34 strategy and transactions jobs found

Job Description: Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders. That’s why we’re actively seeking a Financial Reporting Manager to join our team to support our centralized accounting team This role is based in our Newport Beach, CA office. As a Financial Reporting Manager , you’ll move Pacific Life, and your career, forward by driving key initiatives that support accounting and financial reporting functions while collaborating across various departments. You will fill an existing role that sits on a team of accounting professionals within the corporate division. *This is an INDIVIDUAL CONTRIBUTOR role that manages key processes and projects. How you’ll help move us forward: Stay ahead of evolving accounting issues by leading the design of accounting entries and reporting requirements for new transactions, collaborating with subject matter experts...

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 Senior Real Estate (RE) Portfolio Associate to join our Real Estate Servicing team in Newport Beach, CA. As a Sr. RE Portfolio Associate, you’ll play a key role in Pacific Life’s growth and long-term success by collaborating with your team and monitoring the performance real estate commercial mortgage loans. You will fill a role...

What We Do Ascend is transforming the $10 trillion 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  While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down.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 three years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ per year Built a world-class team of 50+ across San Francisco and Columbus How We Do It Ascend automates the entire insurance financial lifecycle—from collections and accounting to reconciliations and disbursements—helping businesses streamline operations and increase profitability. In the AI era, software alone is no longer enough. For decades, software...

CopperPoint has an exciting opportunity for a Portal Product Manager. In this role, you will drive the strategy, evolution, and continuous improvement of our insurance portals used by agents and policyholders. You will own the roadmap, manage the backlog, and lead delivery to ensure seamless, user-friendly experiences that increase efficiency, elevate engagement, and support our business goals.   Job Responsibilities: Lead portal evolution and optimization using Guidewire Policy, Claims, Billing, and other integrated systems. Define and execute portal strategy aligned with company goals, regulatory requirements, and customer needs. Champion user experience, ensuring portals are intuitive, efficient, and meet the needs of agents, brokers, and insureds. Collaborate cross-functionally with Underwriting, Operations, Claims, IT, and other teams to ensure seamless integration and process alignment. Translate business strategy into clear requirements,...

What we do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech. While insurance makes up 7.2% of global GDP, outdated financial infrastructure—PDFs, emails, and manual reconciliation—slows the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving its rapid digital transformation. In just three years:  Trusted by 1000s of insurance businesses nationwide Processed billions in transactions annually, growing 200%+ per year. Built a world-class team of 50+ people in our San Francisco and Columbus offices. How we do it Ascend automates the entire insurance financial lifecycle—from collections and accounting to reconciliations and disbursements—helping businesses streamline operations and increase profitability. In the AI era, software alone is no longer enough. For decades, software costs have declined, and with AI, they are now in free...

Company: Mercer Description: We are seeking a talented individual to join our Career team at Mercer. This role will be based in San Francisco, Los Angeles, or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office. Clients may be located anywhere in the United States; some travel is expected and encouraged to support client engagements and relationship building. As a Senior Principal Consultant specializing in Executive Compensation, you will lead the design and implementation of comprehensive executive pay programs, including short-term incentive plan design, long-term incentive plan design, overall pay strategy (for executives and beyond), and other topics that arise from Compensation Committees. Your strategic insights will help clients align executive compensation with business objectives and shareholder interests in dynamic and evolving environments. We will count on you to: Generate leads, pursue...

Account Manager - OA09HN Associate Account Manager - OA10FN 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.           Work Arrangements: This role will have a Hybrid work arrangement, with the expectation of working in an office (Los Angeles, CA, Walnut Creek, CA, Seattle, WA) 3 days a week (Tuesday through Thursday). Supports Commercial Underwriting in the sales acquisition process.  Provides support for new business and renewal policy account coordination, review, essential services, rating, prepare work orders for quoting and issuance of middle market business.  Serves as the point of contact for agents in handling inquiries and requests. Communicates with customers to request needed information and...

What we do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech. While insurance makes up 7.2% of global GDP, outdated financial infrastructure—PDFs, emails, and manual reconciliation—slows the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving its rapid digital transformation. In just three years, we’ve: Trusted by 1000s of insurance businesses nationwide Processed billions in transactions annually, growing 200%+ per year. Built a world-class team of 50+ people in our San Francisco and Columbus offices. How we do it Ascend automates the entire insurance financial lifecycle—from collections and accounting to reconciliations and disbursements—helping businesses streamline operations and increase profitability. In the AI era, software alone is no longer enough. For decades, software costs have declined, and with AI, they are now in...

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 Manager, Fixed Income Operations to join our Investment Operations team in Newport Beach, CA. As a Manager of Fixed Income Operations, you’ll play a key role in Pacific Life’s growth and long-term success by overseeing a team responsible for the seamless settlement, processing, and reconciliation of trades across a wide range...

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 Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support...

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. Position Summary   GEICO is seeking an experienced Distinguished Engineer with a passion for building high-performance, low maintenance , zero-downtime platforms and applications. You will help drive our enterprise transformation by establishing engineering excellence as a core mission, with a specific focus on organizational resilience, strategic risk management, and rigorous technical...

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. At GEICO, we are not just an insurance company; we are a technology-driven organization that is transforming the insurance landscape. Our mission is to leverage cutting-edge technology to deliver exceptional experiences for our customers and create innovative solutions that redefine the industry.     About The Team   The Billing Platform team at GEICO oversees the tools,...

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. About GEICO Policy Engineering   We're building the future of insurance technology— API-first, AI-powered, and engineered for scale .   At GEICO, the Policy Engineering teams are on a mission to redefine how insurance policies are built, managed, and evolved. We're designing world-class services that are modular, resilient, and ready to power intelligent...

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. About GEICO Policy Core Engineering   We're building the future of insurance technology— API-first, AI-powered, and engineered for scale .   At GEICO, the Policy Core Engineering teams are on a mission to redefine how insurance policies are built, managed, and evolved. We're designing world-class services and frameworks that are modular, resilient,...

We are seeking a Corporate Counsel that will provide strategic legal advice and services that support the Company’s business objectives while mitigating legal risks. This role demands not only a deep understanding of corporate law but also the ability to engage with various stakeholders, anticipate potential legal issues, and develop proactive strategies that promote our company’s growth and stability.  The successful candidate has a deep and nuanced understanding of our business and ensures we are in full compliance with all applicable national and international laws and regulations, with a strong emphasis on HIPAA, Medicare/Medicaid requirements. This role is  expected to demonstrate leadership behaviors, which includes adhering to CorVel’s core values and foundational beliefs. The In-House Corporate Counsel reports  to the Vice President, General Counsel and primarily supports the legal needs of our CERIS, Inc. affiliate entity, with the remaining effort spent supporting...

What We Do Ascend is transforming the $10 trillion 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 three years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ per year Built a world-class team of 50+ across San Francisco and Columbus How We Do It Ascend automates the entire insurance financial lifecycle—from collections and accounting to reconciliations and disbursements—helping businesses streamline operations and increase profitability. In the AI era, software alone is no longer enough. For decades, software...

Company: Marsh Description: We are seeking a talented individual to join our Casualty 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. What can you expect? Be an integral member of a world leader’s best in class placement team that delivers expert broking & strategic solutions to help manage risk with confidence Build and maintain relationships with underwriters to manage the placement of insurance programs Make an impact- your work will help people and businesses become more safe, secure and successful and you can create a career that matters Take lead on complex placement/technical support activities on big accounts, such as ensuring procedural compliance, reviewing data and updating annual renewal exhibits, maintaining accurate placement system entries, to ensure contract execution as required What is in it for you?...

What We Do Ascend is transforming the $10 trillion 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 three years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ per year Built a world-class team of 50+ across San Francisco and Columbus How We Do It Ascend automates the entire insurance financial lifecycle—from collections and accounting to reconciliations and disbursements—helping businesses streamline operations and increase profitability. In the AI era, software alone is no longer enough. For decades, software...

Position Title Sr Director-Commercial Real Estate Location Beverly Hills, CA 90212 Job Summary JOB SUMMARY A Sr Director-Commercial Real Estate is responsible for the management of a team who focuses on new business development, portfolio management, credit quality and overall relationship management of their assigned portfolio of customers. Ensures the generation of revenue by cultivating commercial real estate account relationships and ensuring strong credit quality thresholds are met. The Sr Director will be the point of escalation for any complex or challenging relationships/transactions. Pay Range: $195,132 - $268,306 - $341,481Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES Relationship Management/Revenue Generation :  Infuses the team’s network of clients and centers of influence with fresh prospects at any time in order to expand opportunities.  Serves as an escalation point for any and all client...

The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years' experience in an analytic role, business or financial, is preferred.  Qualified candidates will have a college degree from a four-year accredited college/university.  A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Conduct comprehensive financial analysis...