128 associate 2 jobs found

Job Description Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account managers...

Hi, we’re HUB . We are proud to be one of the largest insurance brokers in the nation, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our clients and organization. Our Hub Financial Center is looking for candidates in the position below. About The Position: When you apply for this position, your application will be considered for opportunities across all our Insurance Accounting Teams: Direct Bill, Premium Payables, Cash Application, and Accounts Payable . Each team plays a unique role in ensuring financial transactions are accurately reviewed and processed according to established procedures. As an Accounts Payable Associate, you’ll contribute to the core functions that keep our operations running smoothly. This is an excellent opportunity...

Company: Description: Company Overview: Marsh & McLennan Insurance Agency LLC (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States.  MMA is the 9th largest insurance broker in the United States with annualized revenues of approximately 1.5 billion. Position Profile and Summary: The internship is a full time position lasting approximately mid-June through the beginning of August (8 weeks).  Interns are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. The Marsh & McLennan Agency intern program is designed to prepare individuals to progress into service roles and builds the skills and knowledge needed to do so by working closely with our client service and sales teams. Interns will build the product knowledge needed to successfully step into the role of a Business Insurance Trainee or Benefit Service...

Company: Marsh McLennan Agency Description: Summary The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports.  Order any missing  loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files.  File all documentation in ImageRight per...

Company: Description: Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. ESSENTIAL DUTIES & RESPONSIBILITIES Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner....

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. --------------------------------------- When is the last time you felt like you made a difference to your employer and in the job you do? Been awhile? Never? Our employees at Strategic Comp DO make a difference and feel appreciated for it. In fact we received 98% rating for overall...

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 Real Estate Debt Portfolio Associate to join our Real Estate Debt Portfolio team in Newport Beach, CA. As an Real Estate Debt Portfolio Associate, you’ll move Pacific Life, and your career, forward by performing the following key duties including financial model creation and maintenance, monitoring regulatory changes, and...

Position Title Senior Financial Center Associate - Floater Location Beverly Hills, CA 90212 Job Summary Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive traveling to various Financial Centers to assist with staffing. Pay Range: $23.73-$30.26- $36.78 hourPay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES (45% of time) Back-up to Financial Center Manager. Assists with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice payment FC proof, daily/monthly FC reports, monthly audits, etc.      (45% of time) Provides ongoing servicing relationship with clients and responds to inquiries and requests regarding accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires,...

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 Account Manager plays a vital role in on the Employee Benefits service by ensuring clients receive the service they need to properly manage their insurance policies. The Associate Account Manager is the facilitator of positive and effective relationships with our valued clients and partners insurance carriers. DUTIES & RESPONSIBILITIES:...

Position Title Treasury Management-Sales Associate Sr Location Beverly Hills, CA 90212 Job Summary A Senior Treasury Management Sales Associate, plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. This role continues in-depth training that creates a career path for a future Treasury Management Sales Advisor. Applies experience and independently makes decisions regarding the management of commercial client relationships and continues the development of the skills required to create and manage more complex client relationships as part of the overall Banking team at Flagstar. Pay Range: $64,022 - $83,229 - $102,436 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Treasury Management Sales & Payments Advisor Partnership:  Collaborates and makes recommendations with the Treasury...

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' Industrials team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has...

Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams.   Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...

Title: Associate, Strategic Finance Location: San Francisco Bay Area, CA (Hybrid) Reporting to: Sr. Manager, Strategic Finance 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: Hippo is seeking a detail-oriented and collaborative Strategic Finance Associate to support Corporate Finance initiatives across the organization. This role will support financial planning, reporting, and analysis across the company by partnering closely with functional teams to understand performance trends, creating BvA analysis, and contributing to financial planning cycles including the annual plan and...

Job Description Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account...

Job Description Job Description: Director, Strategic Initiatives, NAR Location: Hybrid/Costa Mesa, CA (United States) Reporting to: Head of Sales Enablement, North American Retail (NAR) About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Director, Strategic Initiatives, North America...

Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams.   Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...

Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams.   Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...

Company: Description: Company: Marsh McLennan Agency Description: SUMMARY Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. ESSENTIAL DUTIES & RESPONSIBILITIES Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to...

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process, and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact: Client Management, Client Service, Client Accounting, Carrier & Wholesaler Relationship and Corporate Citizenship: At the direction of the Producer or Account Executive, participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure...

If you're passionate about being part of a diverse organization that enables a company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position can be a hybrid work schedule or fully remote in Southern CA supporting our Newport Beach, CA Trial Division office.   The MTA will be responsible for managing approximately 12 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Newport Beach office.    This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage include but may not be limited to: Bodily Injury Commercial; Commercial Auto; Complex...