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
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Senior Claim Handler
Chubb 4.3
Chubb job in Los Angeles, CA
The Brandywine Claim Director is responsible for all aspects of claim handling on a book of complex asbestos, long term exposure and environmental claims from first notice through resolution with guidance from, and reporting to, a Brandywine Vice President.
JOB RESPONSIBILITIES
Analyze contracts, policies, applicable law and facts/circumstances surrounding claims to determine appropriate coverage position, and to resolve claims on reasonable terms and at an appropriate value.
Responsible for conducting/managing factual claims investigation, including communications with policyholders, remediation experts, counsel and others to gather all claim facts.
Negotiate cost sharing agreements with carriers/policyholders.
Assign defense counsel, and manage litigation strategy and budgets.
Evaluate claims and make recommendations to management regarding claim resolution plans.
Maintain physical/electronic claim file, and claim information captured in claim systems.
Respond to internal requests for information from management, reinsurers, auditors, etc.
Prepare timely and accurate reports to management regarding significant claim developments.
Provide the highest levels of service to Chubb business partners.
Mentor/assist colleagues, and otherwise share technical expertise with other members of staff.
Identify opportunities to enhance operations and more effectively achieve Brandywine's organizational objectives, and communicate the same in a constructive and positive manner.
Some travel may be required
High degree of technical competence in the handling of high exposure claims and a minimum of 5 years of relevant experience - emphasis in the areas of asbestos and/or environmental claims required.
4 year college degree.
Law degree preferred.
DESIRED QUALIFICATIONS:
Experience directly managing defense counsel.
Experience managing disputed/litigated coverage matters.
Experience interpreting and analyzing the application of general liability policies.
Analytical skills.
Superior oral and written communication skills.
Ability to effectively utilize claim and financial tracking systems.
Organization and time management skills.
Experience in a work environment that required collaboration across work groups.
Significant knowledge of Excel and data management tools.
Working knowledge of Microsoft Office utilities.
The pay range for the role is $79,300 to $134,700. 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.
$33k-41k yearly est. Auto-Apply 10d ago
Claim Technical Assistant
Chubb 4.3
Chubb job in Los Angeles, CA
Chubb is currently seeking a Workers' Compensation Claim Technical Assistant for our West Region. The successful applicant will be providing advanced technical support to our claim representatives and examiners for multiple jurisdictions. This position offers a hybrid work schedule with a minimum of 3 days per week working from the Los Angeles Office.
Duties & Responsibilities:
When necessary, assist with contacts for examiner so that appropriate compensability decisions can be made.
Maintain active file diaries to ensure delegated tasks are completed.
Understand jurisdictional benefit rates and payment deadlines to ensure compliance with state timeframes.
Accurate documentation of claim activity within file notes.
Produce quality documentation in an accurate and timely manner i.e., benefit notices, nurse and legal referrals, record requests, settlement documents.
Respond timely and appropriately to internal and external customers on claim related issues.
Adhere to state regulations for assigned states.
Adhere to Best Practice guidelines.
Collaborate with appropriate resources to timely resolve issues.
Collaborate with peers in region to ensure adequate coverage during vacations or absences.
Organize, summarize, and update materials as needed (e.g., legal pleadings, deposition transcripts, financial documents, etc.).
Technical Skills & Competencies:
Superior customer service showcasing verbal, written, and interpersonal skills.
Aptitude for evaluating, analyzing, and interpreting information.
Effective time management skills which demonstrate the ability to multi-task and prioritize by accomplishing tasks and assignments.
Adaptability to constantly evolving environments and demonstrable flexibility which 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; Adobe Acrobat; and knowledge of state EDI systems a plus.
Experience, Education & Requirements:
Prior clerical and technical experience in researching and indexing data are preferred but not required.
Proficiency with 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.
College degree in any area of study is 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 $39,800 to $67,600. 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.
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 at one of the listed CNA office locations.
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-38k yearly est. Auto-Apply 60d+ ago
Agency Leader Los Angeles, CA
Chubb 4.3
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
Real Estate Investing, Pre-MBA Associate (2027 Program)
Morgan Stanley 4.6
Los Angeles, CA job
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Morgan Stanley Real Estate Investing (“MSREI”) is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic, net lease, and regional core real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $52 billion of gross real estate assets worldwide on behalf of its clients.
This is an in-office position in Los Angeles, CA
Position Description:
The Morgan Stanley Real Estate Investing team is looking for a Full-Time Pre-MBA Associate (2027 Spring / Summer Start) to support the Acquisitions group in several areas, including:
Preparing financial analysis and presentation materials for potential investment opportunities across both core and opportunistic strategies and all product types
Managing due diligence of potential deal closings
Coordinating market due diligence
Working directly with investment sales brokers, joint venture / operating partners, and developers
Helping to execute business development initiatives
Researching and analyzing various investment strategies
Qualifications:
Bachelor's degree with superior academic performance
2-4 years of prior work experience in the real estate field, ideally at a leading real estate investing, lending, development, brokerage or investment banking platform, including leveraged finance or sponsors coverage
Experience with real estate financial modeling and Argus DCF or Enterprise
Strong analytical and technical skills
Strong verbal and written communication skills
Superior attention to detail
Enthusiastic, self-motivated, and a team player
Ability to handle multiple assignments at once and meet critical deadlines
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $110,000 and $150,000 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).
$110k-150k yearly Auto-Apply 2d ago
AVP, Life Sciences Underwriting Manager
Chubb 4.3
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
Specialty Nurse Case Manager
CNA Financial Corp 4.6
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.
Nurse Case Manager in a specialty area including but not limited to disability and psychiatry case management. Makes assessments and determinations applying various case and disability management principles within area of specialty. Ensures expeditious and effective claims decisions through collaboration with healthcare providers, employers, claimants and claims staff.
JOB DESCRIPTION:
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
* Assesses disability status, makes recommendations and identifies appropriate resources.
* Accountable for gathering and coordinating medical evidence for evaluation of functionality and makes assessments on restrictions and limitations and assigns length of disability.
* Consults on case management issues in area of specialty and applies effective case management interventions.
* Collaborates with medical and other providers to ensure appropriate treatment and return to work.
* Facilitates job modifications when appropriate and educates involved parties regarding claims process and functionality as it relates to job requirements while remaining externally focused.
* Addresses causality and refers to appropriate medical expertise.
* Documents according to jurisdictional, departmental and accreditation requirements.
Reporting Relationship
Typically Lead Specialty Nurse Case Manager
Skills, Knowledge and Abilities
* Strong knowledge of case management, specialty area, medical terminology and conditions, insurance industry as well as company policies and procedures.
* Ability to exercise professional judgment and assume responsibility for decisions which have an impact on people, costs and quality of service.
* Excellent verbal, written, and presentation skills with the ability to convey technical issues in a clear, concise and effective manner.
* Strong interpersonal skills with the ability to effectively interact with internal and external business partners.
* Detail oriented with strong organizational and analytical skills as well as the ability to prioritize and coordinate multiple tasks.
* Knowledge of Microsoft Office Suite as well as other business related software.
* Ability to work independently.
Education and Experience
* RN with BSN preferred. Eligible to sit for national case management certifications.
* Typically a minimum five years diverse clinical background, with two or more years disability management experience preferred
#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 $54,000 to $103,000 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 ***************************.
$54k-103k yearly Auto-Apply 44d ago
Law Clerk Intern - Spring 2026
Kemper Corp 4.0
Glendale, CA job
Details About Kemper Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a highperforming culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises.
Kemper's Law Clerk Intern Program
Kemper's Law Clerk Intern program will enable you to broaden your understanding of the business, make valuable connections, and set a course for your professional journey with us. You will work on civil litigation matters that impact our clients.
Kemper is looking for students who want to learn, work hard, and are willing to a make real-life impact on cases that will involve attorneys and paralegals. We deliver meaningful experiences in various areas of the litigation process like pleadings, discovery, depositions, mediations/arbitrations, trial, and much more. Are you ready to create your own journey by joining ours?
What Kemper's Law Clerk Intern Program Provides:
* Projects that support our attorneys in litigation
* Real-time constructive feedback
* A resource team to assist with training and career development
* Collaboration with managers who have excellent legal acumen
* Opportunities to interact with the senior leadership team and attorneys
* Dedicated program managers and knowledgeable mentors
* Lasting career connections with fellow externs
Law Clerk Intern Responsibilities:
* Assist attorneys with drafting discovery responses, reporting to claims, preparing for mediation/arbitration/trial.
* Work independently and/or as part of a team to draft pleadings, connect with clients, gather documents and information, process closures, etc.
* Perform legal research as needed.
Law Clerk Intern Requirements & Qualifications:
* Must be a 2nd year or 3rd year law student (or 4th year law student if in a part time program or JD/MBA program) enrolled in an ABA-approved law school.
* Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, Excel)
* Excellent written and verbal communication skills.
* Energetic and eager to tackle new projects.
* Self-directed and able to work with little supervision.
* Interest in civil litigation, personal injury, and insurance
* Good collaborative and relationship-building skills
* This position is not eligible for visa sponsorship.
* This position will require 1 day a week in the office.
This position pays $30.00 per hour.
Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination.
Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.
Kemper will never request personal information, such as your social security number or banking information, via text or email. If you receive such a message, delete it.
$30 hourly Auto-Apply 4d ago
Lower Middle Market Underwriter
Chubb 4.3
Chubb job in Los Angeles, CA
The Lower Middle Market (LMM) Entertainment Underwriter has responsibility for new and renewal business for their own book of business based in Los Angeles. The position will be responsible for driving profitable growth with specific entertainment brokers in the Los Angeles region.
Lines of business include entertainment packages, property, general liability, automobile, umbrella, international and workers' compensation. Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb Commercial Insurance practices. Collaborating with underwriters, operations, claims, risk engineering, marketing, and home office management is necessary.
Must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations. We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen.
Knowledge, Skills, and Abilities Required:
Experience in multi-line package underwriting is preferred.
Strong sales and marketing skills are critical; able to position accounts and close deals.
Candidate must be able to demonstrate success in marketing, producer management, new business development, and the ability to successfully negotiate on all levels with both internal and external partners.
Teamwork, communication, and negotiation skills required. Candidate will need a solid background in risk analysis and experience with complex accounts.
Possess a high degree of proficiency with the underwriting process and partner effectively with an Underwriting Associate.
Candidate must have exemplary ability to effectively interact with all levels of customers and coworkers.
Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies expected.
The ability to be creative and adaptable in a changing business environment. Sound decision making skills required.
Bachelor's degree or equivalent experience
Underwriting experience preferred
Knowledge of specialty commercial underwriting and insurance industry theories and practices preferred.
Experience writing production packages which can include coverage for property, liability, cast, equipment and other risks unique to the entertainment industry preferred.
Demonstrated technical expertise and product specific knowledge with experience handling commercial insurance lines.
Strong analytical skills including financial analysis.
Demonstrated proficiency in sales, marketing and negotiation.
Strong interpersonal, communication and relationship building skills.
The pay range for the role is $85,000 to $130,000. 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.
$85k-130k yearly Auto-Apply 8d ago
A&H Business Development Manager
Chubb 4.3
Chubb job in Los Angeles, CA
The A&H Business Development Manager will play a critical role in developing and executing sales strategies to achieve revenue goals and drive market expansion within the Pacific North region for retail products (Business Travel Accident, Scholastic, Participant Accident). This position involves collaborating with the regional underwriting team and manager, nurturing internal and external stakeholder relationships, and identifying growth opportunities. The ideal candidate will be a strategic thinker with a proven track record in sales and a deep understanding of the insurance industry.
Job Description:
Responsible for generating new business leads, building relationships, and promoting various A&H insurance products and services in partnership with Regional A&H Manager and underwriting team.
Develop and implement strategic sales and distribution plans to achieve sales targets, maximize revenue, build robust and adequate pipeline to achieve plan and expand our market presence in the A&H marketplace and across Chubb clients.
Regular and routine reporting on pipeline, target progression and sales metrics.
Identify new market opportunities, emerging trends, and potential clients to develop effective sales strategies and enhance our competitive edge.
Build and maintain strong relationships with key stakeholders, including clients, brokers, and insurance partners, to foster mutual trust and ensure successful collaborations.
Coordinate with Underwriting to develop and communicate client proposals, negotiating terms, and closing high-value contracts, ensuring timely communication.
Collaborate with other departments, such as Underwriting, Claims, Regional Distribution and Marketing, to ensure seamless communication and alignment of business objectives, leveraging cross-functional resources to achieve sales targets.
Stay updated with industry trends, competitor activities, and regulatory changes affecting the insurance space, and share related insights with the team to further strengthen our market position.
Prepare and present strategic sales reports, forecasts, and budgets to senior management, highlighting areas for improvement, growth potential, and sales performance metrics.
Continuously evaluate and improve sales processes, tools, and systems to streamline operations, enhance productivity, and maximize overall efficiency.
Uphold the company's values and ethical standards, ensuring compliance with all relevant laws, regulations, and policies governing insurance sales operations.
Build a positive and motivating work environment that encourages teamwork, innovation, and a customer-centric approach within the sales team.
Bachelor's degree in Business Administration, Sales, or a related field.
Proven track record of successful sales activity in the insurance industry, with a minimum of 3 years of relevant sales experience.
Strong knowledge of insurance products, services, and market trends, including a comprehensive understanding of underwriting and claims processes.
Demonstrated ability to develop and execute successful sales strategies, achieve revenue targets, and drive business growth.
Excellent communication, negotiation, and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels.
Analytical mindset, with the capability to interpret data, identify trends, and make informed decisions to drive sales performance.
Proactive and highly organized, with the ability to prioritize multiple initiatives and meet deadlines in a fast-paced, deadline-driven environment.
Existing network and contacts within the insurance industry is highly desirable.
Proficiency in relevant sales software and Microsoft Office Suite.
The pay range for the role is $100,800 to $171,400. 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.
$100.8k-171.4k yearly Auto-Apply 60d+ ago
Underwriting Team Leader, Construction
Chubb 4.3
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 50d ago
Associate Private Banker
Morgan Stanley 4.6
Los Angeles, CA job
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
Job Description/Position Responsibilities
* Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
* Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
* Assist in developing and implementing marketing campaigns
* Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
* Communicate new product and policy enhancements to FAs and branch staff
* Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Required Experience:
* Minimum of 3 years of experience with an investment, commercial or private bank
* 2 years of client service, business development and/or Sales Desk experience
* Experience in understanding the financial needs of all types of clients
* Bachelor's degree preferred, or relevant work experience
Skills/Abilities:
* Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Excellent verbal and written communication skills
* Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
* Ability to understand the financial needs of the retail brokerage clientele
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Software proficiency (e.g., Word, Excel, PowerPoint)
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Strong interpersonal collaboration and team skills including working with cross-functional teams
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $135,000 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-135k yearly Auto-Apply 1d ago
Training Specialist
Morgan Stanley 4.6
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
Citi Wealth at Work - Investment Relationship Officer - Officer
Citigroup Inc. 4.6
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 AngelesCalifornia 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 4d ago
Registered Client Service Associate
Morgan Stanley 4.6
Santa Monica, CA job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Reports To:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$34.3k-90k yearly Auto-Apply 60d+ ago
Private Credit- Underwriting- Analyst/ Associate
Morgan Stanley 4.6
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 60d+ ago
Citi Wealth at Work - Banker - Director
Citigroup 4.6
Beverly Hills, CA job
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner.
The Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area.
**Responsibilities:**
+ Actively identify prospects and establish contact with them/convert prospects into clients.
+ Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
+ Anticipate events in a client's life and business which have significant financial implications.
+ Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
+ Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
+ Help clients achieve broad financial/investment goals related to the creation and management of wealth.
+ Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
+ Ensure clients are presented with seamless execution of internal processes and Citigroup services.
+ Apply an in-depth level of knowledge in key investment and financing products.
**Qualifications:**
+ 15+ years of experience
+ Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
+ Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
+ Series 7 & 66 Required
**Education:**
+ Bachelor's/University degree, Master's degree preferred
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Private Banker
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**Time Type:**
Full time
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**Primary Location:**
Beverly Hills California United States
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**Primary Location Full Time Salary Range:**
$200,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Dec 24, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$99k-137k yearly est. 44d ago
Underwriting Account Representative
Chubb 4.3
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
Law Clerk Intern - Spring 2026
Kemper 4.0
Glendale, CA job
Details
Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a highperforming culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises.
Kemper's Law Clerk Intern Program
Kemper's Law Clerk Intern program will enable you to broaden your understanding of the business, make valuable connections, and set a course for your professional journey with us. You will work on civil litigation matters that impact our clients.
Kemper is looking for students who want to learn, work hard, and are willing to a make real-life impact on cases that will involve attorneys and paralegals. We deliver meaningful experiences in various areas of the litigation process like pleadings, discovery, depositions, mediations/arbitrations, trial, and much more. Are you ready to create your own journey by joining ours?
What Kemper's Law Clerk Intern Program Provides:
Projects that support our attorneys in litigation
Real-time constructive feedback
A resource team to assist with training and career development
Collaboration with managers who have excellent legal acumen
Opportunities to interact with the senior leadership team and attorneys
Dedicated program managers and knowledgeable mentors
Lasting career connections with fellow externs
Law Clerk Intern Responsibilities:
Assist attorneys with drafting discovery responses, reporting to claims, preparing for mediation/arbitration/trial.
Work independently and/or as part of a team to draft pleadings, connect with clients, gather documents and information, process closures, etc.
Perform legal research as needed.
Law Clerk Intern Requirements & Qualifications:
Must be a 2nd year or 3rd year law student (or 4th year law student if in a part time program or JD/MBA program) enrolled in an ABA-approved law school.
Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, Excel)
Excellent written and verbal communication skills.
Energetic and eager to tackle new projects.
Self-directed and able to work with little supervision.
Interest in civil litigation, personal injury, and insurance
Good collaborative and relationship-building skills
This position is not eligible for visa sponsorship.
This position will require 1 day a week in the office.
This position pays $30.00 per hour.
Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination.
Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.
Kemper will never request personal information, such as your social security number or banking information, via text or email. If you receive such a message, delete it.