93 benefit analyst jobs found in Walnut Creek, CA

Company: Marsh McLennan Agency Description: SUMMARY Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information. ESSENTIAL DUTIES & RESPONSIBILITIES Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP’s, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness....

Company: 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 ensure marketing submissions are processed a timely manner. Using approved templates, prepare and...

Company: 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 ensure marketing submissions are processed a timely manner. Using approved templates, prepare and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   JOIN OUR COMPLIANCE DREAM TEAM! Are you and your colleague passionate about navigating the complexities of health and welfare compliance? The team is seeking a dynamic duo to join as VP, Compliance and Compliance Analyst. VP, Compliance The VP, Compliance will provide expert health and welfare compliance support to Employee Benefits Sales Executives and Client Service teams. Responsibilities include researching and reviewing federal, state, and local laws, offering training to enhance the skills...

Company: Description: Summary: At the direction of your supervisor, provide actuarial and underwriting support to the Employee Benefits Division Essential Duties & Responsibilities: Perform analyses within the MMA West Actuarial and Underwriting scope of services such as: experience reporting, reserving, forecasting, pricing, funding cost comparisons, stop-loss analysis, population analysis, utilization review, network discount analysis, contribution modeling, benchmarking, and other ad-hoc financial analyses Make actuarial and underwriting recommendations to clients and client sales and service teams Develop summary presentations of analysis for client and prospect meetings Attend client and prospect meetings upon request of senior staff members Develop and/or maintain analytical tools for the actuarial and underwriting department Coach entry-level actuarial and underwriting analyst team members Education and/or Experience: 4+ years of relevant job...

Objective: HIB Marketplace Services LLC is a wholly owned company of Heffernan Insurance Brokers. The Senior Director of Operations plays a vital leadership role in driving operational excellence, scalability, and strategic growth initiatives throughout Marketplace. This individual will oversee essential business functions, manage operational workflows, and collaborate with executive leadership to align business strategy with execution. The ideal candidate possesses extensive experience in the insurance industry—preferably wholesale brokerage—and has a proven record of implementing operational improvements and strategic initiatives.   Responsibilities Include: Operations Leadership Oversee and enhance critical processes, including submission intake, policy issuance, accounting workflows, and compliance procedures. Implement and manage KPIs to ensure high service standards, operational efficiency, and cost control. Lead cross-functional teams to streamline...

Description The Senior Underwriter for Middle Market Multi-Industry underwrites policies within underwriting authority, with limited guidance from leadership as needed. Makes decisions on whether to underwrite business by making analytical, data-driven decisions based on data and information provided, including pricing the risk. Responsibilities Manages portfolio of brokers/agents and clients. Leverages market presence and knowledge to develop and underwrite profitable business, acting as a representative for Liberty. Maintains a strong market presence, including established relationships with agents and brokers. Looks to strengthen these relationships and develop new ones. Contributes ideas for product development and participates in development and execution. Contributes to team projects (e.g., process / tool improvement). Understands the work implications of relevant legislation and regulation. Collaborates effectively across teams, stakeholders, and...

Executive Underwriter - UW07DD Senior Underwriter - UW08DA Underwriter - UW08DB 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.           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.           We’re in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They’re at the center of everything we do – and by joining us, you’ll be on a team known throughout the industry for providing our customers...

Company: Description: Summary At the direction of your supervisor, provide underwriting support to the Employee Benefits Division Essential Duties & Responsibilities Perform analyses within the MMA West Actuarial and Underwriting team scope of services such as: experience reporting, reserving, forecasting, pricing, funding cost comparisons, stop-loss analysis, population analysis, utilization review, contribution modeling, benchmarking, and other ad-hoc financial analyses Develop summary presentations of analysis for client and prospect meetings Attend client and prospect meetings upon request of senior staff members Develop and/or maintain analytical tools for the actuarial and underwriting department Education and/or Experience 0 – 2 years of relevant job experience Bachelor degree in mathematics, statistics, economics, finance, or related field Familiarity with Microsoft Office, especially Excel, Word and PowerPoint Exposure to databases,...

Objective: The Consulting Associate role is an entry-level position designed to provide administrative support to Executive Consultants while managing a portfolio of small business clients. The Consulting Associate will work closely with clients’ carriers and claims administrators to ensure that claims are managed proactively and reserved appropriately. This role will produce timely client reports that accurately reflect their efforts and outcomes. The Consulting Associate will also assist Executive Consultants in servicing and maintaining all contracted services.   Responsibilities Include: Collaborate with carriers and claims administrators to gather necessary information through RMIS or direct requests. Prepare consulting clients for policy year services and collaborate with our support team (Patra) to ensure timely and efficient task completion. Assist with the Aged Receivable report and recovery of outstanding payments. Manage the monthly Book of Business...

IAT Surety has an immediate opening for a Surety Assistant Underwriting Manager in our Walnut Creek, California. This role will serve as a point member of our underwriting team, handling routine underwriting responsibilities including but not limited to the below, in a fashion consistent with the company policy and procedures. This involves interfacing with regional office Underwriters, various home office personnel, agents, and principals.  Please note, IAT works on a hybrid schedule, working from the office Monday through Wednesday with the option of working remotely Thursday and Friday. Responsibilities Proactively seek renewal and new account opportunities Financial and account analysis of construction companies, authority, and referral requirements for consideration of new, existing and renewal business. Requesting and gathering financial information on assigned accounts. Maintain agency relationships and assist in developing or strengthening relationships...

IAT Surety has an immediate opening for a Surety Senior Underwriter located in our Walnut Creek, CA location. This role will handle most aspects of daily interaction with assigned agents regarding new and existing accounts which includes gathering, analyzing, and evaluating all information on an account and making a recommendation or decision to the Regional Manager based on that information. This role works a hybrid schedule from an IAT Office. The hybrid schedule reflects our values (thinking and acting like an owner, collaboration, and teamwork) as it requires working from the office with colleagues and other disciplines Monday through Wednesday, with the option of working Thursday and Friday remotely. Responsibilities Proactively seek renewal and new account opportunities Financial and account analysis of pertinent financial data, authority, and referral requirements for consideration of new, existing and renewal business Requesting and gathering financial...

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 160 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,...

Underwriter - UW08DB 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.           We’re in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They’re at the center of everything we do – and by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they’ve always been done isn’t a part of the job. Here, you’ll be putting your creative insights to work with other underwriters and leaders, having a seat...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a mid-level Technical Product Owner in its Walnut Creek Office. The TPO 2 will be responsible for owning the delivery of complex IT products and solutions from concept to deployment and will work closely with technical teams to translate high-level business requirements into detailed technical specifications aligning with the organization's strategic goals, while leveraging technical expertise and product management experience to enhance product delivery, improve team efficiency, and support the product's vision and roadmap. Area of Focus: Marketing KEY RESPONSIBILITIES   PRODUCT BACKLOG OWNERSHIP & REFINEMENT Takes full ownership of managing, grooming, and prioritizing the product backlog in alignment with business objectives. Writes detailed, clear, and actionable user stories and epics, incorporating technical requirements and constraints. Collaborates with...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening for a Junior Risk Analyst to join our IT Security Risk Management Team. This individual will assist the team in identifying , assessing, and mitigating risks related to the company's information security, physical security, and overall security posture. This entry-level role is ideal for candidates with a passion for security and risk management, offering opportunities to develop expertise in cybersecurity, threat analysis, and compliance. ESSENTIAL RESPONSIBILITIES   SECURITY RISK ASSESSMENT Assist in conducting security risk assessments, including identifying potential vulnerabilities in IT systems, networks, and physical infrastructure. Support the evaluation of security controls and recommend improvements to mitigate identified risks. Participate in the development of risk profiles for different system, applications, and facilities.   THREAT...

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 160 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 Claim, Legal 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,...

Executive Underwriter - UW07CD Senior Underwriter - UW08CA 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.           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.           As an Underwriter, Construction Casualty with Middle & Large Commercial, you will quarterback the sales and underwriting process by building exceptionally strong and lasting relationships with agents and brokers, ensuring that The Hartford is the carrier of choice. Success in this role will also entail...

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 (Brea, CA; Los Angeles, CA; San Francisco, CA; Walnut Creek, CA; Denver, CO) 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...

Company Details   Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company’s distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves 11,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.   Company URL:   https://www.peiwc.com     The company is an equal opportunity employer. Responsibilities The Senior Workers’ Compensation Examiner is responsible for the analysis and management of complex workers’ compensation claims. This position will review,...