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Chubb jobs in Irvine, CA

- 177 jobs
  • Claim Examiner

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Chubb is currently seeking a Workers' Compensation Lost Time Senior Claim Examiner for our West Coast/Pacific region. The successful applicant will be handling claims from California. The position will report and reside in our Los Angeles, CA office. Duties & Responsibilities: Handles all aspects of workers' compensation lost time claims from set-up to case closure ensuring strong customer relations are maintained throughout the process. Reviews claim and policy information to provide background for investigation. Conducts 3-part ongoing investigations, obtaining facts and taking statements as necessary, with insured, claimant and medical providers. Evaluates the facts gathered through the investigation to determine compensability of the claim. Informs insureds, claimants, and attorneys of claim denials when applicable. Prepares reports on investigation, settlements, denials of claims and evaluations of involved parties, etc. Timely administration of statutory medical and indemnity benefits throughout the life of the claim. Sets reserves within authority limits for medical, indemnity and expenses and recommends reserve changes to Team Leader throughout the life of the claim. Reviews the claim status at regular intervals and makes recommendations to Team Leader to discuss problems and remedial actions to resolve them. Prepares and submits to Team Leader unusual or possible undesirable exposures when encountered. Works with attorneys to manage hearings and litigation Controls and directs vendors, nurse case managers, telephonic cases managers and rehabilitation managers on medical management and return to work initiatives. Complies with customer service requests including Special Claims Handling procedures, file status notes and claim reviews. Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations. Refers appropriate claims to subrogation and secures necessary information to ensure that recovery opportunities are maximized. Works with in-house Technical Assistants, Special Investigators, Nurse Consultants, Telephonic Case Managers as well as Team Supervisors to exceed customer's expectations for exceptional claims handling service. Technical Skills & Competencies: Lost Time Claim Examiner position with prior experience in workers' compensation as a lost time examiner, or similar examiner experience in short-term / long-term disability, auto personal injury protection / medical injury, or general liability claims. Requires basic knowledge of workers' compensation statutes, regulations, and compliance. Ability to incorporate data analytics and modeling into daily activities to expedite fair and equitable resolution of claims and claim issues. Exceptional customer service and focus. Ability to openly collaborate with leadership and peers to accomplish goals. Demonstrates a commitment to a career in claims. Exceptional time management and multi-tasking capabilities with consistent follow through to meet deadlines. Use analytical skills to find mutually beneficial solutions to claim and customer issues. Ability to prepare and make exceptional presentations to internal and external customers. Conscientious about the quality and professionalism of work product and relationships with co-workers and clients. Willing to take ownership and tackle obstacles to meet Chubb's quality standards for service, investigation, reserving, inventory management, teamwork, and diversity appreciation. Superior verbal and written communication skills. Experience, Education & Requirements: Experience working in a customer focused, fast-paced, fluid environment Experience utilizing strong communication and telephonic skills Prior experience requiring a high level of organization, follow-up, and accountability Prior workers' compensation claim handling experience or other similar type of claim handling experience is required (healthcare, short-term / long-term disability, auto personal injury protection / medical injury, or general liability). Prior insurance, legal or corporate business experience is a plus but not required AIC, RMA, or CPCU completed coursework or designation(s) is a plus but not required Proficiency with Microsoft Office Products Knowledge of medical terminology is required Knowledge of bill processing is required Certification to handle CA Workers Compensation claims is required Experience handling claims in the states of CO, UT, NV and AZ preferred If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure. The pay range for the role is $62,200 to $105,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $62.2k-105.8k yearly Auto-Apply 60d+ ago
  • AVP, Life Sciences Underwriting Manager

    Chubb 4.3company rating

    Chubb job in Irvine, CA

    Chubb is currently seeking a highly motivated and outgoing Life Sciences Manager to lead our Pacific South Life Sciences underwriting team. The Life Sciences Manager is responsible for managing a team of underwriters, understanding and managing risks, meeting or exceeding business unit service standards, building or improving trading partner relationships, and demonstrating sound underwriting discipline. Candidate must be willing and able to travel within the territory approximately 25% of the time. Responsibilities: Exceed Life Science property and casualty business plan by managing a team of underwriters with a focus on production, underwriting and maintenance of new and renewal accounts. Responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to ensure the continued flow of new business opportunities. Establish working relationships with the Commercial Insurance Managers, Branch Managers, and Regional Commercial Insurance Manager to contribute to the overall growth of Commercial Insurance in the region and execute on coordinated strategies and initiatives. Evaluate, select, underwrite, price, quote and maintain new and renewal business. Work with the team of underwriters to develop and implement marketing plans with brokers and clients in territory. Retain accounts through active participation in Chubb Stewardship and Enterprise Account process. Participate in product line projects as required. Forecast monthly production and annual plan and pipeline to manager. 5-7 years commercial Life Science property and casualty experience Management experience is strongly preferred. Superior communication, interpersonal and negotiating skills. Solid knowledge of commercial underwriting with the ability to analyze risks, adhere to underwriting strategies, and prioritize the gathering of underwriting data. Demonstrated technical expertise and product specific knowledge with experience handling Life Science business. Strong analytical skills including financial analysis. Strong interpersonal and communication skills. Ability to effectively interact with both internal and external business partners. Ability to be creative and adaptable in a changing business environment. The pay range for the role is $171,100 to $231,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $171.1k-231k yearly Auto-Apply 60d+ ago
  • Complex Claims Consultant - Aging Services/Medical Malpractice

    CNA Financial Corp 4.6company rating

    Brea, CA job

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is a market leader in insuring skilled nursing, assisted living and independent living facilities and this role will support the business and interact closely with internal business partners such as Underwriting, to share claim insights that aid in good underwriting decisions. Our Healthcare Claims team is seeking a Complex Claims Consultant to support our Aging Services segment. This individual contributor role is responsible for the overall investigation and management of Aging Services claims in multiple states. Recognized as a technical expert in the interpretation of complex or unusual policy coverages in area of expertise. Under general management direction, works within assigned limits of broad authority on assignments requiring a high degree of technical complexity, coordination and excellent customer service. This position enjoys a flexible, hybrid work schedule and is available in any location near a CNA office. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex commercial claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. * Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. JD a plus. * Typically a minimum six years of relevant experience, preferably in claim handling and litigation. Prior negotiation experience. * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable * Professional designations preferred (e.g. CPCU) #LI-KP1 #LI-Hybrid In Illinois/New York/California, the average base pay range for a Complex Claims Specialist/Consultant is $83,000 to $160,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $28k-39k yearly est. Auto-Apply 24d ago
  • Technical Support Analyst

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions. With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience. We are looking for a Technical Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals. With us, your role will be broadly focused, with the exposure and opportunity to support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude. In this role, you will: Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology Serve as a key representative of IT for projects and initiatives such as Office Moves, Real Estate Initiatives, and Hardware Refreshes, Major Software Roll Outs, Desktop Migrations, and Security Implementations and Compliance issues Train and guide staff on hardware and software usage Ensure patch compliance for PCs Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls Configure and build hardware; install and configure software based on user service requests Document resolution to desktop issues, propose solutions to root cause problems Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment Interact with 3rd party vendors to drive and resolve specific technical problems Manage new hire setups, including coordination and configuration of equipment Assist with new hire orientations and onboard new users from a technology perspective Document resolutions to desktop issues and propose solutions to root cause problems Identify opportunities to improve, automate, or simplify processes or systems Ensure standardization of End User Services to align the EUS catalogue of services globally Qualifications At least 3-5 years of experience in a technical support or related role Strong understanding of PC hardware skills and an interest and eagerness in technology and support for end users Microsoft Certified Desktop Support Technician certification a plus Well versed in desktop tools including O365 Knowledge of Mac OS/Apple iOS Experience setting up printers, monitors and IT cabling Some experience with Active Directory beneficial Ability to document processes and procedures Superior customer service and interpersonal skills Ability to effectively communicate about technology Bachelor's degree in Information Technology, Computer Science, or a related discipline a plus Certifications such as Microsoft Certified Solutions Associate (MSCA), Microsoft Certified IT Professional (MCITP), Microsoft Certified Professional (MCP), Cisco Certified Network Associate (CCNA), CompTIA Security+, ITIL Foundation (or higher) Certification, and/or (ICS)2 Certification a huge plus The pay range for the role is $81,000 - $91,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $81k-91k yearly Auto-Apply 60d+ ago
  • Agency Leader Los Angeles, CA

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Combined Insurance, a Chubb Company, is seeking an Agency Leader to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! Job Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating new Independent Agents, as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective Independent Agents as needed Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator. Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and / or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and / or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support Agency Coordinators and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues, and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues, and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Education and Experience High School Degree or equivalent required, college degree preferred 3+ years of stable work history with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies Obtain a valid Life, Accident and Health license prior to employment date Ability to use Microsoft Office and tablet at intermediate level An active professional network is required.
    $105k-139k yearly est. Auto-Apply 60d+ ago
  • Broker Director

    AIG Insurance 4.5company rating

    Los Angeles, CA job

    Join us as a Broker Director to play a highly influential role in protecting our clients and growing our business. Make your mark as a Broker Director Reporting to the Broker & Market Leader, the Broker Director is primarily responsible for directly managing the relationships with brokers a select set of five or less retail brokers. The Broker Director will be a key part of a national team assigned to each of their focus brokers and collaborate closely with their counterparts across AIG and at the broker to drive engagement and insights that yield outpaced growth. Tasked with driving the financial results and managing assigned retail brokers within a market, the Broker Director will create clear goals that are defined and designed to: Promote profitable growth and/or retention and expand desired mix of business. Ensure AIG is deriving insights, value and results out of consulting or data services purchased from retail brokers. Support AIG's efforts to execute goals locally consistent with national commitments to/from retail brokers. Leverage AIG platforms such as 360, Salesforce and others to apply KPIs / measure success. Develop and facilitate relationships with internal and external stakeholders. Work closely with both Distribution (other Broker Directors, Client Directors, Broker & Market leadership, Wholesale & Alternative distribution) and Business Unit leaders to establish a comprehensive grasp of the portfolio, opportunities and target accounts with assigned brokers. Coordinate with colleagues on the AIG International team to ensure alignment and coordination around management of applicable global business plans. Own the broker performance scorecard, contribute to monthly and quarterly measurement reviews and articulate the health of broker relationships using data, to the NA Leadership Team. How you will create an impact Travel regularly to broker offices within their market (cadence and format to be determined with Broker & Market Leader and Executive based on the health of the broker relationship). Regular meetings with broker partners and appropriate level of Distribution leadership team to review results and adjust strategies/target where needed. Collaborate and develop execution strategies of growth products with AIG Product teams. Develop execution strategies with the Broker & Market Executive (or Leader) and Product leadership with KPIs to support them. Ensure absolute alignment with broker agreements and strategy. Drive growth culture with assigned brokers on areas of growth and retention by Product. Working with Distribution Analytics to: develop market and product level target account initiatives and relationship expansion. drive pipelining initiatives at the local level for assigned brokers. ensure monthly results and KPI reporting are distributed to the appropriate constituents (Broker & Market Executive and Leader) and Product Leaders; use that data to drive opportunities for alignment and profitable growth/retention strategies. Broker Director will oversee and manage a total GPW of ~$200M across the assigned brokers. What you'll need to succeed Strong sales background, negotiation skills and presentation skills required. A passion for innovating and leading change. Must possess strong business acumen, process, project management and data orientation, and be able to professionally and tactfully manage sensitive and confidential information. Must possess relevant technical grounding and ability to understand and articulate product strategies and differentiators. 10 years' experience in broker and/or carrier relationship management, underwriting or commercial insurance broking is strongly preferred. Demonstrate adaptability, actively leaning into AIG's learn-it-all culture. Strong written and verbal communication skills are required to communicate directly with senior leadership within AIG and the dedicated broker relationships. Mobility Travel to U.S. locations (~20-30%) For positions based in Los Angeles, CA, the base salary range is $130,000 - $159,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. We're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview. #LI-NH1 At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. We consider qualified applicants with criminal histories, consistent with applicable law. Functional Area: SM - Sales & MarketingNational Union Fire Insurance Company of Pittsburgh, Pa.
    $130k-159k yearly Auto-Apply 8d ago
  • House Counsel Attorney

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Position is for an employment practices litigation lawyer with experience in defending employers in agency matters such as the DFEH, EEOC, Workers' Compensation 132a, as well as in litigated cases in the State and Federal Courts in California. Defense experience required with a varying case load on an ongoing basis. Licensed to practice before California's State and Federal Courts. This is an exciting opportunity to progress into a leadership role and lead your own team. Admission to CA State bar and the U.S. District Courts of California. Must have at least 5 - 10 years of employment litigation experience. Additional experience handling litigated employment cases in State and Federal Courts and, agency matters, including DFEH, EEOC, and Workers' Compensation 132 (a) cases. Must have strong knowledge of current procedural and substantive law in Federal and State courts. Must be able to demonstrate effective oral and written advocacy skills and negotiation tactics. Must have an ability to apply analytical skills in addressing complex legal issues. Must have excellent communication skills and a demonstrated ability to communicate proactively and work collaboratively with clients and internal service partners, including other members of House Counsel. The base pay range for the role is $131,000 to $220,000. The specific offer may fall outside of the range and will depend on an applicant's skills and other factors. This role is also eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found at ************************************************** The disclosed pay range estimate may also be adjusted for the applicable geographic differential for the location in which the position is filled.
    $131k-220k yearly Auto-Apply 60d+ ago
  • Workers Compensation Claims Technician

    CNA Financial Corp 4.6company rating

    Brea, CA job

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under general supervision, performs standard duties utilizing routine claims handling procedures on assignments of low complexity or of a repetitive nature. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Performs routine processing of the least complex claims, following established procedures. * Receives new claim notices, confirms coverage, verifies applicability of coverage to the claim, and establishes a claim file. * Within designated authority, reviews routine claims utilizing preset procedures to determine claim resolution. * On a limited basis, collaborates with insureds, claimants, and repair or replacement suppliers for routine matters. Following preset procedures verifies accuracy and validity of bills and estimates. * Obtains backup documentation as necessary to substantiate claims. * Utilizing preset procedures, identifies depreciation or subrogation potential in first-party claims, and utilizes medical and pharmaceutical fee schedules in workers' compensation claims. * Maintains files and prepares standard statistical reports as requested. * May provide assistance and/or training to other Claims Technicians. * May assist in special project work. * May update the claims systems. Reporting Relationship Typically Supervisor or Manager Skills, Knowledge and Abilities * Knowledge of claims handling procedures and documentation. * Knowledge of applicable insurance products. * Good interpersonal and communication skills. * Demonstrated ability to work at high levels of productivity and quality. * Ability to work independently on multiple tasks. * Detail-oriented. * Knowledge of Microsoft Office Suite as well as other business-related software. * Is externally focused. Education and Experience * High school diploma, GED or equivalent. experience. Some college preferred. * Typically a minimum three years of experience. #LI-AR1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $35,000 to $65,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $35k-65k yearly Auto-Apply 1d ago
  • Private Wealth Management Wealth Management Associate - Bilingual: Mandarin/English

    Morgan Stanley 4.6company rating

    Pasadena, CA job

    The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager 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 $50,000 and $115,000 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).
    $50k-115k yearly Auto-Apply 60d+ ago
  • Underwriter, Environmental

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Under the direction of the Environmental Manager, execute business unit strategy for the Pacific South Region. As a member of the regional Environmental team, contribute to profitable underwriting results through selection, development, servicing and underwriting of environmental Premises Pollution Liability and Contractor's Pollution Liability business. This position is responsible for contributing to profit and production goals, meeting branch administrative standards, and being an active participant on the regional team. The position requires extensive marketing and collaboration with other Chubb business units located in Chubb's Los Angeles, CA; Newport Beach, CA; San Diego, CA; and Phoenix, AZ branches. Major Duties & Responsibilities include but are not limited to: Determine terms, conditions and pricing using approved rating plans, underwriting guidelines and within authority levels Handle accounts and portfolio of business within underwriting authority Adhere to all underwriting standards and guidelines as outlined by the Division including all applicable Underwriting Guidelines, Authorities and Position Papers Adhere to guidelines for accurate and timely policy issuance, accurate premium booking and billing, manuscript form and endorsement processes, and file construction and documentation Document underwriting files thoroughly and accurately Solicit new and renewal submissions from agents and brokers Execute regional marketing and sales strategies including prospecting, cross sell and upsell initiatives Work collaboratively with Regional Manager, Underwriters, Underwriting Associates and other unit and region colleagues Local and regional agency and broker travel 1-3 Years underwriting experience, environmental consulting/engineering or other applicable business/ analytical role. Bachelor's Degree Desired Qualifications: Bachelor's degree; many majors will be considered to include Environmental Engineering, Environmental Science, Geology, Risk Management, Economics, Business as well as other related business/ analytical fields. Prior work experience (including summer, part time or internships) within the environmental field preferred 2 to 5 years of environmental underwriting, property & casualty underwriting, or consulting experience is preferred. Knowledge of insurance concepts, practice, environmental regulations, and procedures is desirable MS Office experience, including Word, Excel, and Outlook Demonstrated skills in: Critical thinking Oral and written communication skills Influencing both formally and informally Articulating a message / point of view in presentation and in writing The pay range for the role is $70,000 to $105,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $70k-105k yearly Auto-Apply 60d+ ago
  • Underwriting Team Leader, Construction

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    This is a high-impact role in Chubb's Small & Lower Midmarket (“SLM”) Construction Industry Practice (“IP”), which targets accounts up to $50M revenues. This position will report directly to the SLM Construction Leader and work closely with the North America Construction Industry Practice Lead to build out this business segment. The Team Lead role is a player/coach position and will have direct reports along with an individual production goal. This role is accountable for driving new business for their assigned territory and across that of their direct reports. This individual will support training and mentoring of the Construction UW team and be responsible for the underwriting quality of their direct reports. Chubb's Small & Lower Midmarket Construction practice is a growing and expanding business unit and presents career growth opportunities for this individual. Primary responsibilities: The preferred candidate for this role must have demonstrated knowledge and experience in commercial lines new business underwriting of Construction risks. In addition, the following skills are required: Multiline underwriting including Package, Umbrella, Workers Compensation, Auto, and ancillary lines while ensuring adherence to our established underwriting strategy and authority, as well as following a referral process to maintain compliance and audit standards. Drive team new business production through multiple branches, regions, and distribution sources. Approve deals within assigned authority limits, ensuring timely and accurate decision-making. Manage underwriter productivity, including coaching and mentoring on desk-management skills for Construction underwriters. Analyze production, profitability, business mix, and underwriter productivity across industries, lines, and branches and develop actions to improve results. Collaborate with partners in Field Underwriting, Distribution and SLM Construction Leader to develop and implement local-market tactics and strategy Collaborate with Distribution partners and drive execution of agency management, communications and strategy for assigned territory. Ensure adherence to audit and compliance requirements, including executing self-audits. Contribute to talent management for direct reports, including performance assessments and compensation planning. Build and maintain superior relationships at all levels, both internal and external. Travel as needed. Make independent decisions and recommendations to the SLM Construction Leader on the process for acquiring new business. Bachelor's degree or equivalent experience; Master's degree and industry accreditation are a plus Minimum 5 years commercial lines underwriting experience of construction risks. Established marketplace presence and relationships preferred. Demonstrated record of teamwork, leadership and integrity in building and sustaining internal and external relationships to achieve planned outcome. Strong organizational and time management skills. Proven ability to use technical, analytical and underwriting decision-making skills to effectively coach others, solution-oriented individual. Documented success in driving business results through producer and sales management skills. Experience developing and executing business plans Strong interpersonal, communication and negotiation skills to ensure a clear, consistent message to customers, producers, employees and other stakeholders. Ability to incorporate customer perspectives within business and profit strategies. Track record in driving profitable new business territory growth and building strong agency relationships. The pay range for the role is $125,000 to $175,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $125k-175k yearly Auto-Apply 1d ago
  • ESIS Senior Partnership Leader

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Come join our established Construction Practice and work with some of our premier clients. We are currently seeking a Senior Partnership Leader to develop and manage important business relationships within ESIS' Construction Practice Group. This position would be primarily based on the West Coast. This position in ESIS Partnership Services provides an opportunity for the correct candidate to join a fast paced, well know Construction Practice, bringing their knowledge of the property and casualty claims industry to positively manage business relationships and impact new business and client retention. Major Duties and Responsibilities: Portfolio Management & Expense Control * Contribute to the growth and profitability of ESIS by strategically managing the retention of ESIS clients. * Promote client expansion through the education of ESIS products and services Account Management & Business Acumen * Acts as a single point of contact for clients to respond to questions, concerns, and problems. Understands how to leverage strategy and relationship to resolve issues, * Expertise in the ESIS risk management information system and the production of reports based on client defined criteria * Execute on tactical and basic strategic initiatives within agreed upon timeframes and expectations * Manage client initiatives and projects such as meeting preparations and claim file reviews * Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner Administrative Compliance * Execution of the contracting process * Accountability for renewal strategy and execution Professional Development * Ability to work independently and collaboratively with clients, brokers, carriers and ESIS team members * Complete technical understanding of all ESIS products and services and how they are best deployed for specific clients * Mentor newer employees * College degree * At least 10 work experience in account management or claims and in-depth knowledge of the property and casualty (Workers' Compensation and Liability) claims industry * Wrap up experience preferred * Construction related insurance experience preferred The pay range for the role is $99,900 to $186,700. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS' innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients' unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry's broadest selections of risk management solutions covering both pre- and post-loss services.
    $99.9k-186.7k yearly Auto-Apply 31d ago
  • Training Specialist

    Morgan Stanley 4.6company rating

    Los Angeles, CA job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. As a member of the Field Service organization within Wealth Management, the Training Specialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms. Key Responsibilities: Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience Serve as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms Assist with new hire onboarding, ensuring seamless transitions into the firm Collaborate with key business partners across the firm to assist markets with additional platform support needs Regularly track key metrics and key performance indicators to remain focused on delivering results Share success stories with peers to drive a culture of collaboration and maximize impact Education and/or Experience: Minimum of 5 years' work experience in a field relevant to the position Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing College degree preferred Knowledge and Skills Required: Proven leadership and coaching abilities Technically proficient and quick learner of new platforms and changes Expert knowledge of basic personal computer, MS Office and internet applications Advanced knowledge of Wealth Management industry Excellent written and verbal communication skills to convey complex information effectively Ability to adapt communication style to suit different audiences and learning styles Exceptional organizational and time management skills to effectively manage schedules Ability to analyze data to identify opportunities and drive results Open to feedback and flexible to adjust approach based on feedback and evolving needs Ability to manage relationships, motivate and lead groups of people at various levels Team player, with the ability to also work independently Knowledge of adult learning principles a plus 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 $85,000 and $125,000 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).
    $85k-125k yearly Auto-Apply 60d+ ago
  • Global Liquidity Solutions- Regional Sales/ Relationship Manager- Western Region

    Morgan Stanley 4.6company rating

    Los Angeles, CA job

    Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has more than 585 investment professionals around the world and over $1.7 trillion in assets under management. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. MSIM Global Liquidity Solutions Group is a liquidity management team comprised of dedicated portfolio management, trading, client service, product, sales, and relationship management professionals. We empower treasury professionals to achieve their unique objectives with a suite of industry leading market expertise, technology, and investment solutions. The platform currently manages over $400 billion for a diverse group of clients. We are recruiting and sales and relationship management person to cover a defined group of corporate and municipal clients across a 17 state territory anchored in California. The qualified candidate will execute a dual focused strategy focused on new business development alongside client retention and growth. The sales and relationship management efforts will focus on CashInvest platform (a MMF and cash management portal) and the supporting fund and separate account solutions. The position is supported by a dedicated sales desk, product management group, and cross-divisional sales team. The primary functional responsibilities are as follows: * Proactively manage and grow existing client relationships * Develop a ground-up sales/business development plan for a defined group of corporate and municipal prospects across the geography * Coordinate closely with MS Investment Banking and Capital Markets * Coordinate and partner as needed with the existing San Fran based Large Market sales person * Develop and organize marketing opportunities within the territory * Undertake a disciplined territory management effort Requirements and Qualifications: * Bachelor's degree * Deep knowledge of the corporate treasury and cash management space * Sales experience preferred - desire to sell and build relationships required * Knowledge of the money markets and liquidity funds * Travel required * Excellent communication skills * Have or obtain Series 7 license The position is based on the West Coast and we are flexible on the office location. 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 $125,000 and $175,000 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).
    $125k-175k yearly Auto-Apply 60d+ ago
  • Intern

    Morgan Stanley 4.6company rating

    Long Beach, CA job

    Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Qualifications Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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 $16.50 per hour 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).
    $16.5 hourly Auto-Apply 60d+ ago
  • Claim Technical Assistant

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    Chubb is currently seeking a Workers' Compensation Technical Assistant for our West Coast/Pacific region. The successful applicant will have experience in California Workers' Compensation space assisting Medical Only and Lost Time adjusters. The position will report and reside in our Los Angeles, CA office. Description: When necessary, help the examiner make appropriate compensability decisions by assisting with contacts. Ensure the completion of delegated tasks by maintaining active file diaries. Understand jurisdictional benefit rates and payment deadlines to ensure compliance with state timeframes. Complete benefit notices timely and accurately. Accurate documentation of claim activity is within the file notes. Produce quality documentation in an accurate and timely manner, i.e., benefit notices, nurse and legal referrals, record requests, and settlement documents. Respond timely and appropriately to internal and external customers on claim-related issues. Adhere to state regulations for AZ, CA, CO, and UT. Adhere to Best Practice guidelines. Collaborate with appropriate resources to timely resolve issues. Manage an inventory of direct-handle pension and/or lifetime medical files. Collaborate with peers in the Region to ensure adequate coverage during vacations or absences. Technical Skills & Competencies: Superior customer service showcasing verbal, written, and interpersonal skills. Aptitude for evaluating, analyzing, and interpreting information. Effective time management skills demonstrate the ability to multi-task and prioritize by accomplishing tasks and assignments. Adaptability to constantly evolving environments and demonstrable flexibility that meets or exceeds a state requirement or a customer's expectation. Ability to work independently and efficiently while performing defined functions with minimal errors. Basic understanding of the Workers' Compensation and claim handling processes. Proficient computer skills and extensive knowledge of the Microsoft suite of Office products, including Outlook, Word, Excel, and PowerPoint; knowledge of state EDI systems and/or familiarity with CA Workers Compensation terminology are a plus. Experience, Education, & Requirements: Prior clerical and technical experience in researching and indexing data is preferred but not required. Proficiency in using Microsoft Office Products Experience in a fast-paced, fluid environment Strong communication and telephonic skills Knowledge of medical terminology is a plus but not required. Knowledge of bill processing is a plus but not required. Knowledge of claim handling is a plus but not required. If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure. The pay range for the role is $39,300 to $66,700. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $39.3k-66.7k yearly Auto-Apply 60d+ ago
  • Private Credit- Underwriting- Analyst/ Associate

    Morgan Stanley 4.6company rating

    Los Angeles, CA job

    Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: * Work with senior and junior members of MSDL to conduct due diligence on new opportunities * Perform in-depth sector and company research and detailed financial modeling * Prepare credit investment memoranda * Assist with the negotiation of term sheets, commitment letters and credit documentation * Monitor portfolio company results as well assist with add-on financings and amendments * Bachelor's Degree * Strong academic record and job performance * Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred * Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models * Strong written and verbal presentation skills * Ability to work effectively on multiple projects in a fast-paced environment 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 $110,000 - $225,000 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 Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings 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).
    $110k-225k yearly Auto-Apply 18d ago
  • Citi Wealth at Work - Investment Relationship Officer - Officer

    Citigroup Inc. 4.6company rating

    Los Angeles, CA job

    The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: * Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team * Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience * Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process * Provide the highest level of customer service and teamwork to our clients * Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications * Ensure all documentation received is current, accurate and complete. * Fulfill all requests in a timely manner * Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client * Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately * Appropriately assess risk when business decisions are made, demonstrating 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: * 2-4 years of relevant experience * Prior experience in wealth management or other financial services roles preferred * Ability to manage relationships both internal and external * Ability to multi-task * FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Client Onboarding * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Los Angeles California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $74,390.00 - $103,810.00 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. * ----------------------------------------------------- Anticipated Posting Close Date: Mar 18, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $74.4k-103.8k yearly 52d ago
  • Part Time Teller - 20 Hours - Santa Monica Montana Branch

    Citigroup Inc. 4.6company rating

    Santa Monica, 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. * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Part time * ----------------------------------------------------- Primary Location: Santa Monica California United States * ----------------------------------------------------- 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. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Sep 23, 2025 * ----------------------------------------------------- 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.
    $41.6k-49.4k yearly 55d ago
  • Underwriting Account Representative

    Chubb 4.3company rating

    Chubb job in Los Angeles, CA

    The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages. This position is also accountable for collaborating with team members to achieve growth, profit, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance. The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions and utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file. The ideal candidate must possess the following skills: PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation Excellent verbal and written communication skills Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment. Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles) Strong business acumen and critical thinking skills which lead to confident decision making Ability to learn quickly, prioritize work, and perform within time constraints. Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals. Basic knowledge of underwriting principles and policy forms is a plus Ability to work independently within a team/group environment with ability to collaborate with others. Ability to adapt to fast paced environment Education and Experience: Associates Degree or equivalent, 4-Year degree preferred Minimum of 1-2 years relevant insurance experience will be considered. The pay range for the role is $43,700 to $74,200. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $43.7k-74.2k yearly Auto-Apply 60d+ ago

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