, CA (Hybrid - 3 days in office)  Reporting to: Board of Directors and Chief Risk Officer  About Hippo: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home. About The Role:   The Head of Internal Audit will lead the Internal Audit function for Hippo. This role oversees all internal audit activity across the company, providing independent, objective assurance and advice to the Board of Directors (via the Audit, Risk and Compliance Committee (ARCC) and senior management on the design adequacy and operating effectiveness of...