The Brandywine Claim Director is responsible for all aspects of claim handling on a book of complex asbestos, long term exposure and environmental claims from first notice through resolution with guidance from, and reporting to, a Brandywine Vice President.
JOB RESPONSIBILITIES
Analyze contracts, policies, applicable law and facts/circumstances surrounding claims to determine appropriate coverage position, and to resolve claims on reasonable terms and at an appropriate value.
Responsible for conducting/managing factual claims investigation, including communications with policyholders, remediation experts, counsel and others to gather all claim facts.
Negotiate cost sharing agreements with carriers/policyholders.
Assign defense counsel, and manage litigation strategy and budgets.
Evaluate claims and make recommendations to management regarding claim resolution plans.
Maintain physical/electronic claim file, and claim information captured in claim systems.
Respond to internal requests for information from management, reinsurers, auditors, etc.
Prepare timely and accurate reports to management regarding significant claim developments.
Provide the highest levels of service to Chubb business partners.
Mentor/assist colleagues, and otherwise share technical expertise with other members of staff.
Identify opportunities to enhance operations and more effectively achieve Brandywine's organizational objectives, and communicate the same in a constructive and positive manner.
Some travel may be required
MINIMUM REQUIREMENTS
High degree of technical competence in the handling of high exposure claims and a minimum of 5 years of relevant experience - emphasis in the areas of asbestos and/or environmental claims required.
4 year college degree.
Law degree preferred.
DESIRED QUALIFICATIONS:
Experience directly managing defense counsel.
Experience managing disputed/litigated coverage matters.
Experience interpreting and analyzing the application of general liability policies.
Analytical skills.
Superior oral and written communication skills.
Ability to effectively utilize claim and financial tracking systems.
Organization and time management skills.
Experience in a work environment that required collaboration across work groups.
Significant knowledge of Excel and data management tools.
Working knowledge of Microsoft Office utilities.
The pay range for the role is $105,700 to $179,700. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$105.7k-179.7k yearly Auto-Apply 10d ago
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Executive Underwriter, Climate Tech
Chubb 4.3
Chubb job in Walnut Creek, CA
This role will be a new business underwriter in the Chubb Global Climate Business unit reporting into the Vice President for Climate Tech.
The Chubb Global Climate Business Unit's mission is to expand existing capabilities and expertise to establish Chubb as the leading global provider of P&C insurance products and services. Our approach is to establish a Global practice, with embedded risk engineering, claims handling, analytics, and communications to support local execution and deliver proactive “go to market” capabilities that address the ongoing evolution of climate sustaining operations, technologies and services.
Position Responsibilities include:
Focus on generating New Business pipeline and growing portfolio.
Handling of Key Accounts within Climate Tech IP.
Building Chubb Brand in the marketplace.
Learning emerging technologies and finding insurance solutions utilizing all Chubb resources and third party sources.
Drive financial performance of a Commercial book of business.
Meet or exceed financial goals including rate, growth, profit, retention, and new business.
Predominately responsible for account solicitation, risk selection and analysis, pricing and sales of core commercial products and services for new and existing customers.
Participate in cross-sell initiatives within Commercial Insurance to expand product offerings to current clients.
Meet with new and renewal customers and agents/brokers to negotiate coverage, price, financial terms and service delivery.
Build relationship with agents/brokers to meet or exceed financial goals and create effective business plans for assigned agents/brokers and territory.
Work collaboratively and effectively with a team of underwriters, underwriting associates, customer service representatives, claims examiners, and Chubb risk engineers.
Strong Property and Products liability underwriter.
Work in tandem with Risk Engineering (85% of submissions will require RE consult).
Collaborate with multiple IP Specialists in Manufacturing, Tech and Energy.
Strong sales, marketing, and negotiation skills
Minimum of 8+ years insurance industry experience.
Minimum of 8+ years of commercial lines underwriting experience.
Proven track record of building strong business relationships with agents and insureds.
Demonstrated strong written and oral communication skills.
Proven ability in complex account analysis, prioritization, organization and detail orientation.
Ability to work both independently and within a team environment using multiple internal and external resources appropriately, effectively, and efficiently.
Strong desire to improve knowledge and skill set in the commercial lines of business.
The pay range for the role is $114,600 to $194,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$114.6k-194.8k yearly Auto-Apply 60d+ ago
Escrow Transaction Lead & VP - Wealth Services
Citigroup Inc. 4.6
San Francisco, CA job
A global financial institution is seeking an Escrow Transaction Management Lead in San Francisco. The successful candidate will manage escrow transactions, ensuring compliance while delivering exceptional service. Responsibilities include supporting M&A transactions, direct client contact, and solving complex challenges. Qualifications include 5-7 years of experience in escrow transactions, strong analytical skills, and project management expertise. This is a full-time role with a competitive salary range.
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$157k-246k yearly est. 13h ago
Senior Retail Property Underwriting Leader
American International Group 4.5
San Francisco, CA job
A global insurance leader is seeking a Senior Underwriting Specialist in San Francisco, CA. This pivotal role emphasizes team leadership, driving business growth, and managing underwriting processes. Candidates should have proven underwriting experience, strong people management skills, and the ability to analyze financial statements. The position offers a base salary range of $167,000 - $209,000, along with a comprehensive benefits package. Join a culture committed to inclusion and professional development.
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A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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$200k-300k yearly 3d ago
Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
San Francisco, CA job
A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k).
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$64k-108k yearly est. 13h ago
Senior Wealth Advisor
Citigroup Inc. 4.6
San Francisco, CA job
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub‑function/job family.
Responsibilities
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
Conduct sophisticated economic and financial market analyses.
Analyze economic trends/activities and advise the effects on the investors' portfolios.
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
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
6‑10 years of experience
NYSE Series 7 and 66 licenses and additional licensing as needed
Proficient in software applications (e.g., Microsoft Word, Excel)
Knowledge of Bloomberg - a definite asset
Ability to communicate with co‑workers and clients
Excellent written and communication skills
Strong financial background
Education
Bachelor's/University degree, Master's degree preferred
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: San Francisco, California, United States
Primary Location Full Time Salary Range: $70,000.00 - $200,000.00
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, please request an accommodation. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$70k-200k yearly 13h ago
House Counsel Paralegal
Chubb 4.3
Chubb job in San Francisco, CA
BASIC FUNCTION OF THE JOB:
The core job function for this Paralegal position is to support assigned attorney(s) responsible for defending Chubb's insureds in a variety of litigation including insurance defense, casualty defense, premises, auto, commercial litigation, products liability, and general negligence litigation in State and Federal Courts. The Paralegal must be able to work well independently, but with supervision and direction from the responsible attorney(s). The Paralegal will perform certain case-handling tasks such as preparing discovery demands and responses, drafting basic and complex/substantive motions and pleadings, keeping files organized and up-to-date, handling and organizing case-related documents, assisting in the preparation for trials / hearings / mediations / depositions.
MAJOR DUTIES/RESPONSIBILITIES OF THE JOB:
Must have 5+ years of insurance defense/civil litigation
Drive discovery process (draft and serve discovery demands & responses with oversight by attorneys).
Follow up with clients and adversaries on investigation, discovery demands, responses and court orders to make sure deadlines are met.
Obtain relevant file materials from client/claims necessary in defense of claim.
Draft discovery motions as appropriate with oversight by attorney.
Draft Meet & Confer Letters as appropriate with oversight by attorney.
Create request lists or subpoenas for medical records service providers, monitor the vendor's responses and updating medical chronologies accordingly.
Draft reports to claims/clients summarizing discovery responses and subpoenaed medical/billing records for attorney review. Demonstrate advanced proficiency in identifying and highlighting relevant facts or medical conditions (pre-existing conditions) for further discovery.
Demonstrate proficiency in legal research (Westlaw) and legal writing sufficient to draft discovery and substantive motions.
Keep current with court rules and procedures as to discovery, pretrial deadlines and e-filing / e-service. Also, maintain knowledge of Court's practices and preferences regarding submission of hearing materials/trial procedure/draft orders.
Advanced familiarity with ProLaw such that all e-mails, filings, discovery and correspondence are contained in ProLaw file and properly categorized.
Demonstrate familiarity with Adobe Pro/Kiteworks/DocuSign systems for document management, control and production.
Review ProLaw dashboard daily to ensure deadlines of paralegal and/or attorney are met, reminders are completed and marked done. Obtain extensions when necessary.
Draft substantive motions and coordinate trial preparation with direction from attorney.
Assist with hearing/deposition/trial preparation. Assist in preparation of hearing/deposition binders and submissions to court/draft orders.
Demonstrate advanced proficiency in time management, prioritization, organizational, and communication skills.
Foster team building with paralegals and staff.
Attend required CLE courses to obtain/maintain paralegal certification, if applicable.
Understand and abide by ethical/confidentiality rules.
Ensure all sensitive documents that contain personally identifiable information are password protected. Maintain client confidentiality.
Meet firm billing requirements.
KNOWLEDGE AND SKILLS:
Advanced oral and written communications as well as advanced interpersonal skills;
Excellent time-management, prioritization and organizational skills with the ability to work in a high-volume environment;
Strong team player skills with the ability to work with employees at all levels;
Proficiency in MS Office software platforms (including Word, Excel, PowerPoint & Outlook), Adobe Pro/Kiteworks/DocuSign;
Knowledge of ESI Tools;
Ability to learn Prolaw and HotDocs platforms.
EXPERIENCE AND EDUCATION:
A Bachelor or Associates degree or certificate of completion from a recognized paralegal training program preferred.
Minimum of five years of experience as a litigation paralegal in a law firm or corporate law department. Prior insurance defense experience is preferred.
The pay range for the role is $62,800 to $106,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled
U.S. Benefits
$62.8k-106.8k yearly Auto-Apply 60d+ ago
2026 Commercial Intern
Chubb 4.3
Chubb job in San Ramon, CA
Our Internship Program is an excellent starting point for individuals seeking to learn more about the insurance industry at one of the world's leading P&C insurance companies. As an underwriting intern, you'll have the chance to learn how advanced tools determine what risks Chubb can help cover. You will experience how to take difficult situations and exposures and help people and businesses face them with confidence. Our program offers the opportunity to learn, grow, and build professional skills while being supported by our experienced team members. Successful participants in the program may have the opportunity to return to Chubb as a full-time employee or future intern, depending on their graduation date.
As part of our internship program, you will receive:
Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry.
Access to additional training to compliment your professional development.
Internship Program is planned to start in June 2026
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.
$43k-59k yearly est. 9d ago
Mortgage Lending Officer SAFE Act - San Francisco
Citigroup Inc. 4.6
San Francisco, 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 of 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.
Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Aug 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$38k-53k yearly est. 13h ago
Business Development Manager
Chubb 4.3
Chubb job in Walnut Creek, CA
Business Development Manager, Walnut Creek, California
The Business Development Manager (BDM) is responsible for driving business growth within an assigned territory by managing relationships with brokers, agents, and other distribution partners. The primary focus is on promoting Chubb's Small Commercial, Middle Market, and Financial Lines products and services. The BDM serves as a key ambassador for Chubb, representing the full suite of offerings to a select group of agents and ensuring strong agency relationships, new client acquisition, and ongoing client management. The role is accountable for achieving key performance metrics, including Gross Written Premium growth, new business generation, profitability, new agency appointments, and market visibility.
Major Duties & Responsibilities:
Develop and execute a tactical sales plan to achieve annual objectives, including market share growth, new agency appointments, and revenue targets.
Establish and maintain strong relationships with insurance brokers and agents within the designated territory.
Identify and generate new business opportunities through proactive business development activities with assigned partners.
Build and nurture key partnerships at both local and regional levels to support business development initiatives.
Consistently achieve monthly, quarterly, and annual production goals.
Collaborate closely with commercial underwriting teams and local field operations leadership to support business objectives.
Ensure Chubb's products and services are competitively positioned in the marketplace.
Maintain comprehensive documentation of sales activities and relationship management efforts.
Key Requirements
Minimum of 5 years of experience in underwriting and/or broker/agent sales; business development experience in commercial lines is preferred.
Bachelor's degree or equivalent business experience required.
Professional insurance designations such as CPCU or CIC are recommended.
Demonstrated ability to work independently and quickly assimilate information from diverse sources.
Strong interpersonal, communication, and negotiation skills.
In-depth knowledge of Chubb's commercial coverages, products, services, and liabilities.
Self-motivated with a proactive approach to business development.
Capable of making independent decisions in alignment with Chubb's best practices.
Excellent verbal and written communication abilities.
Comfortable operating in high-visibility situations.
The pay range for the role is $ $100,800 to $171,400. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$100.8k-171.4k yearly Auto-Apply 60d+ ago
Insurance Defense Attorney (In House Counsel)
Chubb 4.3
Chubb job in San Francisco, CA
Chubb's California House Counsel firm, Armijo Armijo, Morovati & Shields, San Francisco office is seeking an experienced and skilled California litigator for the position of Litigation Attorney.
This insurance defense role will defend the firm's general liability cases primarily throughout the Northern California State and Federal venues.
Job Requirements:
Enthusiasm and aptitude for trying cases to a jury, with demonstrated successful trial experience preferred
Deep knowledge of California State and Federal Court procedural law, pleading, discovery, motion practice and pretrial techniques and strategies
Advanced oral and written advocacy skills, with a demonstrated track record of summary judgment and/or appellate success.
Cutting edge knowledge of the substantive law applicable to California tort defense litigation, with analytical skills needed to address complex legal issues.
Proficiency in effectively and strategically communicating with clients, Claim Department customers and law firm colleagues regarding litigated matters.
Demonstrated, deeply-ingrained enthusiasm and skills necessary to provide excellent customer service to clients, claim examiners, internal customers within firm
The technological savvy to thrive as a litigator in a digital environment
Strong team player willing to work effectively with others, at all levels and to step outside a defined role where required to advance the firm's business
Ability to work independently, efficiently and carefully in a high volume environment
Excellent time management, organization and attention to detail
Must be an attorney licensed to practice before California's State and Federal Courts
5 to 7+ years of demonstrated success in litigating at trial on a wide range of California tort matters
Possess the professional stature and business acumen needed to be a productive member of the firm.
The pay range for the role is $142,000 to $242,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$142k-242k yearly Auto-Apply 60d+ ago
Branch Manager & AVP - Sales Growth & Leadership
Citigroup Inc. 4.6
San Jose, CA job
A global financial institution is seeking a Branch Manager to lead a team in San Jose, California. This role focuses on growing sales and enhancing customer loyalty through strategic management of the branch's operations. Candidates should have 5-8 years of relevant experience, proven team management skills, and strong communication abilities. Competitive salary range is offered alongside various employee benefits, including health insurance and 401(k) plans. Join a leading bank devoted to fostering an inclusive work environment.
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$122k-154k yearly est. 2d ago
Part-Time Teller (20 Hours) - Palo Alto Main Branch
Citigroup 4.6
Palo Alto, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
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**Job Family Group:**
Customer Service
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**Job Family:**
Branch Service
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**Time Type:**
Part time
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**Primary Location:**
Palo Alto California United States
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**Primary Location Full Time Salary Range:**
$41,600.00 - $51,960.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
**The hourly rate corresponding to the annual range is:**
$20.00 - $24.98
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 05, 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.
$41.6k-52k yearly 31d ago
Senior Retail Property Underwriting Leader
American International Group 4.5
San Francisco, CA job
A global insurance leader is looking for a Senior Underwriting Specialist in San Francisco. This role involves managing underwriting processes, mentoring colleagues, and developing relationships with brokers to drive growth. Candidates should have proven experience in Retail Property underwriting and strong communication skills. The position offers a competitive salary range of $167,000 - $209,000, along with a bonus eligibility and a comprehensive benefits package.
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$167k-209k yearly 1d ago
Liability Claims Specialist (Construction Defect)
CNA Financial Corp 4.6
Walnut Creek, CA job
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
This individual contributor position works under moderate direction, and within defined authority limits, to manage third party liability construction defect commercial claims with moderate to high complexity and exposure. Responsibilities include investigating and resolving claims according to company protocols, quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s).
JOB DESCRIPTION:
Essential Duties & Responsibilities:
Performs a combination of duties in accordance with departmental guidelines:
* Manages an inventory of moderate to high complexity and exposure commercial claims by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits.
* Provides exceptional customer service by interacting professionally and effectively with insureds, claimants and business partners, achieving quality and cycle time standards, providing regular, timely updates and responding promptly to inquiries and requests for information.
* Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters , estimating potential claim valuation, and following company's claim handling protocols.
* Conducts focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim.
* Establishes and maintains working relationships with appropriate internal and external work partners, suppliers and experts by identifying and collaborating with resources that are needed to effectively resolve claims.
* Authorizes and ensures claim disbursements within authority limit by determining liability and compensability of the claim, negotiating settlements and escalating to manager as appropriate.
* Contributes to expense management by timely and accurately resolving claims, selecting and actively overseeing appropriate resources, and delivering high quality service.
* Identifies and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Recovery or SIU resources for further investigation.
* Achieves quality standards on every file by following all company guidelines, achieving quality and cycle time targets, ensuring proper documentation and issuing appropriate claim disbursements.
* Maintains compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business.
* May serve as a mentor/coach to less experienced claim professionals
May perform additional duties as assigned.
Reporting Relationship
Typically Manager or above
Skills, Knowledge & Abilities
* Solid working knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices.
* Solid verbal and written communication skills with the ability to develop positive working relationships, summarize and present information to customers, claimants and senior management as needed.
* Demonstrated ability to develop collaborative business relationships with internal and external work partners.
* Ability to exercise independent judgement, solve moderately complex problems and make sound business decisions.
* Demonstrated investigative experience with an analytical mindset and critical thinking skills.
* Strong work ethic, with demonstrated time management and organizational skills.
* Demonstrated ability to manage multiple priorities in a fast-paced, collaborative environment at high levels of productivity.
* Developing ability to negotiate low to moderately complex settlements.
* Adaptable to a changing environment.
* Knowledge of Microsoft Office Suite and ability to learn business-related software.
* Demonstrated ability to value diverse opinions and ideas
Education & Experience:
* Bachelor's Degree or equivalent experience.
* Typically a minimum four years of relevant experience, preferably in claim handling.
* Candidates who have successfully completed the CNA Claim Training Program may be considered after 2 years of claim handling experience.
* Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable.
* Professional designations are a plus (e.g. CPCU)
#LI-KP1
#LI-Hybrid
In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com.
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
$54k-103k yearly Auto-Apply 32d ago
ESIS Claims Compliance Specialist, WC
Chubb 4.3
Chubb job in Fremont, CA
The ESIS Claims Compliance Specialist is responsible for ensuring compliance and supporting operational excellence within the claims department. This role involves preparing annual reports for self-insured accounts, responding to the Self-Insured Audit Committee, supporting special projects, preparing files for carrier and state audits, and providing general office support. The specialist implements quality plans, monitors results, and recommends corrective actions as needed.
This position reports to and receives direction from the Claims Manager.
This is a hybrid position, with three days per week in-office.
Duties & Responsibilities include, but are not limited to:
Prepare annual reports for self-insured accounts, including claims data and financial information, for submission to California's DIR Office of Self-Insurance Plans (OSIP) by March 1st each year. This includes the annual report, actuarial study, and audited financials.
Review and prepare files for PAR Audits to ensure timely and accurate payments, proper documentation, and correct wage calculations.
Review and prepare files for Carrier Audits to ensure compliance with carrier guidelines.
Collaborate with the Claims Manager to improve overall Quality Review (QR) scores, including auditing individual files for compliance with QR guidelines.
Participate in special projects as assigned.
Assist in the preparation of Claims Loss Reports (CLR).
Complete Executive Loss Summary (ELS) reports, maintain a log of all reports due, and ensure timely compliance.
Support the training of new hires and provide ongoing training for existing employees, working with the Learning & Development team and in-house trainers to develop training schedules.
Review the progress and status of claims with the Team Leader, discuss issues, and recommend remedial actions.
Prepare and submit reports on unusual or potentially undesirable exposures to the Team Leader.
Assist in penalty reduction initiatives.
Support the Team Leader in developing methods and improvements for claims handling.
Assist the Claims Vice President, Claims Manager, Team Leaders, and Claims Handlers with special projects, including reserve analysis, account-specific projects, closing projects, and audits.
Minimum of five years' experience managing workers' compensation claims, with demonstrated career progression in a similar role or organization.
Proven ability to work independently with minimal supervision.
Strong organizational skills with a demonstrated ability to meet deadlines.
Advanced technical knowledge of claims handling processes and related terminology.
Excellent communication and interpersonal skills, with the ability to interact effectively with claimants, customers, insureds, brokers, and attorneys.
Solid understanding of company products, services, coverages, policy limits, and claims best practices.
Comprehensive knowledge of applicable state and local laws relevant to workers' compensation.
Commitment to delivering high-quality customer service.
California Certified Self-Insurance Plan (SIP) certification preferred.
An applicable resident or designated home state adjuster's license is required for ESIS Field Claims Adjusters. Adjusters that do not fulfill the license requirements will not meet ESIS's employment requirements for handling claims. ESIS supports independent self-study time and will allow up to 4 months to pass the adjuster licensing exam.
The pay range for the role is $78,100 to $114,400. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS' innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients' unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry's broadest selections of risk management solutions covering both pre- and post-loss services.
$78.1k-114.4k yearly Auto-Apply 10d ago
Attorney
Chubb 4.3
Chubb job in San Francisco, CA
Chubb's California House Counsel firm, Armijo & Garcia, San Francisco office is seeking an experienced and skilled California litigator for the position of Litigation Attorney.
This insurance defense attorney will defend a caseload of the firm's general liability cases throughout the Northern California State and federal venues.
Job Requirements:
Enthusiasm and aptitude for trying cases to a jury, with demonstrated successful trial experience preferred
Deep knowledge of California State and Federal Court procedural law, pleading, discovery, motion practice and pretrial techniques and strategies
Advanced oral and written advocacy skills, with a demonstrated track record of summary judgment and/or appellate success.
Cutting edge knowledge of the substantive law applicable to California tort defense litigation, with analytical skills needed to address complex legal issues.
Proficiency in effectively and strategically communicating with clients, Claim Department customers and law firm colleagues regarding litigated matters.
Demonstrated, deeply- ingrained enthusiasm and skills necessary to provide excellent customer service to clients, claim examiners, internal customers within firm
The technological savvy to thrive as a litigator in a digital environment
Strong team player willing to work effectively with others, at all levels and to step outside a defined role where required to advance the firm's business
Ability to work independently, efficiently and carefully in a high volume environment
Excellent time management, organization and attention to detail
Must be an attorney licensed to practice before California's State and Federal Courts
7 + years of demonstrated success in litigating at trial on a wide range of California tort matters
Possess the professional stature and business acumen needed to be a productive member of the firm.
The pay range for the role is $130,500 to $221,900. 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..
$130.5k-221.9k yearly Auto-Apply 58d ago
Associate Private Banker
Morgan Stanley 4.6
San Francisco, CA job
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
Job Description/Position Responsibilities
Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
Assist in developing and implementing marketing campaigns
Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
Communicate new product and policy enhancements to FAs and branch staff
Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Required Experience:
Minimum of 3 years of experience with an investment, commercial or private bank
2 years of client service, business development and/or Sales Desk experience
Experience in understanding the financial needs of all types of clients
Bachelor's degree preferred, or relevant work experience
Skills/Abilities:
Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
Excellent verbal and written communication skills
Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
Ability to understand the financial needs of the retail brokerage clientele
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Software proficiency (e.g., Word, Excel, PowerPoint)
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Strong interpersonal collaboration and team skills including working with cross-functional teams
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-135k yearly Auto-Apply 57d ago
Executive Underwriter, Climate Tech
Chubb 4.3
Chubb job in Walnut Creek, CA
This role will be a new business underwriter in the Chubb Global Climate Business unit reporting into the Vice President for Climate Tech.
The Chubb Global Climate Business Unit's mission is to expand existing capabilities and expertise to establish Chubb as the leading global provider of P&C insurance products and services. Our approach is to establish a Global practice, with embedded risk engineering, claims handling, analytics, and communications to support local execution and deliver proactive “go to market” capabilities that address the ongoing evolution of climate sustaining operations, technologies and services.
Position Responsibilities include:
Focus on generating New Business pipeline and growing portfolio.
Handling of Key Accounts within Climate Tech IP.
Building Chubb Brand in the marketplace.
Learning emerging technologies and finding insurance solutions utilizing all Chubb resources and third party sources.
Drive financial performance of a Commercial book of business.
Meet or exceed financial goals including rate, growth, profit, retention, and new business.
Predominately responsible for account solicitation, risk selection and analysis, pricing and sales of core commercial products and services for new and existing customers.
Participate in cross-sell initiatives within Commercial Insurance to expand product offerings to current clients.
Meet with new and renewal customers and agents/brokers to negotiate coverage, price, financial terms and service delivery.
Build relationship with agents/brokers to meet or exceed financial goals and create effective business plans for assigned agents/brokers and territory.
Work collaboratively and effectively with a team of underwriters, underwriting associates, customer service representatives, claims examiners, and Chubb risk engineers.
Qualifications
Strong Property and Products liability underwriter.
Work in tandem with Risk Engineering (85% of submissions will require RE consult).
Collaborate with multiple IP Specialists in Manufacturing, Tech and Energy.
Strong sales, marketing, and negotiation skills
Minimum of 8+ years insurance industry experience.
Minimum of 8+ years of commercial lines underwriting experience.
Proven track record of building strong business relationships with agents and insureds.
Demonstrated strong written and oral communication skills.
Proven ability in complex account analysis, prioritization, organization and detail orientation.
Ability to work both independently and within a team environment using multiple internal and external resources appropriately, effectively, and efficiently.
Strong desire to improve knowledge and skill set in the commercial lines of business.
The pay range for the role is $115,000 to $180,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.