Senior Associate jobs at AmWINS Group - 21 jobs

Financial Crimes & Compliance Analytics Senior Consultant
Sia Partners 4.0
San Francisco, CA jobs
Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. OurTechnology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Our rapidly growing Management consulting firm is seeking a highly skilled Senior Consultant with deep expertise in Financial Crimes, Anti-Money Laundering (AML), Know Your Customer (KYC), and Compliance Analytics. The ideal candidate will play a key role within our emerging Regulatory Technology (RegTech) practice, which partners closely with our Risk & Compliance Advisory team to design, test, and optimize cutting-edge regulatory and compliance solutions for clients across Technology and Fintech industries. This role will focus on supporting clients in mitigating financial crime risk by leveraging data-driven insights, regulatory frameworks, and advanced analytical tools. Senior Consultants will work with large, complex datasets to identify trends and anomalies, enhance monitoring systems, and ensure that compliance programs are both effective and efficient. You will have the opportunity to collaborate with top-tier Technology clients -helping them detect, prevent, and respond to financial crime risks using data, technology, and regulatory expertise. Key Responsibilities Partner with clients to assess and enhance their financial crime compliance frameworks, including AML, KYC, sanctions screening, transaction monitoring, and fraud prevention. Develop and execute advanced SQL queries to extract, transform, and analyze large datasets related to customer due diligence, suspicious activity monitoring, and regulatory reporting. Support model calibration, validation, and tuning for financial crime detection and compliance monitoring systems Leverage data analytics tools (e.g., Python, Tableau, Power BI, Alteryx) to identify risk patterns, gaps, and control deficiencies across compliance programs Design and implement data governance and quality control processes to ensure the integrity and consistency of compliance data Collaborate with technology, legal, and compliance stakeholders to develop and enhance end-to-end financial crime management systems Create and maintain methodologies, documentation, and dashboards for ongoing monitoring, reporting, and model performance assessment Stay abreast of emerging regulations, typologies, and industry trends in financial crimes, AML, and RegTech innovation Provide actionable recommendations to improve operational efficiency, risk mitigation, and regulatory compliance outcomes Qualifications Required Bachelor's degree required; MBA or Master's preferred in Business, Finance, Data Analytics, or related field Proficiency in data analytics tools and programming languages (SQL, Python, R, SAS) Experience with data visualization platforms (Tableau, Power BI, Qlik) Fintech, Technology, or Financial Services Consulting (required) 5+ years of experience in one or more of the following areas: AML / Financial Crimes Compliance KYC / Customer Due Diligence Transaction Monitoring / Sanctions Screening Regulatory Technology or Data Analytics in a compliance context Deep understanding of financial crimes regulations (Bank Secrecy Act, USA PATRIOT Act, OFAC sanctions, FinCEN requirements and/or equivalent international standards) Knowledge of typologies and red flags associated with money laundering, terrorist financing, and fraud Proven ability to analyze complex datasets and translate findings into strategic recommendations Strong communication skills, with the ability to work collaboratively across technical and non-technical teams Preferred Familiarity with transaction monitoring systems (Actimize, SAS AML, Fiserv, etc.) Strong understanding of relational databases and data warehousing concepts Experience with machine learning and predictive modeling techniques is a plus Understanding of regulatory expectations for model risk management and model validation Experience working with regulatory agencies Knowledge of emerging technologies in financial crimes (AI/ML, blockchain analytics, network analysis) Experience with cloud platforms (AWS, Azure, GCP) Familiarity with Agile methodologies and DevOps practices Additional information We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Annual base salary starting at $128,000, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&DD and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan, 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. #J-18808-Ljbffr
$128k yearly 6d ago

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Senior Sourcing Associate (Remote)
Carefirst 4.8
Baltimore, MD jobs
**Resp & Qualifications** **PURPOSE:** Executes medium to complex sourcing projects, from start to finish. This role will rationalize the supply base through strategic sourcing, lead cross-functional team to achieve optimal total cost of ownership, identify cost savings opportunities across the company, support overall supply requirements and ensure an effective spend analysis for assigned category. **ESSENTIAL FUNCTIONS:** + Provides sourcing services (RFx, reverse auctions, negotiations) to clients based on predefined service levels, managing 5-12 simple to complex projects simultaneously with limited supervision/guidance or independently. Executes sourcing strategy by leading formal sourcing processes including stakeholder engagement, RFP processes and contract negotiations. Assists in the development of category sourcing strategy leading cross-functional teams to execute the sourcing strategy. Partners with customer groups to establish specifications for assigned commodity categories. Perform market analysis, benchmark analysis and spend analysis for assigned commodity categories. + Assists in ensuring realized savings ties back to departmental and/or customer budgets. Maintains and supports expenditure controls and alignment with the company's and departments budget and fiduciary requirements. Supports and improves supply base development programs (e.g., supplier diversity, local economic development, green sustainability programs). Ensures compliance with operational requirements, internal controls and regulations. Establishes optimal buying channel/ordering process aligned to category strategy utilizing technology aligned with overall procurement strategy. + Partners with business units and legal team in the negotiation of contracts and agreements, including Master Services Agreements (MSAs), Statements of Work (SOWs) and Service Level Agreements (SLAs). Assists and consults with the business partners to create Service Level Agreements to effectively measure and manage supplier performance. + Assists in the development of commercial strategies for sourcing to meet present and future supply requirements by applying advanced knowledge of purchasing principles, contract law, and commodities. Continually searches out new sourcing opportunities to implement as needed to maintain competitive advantage. Assists in the development and management of the corporate wide, programs, policies, and procedures that support the Company Supplier Diversity strategy. **SUPERVISORY RESPONSIBILITY:** Position does not have direct reports but is expected to assist in guiding and mentoring less experienced staff. May lead a team of matrixed resources. **QUALIFICATIONS:** **Education Level:** Bachelor's Degree in Business Administration or related field OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience. **Licenses/Certifications Preferred:** + Certified Purchasing Manager (C.P.M). **Experience:** 5 years strategic sourcing experience. **Preferred Qualifications:** + Ability to track technology trends. + Knowledge of the FAR. + Knowledge of Ariba or similar procurement automation tools. + Demonstrated Success in leading project teams to achieving quantifiable savings by applying sourcing methods **Knowledge, Skills and Abilities (KSAs)** + Ability to work with cross-functional teams. + Ability to negotiate internally and externally to achieve required objectives and executes and implement contracts. + Strong customer focus and ability to drive change. + Knowledge of sourcing systems and preferable e-sourcing technology. + Ability to extract data and summarize key elements to focus on. + Knowledge of contract law, government policies and regulations for the food and drug industry. + Strong meeting management and facilitation skills, while being self-motivated. + Effective presentation and analytical skills to interface with multiple levels of management. + Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging. **Salary Range:** $76,536 - $152,009 **Salary Range Disclaimer** The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilites of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration. It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location. In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs/plans, and 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements). **Department** Sourcing and Procurement **Equal Employment Opportunity** CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. **Where To Apply** Please visit our website to apply: ************************* **Federal Disc/Physical Demand** Note: The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs. **PHYSICAL DEMANDS:** The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear. Weights up to 25 pounds are occasionally lifted. **Sponsorship in US** Must be eligible to work in the U.S. without Sponsorship \#LI-CB1 REQNUMBER: 21116
$76.5k-152k yearly 60d+ ago
Senior Associate, Agency Standards
New York Life 4.5
Roseville, CA jobs
Job Title: Senior Associate, Agency Standards (Compliance Manager) Dept/Sub Dept: Field Operations Value Stream/Field Supervision As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: * Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office * Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required * Handles the Seminar Supervision Program * Handles the Enhanced Supervision Programs for Agents and Registered Reps * Handles the Financial Supervision Program for Agents and Registered Reps * Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items * Assists the Managing Partner in recommending and delivering Disciplinary Actions * Serves as the "point person" to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers * Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices * Assists with Complaint Review Handling and Resolution * Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs * Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements Required Skills: * Bachelor's Degree and/or equivalent experience * Minimum 2 years of industry experience * Comprehensive knowledge of registered and non-registered products * Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days) * Series 65, 66 or ChFC (or obtain within 12 months) * Excellent communication skills (written and verbal) * Strong analytical skills required * Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities Preferred Skills: * Preferred Series 51 or 53 Pay Transparency Salary Range: $97,500-$139,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92914
$97.5k-139.5k yearly 54d ago
Senior Associate, Agency Standards
New York Life 4.5
San Jose, CA jobs
Job Title: Senior Associate, Agency Standards (Compliance Manager) Dept/Sub Dept: Field Operations Value Stream/Field Supervision As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: * Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office * Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required * Handles the Seminar Supervision Program * Handles the Enhanced Supervision Programs for Agents and Registered Reps * Handles the Financial Supervision Program for Agents and Registered Reps * Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items * Assists the Managing Partner in recommending and delivering Disciplinary Actions * Serves as the "point person" to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers * Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices * Assists with Complaint Review Handling and Resolution * Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs * Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements Required Skills: * Bachelor's Degree and/or equivalent experience * Minimum 2 years of industry experience * Comprehensive knowledge of registered and non-registered products * Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days) * Series 65, 66 or ChFC (or obtain within 12 months) * Excellent communication skills (written and verbal) * Strong analytical skills required * Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities Preferred Skills: * Preferred Series 51 or 53 Pay Transparency Salary Range: $97,500-$139,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93044
$97.5k-139.5k yearly 26d ago
Senior Associate, Agency Standards (Compliance) Manager
New York Life Insurance 4.5
San Jose, CA jobs
Job Title: Senior Associate, Agency Standards (Compliance Manager) Dept/Sub Dept: Field Operations Value Stream/Field Supervision As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required Handles the Seminar Supervision Program Handles the Enhanced Supervision Programs for Agents and Registered Reps Handles the Financial Supervision Program for Agents and Registered Reps Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items Assists the Managing Partner in recommending and delivering Disciplinary Actions Serves as the “point person” to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices Assists with Complaint Review Handling and Resolution Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements Required Skills: Bachelor's Degree and/or equivalent experience Minimum 2 years of industry experience Comprehensive knowledge of registered and non-registered products Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days) Series 65, 66 or ChFC (or obtain within 12 months) Excellent communication skills (written and verbal) Strong analytical skills required Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities Preferred Skills: Preferred Series 51 or 53 Pay Transparency Salary Range: $97,500-$139,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93044
$97.5k-139.5k yearly 23d ago
Senior Associate Underwriter - Commercial
Great American Insurance 4.7
Los Angeles, CA jobs
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 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 Custom, an underwriting division of Great American Insurance Group, dedicates itself to serving client needs and delivering outstanding service. We have made a name for ourselves as a full-service underwriting organization focused on long-term client relationships and customized business solutions. We specialize in providing primary casualty products as well as umbrella and capacity excess products that meet the needs of the commercial market. Our policy holders range from small businesses to complex multi-national corporations and Fortune 1000 accounts. Essential Job Functions and Responsibilities Conducts comprehensive reviews and evaluations of underwriting applications, ensuring they align with Company policies and underwriting guidelines. Collaborates with underwriters and brokers/agents to obtain additional information and clarify application details. Analyzes relevant data, including financial statements, property valuations, and loss histories to assess risk exposure. Prepares and maintains underwriting files, ensuring all documents and approvals are properly filed. Compiles reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management. Underwrites new and renewal policy transactions within written authority. Enters and audits policy information on an assigned product, territory and / or agency in accordance with template rules. Reviews premium and loss data on an individual account as part of renewal underwriting, change underwriting, or mid-term underwriting. Orders, evaluates, and takes appropriate action on required reports, endorsement requests, service requests, and general correspondence. Research and respond to complex questions from brokers/agents. Responsible for providing information to Processing that is needed to issue policies and endorsements on a timely basis. May issue, process or code transactions. Monitors entry / processing to ensure data integrity and to avoid potential systemic issues. Participates in various departmental initiatives, including updates and enhancements to forms and interfaces, conducting user acceptance testing for systems and policies, and evaluating the impact on existing policies and practices. May provide guidance to less experienced staff and serve as a resource to other functional areas. Performs other duties as assigned. Job Requirements Associates Degree in Business, Finance, or a related field or equivalent experience. Minimum of 10 years of experience in Underwriting in Primary and/or Excess Casualty experience specific to E&S (excess and surplus lines) / Wholesale. Performs work under limited supervision and works within broader, established authority limits. Performs specialized duties utilizing often-complex processes/procedures on a variety of assignments. Utilizes advanced procedural knowledge, skills, and experience to accomplish work. Demonstrates advanced knowledge of coverage and forms, provisions for policies written within the assigned territory/unit, workflow and systems. Strong written and verbal skills, analytical skills with attention to detail. Salary for this position is $61.2K-$95.2K. Compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. We encourage candidates with salary expectations beyond the range provided to apply as they will be considered based on their experience, skill, and education. Company: GAIC Great American Insurance Company Salary Range: $61,200.00 -$95,220.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees. Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
$61.2k-95.2k yearly Auto-Apply 60d+ ago
Senior Associate, Real Estate Debt Originations
Teachers Insurance & Annuity Association of America 4.6
Los Angeles, CA jobs
The Senior Associate, RE Debt Originations job is responsible for identifying investment strategies for both short term, floating and fixed rate loans, and longer term fixed rate permanent loans secured by all real estate product types. This job assists in analyzing, sourcing and originating new debt investments for a number of different investment vehicles for the company. Key Responsibilities and Duties Provides analytic support and loan underwriting to senior commercial mortgage professionals on the debt originations team by modeling cash flows, and conducting financial and credit analysis of properties, locations, markets, borrowers, and other due diligence Supports senior debt origination managers in the origination of mortgages secured by commercial real estate properties, including during the screening, due diligence and closing process. Performs ARGUS and/or Excel financial analysis and provides transaction support during originations process. Contributes to key documentation including credit committee memorandum, loan applications, term sheets and other associated documents. Performs ongoing market and real estate property specific research. Develops relationships with sponsors, mortgage brokers and senior lenders. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Qualifications 2+ years of CRE debt origination, equity, or relevant CRE experience Proficiency in Microsoft Office Suite, particularly Excel Proficiency in Argus, CoStar, Axiometrics, and other real estate data providers Preferred Qualifications 2+ years of CRE debt origination, equity, or relevant CRE experience Bachelors Degree of Business Administration or similar preferred Related SkillsBusiness Development, Credit Analysis, Due Diligence, Financial Analysis, Investment Management, Investment Strategy Acumen, Opportunity Strategy, Organizational Savviness, Portfolio Management, Real Estate Investments, Underwriting Anticipated Posting End Date: 2026-01-22Base Pay Range: $109,000/yr - $136,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
$109k-136k yearly Auto-Apply 5d ago
Senior Audit Associate
Aldrich 3.8
Brea, CA jobs
Job DescriptionDescription: Aldrich CPAs and Advisors is looking for a Senior Audit Associate to join our Lake Oswego office. This position offers a unique chance to grow your career while being an integral part of something special. The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from planning to completion primarily with our construction industry clients. Enjoy hybrid workplace options, balancing remote and in-office work to effectively support the local area and foster growth. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Growth Opportunity: Be at the forefront of expanding our Denver presence, contributing to the growth of both the region and the Aldrich brand. Team Environment: Work alongside professionals who care deeply about their colleagues and clients, striving for balance within the demands of our seasonal business cycle. Community Engagement: Be part of a firm that values and actively participates in giving back to the community. Check out more about Aldrich at ***************************** Requirements: You'll Get a Chance To Prepare all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness, and accuracy Build on technical and analytical competence by keeping up to date on trends, developments, and technical authorities Adhere to work plan schedules on each section of the engagement and anticipate and address client needs Oversee and mentor associates assigned to various engagements, collaborating effectively with both in-person and remote teams Work with the assurance team to develop hourly budgets and fee analysis Serve as a catalyst for innovation by identifying and exploring emerging issues What You Bring to the Team 3+ years of recent experience in Public Accounting working in a similar senior financial services role or industry relevant experience Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree from an accredited college Strong communication, interpersonal, analytical, and research abilities How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits: Medical, dental, and vision insurance Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits Financial Well-Being and Retirement Savings: 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 weeks Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $90,000 - $115,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position with hybrid workplace options. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
$90k-115k yearly 31d ago
Senior Audit Associate
Aldrich 3.8
Brea, CA jobs
Full-time Description Aldrich CPAs and Advisors is looking for a Senior Audit Associate to join our Lake Oswego office. This position offers a unique chance to grow your career while being an integral part of something special. The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from planning to completion primarily with our construction industry clients. Enjoy hybrid workplace options, balancing remote and in-office work to effectively support the local area and foster growth. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Growth Opportunity: Be at the forefront of expanding our Denver presence, contributing to the growth of both the region and the Aldrich brand. Team Environment: Work alongside professionals who care deeply about their colleagues and clients, striving for balance within the demands of our seasonal business cycle. Community Engagement: Be part of a firm that values and actively participates in giving back to the community. Check out more about Aldrich at ***************************** Requirements You'll Get a Chance To Prepare all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness, and accuracy Build on technical and analytical competence by keeping up to date on trends, developments, and technical authorities Adhere to work plan schedules on each section of the engagement and anticipate and address client needs Oversee and mentor associates assigned to various engagements, collaborating effectively with both in-person and remote teams Work with the assurance team to develop hourly budgets and fee analysis Serve as a catalyst for innovation by identifying and exploring emerging issues What You Bring to the Team 3+ years of recent experience in Public Accounting working in a similar senior financial services role or industry relevant experience Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree from an accredited college Strong communication, interpersonal, analytical, and research abilities How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits: Medical, dental, and vision insurance Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits Financial Well-Being and Retirement Savings: 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 weeks Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $90,000 - $115,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position with hybrid workplace options. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
$90k-115k yearly 60d+ ago
Sr. Associate Broker
The Jonus Group 4.3
Los Angeles, CA jobs
Job Title: Sr. Associate Broker A leading wholesale brokerage firm is seeking a Sr. Associate Broker to support the growth of a high-performing Casualty team. This position serves as the primary point of contact for a significant portion of an established book. The ideal candidate will bring deep casualty experience, strong analytical and consultative skills, and a track record of leadership in managing accounts and junior team members. Responsibilities: Serve as the secondary contact for a large Casualty book, managing approximately $600K in assigned revenue. Build and maintain relationships with underwriters and retail agents, acting as a key liaison for both renewal and new business activity. Manage the end-to-end renewal process and oversee new business submissions for existing agent relationships. Quote and bind business, with a focus on 70% renewals and 30% new submissions. Oversee and mentor 2-3 junior Associate Brokers, providing guidance and support to ensure quality and efficiency. Collaborate closely with internal teams while maintaining the ability to work independently. Demonstrate strong follow-through and dedication to retaining and growing the assigned book of business. Qualifications/Requirements: Active Property & Casualty (P&C) license required. Minimum 7 years of experience in casualty insurance, preferably within a wholesale brokerage environment. Experience managing middle to large market casualty accounts, ranging from $25K to $1.5M in premium. Proven ability to lead and mentor junior team members. Strong analytical thinking, consultative approach, and effective communication skills. Self-motivated with the ability to prioritize and manage multiple responsibilities independently. Compensation Package: Compensation: Between $85,000 and $110,000 (based on experience), + profit sharing based on retention and growth of the book. Competitive benefits package, paid time off, professional development opportunities, etc. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-DM2
$85k-110k yearly 60d+ ago
Portfolio Management Senior Associate, Real Estate
John Hancock 4.4
Los Angeles, CA jobs
Manulife Investment Management is seeking a real estate analytics and Portfolio Management Senior Associate to join the Portfolio Management team! The investment professional will play an integral role in supporting the growth of our US investment strategies and decision making in all aspects of private equity real estate including acquisitions, asset management and portfolio management. Position Responsibilities: Own real estate portfolio financial models including comprehensive Fund model with expertise and accuracy to develop and/or improve the functionality to competitive standards for internal analysis and LP reporting. Synthesize modeling outputs in real-time for senior portfolio management team decision making. Supervise the performance of existing real estate investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required. Help prepare investment memos for Committee review, inclusive of relevant analyses to assist in the closing of transactions including acquisitions, dispositions and refinancings, decision making on capital recommendations by asset managers. Deliver comprehensive analytics in support of portfolio strategy including quarterly valuations and liquidity management (including dividends, distributions, line of credit draws, and equity forecast for new deals), forecasting returns, hold/sell analysis and debt/cash management. Craft new reporting tools to deliver pertinent performance measurements to existing and potential LPs including RFPs. Supervise market trends, competitor activity, and industry developments. Prepare reports and presentations for internal updates, investors and other partners. Participate in external and internal partner meetings using strong presentation skills to deliver various aspects of the Fund strategy and performance results alongside senior management team. Work closely with Asset Management, Valuations, Transactions, Investor Relations, Legal, Compliance, Tax and Operations, and other teams to ensure smooth transaction, execution and portfolio management including capital raising efforts. Provide operational oversight: ensure adherence to regulatory requirements and internal policies, while ensuring work product with accuracy. Required Qualifications: Strong academic credentials and a proven track record of successful work experience. Strong understanding of fund management, including specifics of open-ended funds such as property roll-up, time weighted returns, cash forecast and management, portfolio optimization adhering to investment guidelines (geographic and asset allocation, Fund LTV etc.), and carried interest calculation. Good knowledge and experience working with all asset classes; industrial and multifamily experience, including alternative adjacent asset classes, is a plus. 5-7 years of post-undergrad real estate acquisition/asset management/portfolio management experience, preferably at a top institution. Strong quantitative, analytical and modeling capabilities with a fundamental driven approach to investing and fund management. Argus knowledge is a plus. Preferred Qualifications: Able to work collaboratively in team environments and under tight timeframes. Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions and answers to investment committee and various LPs (existing and for capital raising efforts). Proficient in balancing multiple projects simultaneously and meeting deadlines. Ability to review and disseminate legal documents related to debt, fund structure, transactions, etc. Able to produce high-quality work with a focus on accuracy and thoroughness. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Los Angeles, California Working Arrangement Hybrid Salary range is expected to be between $91,000.00 USD - $165,000.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
$91k-165k yearly Auto-Apply 34d ago
Senior Associate Underwriter - Commercial
Great American Custom 4.4
Los Angeles, CA jobs
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 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 Custom, an underwriting division of Great American Insurance Group, dedicates itself to serving client needs and delivering outstanding service. We have made a name for ourselves as a full-service underwriting organization focused on long-term client relationships and customized business solutions. We specialize in providing primary casualty products as well as umbrella and capacity excess products that meet the needs of the commercial market. Our policy holders range from small businesses to complex multi-national corporations and Fortune 1000 accounts. Essential Job Functions and Responsibilities Conducts comprehensive reviews and evaluations of underwriting applications, ensuring they align with Company policies and underwriting guidelines. Collaborates with underwriters and brokers/agents to obtain additional information and clarify application details. Analyzes relevant data, including financial statements, property valuations, and loss histories to assess risk exposure. Prepares and maintains underwriting files, ensuring all documents and approvals are properly filed. Compiles reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management. Underwrites new and renewal policy transactions within written authority. Enters and audits policy information on an assigned product, territory and / or agency in accordance with template rules. Reviews premium and loss data on an individual account as part of renewal underwriting, change underwriting, or mid-term underwriting. Orders, evaluates, and takes appropriate action on required reports, endorsement requests, service requests, and general correspondence. Research and respond to complex questions from brokers/agents. Responsible for providing information to Processing that is needed to issue policies and endorsements on a timely basis. May issue, process or code transactions. Monitors entry / processing to ensure data integrity and to avoid potential systemic issues. Participates in various departmental initiatives, including updates and enhancements to forms and interfaces, conducting user acceptance testing for systems and policies, and evaluating the impact on existing policies and practices. May provide guidance to less experienced staff and serve as a resource to other functional areas. Performs other duties as assigned. Job Requirements Associates Degree in Business, Finance, or a related field or equivalent experience. Minimum of 10 years of experience in Underwriting in Primary and/or Excess Casualty experience specific to E&S (excess and surplus lines) / Wholesale. Performs work under limited supervision and works within broader, established authority limits. Performs specialized duties utilizing often-complex processes/procedures on a variety of assignments. Utilizes advanced procedural knowledge, skills, and experience to accomplish work. Demonstrates advanced knowledge of coverage and forms, provisions for policies written within the assigned territory/unit, workflow and systems. Strong written and verbal skills, analytical skills with attention to detail. Salary for this position is $61.2K-$95.2K. Compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. We encourage candidates with salary expectations beyond the range provided to apply as they will be considered based on their experience, skill, and education. Company: GAIC Great American Insurance Company Salary Range: $61,200.00 -$95,220.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees. Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
$61.2k-95.2k yearly Auto-Apply 60d+ ago
Audit Manager
Aldrich 3.8
Brea, CA jobs
Job DescriptionDescription: Aldrich CPAs and Advisors is looking for an Audit Manager to join our Brea office. This position offers a unique chance to be part of growing a region, building a brand, and being an integral part of something special. Audit Managers are responsible for managing audits, reviews, and compilations from planning to completion with our construction industry clients. Successful candidates enjoy working independently and as part of a small remote team. This role will include a significant amount of client interaction and new business opportunities. Enjoy hybrid workplace options, balancing remote and in-office work. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of the seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at ***************************** Requirements: Minimum of 5 years recent experience in Public Accounting working in a financial services role Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree and successful completion of the CPA exam or a CPA license is required Strong communication, interpersonal, analytical, and research abilities Extensive knowledge of Microsoft Office and common accounting software You'll Get a Chance To Take ownership for financial services engagements and delegate to various staff as necessary Act as a resource for staff and seniors on specific technical issues and/or questions Manage service responsibility for clients Supervise staff, provide training, coaching, and prepare performance reviews Serve as a catalyst for innovation by identifying and exploring emerging issues How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: Medical, dental, and vision insurance, Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 week Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $125,000 - $145,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position. This position requires some travel - mostly the west coast - between February and April. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is option and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes
$125k-145k yearly 31d ago
Audit Manager
Aldrich 3.8
Brea, CA jobs
Aldrich CPAs and Advisors is looking for an Audit Manager to join our Brea office. This position offers a unique chance to be part of growing a region, building a brand, and being an integral part of something special. Audit Managers are responsible for managing audits, reviews, and compilations from planning to completion with our construction industry clients. Successful candidates enjoy working independently and as part of a small remote team. This role will include a significant amount of client interaction and new business opportunities. Enjoy hybrid workplace options, balancing remote and in-office work. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of the seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at ***************************** Requirements Minimum of 5 years recent experience in Public Accounting working in a financial services role Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree and successful completion of the CPA exam or a CPA license is required Strong communication, interpersonal, analytical, and research abilities Extensive knowledge of Microsoft Office and common accounting software You'll Get a Chance To Take ownership for financial services engagements and delegate to various staff as necessary Act as a resource for staff and seniors on specific technical issues and/or questions Manage service responsibility for clients Supervise staff, provide training, coaching, and prepare performance reviews Serve as a catalyst for innovation by identifying and exploring emerging issues How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: Medical, dental, and vision insurance, Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 week Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $125,000 - $145,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position. This position requires some travel - mostly the west coast - between February and April. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is option and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes
$125k-145k yearly 60d+ ago
Title Insurance Escrow Audit Manager
Essent Guaranty, Inc. 4.1
Winston-Salem, NC jobs
Job Description Essent Group Ltd. (NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership. We are focused on managing risk and dedicated to serving as a strong and fair counterparty. As a company, we bring strong private capital and a commitment to risk management to the mortgage insurance industry. Title: Title Insurance Escrow Audit Manager Location: Winston Salem, NC (Fully in-office) Join a dynamic and growth-oriented counterparty risk management team where you'll play a key role in assessing the quality of title agencies. As the Title Insurance Escrow Audit Manager, you will conduct onsite reviews, transaction file reviews, and monitoring procedures. This position plays a key role in risk identification, assessment, mitigation, and management. Working under limited supervision of the Director, Counterparty Risk Audit, your work will directly support Essent's mission to maintain operational excellence and compliance with federal and state regulations governing title, escrow, and closing operations. As a dynamic and resourceful professional, we will rely on you to perform the following duties: Lead onsite reviews and audits of title agencies to assess adherence to risk standards and regulatory guidelines. Develop and enhance agent monitoring protocols, including policies and procedures, QA programs and checkpoints, and audit reporting standards. Support the Director in analyzing and reviewing various risk indicators, performing escrow reconciliation reviews, agent scorecards, and quality assurance. Perform risk-based assessments to prioritize agents in need of review, and prepare and communicate audit schedules. Communicate findings to internal and external stakeholders through reports and presentations, and use data-driven insights to propose solutions to problems and recommend process improvements to strengthen the agency review framework. Lead the process for terminated agents; collaborate cross-functionally to ensure claim exposure is limited and all required termination procedures are completed. Perform other duties as assigned by management Minimum Education & Experience Requirements: Bachelor's degree in a related field preferred, or equivalent work experience. 3-7 years of relevant title experience. Knowledgeable in real estate closings, title insurance, escrow and underwriting audits, and ALTA Best Practices. Proficient in MS Office Suite: Excel and PowerPoint proficiency are critical to the job function. Excellent written and verbal communication skills; ability to productively interact with peers, customers, and management. Strong analytical, problem-solving, time management, organizational, and planning skills, with strong attention to detail. Maintains flexible hours and work location. On call hours and travel to agent's offices required. Expected travel: extended/overnight 1-2 times per month within the U.S. Our commitment to your success is enhanced by our competitive salary and comprehensive benefits package including paid time off, medical, dental, vision, 401(k) and disability benefits. We work to maintain a positive environment for our employees, where people can learn and grow with the company. Essent is an Equal Opportunity Employer.
$99k-161k yearly est. 26d ago
Title Insurance Escrow Audit Manager
Essent Guaranty 4.1
Winston-Salem, NC jobs
Essent Group Ltd. (NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership. We are focused on managing risk and dedicated to serving as a strong and fair counterparty. As a company, we bring strong private capital and a commitment to risk management to the mortgage insurance industry. Title: Title Insurance Escrow Audit Manager Location: Winston Salem, NC (Fully in-office) Join a dynamic and growth-oriented counterparty risk management team where you'll play a key role in assessing the quality of title agencies. As the Title Insurance Escrow Audit Manager, you will conduct onsite reviews, transaction file reviews, and monitoring procedures. This position plays a key role in risk identification, assessment, mitigation, and management. Working under limited supervision of the Director, Counterparty Risk Audit, your work will directly support Essent's mission to maintain operational excellence and compliance with federal and state regulations governing title, escrow, and closing operations. As a dynamic and resourceful professional, we will rely on you to perform the following duties: Lead onsite reviews and audits of title agencies to assess adherence to risk standards and regulatory guidelines. Develop and enhance agent monitoring protocols, including policies and procedures, QA programs and checkpoints, and audit reporting standards. Support the Director in analyzing and reviewing various risk indicators, performing escrow reconciliation reviews, agent scorecards, and quality assurance. Perform risk-based assessments to prioritize agents in need of review, and prepare and communicate audit schedules. Communicate findings to internal and external stakeholders through reports and presentations, and use data-driven insights to propose solutions to problems and recommend process improvements to strengthen the agency review framework. Lead the process for terminated agents; collaborate cross-functionally to ensure claim exposure is limited and all required termination procedures are completed. Perform other duties as assigned by management Minimum Education & Experience Requirements: Bachelor's degree in a related field preferred, or equivalent work experience. 3-7 years of relevant title experience. Knowledgeable in real estate closings, title insurance, escrow and underwriting audits, and ALTA Best Practices. Proficient in MS Office Suite: Excel and PowerPoint proficiency are critical to the job function. Excellent written and verbal communication skills; ability to productively interact with peers, customers, and management. Strong analytical, problem-solving, time management, organizational, and planning skills, with strong attention to detail. Maintains flexible hours and work location. On call hours and travel to agent's offices required. Expected travel: extended/overnight 1-2 times per month within the U.S. Our commitment to your success is enhanced by our competitive salary and comprehensive benefits package including paid time off, medical, dental, vision, 401(k) and disability benefits. We work to maintain a positive environment for our employees, where people can learn and grow with the company. Essent is an Equal Opportunity Employer.
$99k-161k yearly est. 54d ago
Clinical Quality Auditor, Consultant (RN)
Blue Shield of California 4.7
Long Beach, CA jobs
Your Role The Quality Review team completes audits of front-line staff to ensure alignment with department processes and regulatory compliance. Clinical Quality Auditors also provide coaching and work closely with business leaders to drive optimal results. The Clinical Quality Auditor, Consultant will report to the Quality Review Senior Manager. In this role you will develop performance metrics, evaluate performance, and provide coaching to ensure that staff have the skills and knowledge required to be successful in Population Health Management and Utilization Management. Responsibilities Your Work In this role, you will: Perform audits for Population Health Management (PHM) and Care Coordination adhering to monthly productivity and quality metrics. Review audit data to identify care gaps, compliance risks, and trends. Communicate findings to leadership and provide recommendations to mitigate risks. Design, implement, evaluate and improve audit criteria and coaching strategies to meet the needs of PHM clinical staff. Provide developmental coaching and support to all staff to improve the skills and competencies required to successfully perform work. Conduct effective presentations relating to PHM processes and/or regulatory compliance for clinical staff. May independently represent the Quality Review department in PHM and work re-design, process changes and software implementation. Act as a resource for the training and auditing team Qualifications Your Knowledge and Experience Requires a Bachelor's of Science in Nursing or advanced degree preferred Current California RN license required At least 7 years of experience in managed care or similar complex healthcare environment with a minimum of 1 year experience in Case Management required Auditing experience preferred Population Health Management and Utilization Management experience preferred Strong organizational and/or project management skills to coordinate departmental projects and to perform multiple projects or tasks simultaneously Subject matter expert with capability to effectively audit and train all lines of business (Commercial, Federal Employee Program, Medicare, and Medi-Cal)
$77k-100k yearly est. Auto-Apply 40d ago
Trainer Associate - Remote
Prime Therapeutics 4.8
Annapolis, MD jobs
At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. **Job Posting Title** Trainer Associate - Remote **Job Description** The Associate Training Trainer in training development and leads or co-leads in deployment. This position supports the department Trainers, subject matter experts and other training professionals to design and develop, training programs, as needed, for internal customers and leads the facilitation of training classes. **Responsibilities** + Deliver training in either a face-to-face synchronous environment and/or the asynchronous work from home format with materials provided for new hire classes + Assist with coordinating training class administrative functions and prepare materials for training functions and meetings + Support content development, design and facilitation of training modules; track learner questions/challenges and follow up with answers + Participate in all elements of training design, development, and project management including conducting focus groups for training rollout + Other duties as assigned **Minimum Qualifications** + Bachelor's Degree in Business, Human Resources, Training, Education, Organizational Development, or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required. Must be eligible to work in the United States without the need for work visa or residency sponsorship **Additional Qualifications** + Effective verbal and written communication skills including documentation writing experience + Strong attention to detail and accuracy + Strong organizational skills **Preferred Qualifications** + Bachelor's Degree + PBM/health care experience + Experience with Microsoft Office Products including Excel, Word and PowerPoint Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. In addition, Prime retains the right to change or assign other duties to this job. Potential pay for this position ranges from $23.08 - $37.02 based on experience and skills. To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (******************************************* and click on the "Benefits at a glance" button for more detail. _Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to_ _race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law._ _ _ _We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._ _Prime Therapeutics LLC is a Tobacco-Free Workplace employer._ Positions will be posted for a minimum of five consecutive workdays. At Prime Therapeutics (Prime), we are a different kind of PBM. We're reimagining pharmacy solutions to provide the care we would want for our loved ones. That purpose energizes our team and creates limitless opportunities to make a difference. We know that people make all the difference. If you're ready for a purpose-driven career and are passionate about simplifying health care, let's build the future of pharmacy together. Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. Prime Therapeutics LLC is a Tobacco-Free Workplace employer. If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at ************** or email *****************************.
$23.1-37 hourly 3d ago
Senior Underwriting Officer, North American Specialty Casualty
Liberty Mutual 4.5
Los Angeles, CA jobs
As a member of the NAS E&S Casualty leadership team, you will contribute to the growth and profitability of the casualty business through expert advisory and underwriting support. In addition to being responsible for product and forms adherence to North American best practices, this role will facilitate innovative product solutions and modification to policy language to meet the needs of unique risks present in the E&S market. You will manage highly complex underwriting accounts and assist the staff in triaging opportunities, comprehensively and creatively structuring deals, and enabling staff development in underwriting best practices and product expertise. Requires an extensive level of knowledge in assigned product lines, and technical knowledge of underwriting concepts, practices, procedures and techniques. Responsibilities: Assists Underwriters and Regional Managers in underwriting of new and renewal business accounts by reviewing and analyzing insured's (or prospective insured's) loss history, financials, and other pertinent information. Holds authority and assists in managing complex accounts and handling referrals from underwriting teams as needed. Serves as a liaison between Underwriting and support functions such as Claims, Legal, Product/Underwriting Strategy, and the Office of Underwriting. Assists in the creation, review, evaluation, cascade and recommended modifications to underwriting guidelines. Leads monthly renewal huddles and new business roundtables to facilitate topline growth while fostering staff development in areas of critical thinking, technical acumen and solution orientation. Provides significant input to the development of product capabilities, services, and geographic focus. Communicates with other product line leaders to provide high level customer service. Reviews and helps to negotiate policy terms and conditions. Assists other members of the business including Underwriters, Account Analysts and Regional Managers in product line and/or technical knowledge and development. Performs related duties as requested to include market/broker/insured engagement, report preparation, presentations, and special projects to assist in ensuring the success of the various product lines. Shares all aspects related to the bottom-line performance of the various product lines. Qualifications Qualifications: Degree in Business or equivalent typically required A minimum of 10 years progressive underwriting experience expected, including a minimum of 2 years of proven underwriting management experience, preferred CPCU or professional insurance designation preferred Proven analytical ability to evaluate high impact underwriting risks within scope of responsibility Demonstrated ability to communicate complex analyses and information Demonstrated effective communication and interpersonal skills in dealing with internal and external partners required Must possess the following skills, abilities and attributes: strong leadership skills, development of people, strategic thinking, sustained effective portfolio management and profitable growth, communications skills, decision-making skills, results-oriented, industrious, innovative, problem-solving skills, coaching and mentoring skills, and negotiating skills About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.
$68k-106k yearly est. Auto-Apply 6d ago
Senior Underwriting Officer, Risk Management
Liberty Mutual 4.5
Los Angeles, CA jobs
The Senior Underwriting (UW) Officer, Risk Management, will report to the Executive Underwriting Officer of Major Accounts Casualty. Major Accounts works with large and complex commercial risks to deliver Primary and Excess Casualty programs to these highly valued customers. You will focus on our Majors Risk Management portfolio, which services some of the largest companies in the U.S. The focus will be on Primary Casualty lines of business and Alternative Risk Transfer (ART) solutions, with close coordination with Excess Casualty teams. The Senior Underwriting Officer, Risk Management, will work with the leadership team, deliver technical expertise, and serve as the point of contact for the frontline underwriting teams for all questions, key decisions, or referrals. Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers' compensation, ART) in Majors Risk Management. Interacts independently with field underwriters and directly with UW managers on all mandatory referral cases and voluntary consultation items. Ensures continuity and alignment between Primary and Excess Casualty placements. Supports Executive Underwriting Officer on transactions and serves as trusted advisor in the areas of exposure, coverage analysis, and key pricing/financial elements within their authority. Monitors frameworks for underwriting decisions (e.g., referrals, technical reviews) and recommends improvements, as needed. Evaluates portfolio performance regularly in Majors Risk Management, working with Underwriting Leaders to identify drivers of performance, risks, and opportunities. Drives UW technical excellence across Majors Risk Management, working with Underwriting Leaders to identify and resolve issues. Works with Underwriting Leaders to identify product and services enhancements, underwriter capability development opportunities (e.g., skills, tools), and elevates to Executive Underwriting Officer and Majors Chief Underwriting Officer. Models effective collaboration within/across teams, stakeholders and partners (e.g., UW Support, Claims, Actuarial, NA Product Teams). Qualifications Preparation, Training & Experience Expert-level knowledge of all aspects of coverage forms, exclusions, and exposure. Pricing, structure, rating, rating plans, loss forecasting, credit risk, market knowledge, preferred. Experience and working knowledge of Alternative Risk Transfer solutions, preferred. Advanced knowledge of and experience operating within several different industry segments experience with and knowledge of Risk Management programs key; insurance operations; claims, finance and actuarial concepts; regulatory environment; loss control/risk engineering; reinsurance; account management; product development; and industry trends. Must be a skilled collaborator who is willing to assess all sides of an issue, bring in others with expertise, and independently execute and advance the collaboration model. Other professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. Bachelor`s degree, 10 or more years of relevant experience that includes underwriting, claims, reinsurance, coaching/developing others, working with brokers/agents and currency with market trends and developments. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.
$68k-106k yearly est. Auto-Apply 6d ago