Essential Job Duties and Responsibilities:
Effectively assess risk and price business according to the company's underwriting and pricing guidelines and ensure time standards are met.
Develop and maintain relationships with agents, monitor agency growth, profitability and quality of submissions; review loss activity (frequency and severity) for each agent in the assigned territory; consider mix of business, loss ratios by line of business, fit of business with company guidelines; identify problems or patterns that might predict problems and work with the agent to correct.
Acquire reinsurance as needed.
Effectively use all available systems, tools and resources in making sound underwriting decisions.
Participate in development of new products and coverages.
Participate in training for new underwriters.
Assist underwriters in the handling of high hazard or more complex accounts.
Assist Marketing staff in identifying new opportunities consistent with risk appetite.
Visit agency plant to build and maintain strong working relationships.
Knowledge, Skills, and Abilities:
MS Word, Excel, PowerPoint
Solid knowledge of commercial underwriting policies, practices and procedures.
Strong underwriting aptitude and ability to make informed decisions.
Ability to work with webinars.
Excellent verbal and written communication skills and strong negotiation skills.
Ability to advise agency plant on commercial contracts and procedures.
Excellent time-management skills and ability to multi-task.
The pay range for the role is $90,000.00 to $140,000.00. 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.
BA or BS degree preferred.
Knowledge in underwriting all commercial lines exposures for all lines of business
CPCU, AU or equivalent work experience
$90k-140k yearly Auto-Apply 60d+ ago
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Senior Agribusiness Underwriter
Chubb 4.3
Chubb job in Rancho Cordova, CA
Essential Job Duties and Responsibilities:
Reviews new risk submissions, renewals, and endorsement requests within assigned authority and underwriting guidelines.
Obtains additional information where necessary and analyzes all pertinent data to determine acceptability of risks according to established underwriting guidelines.
Reviews endorsements on existing policies to identify any change in original coverage or amounts.
Assist Division Manager in the development and implementation of the Business Plan for the division.
Assist Division Manager in planning and implementing the marketing strategy for division.
Assume day to day responsibility for the areas delegated by Underwriting Supervisor.
Evaluates, accepts, rejects or modifies risks within established underwriting guidelines.
Prepares submissions for higher review by Underwriter Supervisor when risk limits are outside assigned authority.
Communicates with agents either written or orally to develop agent/underwriter relationships.
Encourage submission of targeted business and maintain liaisons with agents to obtain necessary underwriting information.
Make referrals to Underwriting Supervisor when necessary.
Provides assistance, consultation and advice on underwriting matters to other underwriters, support staff, and Underwriting Supervisor.
Provides underwriting assistants/technicians with all necessary rating information.
Assists in training of personnel as needed.
Performs special projects and other job duties as necessary.
Knowledge, Skills, and Abilities:
Knowledge of rating, forms, and underwriting requirements for Agribusiness lines of insurance.
Analytical ability to evaluate underwriting risks within assigned authority limits.
Ability to read and understand company procedure manuals and apply information to work tasks.
Ability to organize and prioritize multiple tasks.
Ability to work well with people in a team environment.
Ability to effectively communicate and maintain business relationships with Company personnel, agents, outside resources, and customers.
Ability to train or assist in training of underwriter assistants, underwriting technician, and underwriters.
Ability to use the company terminology, processes and systems.
Knowledge of general office practices.
Ability to perform basic and complex mathematical calculations.
Ability to remain calm and professional.
Ability to work from oral and written communications.
Ability to work independently.
Ability to maintain confidentiality.
Ability to assist in other work-related areas as required.
The pay range for the role is $75,900 to $111,100. 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.
High School or GED required, baccalaureate degree preferred and at least 1 year as an Underwriter Specialist at Rain and Hail Agribusiness Division or at least 5-7 years of Property and Casualty insurance experience.
$75.9k-111.1k yearly Auto-Apply 9d ago
Application Support Center Manager
Zurich Na 4.8
Sacramento, CA job
129848 Zurich North America is hiring an Applications Support Center Manager to join our team! We are open to hiring talent remote in Illinois. Purpose: + Responsible for function, staff and activities associated with the identification, prioritization and management of work load.
+ Oversees first level, second level, and back desk technical and supervisory support for IT issues and service requests, tointernal Zurich staff and partners, delivering an excellent customer experience in line with departmental service standards.
Key Accountabilities:
+ Provides comprehensive and expanded first and second level help desk support for IT incidents, problems and service requests.
+ Conducts problem determination, and resolves incidents involving highly complex issues using documented procedures and available tools.
+ Updates documented procedures and tools based on in depth experience and knowledge gained from actual use incorporating these updates into revised versions of the procedures and tools. Escalates to internal partners or external vendors while meeting or exceeding defined service level expectations.
+ Resolves problems escalated from within the Help Desk, providing resolution knowledge and feedback to less experienced staff.
+ Initiates escalation as appropriate to ensure management awareness of severe problems or problems that are exceeding documented target resolution times.
+ Actively participates in end user and Help Desk analyst training by providing materials, conducting training, or attending training in the role of subject matter expert.
+ Develops and implements continuous service improvement initiatives, provides service desk performance reporting and analysis and acts as deputy for service desk manager.
+ Business Travel, as required
+ Extended Hours during Peak Periods/Shift Work/Holiday Work, as required
+ Regular Predictable Attendance
+ Visibility in the Office, as required
+ Helpdesk is an operation, which requires flexible working hours depending on local needs.
Basic Qualifications:
+ Bachelors Degree and 5 or more years of experience in the Application Support area OR
+ High School Diploma or Equivalent and 7 or more years of experience in the Application Support area AND
+ Must work flexible schedules
+ Knowledge of proprietary applications and support processes
Preferred Qualifications:
+ Experience with problem management system, preferably Peregrine Service Center and/or Remedy
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us. The proposed Salary range for this position is $65,900.00 - $107,900.00, with short-term incentive bonus eligibility set at 10%.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .]
**Why Zurich?**
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 .
Join us for a brighter future-for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code ยง 1033.
**Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Illinois Virtual Office, AM - Remote Work (US)
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-JM1 #LI-ASSOCIATE #LI-REMOTE
EOE Disability / Veterans
$65.9k-107.9k yearly 9d ago
Sales Executive - Commercial Auto
Kemper 4.0
Sacramento, 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 high-performing 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.
**Job Summary**
The Sales Executive - Commercial Auto is responsible for driving profitable growth within an assigned territory. They are responsible for influencing agents to sell Kemper Auto and execute on the company's sales strategy while supporting business initiatives that drive long term profitable growth.
This position is remote, requiring frequent travel throughout the Northern California region. Applicants must reside in the Fresno CA area.
**Essential Duties and Responsibilities**
+ Influencing Agent Behavior:
+ Implements and executes sales strategies to achieve financial and sales goals for the commercial auto line of business
+ Collaborates with internal partners to achieve intended outcomes.
+ Utilizes the appropriate sales tools to influence behavior, and drive results.
+ Agency Diagnostics and Cross Selling:
+ Identifies opportunities to cross-sell Kemper Auto products and identified agencies needs aligned with Kemper Auto offerings.
+ Agency Management and Support:
+ Responsible for managing and developing a territory of independent agents.
+ Provides an outstanding experience for agents through consultative selling.
+ Develops and maintains strong relationships with agents at all levels within the agency.
+ Drives new business growth, mix of business, retention, and profitability within assigned territory.
+ Stays current on product and pricing trends to drive intended outcomes.
+ Collaboration and Mentoring
+ Actively participates in regional strategy meetings to develop and lead execution of business goals.
+ Assist in the implementation of new production launches.
**Qualifications**
+ **Education** : Bachelor's degree preferred.
+ **Experience** : 3-5 years of sales experience or insurance industry experience preferred in the commercial auto; minimum of 5 years of professional and influential work experience required.
+ **Skills** :
**Communication Skills**
**Interpersonal Skills**
**Microsoft Office Proficiency**
**Decision Making**
**Problem Solving Skills**
**Prioritization and Organization**
**Ability to Learn Quickly**
**Industry Knowledge**
**Advanced Relationship Management**
**Sponsorship is not accepted for this opportunity.**
**This position is a field role and requires travel throughout the Northern California area.**
The range for this position is $79,500 to $132,900. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors. This job is eligible for an annual discretionary bonus and Kemper benefits (Medical, Dental, Vision, PTO, 401k, etc.)
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._ _Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with_ _candidates._ _If you receive such a message, delete it._
**Kemper at a Glance**
The Kemper family of companies is one of the nation's leading specialized insurers. With approximately $12 billion in assets, Kemper is improving the world of insurance by providing affordable and easy-to-use personalized solutions to individuals, families and businesses through its Kemper Auto and Kemper Life brands. Kemper serves over 4.6 million policies, is represented by approximately 24,200 agents and brokers, and has approximately 7,500 associates dedicated to meeting the ever-changing needs of its customers.
*Alliance United Insurance Company is not rated.
_We value diversity and strive to be an employer of choice. An Equal Opportunity Employer, M/F/D/V_
**Our employees enjoy great benefits:**
- Qualify for your choice of health and dental plans within your first month.
- Save for your future with robust 401(k) match, Health Spending Accounts and various retirement plans.
- Learn and Grow with our Tuition Assistance Program, paid certifications and continuing education programs.
- Contribute to your community through United Way and volunteer programs.
- Balance your life with generous paid time off and business casual dress.
- Get employee discounts for shopping, dining and travel through Kemper Perks.
$79.5k-132.9k yearly 31d ago
Senior Loss Control Representative - N. California
Chubb 4.3
Chubb job in Rancho Cordova, CA
This territory will encompass Northern California.
1. Conduct on-site loss control inspections of prospective and current customers to determine degree of risk.
2. Complete loss control inspection reports and develop effective safety and loss prevention programs.
3. Conduct safety meetings and training.
5. Administration including travel planning, report submission, risk recommendations, research and special projects.
KNOWLEDGE, SKILLS AND ABILITIES:
Safety and/or Risk Management designations preferred
MS Word, Excel, PowerPoint
Familiarity with NFPA guidelines
Knowledge of construction basics
The pay range for the role is $90,000.00 to $154,000.00. 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.
BA or BS degree preferred
5 years loss control experience
Insurance industry experience
$90k-154k yearly Auto-Apply 1d ago
Agency Leader Sacramento, CA
Chubb 4.3
Chubb job in Sacramento, 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 โOne Chubbโ
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.
$110k-144k yearly est. Auto-Apply 60d+ ago
Associate Market Manager
Morgan Stanley 4.6
Sacramento, CA job
The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive.
DUTIES and RESPONSIBILITIES:
Leadership:
Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area
Leverages the resources of the Firm to achieve the highest level of success
Plays a key role in leading Market's efforts of sales and growth
Team Building:
Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive
Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach
Plays a key role in growing the Market through hiring, lateral recruiting and training
Product/Business Knowledge:
Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales
Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
Has the ability to effectively apply product/business knowledge to recruiting efforts
Accountability:
Plays a leading role in the Market's financial and sales performance, including expense management
Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices
Assists in the creation and administration of an Annual Supervisory Plan for the Market
Contributes to establishing a core compliance model in offices under supervision
Sales/Marketing:
Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households
EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS:
Education and/or Experience:
At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience
Bachelor's Degree required
Licenses and Registrations:
Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only)
Other licenses as required for role or by management
Skills:
Effective written and verbal communication skills
Ability to think critically
Ability to manage a team
Strong attention to detail
Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
Ability to own projects at a Market level
Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to:
Dual reporting into the Market Executive and the Regional Chief Operating Officer
All candidates should verify that they meet the minimum eligibility requirements prior to applying.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $160,000 per year atthe commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-160k yearly Auto-Apply 60d+ ago
Telephonic Nurse Case Manager
Chubb 4.3
Chubb job in Clay, CA
FUNCTION OF THE JOB: The Workers Compensation Telephonic Nurse Case Manager is responsible for evaluating and expediting appropriate, cost-effective medical treatment of injured employees with the goal of optimum medical improvement. The TCM is responsible for disability management, including proactive early return to work coordination. Close collaboration with the claims and medical team to achieve individual case and department goals is a critical component of the position. This is a full-time remote position
KNOWLEDGE AND SKILLS:
* Excellent verbal and written communication skills. This position will involve continuous personal, telephonic, and written contact.
* Strong interpersonal and relationship building skills.
* Knowledge of traumatic injuries and the resultant disabilities and medical complications.
* Knowledge of Worker's Compensation Acts and working knowledge of the medical providers in the assigned territory.
* Knowledge and expertise in use of medical treatment guidelines and disability duration guidelines.
* Experience using Microsoft Office products and ability to learn other technology tools.
* Strong time management, critical thinking, and organizational skills with the ability to work independently to manage priorities and meet deadlines
MAJOR DUTIES/RESPONSIBILITIES OF THE JOB:
* Complete timely initial assessment report, case management plan, and establish disability duration timeframes.
* Throughout the life of an assignment review, analyze and critically assess medical records compared to evidence-based treatment guidelines; communicate findings and recommendations to the adjuster as part of the development of a medical action plan.
* Active participation with claims team to review, establish, and execute action plan.
* Develop and maintain action plan for early return to work (RTW) based on disability duration guidelines.
* Work collaboratively with all stakeholders to effectively manage recovery and return to work process.
* Meet productivity requirements.
* Effectively manage inventory based on guidelines.
EDUCATION AND EXPERIENCE:
* Registered Nurse (RN) license in good standing required and willingness to obtain additional licenses as needed. BSN preferred.
* Certified Case Manager (CCM) certification, CDMS and/or CRRN preferred.
* Compact license preferred.
* 3-year experience in Workers Compensation Case Management preferred.
* Proficiency with MS Office products
* Bi-lingual in Spanish a plus
The pay range for the role is $65,900 to $111,900. 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.
$65.9k-111.9k yearly Auto-Apply 36d ago
Registered Client Service Associate
Morgan Stanley 4.6
Sacramento, CA job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports To:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $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
West Design Manager - Retail Design & Construction, Vice President
Citigroup 4.6
Sacramento, CA job
This role is critical in translating design concepts into tangible realities within Citi's retail network. Reporting to the Global Retail Design Head, the Design Manager will oversee the application of the Citi Retail concepts into site specific design solutions for West Coast projects and North America Programs. The implementation of these concepts will require detailed planning, precise coordination, and final production of these innovative retail designs. This involves managing internal and external design and project management resources, ensuring technical specifications are finalized, and bringing designs to life through collaborative efforts with project managers, architects, contractors, and other professionals. The successful candidate will ensure the final outcome aligns with concept prototypes, meets stringent quality standards, and adheres to budget and schedule parameters, all while supporting Citi's goals. This role requires expertise in the dynamic retail or banking industry, with direct experience leading design execution for retail programs. The ideal candidate will seamlessly collaborate with the Program Management team to deliver projects aligned with our strategic brand, driving the development of client-centric solutions that elevate the Citi brand and enhance the client experience.
**Key Responsibilities**
+ **Design Translation & Development:**
+ Translate Citi's retail design concept prototypes at a project level, ensuring design concepts and standards implementation integrity.
+ Collaborate with internal and external design resources to guide design direction for new and existing retail projects and programs.
+ Lead the preparation of presentation-level drawings, renderings, and technical solutions to influence and guide the creation of comprehensive design intent packages for retail projects.
+ Lead the development of schematic design, design development, and construction documents for projects, including reviewing and approving highly technical design deliverables prepared by architects and other consultants.
+ Influence the application of stated design principles and objectives by ensuring adherence to brand standards, retail store planning principles, and project programming.
+ **Project Planning & Coordination:**
+ In partnership with Construction Program Managers, oversee the management and construction of projects as it relates to design execution to ensure timescales, designs/specifications, quality, and costs are achieved within approved parameters.
+ Collaborate with Design Innovation, Strategy and Standards Teams to strengthen and contribute to the management of North America design standards and methodologies to ensure a consistent approach to the delivery and design of branches nationwide.
+ Collaborate with Project Management teams to develop comprehensive project plans that include scope, schedule, cost, quality, roles, responsibilities, communication, risk, and issue management.
+ Collaborate with Project Management teams during project walks with senior management and stakeholders, to steer the design approach, providing insightful recommendations and influencing project outcomes from early stages, including real estate selection.
+ Provide clear, effective, and timely communication for design direction and changes, identifying exceptions and proposing creative design solutions.
+ **Quality Assurance & Compliance:**
+ Ensure the integrity of all design concepts and manage internal and external staff to ensure the best creative solutions and brand continuity.
+ Direct design and technical updates for details and specifications to tighten and strengthen various retail and client-facing design formats.
+ Proven understanding of expert level retail space planning principles, including baseline ADA and building code.
+ Support the sustainability strategy by integrating design best practices for green retail building into design and construction projects
+ **Oversight & Risk Management:**
+ Remain connected to Project Management teams to monitor actual schedule and costs against project estimates and develop corrective action plans as required.
+ Control operational and reputational risk resulting from Citi's Retail Real Estate operations, ensuring adherence to Citi's compliance and control framework.
+ **Operational Tasks:**
+ Reviewing shop drawings and mock-ups.
+ Conducting detailed construction document reviews.
+ Performing regular site visits to assess conditions and progress and provide feedback.
+ Participating in punch list walks to ensure quality and completion.
+ Attending Owner, Architect, Contractor (OAC) meetings to represent design interests and collaborate with the project team.
**Job Skills/Qualifications**
+ **Education:**
+ Bachelor's Degree in Architecture or Interior Design, or a relevant field.
+ **Experience:**
+ Minimum 10 years of consecutive professional experience in retail or hospitality design.
+ Minimum 10 years as a retail designer within a project team, coupled with 5-10 years' experience in retail construction and store development.
+ Hands-on experience at an active construction site, including punch listing projects, reviewing mock-ups/shop drawings, and providing immediate feedback.
+ Successful history of completing multi-million-dollar projects on budget and within projected timelines.
+ Experience on the owner side is highly preferred.
+ **Technical Proficiency:**
+ Demonstration of 3D visualization ability.
+ Proven knowledge of building product specifications, manufacturers, vendors, and design resources.
+ Technical proficiency in AutoCAD/Revit, Adobe Creative Suite, Microsoft Office, and other 3D programs.
+ Proficiency in Microsoft Office products (Word, Excel, PowerPoint) and Microsoft Project.
+ **Core Competencies:**
+ Proven understanding of expert-level retail space planning principles, including baseline ADA and building code.
+ Demonstration of strong design problem-solving skills, leadership, and adaptability when facing unique challenges.
+ Exceptional written, spoken, and presentation communication skills; ability to translate complicated design and technical information for diverse audiences.
+ Collaborator with the ability to manage strong personalities at all levels of the company, and ease in interfacing with senior management and external partners.
+ Ability to persuade and influence others through developed communication and diplomacy skills.
+ Ability to deal with ambiguity, quickly adapt to change, and support evolving business strategy and goals.
+ Strong critical thinking skills and strong meeting organization and facilitation skills.
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**Job Family Group:**
Corporate Services
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**Job Family:**
Facilities Operations
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**Time Type:**
Full time
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**Primary Location:**
CA-ONE MARKET PLAZA
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**Primary Location Full Time Salary Range:**
$123,360.00 - $185,040.00
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:**
Jan 23, 2026
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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.
$123.4k-185k yearly 7d ago
Strategic Acquisition Executive
Zurich Na 4.8
Sacramento, CA job
128834 Zurich North America is seeking a results-driven **Strategic Acquisition Executive** to support the acquisition of new F&I Mega dealer accounts. You will be a critical part of our newly formed F&I Large Account Acquisition team, which is focused exclusively on signing new, high-value F&I relationships. Working closely with the Head of F&I Strategic Acquisition and Mega teams you will drive opportunities through the pipeline, deliver compelling proposals, and oversee a smooth transition to local teams post-signature.
This position reports to the Head of F&I Strategic Acquisition and we are open to the location anywhere in the United States with travel expected.
**Key Responsibilities:**
+ Collaborate with sales team colleagues (Divisional F&I Managers, F&I Executives, and Account Executives) to identify and qualify F&I Mega dealer prospects across the U.S.
+ Assist in crafting compelling proposals tailored to each prospect, including gathering relevant data, coordinating input from stakeholders, and supporting presentation delivery.
+ Act as a liaison between sales and underwriting to ensure alignment and consistency in messaging and strategy during the acquisition process.
+ Support the Head of F&I Strategic Acquisition in managing the signing process, ensuring all necessary documentation such as the Dealer Agreements are completed accurately and on time.
+ Work with local teams to ensure a smooth dealer kickoff and facilitate a seamless transition from acquisition through onboarding.
+ Maintain detailed records of acquisition activities, timelines, and outcomes using Salesforce and other internal tools.
Required Qualifications:
+ Bachelors Degree and 4 or more years of experience in the Sales area
OR
+ High School Diploma or Equivalent and 6 or more years of experience in the Sales area
OR
+ Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area
Preferred Qualifications:
+ Demonstrated success acquiring accounts with a track record of sales success
+ Experience working within a team environment to exceed shared goals
+ Deep expertise in F&I and Automotive industry
+ High motivation to drive business growth
+ Exceptional presentation, collaboration, and communication skills
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.The annual salary range, based on performance under the sales incentive plan for this role is $64,600.00 - $105,900.00.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .]
**Why Zurich?**
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 .
Join us for a brighter future-for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code ยง 1033.
**Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Remote Work (US), AM - Delaware Virtual Office
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-KJ1 #LI-REMOTE
EOE Disability / Veterans
$120k-177k yearly est. 38d ago
Senior Incident Response Consultant
Zurich Na 4.8
Sacramento, CA job
130226 This role joins SpearTip, the cybersecurity consulting segment within Zurich Resilience Solutions. Blending cutting-edge technologies, unique skill sets, and proven cyber counterintelligence strategies, SpearTip partners with our clients to protect shareholder value, shield corporate reputations, and enhance long-term profits. We are driven to protect our clients from the ever-changing threat actors and become the gold standard in detecting zero-day vulnerabilities. In this role you make work virtual within the U.S. and extend up to 20% travel.
As a Senior Incident Response Consultant, you will deliver expert incident response and digital forensics services to external clients experiencing cyber security incidents. Leads complex investigations, provides strategic guidance during security breaches, and drives incident containment and recovery efforts. Maintains 75% billable utilization while delivering exceptional client service and building long-term client relationships. The job's core deliverables rely on delivering expert consulting services to external clients during high-stress security incidents. Requires building trust with C-level executives, IT leaders, legal counsel, and insurance partners while managing complex multi-stakeholder relationships during crisis situations.
**Key Accountabilities:**
+ Lead incident response engagements for external clients, conducting digital forensics investigations, malware analysis, and threat actor attribution to identify scope, impact, and root cause of security incidents.
+ Provide 24/7 on-call emergency response services, rapidly deploying to client sites or remotely connecting to contain active threats, preserve evidence, and minimize business disruption.
+ Conduct comprehensive forensic examinations of compromised systems, networks, and cloud environments using industry-standard tools and methodologies to support client remediation and potential legal proceedings.
+ Deliver executive-level briefings and written reports to clients, translating complex technical findings into business impact assessments and actionable recommendations.
+ Coordinate with client stakeholders including IT teams, legal counsel, insurance carriers, law enforcement, and executive leadership to manage incident response activities and communication strategies.
+ Provide expert guidance on ransomware negotiations, business email compromise investigations, insider threat cases, and advanced persistent threat incidents.
+ Develop and deliver incident response retainer services, conducting proactive readiness assessments, tabletop exercises, and security program evaluations for client organizations.
+ Mentor junior consultants and analysts, providing technical guidance and quality assurance on client deliverables.
+ Maintain detailed case documentation, time tracking, and engagement status reporting to ensure accurate billing and project management.
+ Partner with insurance brokers, managed service providers, and law firms to provide incident response services as part of cyber insurance claims and breach response protocols.
+ Stay current on emerging threats, attack techniques, and forensic methodologies through continuous research and professional development.
+ Contribute to thought leadership initiatives including blog posts, conference presentations, and client education materials.
+ Business Travel, as required (may be extensive during active incidents) as well as extended hours during Active Incidents/24x7 On-call Rotation, flexible scheduling to accommodate client emergencies and time-sensitive investigations, as required.
**Additional Business Accountabilities:**
+ Develop scopes of work and cost estimates for incident response engagements, ensuring projects are appropriately resourced and profitably delivered.
+ Identify opportunities for expanded client engagements based on investigation findings, security gaps, and client needs.
+ Support business development activities including client presentations, capability demonstrations, and proposal development for new and existing clients.
+ Ensure all client deliverables meet quality standards and are delivered within agreed timelines and budgets.
**Basic Qualifications:**
+ Bachelors degree and 5 or more years experience in the Information Technology area OR
+ Zurich Cybersecurity Technician Apprentice, including Cyber Security Certification and 6 or more years experience in the Information Technology area OR
+ High School Diploma or Equivalent and 7 or more years experience in the Information Technology area AND
+ MS Office experience AND
+ Knowledge of Cyber Security Operations
**Preferred Functional/Technical Skills Qualifications:**
+ Digital Forensics & Incident Response - Proficiency Level Advanced
+ Threat Intelligence & Malware Analysis - Proficiency Level Intermediate
+ Client Communication & Stakeholder Management - Proficiency Level Advanced
+ Windows/Linux System Forensics - Proficiency Level Advanced
+ Network Forensics & Log Analysis - Proficiency Level Intermediate
+ Cloud Security (Azure/AWS/M365) - Proficiency Level Intermediate
+ Forensic Tool Proficiency (EnCase, FTK, X-Ways, Volatility, etc.) - Proficiency Level Advanced
+ Ransomware & BEC Investigations - Proficiency Level Advanced
+ Report Writing & Executive Communication - Proficiency Level Advanced
+ Project Management - Proficiency Level Intermediate
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $100,200.00 - $164,100.00, with short-term incentive bonus eligibility set at 15%.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .]
**Why Zurich?**
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 .
Join us for a brighter future-for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code ยง 1033.
**Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Remote Work (US), AM - Missouri Virtual Office
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-AW1 #LI-ASSOCIATE #LI-REMOTE
EOE Disability / Veterans
$100.2k-164.1k yearly 10d ago
Receptionist
Morgan Stanley 4.6
Sacramento, CA job
Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firm's Wealth Management business as you build your career in the organization.
DUTIES and RESPONSIBILITIES:
โข Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel
โข Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals
โข Maintain call logs and take accurate, thorough messages that are received
โข Handle general inquiries, following the firm's policies and procedures
โข Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.
โข Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning
MINIMUM QUALIFICATIONS
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
โข High school diploma or equivalent preferred
Knowledge/Skills
โข Professional call etiquette
โข Knowledge of telephone equipment is preferred
โข Basic computer skills, including Microsoft Office products
โข Ability to communicate with colleagues and clients
โข Dedication to customer service
โข Ability to work in a fast-paced, evolving environment
โข Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
โข Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $50,000.00 and $95,000.00 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).
$33k-39k yearly est. Auto-Apply 39d ago
Field Development Manager
Chubb 4.3
Chubb job in Clay, CA
Combined Insurance, a Chubb Company, is seeking a Field Development Manager 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 Field Development Manager (FDM) is responsible for impacting bottom line growth for Individual and Group Sales through training, coaching, and effective assimilation of first line Supervisors, and Managers.
The FDM will be deliver master training via classroom facilitation, individual hands-on support, virtual training, and coaching.
Responsibilities
* Deliver Manager training programs and joint field work within assigned geographic region. Includes needs assessment, facilitation, tracking, and coordination of appropriate participation. Ensure the standards of the program are embedded and consistent.
* Offer input to content development and facilitator guidelines when needed for all relative sales training programs.
* Facilitate training for new products, process changes, and compliance related topics.
* Seek feedback and best practices from the field and circulate recommendations back to Home Office and Zone leadership.
* Monitor "At-Risk Leaders" - assess trends and make recommendations to Market leadership regarding training needs.
* Own the effective execution of the complete Premier and Signature Sales Cycle. Serve as a Subject Matter Expert to Field Managers and Agents.
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"
Skills
* Excellent facilitation skills
* Experience conducting needs analysis related to Insurance Sales
* Remote location with the ability to travel 50%+
* Knowledge of basic adult learning theories, current L&D best practices, participation in external training or L&D professional organization(s)
* Proficient in Microsoft Office including Word, Excel, and Power Point
* Preferred Location: California, Oregon, Washington, Colorado, Nevada, and Arizona
* Bilingual Preferred, Fluent in English and Spanish including speaking, reading and writing in both languages
* 10+ years' experience related to L&D, sales development, sales/business development, small business management/ownership. Insurance experience is preferred with a strong focus in Group Sales.
* Bachelor's degree or commensurate related work experience
The pay range for the role is $74,400 to $126,600. 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.
$74.4k-126.6k yearly Auto-Apply 60d+ ago
Mortgage Lending Officer SAFE Act - Sacramento
Citigroup 4.6
Sacramento, CA job
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities:
+ Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
+ Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
+ Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
+ Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
+ Advise customers about the consequences, risks, and benefits of alternative lending solutions.
+ Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
+ Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
+ Work as a team with all internal partners to support and grow our customers.
+ Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
+ Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
+ Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
+ Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
+ Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
+ 2-5 years relevant experience
+ 3+ years previous mortgage sales experience required
+ Residential Mortgage experience required
+ Established book of business
+ Proven product sales capability is required.
+ FHA/VA & conventional loan experience is preferred
+ The ability to comprehend and explain financial calculations and pricing alternatives.
+ The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
+ Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
+ Demonstrated customer service skills
+ Strong relationship development and management skills
+ Expertise of general lending products and overall mortgage industry.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,
Education:
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Consumer Product Sales
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**Time Type:**
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**Primary Location:**
Sacramento California United States
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**Primary Location Full Time Salary Range:**
$60,000.00 - $175,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Aug 14, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$38k-52k yearly est. 60d+ ago
Senior Loss Control Representative - N. California
Chubb 4.3
Chubb job in Sacramento, CA
This territory will encompass Northern California.
1. Conduct on-site loss control inspections of prospective and current customers to determine degree of risk.
2. Complete loss control inspection reports and develop effective safety and loss prevention programs.
3. Conduct safety meetings and training.
5. Administration including travel planning, report submission, risk recommendations, research and special projects.
KNOWLEDGE, SKILLS AND ABILITIES:
Safety and/or Risk Management designations preferred
MS Word, Excel, PowerPoint
Familiarity with NFPA guidelines
Knowledge of construction basics
The pay range for the role is $90,000.00 to $154,000.00. 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.
BA or BS degree preferred
5 years loss control experience
Insurance industry experience
$90k-154k yearly Auto-Apply 1d ago
Chubb Associate Underwriting
Chubb 4.3
Chubb job in Rancho Cordova, CA
The Chubb Group of Companies is looking for professionals with a Bachelor's Degree to join our Chubb Associate Program. This is a permanent full-time position and a compelling opportunity to join a growing, financially stable and successful company. As an industry leader, CHUBB is an employer of choice for students aspiring to develop a meaningful career in a fast-paced, diverse company with offices in most major US cities.
At CHUBB, we have designed our Chubb Associate Program to hone your skills and talents, to help you reach your career goals. By joining the Chubb Associate Program, you will be part of an experience that supports the well-rounded development of critical business skills which turn contribute to the future success of our company.
Our blended program is designed to include hands-on business assignments in a variety of disciplines, interactive classroom instruction, team assignments and direct interaction with many of our senior executives. As part of this program, you will receive:
Business training unique to a career at CHUBB;
Technical training to deepen your skill level within your chosen discipline; and an understanding of our broader industry
Interpersonal effectiveness training to help you gain strong communication and interactive skills
Access to additional training to compliment your professional development.
You, along with your program peers form a unique community of achievers who we believe will become the future leaders of CHUBB.
Who are we looking for?
Successful professionals at CHUBB come from many backgrounds and experiences and bring that rich diversity with them to our company. They also have some things in common, and these attributes will lead to your success at CHUBB:
Results orientation: a demonstrated ability to meet commitments; including under pressure
Intellectual agility: capable and willing to master and apply new knowledge
Personal capacity: accepting and welcoming of additional responsibility over time
Communication skills: an ability to communicate successfully in various settings
Interpersonal/team skills: able to work effectively with colleagues at all levels
Self-leadership : an ability to take full ownership of work and show initiative as needed
Client focused: understanding of the needs of customers and clients
Work ethic: a commitment to hard work and a high ethical conduct
If this accurately describes you, begin pursuing your career with CHUBB!
The pay range for the role is $47,500.00 to $76,000.00. 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.
Business or insurance education, experience or familiarity
Bachelor's degree in many majors will be considered, with a slight preference to Risk Management or Business majors
Some knowledge of insurance concepts, practices, and procedures is desirable
Basic Microsoft Word, Excel, and Outlook
Working knowledge of windows-based software applications
Oral and written communication skills
Negotiation skills
$47.5k-76k yearly Auto-Apply 60d+ ago
Senior Risk Engineering Consultant- Power Generation
Zurich Na 4.8
Sacramento, CA job
128532 Zurich is currently looking for a Senior Risk Engineering Consultant with extensive experience in power plant operations to join the Global Energy - Power Generation team. This is a work from home role ideally within Western U.S. (Will consider any other locations within the U.S. as well) This role will include expected travel up to 50% to service accounts across the U.S..
This position is designed to help Power Generation Risk Engineering support the workload associated with Power Generation Underwriting. Work with current team members to assist with the increase in field assignments.
You will be responsible for completing field and desktop assessments of power generation plants and associated equipment. The ideal candidate will have demonstrated development of risk improvement actions (recommendations) to assist clients mitigate risks.
To be successful in this role you will be responsible for:
+ Advanced risk assessment of plant machinery and fire protection equipment risks as well as the associated business interruption within the power generation industry
+ Providing consultative services to customers, including identifying exposures with significant loss potential, investigation of cause/effect of major losses and management programs
+ Providing power generation training for Risk Engineering staff, Underwriting staff customers, service design and coordination, mentoring, marketing, and loss investigations
+ Manage account risk portfolio and provide account level engineering to meet underwriting requirements.
+ Marketing Zurich products in conjunction with underwriting professionals and agents across company business segments.
+ Developing and implementing customer service strategies that reduce loss and improve customer operations.
Final candidates will also be subject to a Motor Vehicle record background check, as this position may include a company car depending on location and expected annual mileage requirements.
Basic Qualifications:
Senior Risk Engineering Consultant:
+ Bachelors Degree and 6 or more years of experience in the Power Generation Risk Engineering area OR
+ High School Diploma or Equivalent and 8 or more years of experience in the Power Generation Risk Engineering area OR
+ Zurich Certified Apprentice, including an Associates degree and 6 or more years of experience in the Power Generation Risk EngineeringAND
+ Experience working in a team environment
Preferred Qualifications:
+ 10 or more years of experience in the Risk Engineering area or power generation plant operations and maintenance with experience in machinery operation and maintenance or assessment.
+ Military experience in propulsion plants and power generation equipment
+ Related energy industry experience
+ Advanced Microsoft Office skills
+ Advanced knowledge of exposures controls
+ Advanced knowledge within industry segment
+ Certification in area of specialty; Risk Engineering Power Generation Machinery Breakdown assessments
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere (****************************************** . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.
The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $98,300.00 - $161,000.00, with short-term incentive bonus eligibility set at 15%.
As an insurance company, Zurich is subject to 18 U.S. Code ยง 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (********************************* to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Arizona Virtual Office, AM - New York, AM - Remote Work (US), AM - Chicago, AM - Dallas, AM - San Francisco, AM - Boston, AM - Los Angeles, AM - Denver, AM - Illinois Virtual Office, AM - Seattle, AM - New York Virtual Office, AM - California Virtual Office, AM - Florida Virtual Office, AM - Ohio Virtual Office, AM - Sacramento, AM - Colorado Virtual Office, AM - Connecticut Virtual Office, AM - Indiana Virtual Office, AM - Massachusetts Virt. Office, AM - Michigan Virtual Office, AM - North Carolina Virt. Office, AM - South Carolina Virt. Office, AM - Oklahoma Virtual Office, AM - Charlotte, AM - Arkansas Virtual Office, AM - Kentucky Virtual Office, AM - Las Vegas, AM - Nashville, AM - Baltimore, AM - Raleigh
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-REMOTE
EOE Disability / Veterans
$98.3k-161k yearly 48d ago
Commercial Ag Underwriter
Chubb 4.3
Chubb job in Rancho Cordova, CA
Evaluates new and existing business to determine acceptability. Determines proper coverage and pricing of business. Works with marketing department to develop relationships with brokers. ESSENTIAL FUNCTIONS: Evaluates new and existing business Reviews information submitted by producers and brokers.
Evaluates acceptability of risk.
Prepares quotations.
Processes cancellations and non-renewals.
Process policies and determines pricing.
Assures proper set-up of information for policy issuance.
Evaluates coverage being provided.
Reviews descriptions and assures accuracy.
Determines appropriate pricing.
Handles in-force policy underwriting.
Approves endorsement requests from producers.
Approves policy audits.
Reviews underwriting information throughout policy year and approves renewals actions.
Performs other related underwriting duties as required or assigned.
Travel in territory as needed.
KNOWLEDGE, SKILLS AND ABILITIES:
MS Word, Excel, PowerPoint
Insurance forms, contracts knowledge
Excellent verbal and written communication skills
The pay range for the role is $66,000.00 to $88,000.00. 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.
College degree 2 yr. /4 yr.
Insurance industry courses, INS, CPCU, AU
5 years active role in underwriting
$66k-88k yearly Auto-Apply 60d+ ago
Senior Agribusiness Underwriter
Chubb 4.3
Chubb job in Rancho Cordova, CA
Essential Job Duties and Responsibilities:
Reviews new risk submissions, renewals, and endorsement requests within assigned authority and underwriting guidelines.
Obtains additional information where necessary and analyzes all pertinent data to determine acceptability of risks according to established underwriting guidelines.
Reviews endorsements on existing policies to identify any change in original coverage or amounts.
Assist Division Manager in the development and implementation of the Business Plan for the division.
Assist Division Manager in planning and implementing the marketing strategy for division.
Assume day to day responsibility for the areas delegated by Underwriting Supervisor.
Evaluates, accepts, rejects or modifies risks within established underwriting guidelines.
Prepares submissions for higher review by Underwriter Supervisor when risk limits are outside assigned authority.
Communicates with agents either written or orally to develop agent/underwriter relationships.
Encourage submission of targeted business and maintain liaisons with agents to obtain necessary underwriting information.
Make referrals to Underwriting Supervisor when necessary.
Provides assistance, consultation and advice on underwriting matters to other underwriters, support staff, and Underwriting Supervisor.
Provides underwriting assistants/technicians with all necessary rating information.
Assists in training of personnel as needed.
Performs special projects and other job duties as necessary.
Knowledge, Skills, and Abilities:
Knowledge of rating, forms, and underwriting requirements for Agribusiness lines of insurance.
Analytical ability to evaluate underwriting risks within assigned authority limits.
Ability to read and understand company procedure manuals and apply information to work tasks.
Ability to organize and prioritize multiple tasks.
Ability to work well with people in a team environment.
Ability to effectively communicate and maintain business relationships with Company personnel, agents, outside resources, and customers.
Ability to train or assist in training of underwriter assistants, underwriting technician, and underwriters.
Ability to use the company terminology, processes and systems.
Knowledge of general office practices.
Ability to perform basic and complex mathematical calculations.
Ability to remain calm and professional.
Ability to work from oral and written communications.
Ability to work independently.
Ability to maintain confidentiality.
Ability to assist in other work-related areas as required.
The pay range for the role is $75,900 to $111,100. 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.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.