Subrogation Claims Professional (Mid or Senior Level)
Berkshire Hathaway job in Sacramento, CA
WHAT WE'RE LOOKING FORBerkshire Hathaway Homestate Companies, Workers Compensation Division, is looking for a Subrogation Claims Professional! This individual will be responsible for managing a caseload of subrogation claims in accordance with established guidelines, ensuring cost-containment and maximal recovery outcomes to achieve company goals and objectives. ESSENTIAL RESPONSIBILITIES
Effectively manages a caseload of subrogation claims, providing highest quality claims service, and appropriate resolutions in accordance with our claims handling guidelines.
Reviews claim files to identify, evaluate, and interpret subrogation potential for single and multi-party claims. Coordinates appropriate steps to secure evidence and ensure pursuit, development and recovery of claims. Evaluates completeness and accuracy of documentary evidence.
Assists in recovery of overpayments for duplicate coverage claims. Identifies legal liability and pursues, negotiates and settles subrogation collection. Interacts with appropriate parties to recommend and document necessary information to close claim.
Assists adjusters in identifying claims in which a third party(ies) is(are) responsible for a claim, coordinating communication with the responsible party(ies) for facilitating recovery of payments. Makes recommendations on recovery potential for subrogation claims.
Ensures that subrogation claims are managed in compliance with applicable statutes, regulations, case law, and Company standards. Follows guidance to optimize subrogation recovery to ensure claims are appropriately and timely subrogated.
Participates in a variety of subrogation-related projects such as process improvements, workflow mapping, trend identification, etc.
Contributes to training for Claims adjusting teams and others on subrogation and related topics.
Interacts effectively in roundtables, sharing appropriate information to improve education and understanding of subrogation topics by others.
REQUIRED QUALIFICATIONS
EDUCATION: Minimum of High School diploma or equivalent certificate required. Bachelors degree from an accredited four-year college or university preferred.
EXPERIENCE: Minimum of 3 years of workers compensation claims adjusting experience (7 years for Senior-level) required. Prior subrogation claims management experience preferred (Minimum of 4 years of subrogation claims management required for Senior-level).
CERTIFICATIONS: Maintains qualifying educational criteria to manage a caseload of workers compensation claims for state assigned. California Claims Professionals: Self-Insurance Administrators Certification preferred.
TECHNICAL AND COMPUTER SKILLS
Solid workers compensation claims management knowledge for state assigned.
Data analytic skills to perform solid data collection, analysis, and reporting.
Proficient in Microsoft Office suite of products.
Knowledge of claims software systems and able to master and become proficient in proprietary and vended software programs.
DESIRED COMPETENCIES
MATH AND REASONING ABILITY: Able to apply concepts such as fractions, percentages, ratios and proportions to practical claims solutions. Able to compute rate, ratio, and percent. Able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Able to deal with problems involving multiple unknown variables in situations with limited data.
LANGUAGE ABILITY: Able to read and interpret information and documents contained in claim files. Able to write routine reports and correspondence. Able to effectively negotiate, write, and interpret legal and business correspondence and reports. Able to effectively present research, make persuasive arguments, and professionally respond to questions from attorneys, internal partners, and external sources.
CRITICAL THINKING: Able to think critically and adapt quickly in a flexible and dynamic environment. Are proactive and inquisitive in approach to work. Able to derive appropriate conclusions and apply on the job.
WHAT WE OFFER
Work From Home Program (up to 2 days per week upon eligibility)
Modernized Historical Setting in East Sacramento
Free Lot Parking
Paid Time Off
Paid Holidays
Immediate Vesting of Retirement Savings + Company Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Hospital Indemnity Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, Berkshire Hathaway Homestate Companies (BHHC) has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Auto-ApplyClaims Adjuster
Berkshire Hathaway job in Sacramento, CA
WHAT WE'RE LOOKING FORAre you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Are you a Spanish speaker looking to apply those skills in a professional environment? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers' Compensation Claims Adjuster.
Upon successful completion of the Claims Training program, the Claims Adjuster Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution. Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations. This individual will continue to build on claims knowledge and claims will increase in number and complexity. ESSENTIAL RESPONSIBILITIES
Successfully completes classroom training introducing workers compensation claims handling strategies, medical terminology, statutory requirements, and investigative skills.
Conducts initial investigation of reported claims to determine coverage, compensability, severity, and gather all other relevant information via three-point contact telephone calls.
Calculates appropriate reserves for each claim and ensures that reserves are adjusted as needed per authority guidelines.
Develops and updates a Plan of Action for the successful resolution of each claim.
Makes prompt, sound decisions on issues that arise based on the best information available, ensuring that work is performed in accordance with Company guidelines and applicable statutory requirements. Timely escalates issues/red flags to Supervisor.
Ensures benefits due injured worker are calculated and issued appropriately in accordance with legal requirements including the issuance of appropriate notices and filings.
Fosters a positive and close working relationship with internal and external partners, including Call Center, Medical Management, Special Investigations, and Indemnity Adjusting Staff.
REQUIRED QUALIFICATIONS
Minimum of High School Diploma or equivalent certificate required; Bachelor's degree from four-year college or university is preferred.
Ability to communicate effectively verbally and in writing; Spanish Fluency ability a plus.
Solid interpersonal and customer service skills.
Ability to manage and prioritize multiple assignments in a fast-paced environment.
Strong organization skills to ensure tasks are completed within hard deadlines.
To perform this job successfully, an individual should be proficient in the Microsoft Office Suite of applications and be proficient, or able to become proficient, on applicable databases, systems, and vendor software programs.
WHAT WE OFFER
Full Training Program
Growth and advancement opportunities
Work - Life Balance
Manageable Caseloads
Modernized Historical Setting in East Sacramento
Free Lot Parking
BENEFITS
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
In accordance with the California Equal Pay Act, the starting hourly wage for this job is $30.2885. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in California. The pay scale may be different for other positions or in other locations.
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Auto-ApplyRegistered Client Service Associate
Sacramento, CA job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports To:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $33,280.00 and $85,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyAssociate Market Manager
Sacramento, CA job
The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive.
DUTIES and RESPONSIBILITIES:
Leadership:
Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area
Leverages the resources of the Firm to achieve the highest level of success
Plays a key role in leading Market's efforts of sales and growth
Team Building:
Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive
Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach
Plays a key role in growing the Market through hiring, lateral recruiting and training
Product/Business Knowledge:
Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales
Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
Has the ability to effectively apply product/business knowledge to recruiting efforts
Accountability:
Plays a leading role in the Market's financial and sales performance, including expense management
Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices
Assists in the creation and administration of an Annual Supervisory Plan for the Market
Contributes to establishing a core compliance model in offices under supervision
Sales/Marketing:
Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households
EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS:
Education and/or Experience:
At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience
Bachelor's Degree required
Licenses and Registrations:
Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only)
Other licenses as required for role or by management
Skills:
Effective written and verbal communication skills
Ability to think critically
Ability to manage a team
Strong attention to detail
Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
Ability to own projects at a Market level
Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to:
Dual reporting into the Market Executive and the Regional Chief Operating Officer
All candidates should verify that they meet the minimum eligibility requirements prior to applying.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $160,000 per year atthe commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyBusiness Systems Analyst 2
Berkshire Hathaway job in Sacramento, CA
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals.
This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users.
Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
ESSENTIAL RESPONSIBILITIESBUSINESS REQUIREMENTS GATHERING
Work closely with technical product owners, IT resources, and stakeholders across departments to understand business needs, processes, and objectives.
Conduct interviews, workshops, and document analysis to gather detailed requirements for new systems or system enhancements.
Work with architects, developers, and DevOps engineers to design solutions, validate feasibility, and ensure scalability.
SYSTEM ANALYSIS & DESIGN
Analyze existing systems and workflows to identify gaps, inefficiencies, or areas for improvement.
Develop and document functional specifications, system design requirements, and workflow diagrams.
Work with IT teams to ensure that system designs meet business requirements and technical standards.
PROJECT IMPLEMENTATION
Support project planning by developing timelines, defining project scope, and estimating resources.
Collaborate with project managers, developers, and other team members during the implementation phase.
Conduct system testing, including functional, regression, and user acceptance testing (UAT), to ensure system changes meet quality standards.
STAKEHOLDER COMMUNICATION & SUPPORT
Act as a liaison between IT teams and business units, ensuring clear communication and understanding of
system requirements and constraints.
Provide training and support to end-users, helping them understand system functionalities and maximize the system's value.
DATA MANAGEMENT & REPORTING
Collaborate with data teams to ensure accurate data integration, reporting, and business intelligence.
Develop and maintain reports and dashboards that support business decision-making.
CONTINUOUS IMPROVEMENT
Stay updated on industry trends, best practices, and emerging technologies.
Proactively identify opportunities for process improvement and lead initiatives to optimize.
QUALITY ASSURANCE & UAT LEADERSHIP
Define and enforce acceptance criteria for features and user stories to ensure high-quality deliverables.
Collaborate with the QA team to develop comprehensive test plans, perform acceptance testing, and ensure product readiness.
Lead user acceptance testing (UAT) sessions, ensuring that product features meet business and technical requirements.
PRODUCT LAUNCH & POST-LAUNCH SUPPORT
Coordinate product releases, working closely with release management, DevOps, and support teams.
Monitor and track the performance of product features post-launch and implement necessary improvements.
Provide post-release support to address technical issues and feedback from users and stakeholders.
RISK & COMPLIANCE
Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations.
Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities.
Develop and implement procedures for regular audits, risk assessments, and disaster recovery plans for critical applications.
REQUIRED QUALIFICATIONS
Education: Bachelor's degree in Information Technology, Business, or related field.
Experience: Minimum of 3 years of experience as a Business Systems Analyst or similar role. Experience with low code platforms and experience with SQL and data visualization tools highly preferred. Experience with microservices architecture, containerization (e.g., Docker, Kubernetes), and modern cloud-native applications. Hands-on experience with tools like Git, Jenkins, or containerization.
Certifications: Certified Scrum Product Owner (CSPO), Professional Scrum Product Owner (PSPO), or SAFe certifications.
SKILLS NEEDED
Strong knowledge of automation tools, monitoring, and logging platforms.
Proficiency in business analysis tools (e.g., Microsoft Visio, Lucid chart) and familiarity with project management software (e.g., ADO, Jira, Asana).
Analytical Thinking: Strong root cause analysis skills. Ability to understand complex business needs and translate them into technical solutions.
Strong understanding of business processes and ERP/CRM systems.
Communication Skills: Proficient in conveying technical information to non-technical stakeholders and vice versa.
Project Management: Skilled in planning, organizing, and managing resources to bring about successful project completion.
Adaptability: Open to learning and adapting to new systems, technologies, and business
Ability to work independently but in a collaborative manner.
Work with cross-function teams.
WHAT WE OFFER
Work Life Balance
Work From Home Program (up to 2 days per week upon eligibility)
Modernized Historical Setting in East Sacramento
Free Lot Parking
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Auto-ApplyUtilization Review Nurse
Berkshire Hathaway job in Rancho Cordova, CA
About us:
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Utilization Review Nurse's duties will include, but are not limited to:
Support internal claims adjusting staff in the review of workers' compensation claims
Review records and requests for UR, which may arrive via mail, e-mail, fax, or phone
Meet required decision-making timeframes
Clearly document all communication and decision-making within our insurance software system
Establish collaborative relationships and work as an intermediary between clients, patients, employers, providers, and attorneys
Utilize good clinical judgment, careful listening, and critical thinking and assessment skills
Track ongoing status of all UR activity so that appropriate turn-around times are met
Maintain organized files containing clinical documentation of interactions with all parties of every claim
Send appropriate letters on each completed UR
Salary Range
$65,000.00 - $100,000.00 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
Active Licensed Practical Nurse and/or Registered Nurse License
1+ years of utilization review experience at a managed care plan or provider organization
2 + years' clinical experience preferably in case management, rehabilitation, orthopedics, or utilization review
Excellent oral and written communication skills, including outstanding phone presence
Strong interpersonal and conflict resolution skills
Experience in a fast-paced, multi-faceted environment
The ability to set priorities and work both autonomously and as a team member
Well-developed time-management and organization skills
Excellent analytical skills
Working knowledge of: Microsoft Word, Excel, and Outlook
Auto-ApplyPart-Time Teller (20 Hours), Greenhaven Branch
Sacramento, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on client's financial goals
Educate clients on digital and self-service opportunities offered by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
Maintain working knowledge of client accounts as well as new and existing products and services offered.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
Effective problem solving and communication skills
Ability to work well in a team oriented environment
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
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Job Family Group:
Customer Service
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Job Family:
Branch Service
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Time Type:
Part time
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Primary Location:
Sacramento California United States
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Primary Location Full Time Salary Range:
$41,600.00 - $49,360.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
The hourly rate corresponding to the annual range is:
$20.00 - $23.73
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Nov 10, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyDevOps Engineer
Berkshire Hathaway job in Rancho Cordova, CA
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
As an DevOps Engineer on our Technology Services Team, you will play a key role in the design, planning, and execution of projects related to GUARD's server, storage, backup, and virtualization environments in the cloud. An ideal candidate should be able to understand and implement public cloud IaaS, PaaS, and SaaS solutions, as well as analyze and resolve complex issues related to these areas. Monitor system performance and capacity and provide proactive remediation. Provide cloud services estimates and identify trends and opportunities for process and technology advancements to critical Infrastructure. Act as a technical escalation point for team members. We are seeking an Infrastructure Engineer to work out of one of these locations: Corporate Office in Wilkes-Barre, PA, Philadelphia, PA, Parsippany, NJ, Chicago, IL, Alpharetta, GA, or Dallas-Fort Worth, TX.
Responsibilities:
Lead and participate in Azure cloud infrastructure projects.
Design and implement infrastructure technical solutions that exhibit high levels of performance, security and scalability, while keeping any risks/impacts to the business in mind.
Develop and implement complex cloud environments, focusing on infrastructure as code (IaC) using tools like Terraform, Pulumi, ARM templates, BluePrint.
Experience with Azure DevOps or Github Actions.
Create, manage, and understand Azure resources such as app gateways, load balancers, storage accounts, Azure Files, app services, NSGs, virtual desktops/pools, backup/polices, Site Recovery, Azure Backup, etc.
Deliver technical leadership in the engineering and architecture of GUARD's server, storage, and cloud infrastructure.
Guide IT Administrators to ensure proper execution of project designs and ongoing conformity to policy.
Ensures infrastructure meets compliance and security standards through audits and tools like Azure Policy.
Ensures disaster recovery / backup solutions are operational, maintained and meeting the business needs.
Ability to diagnose and resolve cloud infrastructure related problems.
Document systems, processes, and/or procedures.
Ability to respond to and investigate security alerts.
Track industry trends and maintain knowledge of new technologies to better serve the enterprises architecture needs.
Demonstrated experience in balancing multiple priorities and managing a variety of projects with strong attention to detail.
Ability to mentor and knowledge share as needed to team members and peers.
Availability after hours for critical systems maintenance\issues.
Participation in On-Call rotation.
Salary Range
$65,900.70-$152,611.80 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
5+ years of public cloud (Azure) engineering experience.
Solid understanding and experience with Infrastructure as Code.
Primary focus on security across all areas of responsibility.
Deep understanding of Active Directory, DNS, DHCP, and Windows Server 2016-2022.
Experience with Entra ID, Defender for Cloud, and compliance.
Hands on administrative experience with SIEM technologies
Knowledge of networking and an understanding of traffic flow, subnets, TCP/UDP, and IP communication.
Familiarity with cloud backup and disaster recovery methodologies.
IT service delivery mindset with a friendly and positive attitude.
Excellent communication skills with an ability to articulate complex information in an easy to understand manner.
Applicants must be authorized to work in the U.S. without current or future sponsorship.
Auto-ApplyLead Commercial Lines Underwriter
Berkshire Hathaway job in Rancho Cordova, CA
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
In this position, you will be responsible for evaluating, selecting, and pricing new and renewal business based on company standards and within granted underwriting authority.
Qualifications
At least 5 years of Commercial underwriting experience in Workers' Compensation, Commercial Auto, Businessowners'
2 years of habitational underwriting preferred
Excellent communication skills
Fluent technical computer skills such as Word, Excel, PowerPoint, etc.
The ability to work as a team player
The ability to effectively multi-task and demonstrate excellent time management skills while exhibiting good judgment
Must be willing to travel to assigned underwriting territory with Field Representative to develop agency relationships
Salary Range
$60,000.00-$125,000.00 USD
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
Auto-ApplyClaims Assistant 1
Berkshire Hathaway Homestate Companies job in Sacramento, CA
Berkshire Hathaway Homestate Companies is looking for a workers' compensation Claims Assistant to work in tangent with our Claims Professionals to ensure administration of benefits due injured workers is timely and accurate. This individual will engage in on-the-job training, demonstrating the ability to apply regulations governing the administration process and adherence to Company guidelines, and escalating issues, approval needs, and questions timely to management. ESSENTIAL RESPONSIBILITIES
Coordinates service of required documentation to appropriate parties on litigated claims: prepares index of documentation; assists with cover letter as necessary; ensures appropriate documentation is included in package and any necessary redaction is completed; and, verifies service completion.
Reviews and prioritizes daily diary instructions (e.g., payments, regulatory notices, etc.).
Generates new claim set-up notifications/correspondence for incoming claims. Secures wage information as needed.
Assists with scheduling medical evaluations as needed and obtains updates on disability status post-appointment.
Schedules vendors when necessary for transportation, translation, and subpoena services.
Submits internal service requests with required documentation as necessary (e.g., check pull/voids, stop payment requests, etc.).
Completes other ancillary services as needed, including coverage of reception desk.
REQUIRED QUALIFICATIONS
EDUCATION: High School Diploma or HS Equivalency credential (GED or HiSET) required.
COMPUTER SKILLS: Proficient in Microsoft Office Suite of applications (WORD, Excel in particular) and ability to be proficient on applicable databases, systems, and vendor software programs.
High level attention to detail.
Able to manage multiple priorities while fulfilling commitments. Effectively manages time to accomplish work.
Dedicated to meeting needs of others in the organization. Responds timely to requests for service and assistance.
WHAT WE OFFER
Modernized Historical Setting in East Sacramento
Free Lot Parking
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
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In accordance with the California Equal Pay Act, the starting hourly wage for this job is $
22.5962
. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in Sacramento, California. The pay scale may be different for other positions or in other locations.
Auto-ApplySenior Field Auditor - Premium Audit
Berkshire Hathaway job in Rancho Cordova, CA
About us:
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Senior Premium Auditor is an integral member of our premium audit department, charged with planning, executing, and resolving higher complexity final audits for Workers' Compensation and Business Owner's Policy (BOP) accounts. Operating in a hybrid environment with 10-20 % U.S. travel, the role blends deep technical audit work with knowledge sharing responsibilities-serving as an individual contributor while actively cross training junior auditors and new hires. The ideal candidate combines advanced analytical acuity, authoritative command of classification and rating methodologies, and the interpersonal agility required to secure accurate exposure data from policyholders and agents.
ESSENTIAL RESPONSIBILITIES AND PRINCIPAL ACCOUNTABILITIES
End to End Audit Execution: Independently scope, schedule, and complete complex physical, virtual, and voluntary audits, ensuring adherence to NCCI, state bureaus, and ISO/BOP rules.
Risk Evaluation & Classification: Validate business operations, apply correct class codes, and reconcile payroll, sales, and subcontractor data to ensure premium accuracy.
Financial Analysis & Reconciliation: Analyze financial statements, general ledgers, tax filings, and third-party payroll reports; identify discrepancies and quantify premium impact.
Stakeholder Engagement: Conduct clear, professional communications with insureds, agents, and underwriting to secure documentation, explain findings, and negotiate audit resolution.
Quality Assurance & Compliance: Uphold enterprise audit standards, document work papers in accordance with internal and regulatory guidelines and meet service‑level agreements.
Data Integrity & Reporting: Leverage audit platforms and BI tools to capture exposure data, generate audit reports, and contribute insights that inform underwriting and actuarial teams.
Process Improvement: Partner with Premium Audit leadership to refine workflows, implement automation, and pilot new processes & tools that elevate accuracy and cycle time.
Talent Development: Mentor and coach junior auditors through file‑reviews, shadow audits, and formal training sessions to elevate technical proficiency and consistency across the team.
Travel Requirements: Ability to travel domestically 10-20 % of the time.
Qualifications
Education:
Bachelor's degree in Accounting, Finance, Insurance, or a related discipline; CPCU, APA, or equivalent professional designation preferred.
Experience:
Minimum 5 years of premium audit experience with demonstrable expertise in Workers' Compensation and BOP audits, including multistate and multi-entity exposures.
In depth knowledge of NCCI and state specific WC rules, ISO BOP manuals, and related classification/rating methodologies.
Proficiency with premium audit functionality within policy admin software (e.g., Majesco, Guidewire, or proprietary systems) and Excel; experience with SQL or BI tools a plus.
Skills:
Strong analytical and investigative abilities, with a track record of identifying material misclassifications and recovering premium leakage.
Excellent written and verbal communication skills for negotiating findings and delivering training.
Ability to prioritize and manage a dynamic workload in a hybrid setting while meeting strict deadlines and quality metrics.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job duties are performed onsite in an office or home office work environment. This position requires the employee to be available for the full duration of their scheduled shift. This position may require some travel to other locations for training opportunities. This position requires a reliable internet connection for working from a home office. The home office is required to be a space free from distractions and supportive of a confidential environment.
Work is generally performed in professional office environments. The individual in this position routinely uses standard office equipment (e.g. computers, phones, photocopiers, filing cabinets, fax machines, etc.) The noise level in these work environments is usually moderate.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit at a desk entering information into a computer and reading information presented on a computer monitor and on paper. The employee is required to have the ability to talk, hear and understand others in person, on the telephone, via video conferencing equipment, or a headset.
Salary Range
70,000-120,000 USD. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
Auto-ApplyPremium Audit Analyst
Berkshire Hathaway job in Sacramento, CA
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a Premium Audit Analyst in our Sacramento, CA location. This individual will actively engage in job training to acquire and develop a basic understanding of classification codes and premium audit manual rules for a single jurisdiction in order to complete final premium audits on assigned workers compensation policies, concentrating initially on small workers compensation policies containing few classification codes and states. ESSENTIAL RESPONSIBILITIES
Successfully demonstrates understanding of foundational concepts of audit submission and audit procedures, payroll examination and assignment of classification codes, and usage of applicable Bureau/State online/call center resources acquired through on-the-job training.
Reviews documentation submitted via customer portal. Proactively communicates with policyholders and agents as needed to gather necessary information, asking basic questions to verify classification codes and determine final payroll.
Identifies obvious issues and concerns and timely notifies Supervisor for review.
Summarizes audit findings utilizing company software, providing general descriptions to justify classification codes. Creates basic worksheets to verify final audited payroll.
Identifies discrepancies compared to pre-audit classification codes and states. Contacts internal/external stakeholders regarding unusual items and timely forwards to management for discussion and approval.
Conducts research on applicable Bureau websites and call centers as needed to complete the final audit. Becomes familiar with basic company protocols and workflows and references as needed.
Performs basic review of policy details. Works with Underwriting to ensure correct application of classification codes. Timely forwards discrepancies and concerns to Supervisor for review.
Processes final audit and revised final audit transactions on policies. Provides basic summary of audit development to justify AP/RP. Prepares to answer basic questions regarding development.
Correctly identifies and forwards disputes to resolution team.
Responds to basic inquiries regarding the premium audit process and standard Finance workflows. Forwards all other inquiries to Supervisor for review.
Becomes familiar with Company communication guidelines and standard operating procedures. Provides gold-standard service to internal and external stakeholders, timely responding to emails and phone calls, transferring inquiries as appropriate, and providing general assistance to all business partners.
Performs other related duties or special projects as assigned by leadership or as situation dictates.
REQUIRED QUALIFICATIONS
EDUCATION: Bachelor's degree in Business, Statistics, Finance or Accounting from four-year college or university required.
EXPERIENCE: Some transferrable premium audit experience or sufficient combination of education and experience.
COMPUTER SKILLS: Proficient in Microsoft Office software and able to be proficient on applicable databases, systems, and vendor software programs.
LANGUAGE ABILITY: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and professional business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, and the general public.
MATH AND REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where some limited standardization exists. Ability to define problem, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instruction in mathematical or diagram form and deal with several abstract and concrete variables. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to interpret bar graphs. Ability to interpret instructions furnished in written, oral, diagram, or schedule form.
WHAT WE OFFER
Work From Home Program (up to 2 days per week upon eligibility)
Modernized Historical Setting in East Sacramento
Free Lot Parking
Paid Time Off
Paid Holidays
Immediate Vesting of Retirement Savings + Company Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Hospital Indemnity Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
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In accordance with the California Equal Pay Act, the starting hourly wage for this job is $30.2885. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in California. The pay scale may be different for other positions or in other locations.
Auto-ApplyMortgage Lending Officer SAFE Act - Sacramento
Sacramento, CA job
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities:
+ Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
+ Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
+ Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
+ Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
+ Advise customers about the consequences, risks, and benefits of alternative lending solutions.
+ Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
+ Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
+ Work as a team with all internal partners to support and grow our customers.
+ Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
+ Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
+ Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
+ Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
+ Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
+ 2-5 years relevant experience
+ 3+ years previous mortgage sales experience required
+ Residential Mortgage experience required
+ Established book of business
+ Proven product sales capability is required.
+ FHA/VA & conventional loan experience is preferred
+ The ability to comprehend and explain financial calculations and pricing alternatives.
+ The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
+ Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
+ Demonstrated customer service skills
+ Strong relationship development and management skills
+ Expertise of general lending products and overall mortgage industry.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,
Education:
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Consumer Product Sales
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**Time Type:**
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**Primary Location:**
Sacramento California United States
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**Primary Location Full Time Salary Range:**
$60,000.00 - $175,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Aug 14, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Registered Client Service Associate
Napa, CA job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports To:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $75,000 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPart-Time Teller (20 Hours), Greenhaven Branch
Sacramento, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
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**Job Family Group:**
Customer Service
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**Job Family:**
Branch Service
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**Time Type:**
Part time
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**Primary Location:**
Sacramento California United States
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**Primary Location Full Time Salary Range:**
$41,600.00 - $49,360.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
**The hourly rate corresponding to the annual range is:**
$20.00 - $23.73
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Nov 10, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Senior Workers' Compensation Claims Adjuster (California)
Berkshire Hathaway job in Rancho Cordova, CA
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Complex Claims Adjuster would handle loss time complex level claims throughout multiple jurisdictions with a heavy concentration in California.
Determines compensability and/or coverage issues for workers' compensation loss time claims
Negotiates and completes settlements under management's review
Gathers medical and factual evidence
Coordinates and directs the activities of outside investigation
Manages outside counsel and litigation within given authority
Communicates daily with claimants, and/or attorneys, outside investigators, rehabilitation personnel, as well as insureds, medical providers and agents
Completes timely and efficient claims handling responsibilities
Salary Range
$65,000.00-$110,000.00 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
5+ years of CA loss time workers compensation experience including litigated claims is required
Flexibility and positive attitude a must
Ability to learn claims handling procedures in multiple states as needed
Demonstrates strong organizational, problem solving, negotiation and conflict resolution skills
Shows positive attitude toward GUARD and claims department
Demonstrates the ability to positively contribute to and supports the vision, values, and strategies of the Claims Department and proven ability to work well in a team environment
Innovative thinker with the ability to multi-task
Excellent verbal and written communication skills
Bachelor's degree or an equivalent combination of education and experience preferred
Active adjuster license
Auto-ApplyComplex Liability Claims Examiner - Commercial Lines
Berkshire Hathaway job in Rancho Cordova, CA
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Are you a detail-oriented insurance professional with a strong background in Commercial General Liability (CGL) and litigation handling? Join our team as a Complex Liability Adjuster, where you'll play a crucial role in managing Commercial General Liability (CGL) and Business Owners Policy (BOP) claims with precision and expertise.
Key Responsibilities:
Investigate, evaluate, and resolve CGL and BOP claims
Manage claims involving active litigation, working closely with legal counsel and external stakeholders.
Analyze policy coverage, determine liability, and negotiate settlements.
Maintain accurate documentation and ensure compliance with regulatory and company standards.
Communicate effectively with insureds, claimants, attorneys, and internal teams.
Salary Range
$70,000.00-$115,000.00 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
Prior experience adjusting liability claims with a proven track record in litigation, specifically involving Commercial General Liability and Business Owners Policy.
Juris Doctor (JD) degree preferred or bachelor's degree with prior experience adjusting liability claims.
Licensing: Active TX All Lines License, or willingness to obtain one at company's expense.
Exceptional written and verbal communication skills.
Strong organizational and computer skills.
Excellent time management skills with the ability to prioritize tasks effectively.
Auto-ApplyCommercial Lines Underwriter
Berkshire Hathaway job in Rancho Cordova, CA
Berkshire Hathaway GUARD Insurance Companies provide Property & Casualty insurance products and services through a nationwide network of independent agents/brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
BENEFITS
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match and profit sharing
Generous paid vacation and sick time
Hybrid work schedule (three days in the office, two days from home)
Work/life balance schedule - no nights or weekends/closed for all major holidays
Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after six months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Are you an underwriter with a strong background in commercial lines looking to join a company backed by the strength and stability of Berkshire Hathaway? At GUARD, we're growing and seeking Property & Casualty Underwriters to help us evaluate, select, and price new and renewal business across our commercial lines portfolio.
In this role, you'll be responsible for underwriting Workers' Compensation, Commercial Auto, and Businessowners' policies, with a focus on profitable growth and strong agency relationships. You'll work closely with Field Representatives to develop and maintain partnerships in your assigned territory.
What You'll Do
Evaluate, select, and price new and renewal business in accordance with company underwriting standards and within granted authority.
Collaborate with Field Representatives to strengthen agency relationships and support business development.
Travel within the assigned underwriting territory to meet with agency partners and assess market opportunities.
Qualifications
Minimum of 5 years of Commercial underwriting experience in Workers' Compensation, Commercial Auto, and Businessowners' policies.
2 years of habitational underwriting experience preferred.
Strong communication and interpersonal skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Proven ability to work effectively in a team environment.
Excellent time management and multitasking skills with sound judgment.
Willingness to travel within the East Coast territory.
Salary Range
$60,000.00-$125,000.00 USD
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
Auto-ApplyClient Service Associate
Roseville, CA job
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
* Assist FAs/PWAs/teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $35k and $85k per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTrucking Claims Specialist
Berkshire Hathaway job in Rancho Cordova, CA
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Berkshire Hathaway GUARD Insurance Companies is seeking a Trucking Claims Specialist to join our P&C Claims Casualty team. This role will report to the AVP of Claims and is responsible for investigating and resolving commercial auto liability and physical damage claims, with a focus on trucking exposures. The ideal candidate will bring strong analytical skills, sound judgment, and a commitment to delivering high-quality claims service.
Key Responsibilities
Investigate and resolve commercial auto liability and physical damage claims involving trucking exposures.
Review and interpret policy language to determine coverage and consult with coverage counsel when needed.
Manage a caseload of moderate to high complexity and exposure, applying effective resolution strategies.
Communicate with insureds, claimants, attorneys, body shops, and law enforcement to gather relevant information.
Collaborate with defense counsel and vendors to support litigation strategy and recovery efforts.
Ensure claims are handled accurately, efficiently, and in alignment with service and regulatory standards.
Participate in file reviews, team meetings, and ongoing training to support continuous learning.
Salary Range
$95,000.00-$145,000.00 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
Minimum of 3 years of trucking industry experience.
Experience with bodily injury and/or cargo exposures.
Familiarity with trucking operations, FMCSA/DOT regulations, and multi-jurisdictional claims practices.
Strong analytical and negotiation skills, with the ability to manage multiple priorities.
Proven ability to manage sensitive and high-stakes situations with accuracy and professionalism.
Possession of applicable state adjuster licenses.
Juris Doctor (JD) preferred; alternatively, a bachelor's degree or equivalent experience in insurance, risk management, or a related field.
Auto-Apply