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account consultant California

145 account consultant jobs found

Foundation Risk Partners
03/13/2026  
Commercial Lines Account Manager
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Sander Jacobs Cassayre  team in Napa, CA .  Job Summary: The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help achieve business goals. The Account Manager maintains effective relationships with clients, co-workers, carriers, vendors, and other business contacts. The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency. This role supports a book of business that includes a significant construction-focused segment; therefore, prior experience handling construction commercial accounts is required. Essential Functions: Provides...
Foundation Risk Partners Napa, CA, USA
Nationwide
03/14/2026  
Guaranteed Income Product Sales Specialist (Protected Retirement)
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work with our Protected Retirement team serving our clients on both the Private/Corporate and Public/Government sector. The position is fully remote and will cover all of our Protected Retirement clients in the Western half of the US. Living West of the Rocky Mountains and near a major metropolitan airport is strongly preferred. The position will focus on 401(k), 403(b), and 457 products, and ideally the candidates will possess experience with Advisor sold products, relationships...
Nationwide CA, USA Full Time
Allstate
03/11/2026  
Telephone Claims Adjuster
National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for investigating and confirming the facts of loss for advanced automobile accidents. Determines coverage, liability, damages and otherwise adjusts and negotiates claims within limit of authority. Every claim presents a new challenge. This role is ideal for someone who enjoys problem-solving, analyzing information, and making confident decisions while supporting customers and internal partners. Key Responsibilities • Applies increased experience in the Adjuster II level or a rotation into a specialty position (Coverage, Investigation Specialist, Total Loss, Initial Handler,...
Allstate CA, USA Full Time
The Baldwin Group
03/09/2026  
Retirement Consultant - The Baldwin Group Financial Services
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing...
The Baldwin Group Irvine, CA, USA Full Time
MarshMcLennan
03/08/2026  
Associate Account Manager - Personal Lines
Company: Description: ASSOCIATE ACCOUNT MANAGER DEPARTMENT: PERSONAL LINES STATUS: NON-EXEMPT EMPLOYEE TYPE: FULL TIME 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. More than 9,000 of 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 thrive as an Associate Account Manager at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources...
MarshMcLennan Los Angeles, CA, USA Full Time
MarshMcLennan
03/08/2026  
Senior Account Manager - Personal Lines Insurance
Company: Marsh McLennan Agency Description: SENIOR ACCOUNT MANAGER DEPARTMENT: PERSONAL LINES STATUS: NON-EXEMPT EMPLOYEE TYPE: FULL TIME 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. More than 9,000 of 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 thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the...
MarshMcLennan Los Angeles, CA, USA Full Time
MarshMcLennan
03/08/2026  
Account Manager - Commercial Entertainment Insurance
Company: Description: ACCOUNT MANAGER DEPARTMENT: COMMERCIAL ENTERTAINMENT STATUS: NON-EXEMPT EMPLOYEE TYPE: FULL TIME 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. More than 9,000 of 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 thrive as an Account Manager at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the...
MarshMcLennan Los Angeles, CA, USA Full Time
MarshMcLennan
03/08/2026  
Associate Account Executive - Personal Lines Insurance
Company: Description: ASSOCIATE ACCOUNT EXECUTIVE DEPARTMENT: PERSONAL LINES STATUS: EXEMPT EMPLOYEE TYPE: FULL TIME 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. More than 9,000 of 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 thrive as an Account Executive at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the...
MarshMcLennan Los Angeles, CA, USA Full Time
Flagstar Bank
03/06/2026  
Branch Banking - Client Consultant I
Position Title Branch Banking - Client Consultant I Location Wrightwood, CA 92397 Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Hourly Range: $17.00 - $21.25 - $25.50 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s)...
Flagstar Bank Wrightwood, CA, USA Full Time
Allstate
03/06/2026  
Software Engineer Consultant II
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Software Engineer Consultant II implements applications following 12-factor principles to build out the product and iterative enhancements. They partner on full stack of software products; developing and implementing frontends (web or mobile), and backend services. They leverage test driven development and continuous integration to ensure agility and quality of products. They actively participate in the decision-making process of the team ensuring that the simplest appropriate technology and design is chosen to meet user needs. Key...
Allstate CA, USA Full Time
Nationwide
03/04/2026  
Internal Retirement Specialist- CA
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We welcome candidates who are bilingual in Spanish and English, as these skills are preferred and highly valued for this role. FINRA Series 6, 63 and 65 licenses, Life and Health license are required for this position. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. (Internal Use Only) Compensation Band: E.SD60 #LI-YA1 #LI-REMOTE Job Description Summary At the heart of our work with...
Nationwide CA, USA Full Time
Pacific Life
03/04/2026  
Data Analytics Consultant
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We're actively seeking a talented Data Analytics Consultant to join out team in Newport Beach, CA or Omaha, NE. As a Data Analytics Consultant you’ll move Pacific Life, and your career, forward by enabling cutting edge marketing and data driven solutions. You will fill a role that sits on a team of 7. Your colleagues will include analysts, technologists,...
Pacific Life Newport Beach, CA, USA Full Time
Pacific Life
03/03/2026  
Microsoft 365 Engineer
Job Description: Providing for loved ones, planning rewarding retirements, and preparing for the future — our policyholders rely on Pacific Life to be there when it matters most. We succeed by working together and by continuously improving the tools and technologies that power the enterprise. At Pacific Life, you’ll find not just a job, but a purpose‑driven career supported by balance, innovation, and opportunities to shape the future — including your own. We’re actively seeking a Platform Engineering Consultant  to join our M365 Engineering team  in Newport Beach, CA. This is a fully on‑site role  at our state‑of‑the‑art corporate headquarters. As a Platform Engineering Consultant you will play a key role in advancing Pacific Life’s modern workplace by architecting, optimizing, and supporting Microsoft 365 applications and capabilities. You’ll bring deep expertise across the M365 ecosystem — from Teams, SharePoint, and Exchange Online to security, identity,...
Pacific Life Newport Beach, CA, USA Full Time
Flagstar Bank
02/26/2026  
Branch Banking – Client Consultant II
Position Title Branch Banking – Client Consultant II Location Hesperia, CA 92345 Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Hourly Range: $19.13 - $23.91 - $28.69 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right...
Flagstar Bank Hesperia, CA, USA Full Time
Pacific Life
02/26/2026  
People Business Partner Consultant
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented People Business Partner Consultant to join our team in Newport Beach, CA or Charlotte, NC. As a People Business Partner Consultant, you will serve as a strategic advisor to senior leaders across global teams. In this role, you will shape and execute talent strategies, drive organizational effectiveness, and provide data‑backed...
Pacific Life Newport Beach, CA, USA Full Time
Acrisure
02/22/2026  
Consultant
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...
Acrisure San Jose, CA, USA Full Time
Acrisure
02/22/2026  
Consultant, Alternative Funding Division
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...
Acrisure Costa Mesa, CA, USA Full Time
MarshMcLennan
02/22/2026  
Commercial Lines Account Manager I
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. More than 11,000 of 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 thrive as an A c count Manager at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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). ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties...
MarshMcLennan Aliso Viejo, CA, USA Full Time
MarshMcLennan
02/22/2026  
Business Development Executive
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. More than 15,000 of 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 thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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.   Private Client Services – National is part of a broader Marsh...
MarshMcLennan San Francisco, CA, USA Full Time
Pacific Life
02/19/2026  
Compliance Consultant
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Compliance Consultant with a focus on leave and absence programs to join our Workforce Benefits legal support team in Newport Beach, CA, or Omaha, NE. As a Compliance Consultant focusing on leave and absence with our Workforce Benefits legal support team you’ll move Pacific Life, and your career, forward by providing legal and...
Pacific Life Newport Beach, CA, USA Full Time

 

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