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Capstone Partners Financial and Insurance Services jobs in Los Angeles, CA

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  • Sales Agent

    Aflac 4.4company rating

    California job

    Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business. Advantages of working with us: - Monday-Friday business hours - enjoy true work-life balance - Unlimited earning potential with commissions, bonuses, renewals, and stock - Represent a Fortune 500 company trusted by businesses nationwide - Award-winning training, tools, and mentorship - First 3-month bonus incentives available* - Offer value-added services (telehealth, healthcare navigation, financial wellness tools)** Responsibilities & requirements: - Advise employers on benefits, needs and customized solutions - Conduct consultations, product demos, and enrollments virtually or in person - Build long-term relationships and provide excellent post-enrollment service - Collaborate with teams for training, development, and support - Strong consultative, communication, and relationship-building skills - Background in B2B sales, HR, or client-facing consulting preferred, but not required - Must be 18+ and authorized to work in the U.S. - Entrepreneurial mindset and self-starter mentality About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
    $36k-46k yearly est. 4d ago
  • Sales And Marketing Specialist

    Smart Choice Infusion 3.6company rating

    Burbank, CA job

    Infusion Center IV Infusion center located in Burbank CA Role Description Leading infusion therapy center dedicated to delivering personalized and high-quality care to patients with chronic and acute conditions. Our mission is to bridge the gap between providers, payers, and patients by offering efficient, compassionate, and coordinated infusion services. We're expanding our outreach efforts and seeking a dynamic Sales Account Manager to help grow our brand and strengthen referral relationships. Position Summary: As a Sales Account Manager, you will play a key role in driving patient referrals, increasing visibility, and fostering relationships with healthcare providers and partners. This position blends strategic marketing, relationship management, and field outreach to support business development initiatives across the infusion center network. Key Responsibilities: Develop and implement marketing strategies to drive physician referrals and patient engagement. Build and maintain strong relationships with referring providers, clinics, hospitals, and healthcare networks. Conduct outreach visits, presentations, and follow-up communications to promote services. Collaborate with internal teams to align marketing efforts with operational goals. Analyze referral data, track KPIs, and report on campaign and marketing effectiveness. Support branding initiatives including content creation, event planning, digital marketing, and promotional materials. Maintain a deep understanding of competitors, market trends, and payer dynamics in the infusion therapy space. Qualifications Strong Communication and Customer Service skills Proven experience in Sales and communication. Experience in Sales & Marketing Ability to provide Training and support to team members Excellent organizational and multitasking abilities Ability to work independently and remotely Experience in similar roles or industries is a plus Bachelor's degree in Marketing, Business, or related field is preferred but not required. What We Offer: Competitive pay and commission with performance incentives Professional development and career growth opportunities A mission-driven team culture that values patient care and community impact If you are a dynamic leader looking to make a significant impact within an organization, we encourage you to apply for this exciting opportunity. Job Type: Full-time/Part Time Ability to Commute: Burbank, CA 91505 (Required) Willingness to travel: 35% (Preferred) Work Location: In office
    $65k-92k yearly est. 5d ago
  • Sales Representative

    Aflac 4.4company rating

    California job

    Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business. Advantages of working with us: - Monday-Friday business hours - enjoy true work-life balance - Unlimited earning potential with commissions, bonuses, renewals, and stock - Represent a Fortune 500 company trusted by businesses nationwide - Award-winning training, tools, and mentorship - First 3-month bonus incentives available* - Offer value-added services (telehealth, healthcare navigation, financial wellness tools)** Responsibilities & requirements: - Advise employers on benefits, needs and customized solutions - Conduct consultations, product demos, and enrollments virtually or in person - Build long-term relationships and provide excellent post-enrollment service - Collaborate with teams for training, development, and support - Strong consultative, communication, and relationship-building skills - Background in B2B sales, HR, or client-facing consulting preferred, but not required - Must be 18+ and authorized to work in the U.S. - Entrepreneurial mindset and self-starter mentality About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
    $35k-41k yearly est. 4d ago
  • Licensed Clinical Social Worker

    Malone Workforce Solutions 4.6company rating

    San Ramon, CA job

    We are looking for a Licensed Clinical Social Worker (LCSW in CA) to join the team! This is a full-time, direct hire, HYBRID position in San Ramon, CA (94583) or Sacramento, CA (95815). Provide telephonic psychosocial assessments and interventions to assist patients and caregivers in making care transitions and coping with their illness, diagnosis, treatment, and/or life situation, including emotional, mental, and substance abuse disorders. This role is primarily administrative with a focus on management, policy and program development but requires strong clinical and direct patient skills as well. Responsibilities: Coordinate appropriate services, such as Home Health or Hospice care, appropriate other levels of care such as SNF, Board and Care, Care Givers at home. Educate patients, family members, and care givers around issues related to adaptation to the patient's diagnosis, illness, treatment and or life situation. Participate in multi-disciplinary healthcare teams. Assist in advance care planning and completion of Advance Directives and POLST. Coordinate symptom management and/or end-of-life services. Facilitate assessment and referral for Medi-Cal and/or other insurance eligibility based on new entitlements and referral for SSI and/or SSDI, as needed or within scope of care definitions as indicated. Requirements: Active, unincumbered Licensed Clinical Social Worker (LCSW) license in the State of California. 2-4 years of social work experience in a managed care environment within the past 5 years (MSW field work not included). Must reside in the San Ramon or Sacramento, CA area. Details: This is a full-time, direct hire, HYBRID position in San Ramon, CA (94583) or Sacramento, CA (95815). Schedule: Monday - Friday, Days. Hybrid Schedule: In-office In San Ramon or Sacramento, CA 2 days a week; Remote 3 days a week. Pay: $120K + Full Benefits. This is a W-2 position. No B2C/C2C. No Sponsorship. Must have LCSW CA license. Must be local to San Ramon or Sacramento, CA. Malone is an Equal Opportunity Employer.
    $120k yearly 3d ago
  • Assistant Designer

    A.L.C 3.4company rating

    Los Angeles, CA job

    Title: Assistant Designer -RTW Woven Team Reports to: Vice President of Design Position requires strong attention to detail, excellent organizational skills, adaptability to a fast-paced environment, and the flexibility to work autonomously or in cooperation with members of the design, fabric and product development teams. Ideal candidate is hardworking and highly communicative. Proficiency in Microsoft Office products, Photoshop or Illustrator, and an ability to do CADs is required. Knowledge of fabrics, trims, garment sewing, and construction, are an advantage. Primary Responsibilities include: - Maintain seasonal design and category boards, making sure all information is up to date, including sketches, style and pattern information, fabric information, colorways and development notes. Pro-actively coordinate with team members from Design, Product Development, and Fabric departments to make sure all information is current and correct - Attend weekly board review meetings, making notes and updating team after meeting; expedite and follow-up on any tasks identified during the meeting - Assist team members from Design and Fabric departments with impromptu tasks upon request - Assist with BOM completion and updates at key points in the season - CAD color-ups & CAD deck creation and updates - Assign style numbers as needed & manage sketch organization, scan and file to server - Assist with Production Handover preparation - Prepare and deliver Development Fit binder to Production Team at the end of each season - Organize and maintain samples from development through SMS - General studio organization, including fit room and design areas Additional Responsibilities may include: - Research, source, and organize trims and hardware - Development CADs for trim, hardware, and embellishments - Assist with Development Tech Packs as needed - Participate/assist in development fittings, style-outs, proto reviews, and photoshoots - Work with Designers, Sample Room Manager and Patternmakers to develop test swatches and technique trials - Receive and send out packages - Assist team members from Product Development and Merchandising departments with impromptu tasks upon request Qualifications: - Bachelor's degree in Fashion Design or equivalent a plus - Exceptionally high taste level - Strong hand sketching ability - Strong Illustrator sketching ability - Knowledge of Photoshop, InDesign, Procreate, Excel and Word needed - Excellent verbal and written communicator - Strong team player, and ability to thrive in a fast paced, dynamic environment - Strong organization and detail orientation skills a must - Experienced with contemporary This role will require you to be on site 5 days a week.
    $56k-80k yearly est. 4d ago
  • Senior Litigation Attorney - California Staff Counsel Team

    American Family Insurance 4.5company rating

    San Diego, CA job

    Senior Trial Attorney - Southern California page is loaded## Senior Trial Attorney - Southern Californiaremote type: Remotelocations: CA Los Angeles: CA Long Beach: CA Santa Ana: CA San Diego: CA Glendaletime type: Full timeposted on: Posted Yesterdayjob requisition id: R37691At American Family Insurance Company, we are committed to delivering exceptional legal representation and services to our insureds and customers all over the country. We are dedicated to assisting our insureds in times when they need us most, helping them through the litigation process and supporting them when they need legal counsel most. This role offers the opportunity to deliver exceptional legal representation to our insureds and policyholders by managing moderately complex civil litigation involving the corporation and/or its insureds, all within established corporate guidelines and the applicable code of professional responsibility. If you are looking for a place to build a long-term career, gain value litigation experience and hone your trial skills, and practice law with the purpose of helping American Family's policyholders and insureds, consider joining our California staff counsel team! You will report to a Senior Manager in the Legal department. Join our team today and be a part of our commitment to excellence!Position Compensation Range:$125,000.00 - $214,000.00Pay Rate Type:Salary*Compensation may vary based on the job level and your geographic work location.* *Relocation support is offered for eligible candidates.***Primary Accountabilities*** Handle litigation involving either the corporation and/or its insured within established corporate guidelines and the applicable code of professional responsibility.* Analyze file as litigation progresses. Evaluate cases and seeks settlement as necessary.* Conduct discovery (e.g. written interrogatories, requests for production of documents, and depositions).* Conduct motion practice.* Draft all necessary pleadings, papers and briefs to advance litigation. Conduct necessary research in support of drafting activities.* Handle litigated matter through trial, including mediations, settlement conferences and arbitration.* Advocate client position in all forums (state and federal court, alternative dispute resolution, administrative tribunals and regulatory hearings) and circumstances, both formal and informal.* Stay current on state statutes and court decisions and analyzes how statutes and court decisions affect the interpretation and enforceability of the various policy provisions.* May have or develop areas of specialty practice (e.g. special property, workers` compensation, environmental law, commercial coverage).**Specialized Knowledge & Skills Requirements*** Demonstrated experience providing customer-driven solutions, support or service* Demonstrated experience preparing civil pleadings, motions and discovery and deposing witnesses.* Demonstrated litigation experience.* Solid knowledge and understanding of rules of Professional Responsibility for the jurisdiction in which they practice.* Solid knowledge and understanding of tort, contract, and insurance law.* Admitted to the California State Bar* Juris Doctor**Travel Requirements*** Up to 50%.**Physical Requirements*** Work that primarily involves sitting/standing.**Working Conditions*** Not Applicable.#LI-remote### Additional Information* Offer to selected candidate will be made contingent on the results of applicable background checks* Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions* Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation.#LI-MN2 #J-18808-Ljbffr
    $125k-214k yearly 3d ago
  • Executive Admin Specialist

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Executive Administrative Specialist to join our Sales and Distribution Team. This role is based in Omaha, Nebraska or Newport Beach, California. As an Executive Administrative Specialist, you'll play a key role in Pacific Life's growth and long-term success by providing administrative support directly to sales leadership, executives, managers, and/or a group of individuals, exercising confidentiality, tact and diplomacy. You will fill a new role that sits on a team of national sales managers in the Life Insurance Division (LID). How you will make an impact: Works independently to provide advanced, diverse, and/or confidential administrative services and support duties. Exercises initiative and judgment on a consistent basis without the need for substantial supervision. Prepares correspondence, memorandum, reports, etc. Initiates and/or routes non-routine correspondence and memoranda. Schedules and maintains calendar of appointments and meetings. Coordinates travel itineraries and related arrangements. Coordinates meetings and events from beginning to end including but not limited to scheduling, meal ordering, agendas, presentations, and meeting minutes. Collaborates with other LID departments and administrative staff as needed. Creates expense reports, processes invoices, and maintains departmental contracts. Is called upon to take on special projects when needed. Completes miscellaneous tasks and projects, as assigned. The experience you will bring: At least 2 years experience providing administrative support to Leadership Level. What will make you stand out: Approachable, professional, and self-motivated individual with a positive and can-do team player attitude Excellent organizational skills, ability to prioritize and handle multiple tasks, independent thinking, maintaining confidentiality, use of discretion, ability to handle time sensitive projects and adapt to changes quickly Excellent problem solving and administrative skills to handle a wide variety of complex situations Extremely detailed-oriented and use of sound judgment Excellent interpersonal, oral, and written communication skills, ability to work well with all levels of people within the organization, inter-department coordination and organization skills Ability to maintain a calm and diplomatic manner Strong experience with Microsoft Office 365 applications (Excel, PowerPoint, Teams and Outlook) and Adobe Acrobat Confident, decisive, and experienced in diplomacy when interfacing with different personalities within and outside of the company You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $32.75 - $40.03 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $42k-62k yearly est. Auto-Apply 39d ago
  • Leasing Coordinator

    Hays 4.8company rating

    San Diego, CA job

    Your new company A dynamic and community-focused retail real estate organization with a strong presence across multiple U.S. cities. Known for its innovative approach and commitment to empowering tenants, the company manages over 12 million square feet of retail space and fosters a collaborative, growth-oriented culture. Your new role As a Leasing Coordinator based in Oceanside, CA, you will support the Vice President of Leasing in executing new leases and renewal transactions. This role involves drafting legal documents, maintaining lease records, coordinating with internal teams, and assisting with marketing and data updates. You'll play a key role in ensuring smooth leasing operations and supporting tenant success. What you'll need to succeed Bachelor's degree and 1-2 years of administrative or related experience Strong attention to detail and communication skills Proficiency in Microsoft Office and Excel Experience with marketing materials and Adobe Creative Suite (preferred) Excellent organizational and multitasking abilities A proactive, collaborative, and strategic mindset What you'll get in return Opportunity to grow within a fast-paced, supportive environment Exposure to senior leadership and strategic decision-making A team-oriented culture that values innovation and celebrates success The chance to make a meaningful impact in retail real estate What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
    $48k-76k yearly est. 3d ago
  • Surety Client Executive

    Edgewood Partners Insurance Center 4.5company rating

    Newport Beach, CA job

    EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Newport Beach, Ontario, Los Angeles, or Pasadena offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: * Client Relationship Management: * Serve as the primary contact for clients regarding surety needs. * Build and maintain strong, trust-based relationships with clients. * Advise clients on complex surety matters and bonding strategies. * Surety Program Development: * Understand clients' business operations and financials to tailor bonding solutions. * Analyze financial statements, credit reports, and project histories to assess bonding capacity. * Coordinate market selection and negotiate terms with surety carriers. * Marketing & Business Development: * Assist producers in soliciting new surety business. * Develop leads through industry networking, internal referrals, and market research. * Participate in formal presentations to client decision-makers. * Carrier Relations: * Maintain effective relationships with surety carriers. * Stay informed on industry trends, regulations, and available products. * Ensure compliance with underwriting standards and carrier expectations. * Internal Collaboration: * Work closely with producers, client executives, and support staff. * Mentor junior team members and contribute to a collaborative work environment. * Coordinate servicing efforts to ensure high-quality client support. Qualifications: * Bachelor's degree in Business, Finance, Accounting, or related field, preferred. * Minimum of 5 years of experience in the surety or insurance industry. * Strong understanding of surety products, underwriting principles, and financial analysis. * Excellent communication, organizational, and problem-solving skills. * Proficiency in Microsoft Office Suite; experience with Tinubu preferred. * Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: * Client-focused with a commitment to delivering exceptional service. * Critical thinking and analytical skills. * Professionalism and reliability. * Ability to manage multiple priorities and meet deadlines. * Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. * For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). * Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. * Conducts marketing and new business development for employee's book of business. * Delegates office administrative work to appropriate staff and oversees tasks. Business Growth * Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; * May have a production goal. Production goals are subject to periodic adjustment by the Company. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Interface with clients, producers and other team members to develop a comprehensive customer service plan; * Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; * Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; * Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing * Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct sales presentations as part of team; * Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development * Set priorities and manage workflow for self to ensure all goals are met; * Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; * Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Enjoy active participation in community organizations; * Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: * None KEY COMPETENCIES: * Full knowledge of commercial lines of coverage and services; * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; * Strong attention to detail and time management abilities; * Strong ability to multi-task and assign priority; * Ability to work effectively and efficiently both with and without direct supervision; * Ability to work effectively and efficiently in a team environment as well as independently; * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; * Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid
    $150k-200k yearly Auto-Apply 53d ago
  • Summer 2026 Software Engineering Internship Program

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Looking to jumpstart your career at a company that offers real opportunities to flourish? Look no further than Pacific Life. We're investing in bright, agile new talent with fresh perspectives to help us innovate and build meaningful relationships for years to come. It's in this spirit that we are currently looking to add Software Engineering Interns to our team for Summer 2026 at a Fortune 500 company in the financial services industry. As a Software Engineering Intern, you will be directly embedded in our technology teams driving Pacific Life's digital transformation. As part of the technology organization, you will have incredible development opportunities across a variety of business and operational areas while being exposed to modern technology in an enterprise environment. Potential areas include cloud engineering, software/application delivery, integration development and information security. What You'll Do * Contribute to technology delivery and operations teams to develop and deploy solutions in an enterprise environment * Collaborate closely with technologists and other stakeholders to plan, design, implement and support digital technologies aligned to business priorities * Evaluate business needs and technology solutions to assess fit * Be exposed to and develop capability in related enterprise technologies as well as delivery practices (e.g. Agile scrum) Factors for Success * Currently enrolled in a Bachelor's or Master's Degree in Computer Science, Software Engineering, Information Technology, or another related field. * Strong analytical, problem solving, and organizational skills with methodical approach * Excellent communication skills, with the ability to articulate technical concepts clearly * Ability to work well with others as a team and independently * Desire for learning new technologies and analytic tools; as well as modeling and quantitative techniques * Proficiency in at least one programing language such as Python, Java, C# * Good understanding of algorithms, data structures and software design principles * Familiarity with industry tools and platforms for software delivery and automation * Familiarity with at least one public cloud platform preferably AWS but will consider other major could providers such as Azure or GCP * Display a true passion and intellectual curiosity for solving business problems with code via coursework or external or personal project The base pay rate for this position is $25.00 per hour for undergraduates and $30.00 per hour for advanced degrees. Relocation stipend available if residence is outside of 50 mile radius from office location. Please note: Interviews for this program will begin in January 2026. More reasons to join: At Pacific Life, the work we do matters. We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth. If you're seeking a thriving career doing the type of meaningful work that's all too rare at a Fortune 500 Company, Pacific Life is the place for you. If you are a self-starter who appreciates creativity and individuality in your colleagues - even better. We look forward to receiving your application. You belong at Pacific Life At Pacific Life, we believe you belong. We foster a culture of belonging, a space where all employees are empowered to be authentic. We embrace and celebrate diversity, create a culture of equity and inclusion, and value and respect every employee. Designs, develops, modifies, debugs and evaluates software enhancements or new programs for new and/or existing applications used in local, networked, cloud-based or Internet-related environments. May include company-wide, web-enabled solutions. Reviews system requirements and business processes and develops program logic for new applications or analyzes and modifies logic in existing applications. May interact with users to define system requirements and/or necessary modifications. Analyzes requirements and formulates program logic for new applications or analyzes and modifies logic in existing applications. Codes, tests, debugs, documents, implements, and maintains software applications using current programming language and technologies. Writes code, completes programming, integrates application components, and performs testing and debugging of applications. Develops conversion and system implementation plans to ensure that system improvements are successfully deployed. Prepares and obtains approval of system and programming documentation and procedures for installation and maintenance. Recommends changes in development, maintenance and system standards. Trains users in conversion and implementation of system. How We Help You Succeed: Our Summer Internship Program has become Pacific Life's talent pipeline for full time early career opportunities. The University Relations team ensures each intern has a well-rounded positive experience to help them reach their career goals. The Summer Program includes: * Professional Development * Executive Mentorship Program * Collaborative Environment * Real World Work * Social Events * Training and Education * Networking and Exposure to Leadership EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $25-30 hourly Auto-Apply 57d ago
  • Risk Consultant Intern - Los Angeles, California Area

    Federated Mutual Insurance Company 4.2company rating

    Los Angeles, CA job

    Who is Federated Insurance? At Federated Insurance, we do life-changing work, focused on our clients' success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we're looking for employees who want to make a difference in others' lives, all while enhancing their own. Federated's culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect. We strive to create a work environment that embodies our values and commitment to diversity and inclusion. We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities. Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? Are you looking for an internship that offers real-world experience, meaningful projects, and the opportunity to grow professionally? Our Risk Consultant Internship Program, running from June 1, 2026 to August 6, 2026, is designed to help you develop your skills while making an impact. Join us for an exciting summer filled with hands-on opportunities, valuable mentorship, and rewarding experiences. You'll begin your internship with a dedicated training session at our Headquarters in Owatonna, MN, where you'll gain all the knowledge and tools needed for a successful summer. This session sets the foundation for your work, ensuring you're fully equipped to take on challenges with confidence. After your training, you'll return to the Los Angeles, California area to start engaging with our clients and applying what you've learned. Responsibilities: * Analyze fire hazards to identify potential risks and develop prevention strategies. * Visit client sites within your assigned territory to gather insights and provide actionable support. * Build and foster relationships with clients and internal partners in Marketing and Underwriting by facilitating effective communication and collaboration. * Manage assigned workloads, ensuring timely and quality deliverables while maintaining efficiency. * Deliver a final presentation summarizing your internship experience, achievements, and learnings to leadership. Minimum Requirements: * Current college students (Junior or Senior level) pursuing a bachelor's degree. * A valid driver's license with an acceptable driving record. * Proficiency in Microsoft Office Suite or similar software. * Strong communication skills, adaptability, and an eagerness to learn and grow. The pay is $30 per hour. What We Offer We offer a wide variety of ways to support you as a whole, both professionally and personally. Our commitment to your growth includes opportunities for internal mobility and career development paths, inspiring excellence in performance and ensuring your professional journey thrives. Additionally, we offer exceptional benefits to nurture your personal life. We understand the importance of health and financial security, offering encompassing competitive compensation, enticing bonus programs, cost-effective health insurance, and robust pension and 401(k) offerings. To encourage community engagement, we provide paid volunteer time and offer opportunities for gift matching. Discover more about Federated and our comprehensive benefits package: Federated Benefits You. Employment Practices All candidates must be legally authorized to work in the United States for any employer. Federated will not sponsor candidates for employment visa status, such as an H1-B visa. Federated does not interview or hire students or recent graduates with J-1 or F-1 visas or similar temporary work authorization. If California Resident, please review Federated's enhanced Privacy Policy. #LI-MG1
    $30 hourly Auto-Apply 9d ago
  • Open Order Representative. Default Services -Loan Modification

    Servicelink 4.7company rating

    Irvine, CA job

    Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. This is an in-office position located in Irvine, CA. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required.
    $56k-92k yearly est. Auto-Apply 60d+ ago
  • Senior Fixed Income Investment Operations Analyst

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration. How you'll help move us forward: Perform daily reconciliation of Security Master data across internal and external systems. Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms. Research and resolve discrepancies between trading and accounting systems. Leverage querying tools to extract and analyze targeted security details. Run automated validation checks to identify and address data quality issues. Create and maintain reports to identify missing or inconsistent data. Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy. Produce timely and accurate 'gold-copy' investment data across assigned domains. Execute and analyze daily and periodic data quality control queries. Troubleshoot and resolve data feed issues, escalating when necessary. Support regulatory and internal reporting requirements. Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency. Conduct root cause analysis of data errors and implement corrective actions. Develop deep knowledge of assigned funds and securities to support global operational processes. Participate in system testing, monitoring, and project-related activities. Create, maintain, and enhance procedures and workflows to support data integrity and compliance. Monitor end-of-day processing to ensure accurate data flow to downstream systems. Provide support for ad hoc requests and coverage for team responsibilities as needed. The experience you bring: 5+ years of experience in investment operations or other investment-related role Hands on experience maintaining and reconciling Security Master data College degree in finance, accounting, or equivalent work experience. Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite Proficiency in data querying tools (e.g., SQL, Python, Excel). Substantial experience with trading platforms, investment accounting systems, and custodian data feeds. Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills with the ability to collaborate across teams. Demonstrate ownership and accountability for data accuracy and integrity. Work effectively across departments and with external partners. Manage multiple priorities and adapts to changing business needs. Ensure high-quality outputs and thorough analysis. What will make you stand out: Experience with data governance frameworks and data quality initiatives. Familiarity with regulatory reporting requirements. Knowledge of data visualization tools (e.g., Power BI, Tableau). Project management experience including documenting requirements Expertise in Corporate Action Events You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 #LI-hybrid Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $48.33 - $59.07 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $102k-169k yearly est. Auto-Apply 60d+ ago
  • Application Development Manager, Group Benefits

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Application Development Manager, Group Benefits to join our Workforce Benefits Division in Newport Beach, CA or Omaha, NE. Relocation Assistance may be provided. Reporting to the AVP, Product Group Technology Leader, the Application Development Manager, Group Benefits, will be instrumental in building and optimizing the back-end of our administration system, a core insurance platform providing quoting, underwriting, billing, and claims for dental, vision, disability, and life products. Leveraging over eight years of experience in Java development, the Application Development Manager will ensure smooth performance, high security, and effective integration of back-end systems to meet the needs of internal teams and external users. This role will collaborate with front-end developers, UX/UI designers, and business stakeholders, and play a critical role in creating a high-quality, scalable, and secure environment. This person will lead a team of several developers and contractors. How you'll help move us forward: Leadership and Architecture: Collaborate with product management, business, and technology to set the architecture and strategy for technology products including back-end applications, user interfaces, data and reporting, and workflows. Back-End Development: Lead the design, development, and optimization of Java-based back-end services within the insurance platform, supporting our configuration-focused environment. System Integration: Collaborate with front-end developers, UX/UI designers, and business stakeholders to ensure seamless integration across all systems. Technical Leadership: Set and instill best practices for secure, scalable applications including requirement development process, architecture and coding principles, governance, quality assurance, and release standards, and security frameworks. Management: Provide mentorship to developers and set goals for internal employees and perform reviews. Lead hiring and identification of appropriate full-time and contractor resources and manage budgets. Microservices & API Development: Design and implement microservices and RESTful APIs to support secure, efficient integrations. Performance Optimization: Monitor and address performance bottlenecks, ensuring optimal system response times and scalability. Problem Solving: Build out designs and solutions for complex business needs. Lead troubleshooting efforts and drive continuous improvements in back-end development processes. The experience you bring: Education: Bachelor's degree in Computer Science, Mathematics, Technology Engineering, or a related field. Experience: 8+ years in Java-focused back-end development, with strong knowledge of API and RESTful services. Industry Background: 8+ years experience building technology solutions in Group Benefits insurance or financial services industry required. Version Control: Proficient in Git for version control. Tools Knowledge: Experience with business rule and workflow tools like Kraken, OpenL, and Flowable is preferred. 3+ years Supervisory experience Required Travel of up to 10% will be required to locations for Program Increment Planning, leadership and technology team meetings. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-KP1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $181,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $148.2k-181.2k yearly Auto-Apply 37d ago
  • Commercial Lines Associate Client Representative

    World Insurance Associates, LLC 4.0company rating

    Fresno, CA job

    Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs. Set up and maintain accurate account details, contacts, and policy information in EPIC Attach, organize, and name documents in EPIC Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc. Endorse policy in EPIC Create activities in EPIC and assign applicable team-member. Other Responsibilities, as applicable: Order loss runs from carriers Generate and send proofs to holder, if requested (from EPIC or CSR24) Check policy per policy check workflow and complete checklist Check endorsement against request Document maintenance/retrieval Position Specific Skills/Qualifications Work Experience 0-2 years' experience in Commercial Property and Casualty Professional Licenses/Certifications Licensed or obtaining state Property & Casualty insurance license within a specified time frame Essential Skills/Competencies Knowledge of Excel, Word, and other MS Office products to include basic formatting Able to learn coverage fundamentals. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance. Strong written, oral, and interpersonal communication skills. Able to follow a well-established and familiar set of activities and/or process to derive a solution. Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. Works to achieve stated objectives and delivers results at the close direction of a senior team member. Education HS Diploma or equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1 Powered by JazzHR jMTRNPSheh
    $34k-41k yearly est. 17d ago
  • Manager, Business Process Management Workflow

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a Manager of Business Process Management (BPM) Workflow working in our Newport Beach, CA office; Omaha, NE office. As a Manager of BPM Workflow within the Pacific Life Technology team, this person will lead the strategic direction and operational management of BPM platforms within the Enablement Platform Portfolio organization of a leading insurance company. The manager will oversee platform transformation, ensure alignment with enterprise architecture, and drive process automation and optimization across business units. How you will make an impact: Lead and manage the Workflow platform team through transformation and migration efforts. Act as the strategic product owner for a Workflow platform, defining and executing platform OKRs and roadmap. Collaborate with IT and business stakeholders to deliver scalable, secure, and efficient workflow solutions. Ensure platform health, performance, and compliance with enterprise standards. Partner with vendors and internal teams for upgrades, licensing, and platform enhancements. Oversee platform governance, user access policies, and integration strategies. Contribute to architecture design, technical risk management, and process development. Support business continuity planning and risk assessments related to BPM Workflow systems. The experience you will bring: 8+ years in technology solutioning within insurance or financial services. 5+ years in business process management, preferably with Appian, AWD/Chorus, or similar platforms. 2+ years leading cross-functional teams and managing complex IT projects. Experience with platform-as-a-service (PaaS) models and embedded engineering frameworks What will make you stand out: Bachelor's degree in Computer Science, Information Systems, or related field. Certifications in BPM tools (e.g., Appian Certified Lead Developer) preferred. Strong understanding of enterprise architecture, process automation, and digital transformation. #LI-DW1 You can be who you are. People come first here. We're committed to a inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Benefits start Day 1. Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. • Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents • Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off • Paid Parental Leave as well as an Adoption Assistance Program • Competitive 401k savings plan with company match and an additional contribution regardless of participation. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $88k-126k yearly est. Auto-Apply 55d ago
  • Medicare and Individual Health Advisor

    Heffernan 4.0company rating

    Irvine, CA job

    Objective: Heffernan Insurance Brokers is looking for an experienced and customer-focused Medicare and Individual Health Advisor to guide clients through the process of selecting and enrolling in Medicare and Individual & Family Health Plans (IFP). This role involves assessing client needs, explaining coverage options, and ensuring compliance with federal and state insurance regulations. You will play a key role in building long-term relationships while helping clients make informed healthcare coverage decisions. Responsibilities Include: Educate clients on Medicare (Parts A, B, C, and D), Medicare Supplements, and Individual & Family Plans (ACA & Private). Conduct needs assessments to recommend appropriate health insurance products based on clients' medical and financial situations. Assist clients with plan comparisons, enrollment applications, and renewals. Stay current with federal and state health insurance regulations, including CMS and ACA guidelines. Maintain accurate and detailed records of all client interactions and policy transactions. Build and maintain strong relationships with clients to ensure satisfaction and long-term retention. Participate in educational events, outreach, and marketing initiatives to generate leads and grow your book of business. Work with carriers and internal teams to resolve client issues related to billing, coverage, or claims. Maintain AHIP Certification on a yearly basis Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of two (2) years' working experience in Medicare, IFP and/or group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Excellent communication, customer service, and organizational skills. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $70,000.00 to 80,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.  Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 
    $70k-80k yearly 38d ago
  • Internal Audit Associate

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Internal Audit Associate to join our Internal Audit team in Newport Beach, CA. As an Internal Auditor, you'll move Pacific Life, and your career, forward by working in a dynamic business environment, partnering across functions and levels of the organization. This role provides exposure to a variety of initiatives, including the execution of the Internal Controls over Financial Reporting (ICFR) program, operational audits, and special projects that support the overall Internal Audit function. How you will make an impact: Perform, with moderate guidance, internal control walkthroughs to identify control design effectiveness, while providing subject matter expertise where needed Perform design and operating effectiveness testing of controls, and document the results of audit work and applicable work papers in accordance with departmental procedures and the Institute of Internal Auditors (IIA) standards Review work performed by other team members where applicable and provide guidance to ensure conclusions are properly supported Evaluate and present testing results, including identified control deficiencies, to internal audit management and client Maintain effective relationships with external auditors and management to enhance the audit process Manage and coordinate audit requests, sample selections, and testing procedures with management, process owners, as well as other assurance providers (e.g., external auditors) Provide ad-hoc assistance on department-wide initiatives and special projects including process improvement initiatives The experience you will bring: Bachelor's Degree in Accounting, Finance, or Business 2+ years of relevant experience Professional certification or significant progress toward certification Ability to work in a dynamic and collaborative team environment Strong verbal and written communication skills with a shown ability to articulate effectively and authoritatively Strong analytical thinker and detail-oriented with the ability to proactively identify issues and assist in resolution What will make you stand out: Experience in the insurance or financial services industry. CIA and/or CPA RSA Archer and AuditBoard audit management tools experience You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-EH2 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $39.81 - $48.65 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $49k-64k yearly est. Auto-Apply 59d ago
  • Senior Loss Control Consultant

    Lockton 4.5company rating

    Los Angeles, CA job

    Develop and maintain trust-based consulting partnerships with external clients that deliver quantifiable risk improvement. On a day-to-day basis work with risk managers, safety directors and/or financial buyers to implement loss control service plans and objectives that have a positive impact on total cost of risk. Work in a loss control and safety consulting capacity to lead and support incident and accident prevention and regulatory compliance efforts in the areas of workers' compensation, general liability, property conservation, and fleet. Communicate with internal account teams on loss control efforts and take ownership for loss control responsibilities. Execute on existing service plans for current clients and take the lead on service for select new clients. Primary target industries for this position: * Faith-based organizations. * Real estate with a focus on multifamily & residential. * Occasional light manufacturing, transportation, food service and property. Position responsibilities * Work with Risk/Safety Managers to identify, plan, develop and implement safety programs designed and accident and claim prevention strategies and tactics to reduce their overall cost of risk. * Develop, implement, and monitor loss control service plans. * Leverage analytical tools and loss data to identify client loss trends and effective remedial measures. * Support client prospecting, sales, and renewal presentation efforts. * Partner with carrier counterparts on providing client service. * Function as client-advocate when dealing with carrier loss control recommendations and requirements. * Develop and provide safety training programs to clients as required. * Provide face to face and web-based client training for medium to large groups. * Function as a technical expert and provide client support regarding OSHA, fire safety, DOT, general liability, workers' compensation and related issues and questions. * Keep informed on current development of federal and state safety laws likely to affect clients. * Prepare written correspondence, analyses, reports, and memos as needed. * Accumulate required continuing education credits to maintain current certifications. * Make a positive contribution to customer satisfaction and constantly strive to improve service to customers. * Communicate in a positive manner to contribute to a cohesive, pleasant work environment. * Protect the confidentiality of information learned by performing the duties of the position. * Respond in a timely manner to the requests and needs of clients and Lockton associates. * Participate in and contribute to the growth and education of the Loss Control team. * Attend staff meetings, department meetings, education workshops, and social functions. * Perform other work-related duties as assigned.
    $82k-107k yearly est. 52d ago
  • Summer 2026 Data Analytics Internship Program

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Looking to jumpstart your career at a company that offers real opportunities to flourish? Look no further than Pacific Life. We're investing in bright, agile new talent with fresh perspectives to help us innovate and build meaningful relationships for years to come. We are currently looking to add Data Analytics Interns to our team for Summer 2026 at a Fortune 500 company in the financial services industry. As a Data Analytics Intern, you will play a key role in developing a more data driven culture at Pacific Life. Interns will use industry leading tools such as Python, Snowflake, and Tableau to help solve real world business problems. They will be paired with various business units (such as predictive analytics, actuarial, IT, customer experience, etc.) to provide technical expertise while learning more about the business. If you are passionate about data, you're exactly who we're seeking! What You'll Do * Analyze data to provide insights to the business * Communicate research findings and opportunities to the team to guide next steps * Manage and create datasets and reports * Data visualization through dashboards with tools such as Power BI, Tableau, and others. Factors for Success * Currently enrolled in a Bachelor's or Master's Degree in Computer Science, Data Science, Software Engineering, Information Technology, Mathematics, Economics, Business, Machine Learning, Applied Mathematics, Statistics, or another quantitative Field. * Strong analytical, problem solving, and organizational skills Excellent communication skills, the ability to multitask, prioritize work, take initiative, and be self-sufficient with responsibilities * Ability to work well with others as a team and independently * Desire for learning new technologies and analytic tools; as well as modeling and quantitative techniques * Experience in programming - any language * Familiarity with industry tools and platforms such as: Snowflake, Python, R, AWS, SAS, SQL and Tableau * Demonstrated skills of machine learning, database systems, modeling, and software scripting tools used in data science or other applied technology skills * Display a true passion and intellectual curiosity for data science via coursework, external activities or some combination of both The base pay rate for this position is $25.00 per hour for undergraduates and $30.00 per hour for advanced degrees. Relocation stipend available if residence is outside of 50-mile radius from office location. How We Help You Succeed: Our Summer Internship Program has become Pacific Life's talent pipeline for full time early career opportunities. The University Relations team ensures each intern has a well-rounded positive experience to help them reach their career goals. The Summer Program includes: * Professional Development * Executive Mentorship Program * Collaborative Environment * Real World Work * Social Events * Training and Education * Networking and Exposure to Leadership EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $25-30 hourly Auto-Apply 41d ago

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