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EPIC Insurance Brokers & Consultants jobs in Dallas, TX - 12771 jobs

  • Client Manager

    Edgewood Partners Insurance Center 4.5company rating

    Edgewood Partners Insurance Center job in Dallas, TX

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Dallas, TX This role requires a hybrid work schedule out of our Dallas, TX office. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Overview: The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM's responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Serve as day-to-day client contact and manage escalated issues * Facilitate/lead ongoing monthly/biweekly client calls * Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research with input from Client Executive and/or Producer * Review, analyze & present to client RFP results * Review and analyze historical open enrollment results & claims data for client * Maintain/manage client activity per client calendar & monitor client's quarterly reporting * Oversee creation and tracking of RFPs * Schedule client meetings * Attend all meetings and events for clients * Maintain relationship day-to-day contact with carriers * Schedule and prepare for pre-renewal strategy meetings with internal teams * Review carrier's annual reports and schedule annual review meetings with carriers * Create client presentations * Manage implementation plans * Manage implementation biweekly calls * Review implementation documents * Manage open enrollment meetings as requested by client * Create communication strategy for clients * Coordinate creation of materials with service team and/or C&E team * Provide quality review on all client communications * Provide technical review for client benefit administration portals * Create ad hoc reports for clients as needed * QA TX EB Team projects/work * Present strategic initiatives to Client Executive and Producer for consideration * Perform special projects as assigned KEY COMPETENCIES: * Full knowledge of Employee Benefits lines of coverage and services. * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel; * Strong attention to detail and time management abilities. * Strong ability to multi-task and assign priorities. * Ability to work effectively and efficiently both with and without direct supervision. * Ability to work effectively and efficiently in a team environment as well as independently. * Strong interpersonal communication skills, both written and oral. EDUCATION and/or EXPERIENCE: * High school diploma; college degree preferred. * Two or more years' experience with a benefits consulting or brokerage firm, or comparable experience with a medical carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: * Texas Life and Health License within 90 days of hire. * Valid Driver License. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY JOIN EPIC? * Ranked #17 Top 100 Largest U.S. Broker by Business Insurance * Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. #LI-MS2
    $65k-104k yearly est. Auto-Apply 7d ago
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  • Attorney (Title and Underwriting)

    Security Title 4.3company rating

    Abilene, TX job

    Attorney (Title & Underwriting) - Abilene, TX *Position type:* Full-time, exempt *Experience level:* Mid to senior (title/underwriting emphasis) About the role We're seeking a Texas-licensed attorney to be a go-to resource for complex title and underwriting matters in Abilene and the surrounding markets. You'll partner closely with underwriting counsel, escrow teams, examiners, lenders, realtors, and outside attorneys-resolving issues quickly, drafting high-quality documents, and keeping transactions on track. What you'll do * *Title support & underwriting liaison* * Review title work for other examiners; field questions on difficult chains of title. * Communicate underwriting questions to the appropriate underwriters and escalate issues as needed. * *Underwriting approvals & document review* * Approve surveys; review and advise on powers of attorney, trust agreements, probate materials, LLC/corporate documents, and related entity records. * Coordinate with multiple underwriters to ensure compliance and risk mitigation. * *Document drafting* * Prepare a wide range of instruments: complex deeds, rights of first refusal, real estate contracts, seller-finance packets, Mechanic's Lien packets for lenders, and other lender/STC-related documents. * *Counsel liaison & claims prevention* * Serve as a liaison with underwriting counsel; assist/advise offices on compliance, claims, and claims prevention. * Respond to objection letters; draft curative and other legal documents; handle customer/realtor/attorney questions. * *Operational support* * Assist with occasional closings and signings as needed. * Support escrow officers with questions on escrow, underwriting, and emerging issues. * Examine title when time permits; lead the majority of title curative work (documents and legwork). Qualifications * *Required* * J.D. from an accredited law school and active *Texas Bar* license in good standing. * 3+ years' experience in *Texas real estate, title insurance, or underwriting*. * Demonstrated proficiency drafting Texas real estate instruments (deeds, ROFRs, liens, seller-finance packages). * Working knowledge of *Texas title standards, TDI rules*, and common underwriting practices. * Strong communication skills with the ability to interface confidently with underwriters, escrow officers, realtors, lenders, and outside counsel. * *Preferred* * Prior experience as title counsel, claims counsel, or senior examiner. * Familiarity with *TLTA* guidelines and local county practices in West Texas. * Experience responding to objection letters and managing title curative from end to end. * Closing/signing support experience. What we offer * Competitive compensation (salary *DOE*; range available upon request) and bonus potential. * Comprehensive benefits (medical/dental/vision), 401(k), paid time off, CLE/TLTA professional development support. * The chance to make a direct impact on transaction quality, cycle time, and customer experience across the region. Pay: $70,000.00 - $120,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Paid time off * Parental leave * Retirement plan * Vision insurance Work Location: In person
    $70k-120k yearly 3h ago
  • Office Manager and Executive Assistant to Managing Partner

    U.S. Realty Advisors, LLC 4.5company rating

    New York, NY job

    Executive Assistant to Managing Partner U.S. Realty Advisors is seeking a polished, proactive, and highly personable Executive Assistant & Office Manager to support our Managing Partner and keep our NYC office running seamlessly. This role is perfect for someone who thrives in a fast‑paced, high‑standards environment and enjoys being the go‑to person who makes the whole operation work. What you'll do Serve as a trusted extension of the Managing Partner-calendar management, travel coordination, expenses, and confidential support Manage day‑to‑day office operations: payables, vendors, supplies, building coordination Organize team events, assist with onboarding, and help cultivate a warm, professional office atmosphere Ensure the office remains polished, efficient, and welcoming Who you are 5+ years supporting senior executives (finance/real estate a plus) Exceptionally strong interpersonal skills with a polished, confident demeanor A “no job is too small” mindset paired with strong organizational instincts Positive attitude-genuinely enjoys being part of a collaborative, high‑performing team Discreet, proactive, detail‑obsessed, and calm under pressure Bachelors degree Why U.S. Realty Advisors Join a high‑performing team where professionalism, trust, and collaboration drive results. You'll directly support firm leadership and play a central role in the culture and daily operations of our NYC office.
    $47k-72k yearly est. 5d ago
  • Off Duty Officer - Retired Law Enforcement

    Aegis Security & Investigations 4.2company rating

    San Francisco, CA job

    Must have Police Credentials and authorization to carry a concealed firearm with a California Guard Card (BSIS permit), Firearms Permit (BSIS permit). Posts include private events, schools, estates, and other special details. The primary roles are crime and violence prevention, and customer service. Assisting with the functions of physical and personal security, and safety measures for clients. Responsibilities Patrolling the work site on foot up to the full duration of the shift or as otherwise instructed to prevent and detect signs of intrusions and ensure security of all entry points of the property. Writing reports of daily activities and irregularities, such as equipment or property damage, missing equipment, theft, presence of unauthorized persons, or unusual occurrences. Performing access control procedures by monitoring and regulating entrance and departure of site employees, visitors, and other persons to guard against theft and maintain security of premises. Investigating disturbances and answering alarms. Circulate among visitors, patrons, or employees to preserve order and protect property through crowd control measures. Responding to on site emergencies by calling local law enforcement or other first responders. Conducting pat down and metal detecting search. Communicating and enforcing applicable law, policy, and codes. Interacting with colleagues, supervisors, clients, client employees, visitors, and other persons at the work site. Qualifications & Requirements All job offers are for an unarmed security guard position with AEGIS Security & Investigations Inc. Employees with a valid BSIS Exposed Firearm Permit and a pepper spray permit qualify for armed security work upon availability of shifts and approval. Experienced Off Duty Police Officer or Retired Police Officer Valid government ID and Social Security Card Valid Police Credentials and CCW Valid Firearms permit issued by the California Bureau of Security and Investigative Services Valid Guard Card issued by the California Bureau of Security and Investigative Services 40 hours of BSIS training courses and most recent annual refresher A GED or High School Diploma / Transcript (Associates Degree or some verifiable college preferred) Ability to perform essential functions of the position with or without reasonable accommodation Have excellent ENGLISH verbal and written skills Have a neat professional appearance Have access to reliable transportation Have a track record of being ON-TIME to work and having integrity in your work A cell phone that receives text messages and has access to the internet as well as an email address Own a black business suit, white button down dress shirt, black tie, belt, socks, and dress shoes or shined boots, and a small flashlight Proposed Schedule Proposed Schedule: 2/4/26 through 2/9/26, 12 hour shifts, 6 openings for ODOs This job requires on-call availability. Part time and full time assignments available after observation period. Benefits & Compensation Off Duty and Retired Law Enforcement Officers are paid $45-50/hour. Weekly pay through direct deposit. Paid accrued sick leave Free specialized training opportunities offered through AEGIS and our partners. Promotional opportunities may be available for the right individuals. Holiday pay for specific holidays Paid Training Health insurance benefits Life insurance options Accident insurance options About AEGIS Security & Investigations AEGIS was founded in 2007 with the goal of improving the synergy between customers and security operations AEGIS has grown to include a wide spectrum of high end security services including hospitality, retail, special events, executive protection, estate security, and schools. We also provide specialized training, consulting and expert witness services, and private investigations. We have an ongoing need for armed and unarmed guards with active, reserve, and veteran military personnel and law enforcement experience. We do provide accommodation for drill. AEGIS Security & Investigations, Inc. is an equal opportunity employer. Employees must be able to perform the essential job functions with or without reasonable accommodation. If you require an accommodation during recruitment or any time during employment, please contact our Human Resources department at ************. AEGIS Security & Investigations, Inc. ************** 10866 Washington Blvd. Suite 309 Culver City, CA 90232, #J-18808-Ljbffr
    $45-50 hourly 3d ago
  • Employee Benefits Account Executive - Strategic Client Solutions

    Lockton Companies 4.5company rating

    San Francisco, CA job

    A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry. #J-18808-Ljbffr
    $121k-168k yearly est. 4d ago
  • Senior Liability Claim Representative

    Western Mutual Insurance 4.0company rating

    Irvine, CA job

    The WESTERN MUTUAL INSURANCE GROUP has been providing excellent customer service to homeowners throughout the Southwestern United States for over 80 years. We are rated A (Excellent) by A.M.Best Company and have been named among the Top 50 Property Casualty Insurers in the country by Ward's. Our constant endeavor in employee relations is to maintain a well-trained, enthusiastic and efficient group of employees who work together to make our business successful, thus enhancing the career goals of every employee. We have an immediate opening for a Senior Liability Claim Representative. We're looking for a professional, experienced, self-motivated individual to join our team in our Irvine, CA office. The Sr. Liability Claim Representative will be responsible for effectively investigating, evaluating, determining coverage, and settling liability claims from inception to close. Responsibilities and Requirements: 5 years' experience handling litigated liability claims Expert knowledge of property/casualty insurance coverages as well as the claim adjustment process and the ability to effectively explain it to insureds and other parties. Experience writing reservation of rights letters Understand and comply with company claim handling procedures as well as applicable department of insurance regulations In a professional and timely manner respond to inquiries and requests for assistance both verbally and in writing, from policyholders as well as departments of insurance; Experience handling subrogation claims Work closely with legal counsel on litigated files and attend mediations, arbitrations and/or trials when necessary Bachelor's Degree preferred Texas license preferred We offer a competitive salary and a full benefits package including a 401k Plan, Profit Sharing Plan and Bonus Plan. Please see our Privacy Notice For Job Applicants here:******************************************************************* NON SMOKING OFFICE
    $50k-57k yearly est. 1d ago
  • Senior Actuary

    Coverys, Inc. 4.6company rating

    Boston, MA job

    Senior Actuary page is loaded## Senior Actuarylocations: Boston: Remote - United States: Omaha: East Lansingtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R25-800The **Senior Actuary** analyzes insurance premium, claim and exposure information in developing actuarial analyses. This position will provide analyses and commentary to our internal and external customers as well as take ownership of processes and methodologies.**Essential Duties & Responsibilities*** Apply complex and advanced actuarial techniques and expertise to multiple, cross-functional projects for existing and new products. Synthesize complex or diverse information, collect and research data and use intuition and experience to complement data. Completes work with minimal oversight.* Develop and update actuarial models and databases through formula development, research on methodologies, and collaboration on technical teams. Utilize specialized line of business, product or functional expertise and broad experience to recommend actuarial methodologies. Design workflows and procedures. Generate creative solutions. Use feedback to modify designs. Demonstrate attention to detail.* Own analysis and processes. Develop project plans, coordinate projects and communicates changes and progress. Completes projects on time and budget and manages project team activities.* Identify data issues and collaborate with external customers to resolve issues. Identify and resolve problems in a timely manner. Gather and analyze information skillfully. Develop alternative solutions. Use reason even when dealing with emotional topics.* Communicate findings and assumptions to various parties, from company management to regulators.* Participate in training of Underwriters and more junior-level team members regarding rating models and other analyses.* Maintain actuarial qualifications in compliance with regulations.* May supervise 1-2 Actuarial Analysts. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Reviews work of junior analysts, including those who may not report directly to this role.**Education, Experience, Competencies & Values*** Bachelor's degree required; 12 or more years of related experience and/or training required.* FCAS credentials.* Demonstrates leadership qualities.* Ability to interpret and analyze various types of data.* Ability to write reports and correspondence.* Ability to present analytical analyses and concepts to diverse groups.* Advanced knowledge of Microsoft Excel.* Advanced knowledge of other tools such as Tableau, R, SAS, Python or Microsoft SQL.* All candidates must be eligible to work in the US without sponsorship or restriction.*Base salary range is* *$142,140 - $192,310**. Individual compensation packages are based on a variety of factors that are unique to each candidate including location, skill set, experience, qualifications and education.*If you're a caring and customer focused individual who enjoys working with passionate team members, Coverys is the right company for you! #J-18808-Ljbffr
    $142.1k-192.3k yearly 3d ago
  • Emergency Roadside Tow Driver

    AAA Northern California, Nevada and Utah Insurance Exchange 4.1company rating

    Concord, CA job

    Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period Benefits - Medical, Dental, Vision, wellness program and more! Paid Holidays Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. Collaborative Environment - AAA will value your contribution to providing exceptional service to our members Free AAA Classic Membership AAA Product Discounts Tuition Reimbursement Program . Summary Driving and operating of a specific service vehicle (tow trucks, battery service vehicles/light service vehicles), and operating towing equipment for AAA members and for commercial purposes. Performing simple diagnostics/troubleshooting on vehicles. Providing an outstanding customer service experience. Essential Functions Driving and operating a service vehicle (i.e. flat tire changes, lock-out, fuel delivery services, etc.) On-scene time interacting with customer/establishing rapport, building relationships, trust and problem solving Leverages sales skills for offering products and services from AAA to member during service interaction Utilizing on-board computer, radio communications, and mapping systems Completion of daily paperwork (i.e. call-logs, battery invoices, cash receipts, etc.) Knowledge/Skills/Abilities Clear and proficient verbal and written communication even under pressure Common knowledge of vehicle components and the common reasons for vehicle failure Demonstrates problem solving and listening skills to evaluate member safety as well as the ability to discern safety issues and respond appropriately Ability to drive a manual/automatic shift vehicle Education & Experience/Licenses & Certification/ Requirements Must possess a valid driver's license with a safe driving record Must be at least 21 years of age Two (2) years of experience in a customer contact role Education & Training. I.E.: AAA Compliance Training, RPST, TSAAC, Lock-out, PSP, Battery Service Training Vocational technical automotive training/certification or equivalent experience- Preferred ASE (Automotive Service Excellence) Certification- Preferred Work Environment/Physical Requirements Works outdoors at vehicle sites when servicing vehicles. Lifting and carrying tires and parts, weighing up to 50 pounds, several times a day; bending, kneeling and stooping as required for service calls. Works in all weather and all traffic conditions. Vehicle recovery sites may be wet, messy and hazardous. Service Providers are required to provide a photograph for identification purposes. #ERS * $27.50 hourly pay with potential to make up to an additional $1,400 per month with quality and productivity incentives
    $37k-46k yearly est. 4d ago
  • Contract Manager

    Island 4.4company rating

    Dallas, TX job

    What if the enterprise had complete control over the browser? What would it mean for security, for productivity, for work itself? Introducing Island, the Enterprise Browser - the ideal enterprise workplace, where work flows freely while remaining fundamentally secure. With the core needs of the enterprise naturally embedded in the browser itself, Island gives organizations complete control, visibility, and governance over the last mile, while delivering the same smooth Chromium-based browser experience users expect. Led by experienced leaders in enterprise security and browser technology and backed by leading venture funds -- Insight Partners, Sequoia Capital, Cyberstarts and Stripes Capital -- Island is redefining the future of work for some of the largest, most respected enterprises in the world. The Contracts Manager works with the Island legal team in supporting Island in its sales and procurement processes. The responsibilities include primary management and oversight of the Contract Lifecycle Management (CLM) and interfacing with CRM systems, and working with Island's sales and procurement teams through the contracting process. You will also: implement best practices for contract intake, triage, approvals and signature workflows; maintain accurate records in the CLM and CRM systems; and produce metrics on cycle times and negotiation trends. This role will work closely with Island's internal team of attorneys , as well as business stakeholders at all levels of the company. Note: This position is 100% in-office at our Coppell, TX headquarters near Dallas (Monday through Friday). We believe collaboration and culture thrive face-to-face, and we can't wait to welcome you to the team. About you: Excellent written, oral and presentation skills and an ability to synthesize information and make clear, concise recommendations on course of action. Strong interpersonal skills with the ability to effectively work with all levels of company management and stakeholders, external customers, and outside counsel. Problem solving, decision-making, analytical and critical thinking skills. Demonstrated initiative and ability to work independently and as part of a team. Strong work ethic and organizational skills. Must be proficient in Microsoft Word and Google Docs. Proficiency in CLM and CRM systems, G Suite, IronClad, and DocuSign is a plus. Ability to handle multiple tasks while maintaining attention to detail Requirements you should have: Bachelor's degree. Experience in a related position of increased responsibility will be considered in lieu of degree. 4+ years' experience in managing the life cycle of commercial contracts including drafting, negotiation, approval, and execution. Experience in technology startups or Software-as-a Service is a plus. Areas you will be impacting: Generate, review, analyze, interpret, modify, and negotiate commercial contracts, with a focus on customer facing agreements and procurement agreements, including non-disclosure agreements (NDAs), SaaS, software license agreements, data privacy agreements (DPAs), partner and reseller agreements, etc. Drive deals from intake through execution, streamline templates and playbooks, and strengthen our contracting infrastructure, including our CLM and related processes. Ensure the contract is reviewed, approved, and signed in accordance with the Island's contract management procedures. Maintain internal documentation of contract processes. Drive automation and efficiency for the contract lifecycle. Assist Island's attorneys to manage, update and maintain Island's contract templates. Perform other related duties, as assigned.
    $69k-106k yearly est. 2d ago
  • Middle Market Underwriting Specialist

    McNeil & Co 4.5company rating

    San Francisco, CA job

    A leading insurance provider is seeking an experienced Underwriter in San Francisco to underwrite new and renewal business, manage broker relationships, and achieve profitability goals. The ideal candidate has 4+ years of experience in Commercial Property & Casualty underwriting. This full-time position offers a competitive salary range of $129,500 - $174,800/year and a comprehensive benefits package. #J-18808-Ljbffr
    $129.5k-174.8k yearly 4d ago
  • Insurance Analytics Specialist (Actuary)- Tec...

    Lockton Companies 4.5company rating

    San Francisco, CA job

    Insurance Analytics Specialist (Actuary)- Technology Ris... San Francisco, California, United States of America Insurance Analytics Specialist (Actuary)- Technology Ris... San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. About the Position Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update . A few of the reasons Associates love working at Lockton include: Opportunities for growth and advancement, including paid training and professional development 12-week paid parental leave A huge emphasis on community involvement Frequent athletic and wellness events Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary! We seek an experienced Insurance Analytics Specialist/Actuary to join our team. In this role, you will be part of an engaging and dynamic brokering team building insurance products that uses creative analytics solutions to advocate for our clients. You will also serve as the daily liaison between our account team and our internal analytics partners, ensuring data completeness and quality, as well as managing workflow and work quality. The ideal candidate will have a strong foundation in insurance analytics, a solid understanding of fundamental insurance concepts, and the ability to transform complex data into actionable insights. Key Responsibilities Advanced Analytics for Bespoke Analysis • Perform sophisticated analytical research on specialized insurance topics, including innovative initiatives in autonomy and actuarial research • Design and implement analytical models to evaluate risk factors, pricing implications, and coverage considerations for specialized insurance scenarios • Translate complex insurance data into meaningful insights that drive strategic decision-making • Develop data visualization tools to communicate analytical findings to stakeholders at various levels effectively • Research industry trends and emerging risks to provide proactive recommendations on underwriting approaches • Support internal analytics initiatives by applying statistical techniques to uncover patterns and relationships within insurance data Data Review and Workload Management with our internal Analytics partners • Serve as the primary liaison between our team and internal analytics partners, anticipating their data requirements and questions • Conduct comprehensive data validation checks to ensure completeness and accuracy • Identify and resolve data discrepancies or missing elements independently • Develop and implement standardized data preparation procedures to ensure efficient workload management, streamline the review process, and minimize delays Qualifications Required Qualifications • Bachelor's degree in Analytics, Statistics, Actuarial Science, Finance, Economics, Insurance, or related field • At least 4-6 years of experience in insurance analytics, data analysis, or a related role within the insurance industry • Demonstrated understanding of fundamental insurance concepts, including supply/demand dynamics, loss components, and their interrelationships • Proficiency in data analysis tools such as Excel, SQL, and Python • Experience with data quality assurance processes and validation methodologies • Strong analytical skills with the ability to interpret complex datasets and identify meaningful patterns Preferred Qualifications • Insurance industry certifications such as ACAS, CPCU, or ARM • Experience working with claims data, policy information, and underwriting systems • Background in predictive modeling or machine learning applications in insurance • Knowledge of the forefront of technology innovations and related insurance implications • Experience with data visualization tools like Tableau or Power BI Skills and Competencies • Exceptional attention to detail and commitment to data accuracy and integrity • Strong critical thinking and problem-solving abilities to address complex analytical challenges • Collaborate effectively across internal teams and external partners by understanding diverse stakeholder priorities and delivering solutions that align technical requirements with organizational objectives • Excellent communication skills to adapt communication approaches and translate technical findings into business insights • Self-motivation and the ability to work independently while managing multiple priorities • Collaborative mindset with the ability to work effectively with cross-functional teams • Advanced knowledge of insurance industry terminology, products, and regulatory considerations Working Conditions This full-time position primarily operates in an office environment. The role may require occasional travel to meet with partners or attend industry events. Some flexibility in work scheduling may be necessary to meet project deadlines. Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. Manage Consent Preferences Always Active #J-18808-Ljbffr
    $39k-47k yearly est. 3d ago
  • Tech Lead - Guidewire ClaimCenter

    Rockwoods Inc. 3.4company rating

    Plano, TX job

    Rockwoods is Hiring: Tech Lead - Guidewire ClaimCenter Mode of Hire: Hybrid Experience Level: 8+ years Eligibility: Only US Citizens or Green Card holders Mandatory Skills: Guidewire ClaimCenter expertise Guidewire Associate Certification Cloud APD Job Description: Rockwoods is seeking an experienced Tech Lead - Guidewire ClaimCenter to lead claim management solutions and drive technical excellence. The role requires strong knowledge of the end-to-end claim life cycle (Segmentation, Exposure, Reserve, Payments, Recovery, Subrogation, Salvage), integration testing with external systems, and domain expertise in Personal Auto, Commercial Auto, or Property Line of Business. Candidates should be able to work independently, lead teams, and provide clear status updates to stakeholders. Knowledge of Agile testing, testing and bug life cycle management, ClaimCenter digital applications, and GT UI are added advantages. Candidate Profile: Strong leadership and communication skills Ability to collaborate across teams and stakeholders Self-driven, detail-oriented, and proactive problem solver
    $65k-100k yearly est. 1d ago
  • Machine Learning Engineer

    Trov 4.1company rating

    San Francisco, CA job

    At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. Research & Design Org Pave's R&D pillar includes our data science, engineering, information technology, product design, product management, and security teams. This organization builds, maintains, and secures a platform used by more than 8,500+ client organizations. Our engineering team moves between ideation, scoping, and execution in a matter of days while closely iterating with cross‑functional partners on requirements. At Pave, we use TypeScript, Node.js, and React, hosted on GCP. Compensation strategy is broken down into three pillars - compensation bands, planning workflows, and total rewards communication. We build products that make these processes seamless for customers. Over the next year, our roadmap is focused on enhancing the entire compensation lifecycle: from philosophy definition to market trend analysis, band adjustments, merit cycles, and employee communication. We're seeking passionate engineers who are excited about building robust, data‑rich systems that simplify complex compensation processes at scale. The Data Team @ Pave As part of the Data team at Pave, you will help us redefine how companies understand the labor market and determine compensation. Even the most innovative tech companies in the world often use spreadsheets full of flawed statistics to determine how to pay. At Pave, we've built a system of real‑time integrations that allow us to bring best practices from machine learning, data science, software tooling, and AI to an industry that is built on data, but doesn't have the tools it needs to fully leverage it. What You'll Do Architect and implement scalable ML systems for modeling compensation within a single company and across the market as a whole Collaborate with product and engineering teams to identify additional opportunities to leverage ML‑driven solutions Help evolve the technical direction of ML initiatives across the company Drive millions of dollars of revenue growth What You'll Bring 5+ years of experience building and deploying ML models in production environments Strong foundation in machine learning, statistics, and deep learning fundamentals Expertise in Python and modern ML frameworks (PyTorch, TensorFlow, or similar) Experience with large‑scale data processing and ML model optimization Experience with MLOps practices and tools (model versioning, monitoring, and deployment) Strong software engineering practices and experience with production systems Expert‑level SQL skills with experience writing complex queries and optimizing query performance Ability to navigate (and bring structure to) ambiguity; ability to bring a project from 0 to 1, or scale a project from 1 to 100 Compensation Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, a flexible PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): P3: $195,000 - $215,000 P4: $230,000 - $250,000 Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision & Mission Our vision is to unlock a labor market built on trust. Our mission is to build confidence in every compensation decision. Equal Employment Opportunity As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. #J-18808-Ljbffr
    $230k-250k yearly 6d ago
  • Startup Insurance Advisor - Fast-Paced Growth

    Vouch, Inc. 4.4company rating

    San Francisco, CA job

    A tech-enabled insurance advisory is seeking a knowledgeable Insurance Advisor to enhance client satisfaction during the sales and onboarding phase. The role requires 2+ years in a client-facing capacity, as well as a property and casualty license. Ideal candidates should be adaptable and possess excellent communication skills. The position is based in New York with a hybrid work model requiring in-office attendance three days a week. Competitive salary package, including equity options, is offered. #J-18808-Ljbffr
    $52k-74k yearly est. 5d ago
  • AVP, IT Claims Portfolio Lead

    Allied World 4.5company rating

    Woodbridge, NJ job

    A global insurance provider is seeking an AVP, IT Program Manager in New Jersey. This role is essential for overseeing IT projects, optimizing resources, and ensuring risk management. Candidates should have 5-10 years of experience in project management, with strong skills in Agile methodologies and excellent communication abilities. Offering a competitive salary range of $145,000 - $155,000, and generous benefits including health and 401k plans. #J-18808-Ljbffr
    $145k-155k yearly 4d ago
  • Associate, Risk Management - Liberty Mutual Investments

    The Liberty Mutual Foundation 4.5company rating

    Boston, MA job

    Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr
    $91k-123k yearly est. 2d ago
  • Customer Success Consultant

    Capital Rx 4.1company rating

    New York, NY job

    About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Summary: Judi Health is seeking a self-driven customer success consultant to fill a client facing role. This individual will be accountable for managing and servicing new and existing clients. This person will be expected to maintain an in-depth understanding of the evolving capabilities of Judi, our claim processor and adjudication platform. Exceptional communication skills and attention to detail are critical for this role. Position Responsibilities: Build and maintain trusting relationships with clients through superior customer service. Provide oversight of the clients ongoing use of Judi. Accountable for accurate and timely transition of new clients into the Judi platform. Lead communications throughout the implementation process, including, but not limited to, detailed and strategic guidance for benefit builds, accumulations feeds, network build, and complex claim situations/requests. Proactively identify execution risks and mitigation strategies. Provide ongoing client support to troubleshooting inquiries. Understand and manage requests for new features in alignment with the product roadmap. Partner with product managers and directors operating in an agile framework to conceptualize and break down functional and non-functional requirements needed to be the market leading offering within Judi. Identify and drive efficiencies to increase rate of adoption in market. Provide virtual and in person product demonstrations to prospective clients with the ability to sell product differentiators and resonate with current operational challenges. Certain times of year may require meeting participation, service support or other requirements outside of standard business hours, including weekends. Responsible for adherence to the Judi Health Code of Conduct including reporting of noncompliance. Minimum Qualifications: Bachelor's degree strongly preferred Pharmacy Technician license preferred 3+ years working directly with complex clients 3+ years at a Pharmacy Benefits Manager (PBM) or Health Plan 2+ years working in a retail pharmacy or pharmacy operations 1+ years in a customer success/business analyst/product manager role Discount Card claim processing experience preferred Experience reviewing pharmacy claims preferred Skilled in project management, prioritization, and organizational skills Ability to shift between competing priorities and meet organizational goals Proficient in Microsoft Office Suite and able to adapt to software such as Jira, Miro, Confluence, Github, and AWS Redshift Excellent verbal, written, interpersonal and presentation skills Able to work effectively with virtual teams Salary Range$80,000-$110,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************
    $80k-110k yearly Auto-Apply 2d ago
  • Account Executive I- Employee Benefits

    Lockton Companies 4.5company rating

    San Francisco, CA job

    San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships. Position Responsibilities Maintains and enhances Lockton's relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. Proactively understands the requirements and needs of a client. Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations. Consults with Clients to review options, vendor services, fees, strategies, and goals. Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. Oversees issue-resolution between Client and the Vendor. Coordinates market selection for new and renewal business on designated accounts. May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services. Negotiates program terms and costs. Mentors and trains junior-level staff. Researches and understands industry trends, product development government regulations. Operate effectively in a team environment, collaborating with colleagues to achieve common goals. Performs other responsibilities and duties as needed. Qualifications Bachelor's degree in business administration or related field and/or years of experience equivalent. Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and/or brokerage firm. Experience presenting in front of clients. Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. Working knowledge of different financial arrangements and products available to clients. Strong knowledge of underwriting, financing, and funding approaches. Ability to prepare and present client presentations with clarity and understanding. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). Strong verbal and interpersonal communication skills required. Understands industry trends and governmental regulations. Ability to complete continuing education requirements as needed. Current Life & Health license or ability to obtain immediately. Ability to attend company, department, and team meetings as required, including industry training sessions. Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information. Ability to efficiently organize work and manage time to meet deadlines. Ability to travel by automobile and aircraft. Ability to use office equipment such as a computer, keyboard, calculator, and photocopier. Ability to work on a computer for a prolonged amount of time. Ability to work outside of normal business hours as needed. Legally able to work in the United States. Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr
    $70k-105k yearly est. 4d ago
  • Consultant III Loss Control

    Tokio Marine America 4.5company rating

    Atlanta, GA job

    About Tokio Marine: Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary Expected to support clients primarily within the states of Georgia, Alabama, North Carolina, South Carolina and Florida. Tokio Marine has an office in Alpharetta, GA. The position is remote. Occasionally you may go to office for meetings, events, etc. Provide professional loss control services to Tokio Marine Clients and Tokio Marine Management, Inc. Multiline service to cover Workers Compensation, Automobile, General Liability, Non-HPR property, Ocean Marine, and Inland Marine coverage lines. Coordinates and conducts loss control surveys to determine and verify client operations, evaluate exposure related to insurance coverage provided, determine safety management controls in place to eliminate and reduce exposure, and develop recommendations where controls may need improvement. The evaluation process includes physical surveys and development of loss analysis information. In the end, to assist the client in their efforts to control exposure and minimize loss. Coordinates and conducts loss control to develop information to be used by Underwriting in their evaluation of risk and insurability. Provide loss control technical support to Tokio Marine Clients and Tokio Marine Departments such as Underwriting, Claim and Coordination. Essential Job Functions: Conducts multiline loss control surveys of prospects and clients to evaluate operation, exposure, and control information to be used by Underwriting in their decision-making process to write insurance business. Provides and coordinates loss control service to clients requiring a minimum of annual service. This includes the development, implementation and maintenance of a loss control service plan and schedule per Department performance requirements. Prepares reports for external clients (Insured and Producer “Confirmation Letter”)) and internal clients (Underwriting and Coordination “Internal Confidential Report”)) adhering to Department performance requirements. Documentation to include but is not limited to the following key areas: 1. Complete Casualty Loss Control Department internal report forms and client confirmation letters. 2. Loss Control services provided 3. Comprehensive description of operations 4. Existing and potential loss exposures 5. Verifiable loss exposure controls currently in effect 6. Accident review and analysis discussion 7. Recommendations for loss controls needed to eliminate or control loss exposures and agreement to implement the same 8. Recommendation follow-up 9. Loss Control Opinion of Risk for review by Underwriting 10. Future needs and service planning. Assists in the development and presentation of programs and training seminars for clients and other departments in the Company. Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management. Develops and maintains Loss Control Service Plans / Instructions for multi-location clients being coordinated by Loss Control. Completes all work scheduled in regular service assignments or requests in a timely manner. Maintains membership and actively participates in professional organizations approved by departmental standards guidelines. Utilizes PC programs (MYTMM for Accident Analysis, Presentation Software, etc.) in preparing presentations for prospects and clients. Plans and performs work scheduling in a timely and cost effective manner. Performs special projects as determined by Loss Control Management. Qualifications Bachelor's Degree in Engineering or Science preferred. (Loss control experience may be substituted for Bachelor's Degree, i.e., three years of Loss Control experience equates to one year of college.) Five years' experience servicing major accounts (multi-locations and $100,000 premium and up). Possesses a specialty in casualty and property loss control. Good communication skills, both written and oral and capable of making presentation to a group Good computer skills to include the use of Microsoft software, TMM internal programs (i.e.: Taurus, MyTMM, Microsoft Outlook, etc.) and other software Valid driver's license free of violations. Physically capable of performing the job requirements & walking, carrying and climbing. Capable of significant amounts of automobile and air travel. Salary range $135,000 to $150,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
    $135k-150k yearly 1d ago
  • Strategic Finance Director: Scale & Exec Partner

    Vouch, Inc. 4.4company rating

    San Francisco, CA job

    A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will lead financial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options. #J-18808-Ljbffr
    $200k-240k yearly 4d ago

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