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HUB International jobs in Irvine, CA

- 126 jobs
  • Client Service Manager

    Hub International 4.8company rating

    Hub International job in Newport Beach, CA

    In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction We are the perfect fit if you: are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others POSITION SUMMARY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may also assume the duties and responsibilities of an Account Executive to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE teams. Manages a team of employee benefits service staff of Account Executives. Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or feedback for management. Answers team member questions, helps with team member problems, and oversees team member work for quality and guideline compliance. Provide appropriate feedback and identify training opportunities. Acts as a resource for problem escalation when the team encounters complex issues. Reaches resolutions or identifies the need to further escalate an issue and communicates appropriately with all necessary parties. Conducts team meetings to update members on best practices, continuing expectations, assignments and responsibilities clearly and professionally. Stays current on new and existing HUB resources and specialty practices, carrier updates as well as state and federal regulations. Develop and manage team implementation strategy in tandem with assigned producer and/or HUB leadership. Reviews and is responsible for client deliverables ensuring they meet client expectations and HUB branding and presentation standards. Champions communication of goals, vision, and procedures developed by the HUB leadership teams. Consults frequently with and is open to new ideas coming from team members. Conducts annual performance reviews for all direct reports and assists in annual budgeting and ongoing operational expense monitoring for all locations/departments. Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support. Develops and shares comprehensive analysis of team performance based on goals, objectives, and deadlines with HUB leadership. Works with regional EB Leadership Team to identify, develop and execute regional and national initiatives through project management activities and coordination of resources. Develops best practices for leveraging standard technology platform and tools such as Benefitpoint, Monday.com, Zywave and others. Actively communicates with or visits prominent EB clients on a planned periodic basis to determine level of satisfaction and/or any additional service needs. Assists assigned producer in developing new business opportunities and delegating to appropriate team members. May support a book of business with similar duties and responsibilities as service staff. Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. Establishes and maintain strong business relationships with clients and insurance carriers. Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Thought leader to Account Executives; Attends industry related continuing education training and courses. Performs other duties and projects as assigned. POSITION REQUIREMENTS: College degree required 8+ years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience 2+ years supervisory experience Life & Health License Knowledge / Skills / Abilities Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation. Ability to effectively and professionally communicate orally and in writing with internal and external customers. Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Desire to learn and grow within the insurance industry. Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. Confidence and demeanor to effectively interact with all levels within the organization. Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. Ability to effectively work with a team and coach others in developing their skills and abilities. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and with optimal accuracy. Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Salary: $140,000 - $160,000 Are you disabled? A Veteran? We welcome ALL candidates and are proud of our wonderfully diverse employee population Department Account Management & ServiceRequired Experience: 7-10 years of relevant experience Required Travel: Up to 25%Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $140k-160k yearly Auto-Apply 44d ago
  • Chief Compliance Officer, Retirement & Private Wealth

    Hub International 4.8company rating

    Hub International job in Irvine, CA

    **ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will be a highly visible, senior leadership position, reporting directly into the Global/Executive Chief Compliance and Risk Officer, working closely with RPW senior leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance infrastructure. **Job Summary:** The **Chief Compliance Officer** **for Retirement and Private Wealth** will be responsible for assisting the Global/Executive Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in enhancing and developing SEC compliance programs and infrastructure. This includes conducting mandatory SEC annual risk assessments and establishing and enforcing the Code of Ethics. A key initiative is identifying, recommending and implementing compliance and operational SEC efficiencies to enhance the day-to-day SEC compliance program. **Responsibilities:** Compliance + Aid in the administration and follow up of the firm's Code of Ethics and other policies and procedures designed to prevent violations of the federal securities laws such as the SEC Investment Adviser Act of 1940; + Assist in conducting ongoing compliance reviews, internal investigations and surveillance to evaluate and test for compliance with applicable SEC rules, regulations, and internal policies; + Recommend workable action plans for identifying and correcting material compliance weaknesses; + Keep up to date with new regulatory requirements and ensure communication of best practices/new rules to appropriate staff within the Firm. + Assist in preparing an annual written report to leadership on the operation, adequacy, and effectiveness of the policies and procedures which support Rule 206(4)-7. + Email surveillance / personal trade reviews / marketing material reviews + Develop and support SEC compliance training and education initiatives for RPW RIAs. + Assist in document collection related to internal and external examinations by auditors and regulators; + Be responsive to RPW business inquiries and requests; + Run point on ad hoc regulatory projects and other requirements as necessary. Compliance Operational + Manage the annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff. + Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed **Requirements:** + Must possess a Juris Doctor (JD) degree and demonstrate a strong understanding of legal principles relevant to corporate governance, compliance, and strategic business initiatives. + 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team. + Experience leading a team and preferably, leading a function as the senior leader of that function + Solid familiarity with investment advisor business activities + Experience developing, monitoring, and enforcing appropriate policies and procedures. + Ability to confront difficult issues and challenge others when necessary. + Excellent verbal and written communication skills, particularly the ability to clearly communicate technically complex SEC regulatory developments, issues, and analysis in actionable ways. + The ability to meet tight deadlines and prioritize a varied workload and competing priorities in a fast-paced, and at times unpredictable or demanding environment. + Public speaking as well as oral presentation and written skills a plus. + Strong negotiating and conflict resolution skills. + Collegial and collaborative approach to working effectively with others to build strong professional relationships both inside and external to HUB RPW. + Outstanding organizational skills, including prioritization and follow-up. **JOIN OUR TEAM** Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service. _Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $160,000 to $180,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. _ Department Legal Required Experience: 10-15 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $160k-180k yearly 29d ago
  • Technical Support Analyst

    Chubb 4.3company rating

    Los Angeles, CA job

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

    Brown & Brown 4.6company rating

    Irvine, CA job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Broker to join our growing team in Irvine, CA! The Broker is responsible for evaluating, marketing, and placing commercial insurance risks through carrier and brokerage partnerships. This role reviews submissions for accuracy and risk exposure, develops quotes, issues binders, and ensures timely and compliant policy issuance. The Broker cultivates relationships with producers, retail agency clients, and carriers to grow and retain a profitable book of business. Additionally, this position provides training and guidance to support staff, contributes to process improvement, and collaborates closely with branch leadership on underwriting strategies and market development initiatives. How You Will Contribute: Examines such documents as application forms, inspection reports, insurance maps, and loss runs to determine degree of risk from such factors as ISO classifications, applicant financials, age, occupation, accident experience, and value and condition of property. Reviews company records to determine amount of insurance in force on single risk or group of closely related risks and evaluates possibility of losses due to catastrophe or excessive insurance. Broker risks, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. Secure payments on risks bound or written. Review, analyze and qualify risks submitted by Producers, evaluate submissions for premium and terms, analyze exposures for quotes for new and renewal business, issue written indications, quotes, and binders; possible use of inspection companies to obtain further information, quote rates, or explain company underwriting policies. Develop and cultivate carrier and brokerage relationships to place specific risks and grow a book of business. Markets and meets with retail agency customers to develop business and cultivate relationships to grow a book of business, Understand and extend Company facilities, brokering risks when required to successfully negotiate a placement; be responsible for your quote to bind activity & production results. Service and perpetuate existing business, produce new business, and have a keen awareness of priorities. Instruct and train processors and assistants, review indications, quotes, binders, submissions and policies for completeness and accuracy. Provide guidance and training to the processors and assistants, to enable them to reduce the broker's clerical workload, and to develop basic brokering skills and techniques. Licenses and Certifications: P&C State licensed. Skills & Experience to Be Successful: Bachelor's degree (B. A.) from four-year College or university is desired or five years insurance experience, two years of which is as an underwriting assistant. Proficient with MS Office Suite and paperless environment. Exceptional telephone demeanor. Experience with excess and surplus lines underwriting agency or company. This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. About Us: Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers' comp, property and personal lines. With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book. Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group - aligning risk with greater reach. Pay Range $85,000 - $125,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $85k-125k yearly Auto-Apply 17d ago
  • Claim Examiner

    Chubb 4.3company rating

    Los Angeles, CA job

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

    Chubb 4.3company rating

    Los Angeles, CA job

    Reporting to the ESIS Regional Vice President, the AVP ESIS Business Development Manager (BDM) leads ESIS' regional sales strategies for unbundled and opportunities bundled with Chubb Global Casualty. The BDM is charged with creating preference with prospective clients by developing relationships with key buying influencers and is responsible for producing profitable new business within the region. As a participant in the ESIS sales compensation incentive plan, the BDM has significant earning potential. Note: This hybrid position requires 3 days in either the Los Angeles or San Francisco office and 2 days working from home when not traveling. Essential Functions and Responsibilities: Sells ESIS' people, products and processes within our defined space and marketplace. Identifies, cultivates and sustains both internal/external relationships and partnerships with the insurance brokerage community, consultants and ultimately targeted clients. Actively develops rapports with potential clients and prospects. Develops an extensive pipeline of clients to assure sales goals and objectives are met short and long term. Establishes sales strategies and tactics for their responsible sales territory. Upon sale of a new client is involved in and oversight role in the client implementation process to guarantee a smooth onboarding process. Efficiently researches and analyzes individual prospects operations in order to pinpoint their exact needs, which creates lucrative opportunities for marketing the company's programs. Focuses on identifying resources that may be required to meet each prospect's demands. Harnesses resources to enable timely and accurate responses to RFPs, proposals, and presentations while ensuring appropriate pricing models. Is the lead role in the sales process, subsequent presentations and negotiations. Designs and implements a yearly sales and service plan including identifying new potential client prospects, accurately forecasting and analyzing their needs, and devising a methodology of presenting the company's proficiency in meeting those needs. Negotiates the terms and conditions with new clients to assure a long-term relationship and profitability are achieved. Works within the authority levels granted the position and works effectively with management and other ESIS leaders to assure legal and compliance needs are followed. Meets and/or exceeds one's stated annual regional sales goals and objectives Bachelor's degree in marketing, finance or business preferred. Strong understanding of insurance, risk management and claims management services. Prior Third Party Administrator (TPA) experience preferred. Sales or business development experience required. Demonstrated pattern of achieving results. Business savvy with a profit and efficiency orientation. Excellent oral and written communication skills. Demonstrated relationship development, negotiation, and presentation skills. Strong collaboration and interpersonal skills. High level of energy and stamina to work and deliver under pressure. Ability and willingness to travel (50%). Understanding the importance and impact of sales strategy on business results. Strong Excel and analytical skills to track and analyze data. Knowledge of Sales Force a plus. The base salary range for the role is $102,000 to $168,000. 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. 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.
    $102k-168k yearly Auto-Apply 60d+ ago
  • Client Service Associate, Employee Benefits

    Hub International 4.8company rating

    Hub International job in Diamond Bar, CA

    IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population. WE'LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more! THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. Essential Duties and Responsibilities: Responsibilities Assist the Account Management team with all aspects of the account-service for all client group sizes Assist eligibility changes, enrollments, changes and terminations Processes COBRA documents Provides billing and online portal assistance to clients Assists with audits WHAT YOU BRING TO THE TABLE: Bachelor's degree preferred 1+ years of related benefits experience demonstrated computer efficiency Teamwork - Supports everyone's efforts to succeed Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed Demonstrates attention to detail * The expected hourly rate for this position is $23.00 to $26.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & ServiceRequired Experience: 1-2 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $23-26.5 hourly Auto-Apply 10d ago
  • Personal Lines Account Manager

    Brown & Brown Insurance 4.1company rating

    Garden Grove, CA job

    Job Description Sell and service personal insurance in a busy insurance agency. Requires good communication skills and prior agency experience.
    $44k-56k yearly est. 14d ago
  • Senior Technical Support Analyst

    Chubb 4.3company rating

    Los Angeles, CA job

    Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions. With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience. We are looking for a Senior Technical Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals. With us, your role will be broadly focused, with the exposure and opportunity to support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude. In this role, you will: * Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products * Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology * Serve as a key representative of IT for projects and initiatives such as Office Moves, Real Estate Initiatives, and Hardware Refreshes, Major Software Roll Outs, Desktop Migrations, and Security Implementations and Compliance issues * Train and guide staff on hardware and software usage * Ensure patch compliance for PCs * Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls * Configure and build hardware; install and configure software based on user service requests * Document resolution to desktop issues, propose solutions to root cause problems * Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment * Interact with 3rd party vendors to drive and resolve specific technical problems * Manage new hire setups, including coordination and configuration of equipment * Assist with new hire orientations and onboard new users from a technology perspective * Document resolutions to desktop issues and propose solutions to root cause problems * Identify opportunities to improve, automate, or simplify processes or systems * Ensure standardization of End User Services to align the EUS catalogue of services globally * At least 6 years of experience in a technical support or related role * Strong understanding of PC hardware skills and an interest and eagerness in technology and support for end users * Microsoft Certified Desktop Support Technician certification a plus * Well versed in desktop tools including O365 * Knowledge of Mac OS/Apple iOS * Experience setting up printers, monitors and IT cabling * Some experience with Active Directory beneficial * Ability to document processes and procedures * Superior customer service and interpersonal skills * Ability to effectively communicate about technology * Bachelor's degree in Information Technology, Computer Science, or a related discipline a plus * Certifications such as Microsoft Certified Solutions Associate (MSCA), Microsoft Certified IT Professional (MCITP), Microsoft Certified Professional (MCP), Cisco Certified Network Associate (CCNA), CompTIA Security+, ITIL Foundation (or higher) Certification, and/or (ICS)2 Certification a huge plus The pay range for the role is $95,000 to $105,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $95k-105k yearly Auto-Apply 60d+ ago
  • Sr. Premium Auditor

    Chubb 4.3company rating

    Irvine, CA job

    Job Opportunity: Senior Premium Auditor We are currently seeking a Senior Premium Auditor with a strong and extensive background in completing Workers' Compensation and General Liability audits for construction risks. This role involves collaboration with a managing general agent (MGA), audit processing centers, various departments within Chubb, and third-party vendors. The position is primarily remote, with audits completed through a remote physical audit process. However, onsite physical audits may be required as necessary. While preference is given to candidates residing in California, we welcome applications from individuals regardless of their location. Responsibilities: Manage all aspects of field scheduling and inventory management. Resolve audit questions, disputes, and assist with rating bureau criticisms. Build and maintain productive, professional relationships with producers and customers to ensure high-quality audit services. Performance will be evaluated based on productivity, time service, technical quality, and interpersonal communication. Provide feedback and conduct quality reviews for third-party vendors as needed. Ensure compliance with established Chubb audit guidelines. Collaborate with internal premium audit staff, managing general agents (MGA), and other Chubb business units. Required Skills: Proficiency in analyzing electronic payroll information. Comprehensive knowledge of Workers' Compensation statutory rules and requirements across all 50 states. Familiarity with accounting records and bookkeeping methods. Intermediate to advanced expertise in Microsoft Excel, including pivot tables, formulas (relative and absolute), VLOOKUP, ranges, and more. Strong verbal and written communication skills, with the ability to explain audit requirements to insureds or risk managers effectively. Excellent time management skills to meet deadlines while managing multiple assignments simultaneously. Self-discipline to work independently with minimal supervision while keeping relevant parties informed. Initiative and self-motivation to manage inventories effectively. Ability to work both independently and collaboratively as part of a team. Consistently interact with others in a positive, respectful, and professional manner. Commitment to upholding the highest ethical standards in all job responsibilities. Experience and Education: At least five (5) years of experience delivering premium audit services to construction accounts. Knowledge of casualty insurance; professional insurance designations such as APA or CPCU are a plus. A four-year college degree or equivalent business experience in the Premium Audit field. Proficiency in Microsoft Office Suite and other business-related software applications. Chubb Individual Contributor Competences Problem Solving: Takes an organized and logical approach to addressing problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to identify root causes and develop insights. Continuous Learning: Demonstrates a commitment to expanding expertise, developing new skills, and growing professionally. Actively seeks opportunities to learn and deepen technical knowledge. Embraces challenging assignments that foster professional growth. Initiative: Exceeds expectations by taking ownership of tasks and meeting objectives with minimal supervision. Demonstrates self-motivation and a willingness to go the extra mile. Seizes opportunities to make a positive impact. Adaptability: Adjusts personal efforts in response to changing circumstances. Receptive to new ideas and approaches. Effectively prioritizes competing demands and navigates uncertainty with confidence. Results Orientation: Executes plans effectively, drives for results, and takes accountability for outcomes. Perseveres in challenging situations and capitalizes on opportunities. Takes full responsibility for achieving desired results. Values Orientation: Upholds Chubb's values and consistently acts with integrity. Builds trust through honesty and professionalism. Fosters collaboration within teams and across the organization, embodying the “One Chubb” mindset. The pay range for the role is $ 81,100-$137,800.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.
    $81.1k-137.8k yearly Auto-Apply 60d+ ago
  • Accounts Payable Associate

    Hub International 4.8company rating

    Hub International job in Riverside, CA

    Hi, we're HUB. We are proud to be one of the largest insurance brokers in the nation, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our clients and organization. Our Hub Financial Center is looking for candidates in the position below. About The Position: When you apply for this position, your application will be considered for opportunities across all our Insurance Accounting Teams: Direct Bill, Premium Payables, Cash Application, and Accounts Payable. Each team plays a unique role in ensuring financial transactions are accurately reviewed and processed according to established procedures. As an Accounts Payable Associate, you'll contribute to the core functions that keep our operations running smoothly. This is an excellent opportunity for someone who enjoys working with numbers, resolving inquiries, ensuring timely payments, and is looking to grow their career in accounting or finance. What you'll do: · Accurately apply fundamental accounting principles and procedures · Process and manage assigned functions and tasks efficiently and on time · Handle invoices, payments, and receipts with precision and attention to detail · Maintain organized and accurate records of all transactions · Respond promptly and professionally to inquiries from internal partners, brokers, and carriers · Use various internal systems and platforms to communicate, track progress, and complete assigned tasks · Provide coverage and support across teams as needed, assisting in other areas to ensure continuity and collaboration Required/Preferred: · Minimum of 1 year of experience in banking, finance, billing, accounting, or a related service-oriented field · High school diploma or GED required; additional certifications or degrees are a plus · Strong collaboration skills with the ability to work effectively across teams · Comfortable adapting to new processes, systems, and organizational changes · Proactive problem-solver with a thoughtful approach to resolving issues · Clear and professional communication skills, both written and verbal · Confident using technology and internal systems to complete tasks and communicate with others Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $21.00- $26.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. By applying to this job, you are acknowledging your receipt of and agreement with, the HUB Privacy Policy. By providing your mobile number in this job application submission to us, you are agreeing to receive an initial text, which you will have to ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies. Department Accounting & Finance Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Department Accounting & FinanceRequired Experience: 1-2 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $21-26.5 hourly Auto-Apply 30d ago
  • Account Executive, Employee Benefits

    Hub International 4.8company rating

    Hub International job in Newport Beach, CA

    THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Account Executive develops, manages and expands relationships with employee benefit clients by performing the following duties. Responsibilities: Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients. Helps to develop and implement client's benefits strategies. Prepares a plan for each account to identify what and how short and long term needs may be met. Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance Ensures all services are implemented according to established project plans and all client deliverables meet quality standards. Acts as the “quarterback” directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables. Ensures account team is executing deliverables according to standards and best practices Coaches and mentors the account team and provides direction to the team on: RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers Strategies for new and renewing plans Pre-renewal and renewal timelines, project plans, meetings and presentations Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement Offering and implementing value-added services Developing client's 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution SPD wrap documents and 5500 filings Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Carrier and vendor management Communications All aspects of executing Open Enrollment Provides direction on contribution modeling with Benefit Analysts Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services. Understands and can explain all aspects of carrier renewals for assigned clients Prepares and conducts financial, technical and product presentations and demonstrations. Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage). Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes. Is well educated on all HUB products and services. Coordinates with the producer on any out-of-scope services WHAT YOU BRING TO THE TABLE: 5+ years of related experience within a brokerage environment Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Must hold a valid CA Life Agent license. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Project Management - Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA Analytical - Evaluate numerical and qualitative data to recommend the best alternatives to clients. Computer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits. Relationship Management -Develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. Team Player - Effectively works with team. Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. Provides feedback to and solicits feedback from the team Some travel required * The expected salary range for this position is $105,000.00 to $125,000.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. #LI-DD Department Account Management & ServiceRequired Experience: 5-7 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $105k-125k yearly Auto-Apply 25d ago
  • PRS Business Development Manager

    Chubb 4.3company rating

    Los Angeles, CA job

    PRS Business Development Manager (BDM) Irvine or Los Angeles, California Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles. Chubb Personal Risk Services is seeking a Business Development Manager (BDM) for our Southern California territory. The BDM position is responsible for overall agency relationship management including new client acquisition and renewal client management for assigned tier 1 and 2 agents and brokers including key Cornerstone agency partners. The BDM's territory consists of nearly $90 million total written premium and will need to conduct agency field visits to their assigned agents and brokers from two Chubb branches - Newport Beach (Irvine), and Los Angeles, with the largest concentration being in the Orange and Los Angeles County area. The position will be based within the defined geography, with a preference for the candidate to live near a Chubb Regional or Branch Office (Irvine or Los Angeles, California). The BDM will report directly to the Southern California AVP, Personal Lines Manager. Key Responsibilities: Develop agency assessments and business plans with assigned independent agencies designed to grow new business from new clients as well as retention and cross selling of existing clients. Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management, ultimately leading to closing deals. Responsible for new and existing client quote follow up and quote optimization with agents. Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques. Premier account segment new and renewal table set best practice. Cross-sell and upselling of existing clients via account rounding initiatives. Provide support to assigned agencies including: Agency training to understand Chubb's products, services and competitive advantages. Product and service enhancements and rate changes. Address and respond to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like. Coordinate home office initiatives and marketing campaigns that are new and renewal customer oriented, including attendance at associated events. Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation. Book management including analysis of results to identify agency specific and territory trends. Develop and maintain trusted agency relationships primarily through in person travel. Participate in internal meetings and report on results as appropriate. Work with agents and underwriting on new clients, retention and cross selling. Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration. Results Orientation : Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast- paced environment by: Recognizing and capitalizing on opportunities Distinguishing what results are important with a focus on achieving high-payoff activities and goals Challenging self and others to do better without minimizing accomplishments Identifying critical success factors to accomplish desired results and develop plans to achieve them Ensuring goals and objectives are measurable and focus on goals not activities Continually looking for ways to change and improve processes to create improved business results. Adaptability : Agile learner who can quickly absorb information and apply it to current business situations by: Responding well to change Handling multiple demands/priorities Adapting to best fit with situation at hand Handling conflict effectively Developing new skills quickly Accepting new responsibilities willingly Customer Engagement : Delivers end to end customer engagement that leads to measurable revenue growth by: Building rapport quickly and finding common ground Establishing trust and credibility through timely delivery of commitments Leveraging goodwill to gain larger share of wallet Allocating resources to maximize business potential Analyzing data with the goal of discerning useful information that informs conclusions and supports fact based decision-making Problem Solving : Identifies/reacts to problems and opportunities, produces alternatives and implements viable solutions by: Responding to, and resolving, inquiries in a timely manner Engaging appropriate resources to resolve problems and following through to conclusion Simplifying complexity by breaking down issues into manageable parts Looking beyond the obvious to get at root cause Developing insight into problems, issues and situations Sales Acumen : Leverage market, business and technical knowledge and insights by: Possessing a big picture perspective and detailed operational understanding of own area of responsibility Employing a disciplined sales process to ensure consistent execution of best practices (agency assessments drive pipeline management, business plans set goals and drive execution of tactics, effective agency travel advances new business activities/results, etc.) Effective utilization of Salesforce to view dashboard information, review open opportunities and add updates, run agency financial reports and summarize agency travel Intrinsic curiosity paired with effective questioning and active listening skills Strong negotiation, leveraging and value-based selling skills Influence Management : Influence and inspire others by: Communicating effectively and passionately about Chubb/Personal Risk Services Successfully persuading, convincing, and influencing others on “why Chubb” Anticipating and preparing for how others will react and overcome obstacles/resistance Leveraging agency relationships to close deals Education and Experience: Bachelor's degree or equivalent work experience Minimum of 3 years of personal lines sales, marketing, underwriting, claims, risk consulting or agency experience Experience selling to high net worth clients preferred The pay range for the role is $95,000 to $137,000. 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.
    $95k-137k yearly Auto-Apply 21d ago
  • ESIS Senior Partnership Leader

    Chubb 4.3company rating

    Los Angeles, CA job

    Come join our established Construction Practice and work with some of our premier clients. We are currently seeking a Senior Partnership Leader to develop and manage important business relationships within ESIS' Construction Practice Group. This position would be primarily based on the West Coast. This position in ESIS Partnership Services provides an opportunity for the correct candidate to join a fast paced, well know Construction Practice, bringing their knowledge of the property and casualty claims industry to positively manage business relationships and impact new business and client retention. Major Duties and Responsibilities: Portfolio Management & Expense Control * Contribute to the growth and profitability of ESIS by strategically managing the retention of ESIS clients. * Promote client expansion through the education of ESIS products and services Account Management & Business Acumen * Acts as a single point of contact for clients to respond to questions, concerns, and problems. Understands how to leverage strategy and relationship to resolve issues, * Expertise in the ESIS risk management information system and the production of reports based on client defined criteria * Execute on tactical and basic strategic initiatives within agreed upon timeframes and expectations * Manage client initiatives and projects such as meeting preparations and claim file reviews * Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner Administrative Compliance * Execution of the contracting process * Accountability for renewal strategy and execution Professional Development * Ability to work independently and collaboratively with clients, brokers, carriers and ESIS team members * Complete technical understanding of all ESIS products and services and how they are best deployed for specific clients * Mentor newer employees * College degree * At least 10 work experience in account management or claims and in-depth knowledge of the property and casualty (Workers' Compensation and Liability) claims industry * Wrap up experience preferred * Construction related insurance experience preferred The pay range for the role is $99,900 to $186,700. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS' innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients' unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry's broadest selections of risk management solutions covering both pre- and post-loss services.
    $99.9k-186.7k yearly Auto-Apply 30d ago
  • ESIS Claims Representative, WC

    Chubb 4.3company rating

    Los Angeles, CA job

    Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need. At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team. If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere! Under direct supervision initially, performs customer service and/or claims functions while training to become a claims representative. Gains exposure to all facets of a professional claims representative position through classroom and hands on learning. Will be assigned a caseload as training progresses. Duties may include but are not limited to: Claims Management: Investigate, evaluate, and manage workers' compensation claims from inception to resolution, ensuring compliance with applicable laws, regulations, and company policies. Communication: Serve as the primary point of contact for injured workers, employers, medical providers, and other stakeholders, providing clear and professional communication throughout the claims process. Investigation: Conduct thorough investigations of claims, including gathering statements, reviewing medical records, and analyzing accident reports to determine compensability and liability. Decision-Making: Make timely and accurate decisions regarding claim acceptance, denial, or settlement based on the facts of the case and applicable laws. Documentation: Maintain detailed and organized claim files, documenting all activities, communications, and decisions in the claims management system. Cost Control: Monitor and manage claim costs, including medical expenses, indemnity payments, and legal fees, while ensuring appropriate reserves are established and maintained. Compliance: Ensure adherence to state-specific workers' compensation laws, regulations, and reporting requirements. Customer Service: Provide exceptional service to clients by addressing inquiries, resolving issues, and delivering timely updates on claim status. Collaboration: Work closely with internal teams, including legal, medical, and risk management professionals, to achieve optimal claim outcomes. Preferred Qualifications: A minimum of 2 years' experience in handling workers' compensation claims in California is preferred, with prior experience at ESIS or similar third-party administrators being advantageous, and/or Bachelor's degree or equivalent experience. Industry Knowledge: Strong familiarity with workers' compensation laws, medical terminology, and best practices in claims handling is preferred. Technical Skills: Demonstrated proficiency in claims management systems and the Microsoft Office Suite. Communication Skills: Excellent written and verbal communication skills, enabling effective interactions with external investigative sources and insureds over the phone. Team Collaboration: Proven ability to contribute effectively within a team environment, providing and receiving constructive feedback while identifying growth opportunities for both self and colleagues. Analytical Skills: Strong analytical and problem-solving abilities to navigate complex scenarios efficiently. Organizational Skills: Capable of managing multiple priorities and meeting deadlines in a fast-paced work environment. Customer Focus: Strong commitment to customer service, with a proactive approach to addressing and supporting customer needs. Judgment and Decision-Making: Confidence in personal judgment, with the ability to support and defend decisions made. Commitment to Excellence: Dedicated to maintaining high standards of behavior and performance. Adaptability: Flexible in adapting approaches and behaviors to fit specific situations effectively. Positive Representation: Strong focus on building and maintaining a positive image for Chubb and ESIS. Skills: Strong analytical and problem-solving abilities. Excellent verbal and written communication skills. Proficiency in claims management systems and Microsoft Office Suite. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Knowledge: Familiarity with workers' compensation laws, medical terminology, and claim handling best practices. 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 $60,700 to $93,300. 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.
    $60.7k-93.3k yearly Auto-Apply 9d ago
  • AVP, Life Sciences Underwriting Manager

    Chubb 4.3company rating

    Irvine, CA job

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

    Hub International 4.8company rating

    Hub International job in Riverside, CA

    Who is the Carrier Team? The Carrier Team assists as the bridge of communication between the Hub Accounting teams and our Insurance Carrier and Broker partners. As a service and support unit, they work closely to ensure carrier inquiries and documentation are thoroughly researched and resolved. About the position: The Carrier Team Associate plays a key role in supporting accurate financial transactions by reviewing and routing carrier documentation, including statements, invoices, and related materials, to the appropriate teams. They verify documentation for accuracy, handle first-level inquiries, and conduct research to support correct commission posting. This role also involves professional communication with carriers while representing Accounting. Success comes from strong attention to detail, problem-solving, and collaboration across teams. Review and validate carrier documentation, including statements, invoices, and supporting materials, to ensure accuracy and completeness before routing to the appropriate accounting teams. Act as a key liaison between carriers and internal teams, handling first-level inquiries and representing Accounting with professionalism and clarity. Communicate effectively with carriers and brokers through email, phone, and in-person interactions to support partnership and resolve documentation-related questions. Analyze documentation to identify inconsistencies or missing information and follow up to resolve issues that could delay transaction processing. Maintain organized and accessible records within broker management systems, following internal procedures. Contribute to a collaborative team environment, supporting shared goals and assisting with evolving priorities as needed. Required-Preferred Qualifications: High school diploma or equivalent; additional education in business, accounting, or a related field is a plus Experience in a support-focused role such as banking, finance, collections, help desk, or client solutions Proficiency in Microsoft Office Suite, especially Excel, Outlook, and Word Clear and professional communication skills-written, verbal, and in-person-with confidence in engaging carriers and brokers via email, phone, and face-to-face interactions Strong attention to detail and organizational skills, with the ability to manage multiple priorities in a dynamic environment Ability to thrive in a collaborative team environment that values partnership, shared success, and mutual support Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $19.00- $26.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. Disclaimer: “By applying to this job and providing your mobile number, you are agreeing to receive an initial text from HUB International which you will have the ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies.” Department Accounting & FinanceRequired Experience: 2-5 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $19-26.5 hourly Auto-Apply 31d ago
  • Underwriter, Environmental

    Chubb 4.3company rating

    Los Angeles, CA job

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

    Chubb 4.3company rating

    Los Angeles, CA job

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

    Hub International 4.8company rating

    Hub International job in Burbank, CA

    **About Specialty Program Group-Wholesale:** SPG Wholesale is the wholesale division of Specialty Program Group, combining five of our legacy wholesale brands (Monarch E&S, Beacon Hill Associates, Specialty Wholesale Insurance Solutions (SWIS), Capitol Special Risk and JDM & Associates) into one unified platform. Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group, a division of HUB International, offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. Responsible for developing, managing, marketing, underwriting, and sustaining profitable business by providing high level technical and sales expertise with commercial insurance coverages for the clients of independent and retail insurance agents and brokerages. **About the Position:** The ideal candidate for this position will possess excellent customer service skills and serve as a technical resource to a large and growing commercial lines underwriting/brokerage team. Successful applicants will work with the in-house broker to request and review underwriting information for rating of pen/binding carriers, preparation of endorsements, and engaging brokerage markets on complex risks. Chance to work closely with Monarch's largest underwriter/producer daily, gaining underwriting and broking knowledge. **Location:** We would love to find a local candidate for this role, as we see a huge benefit in hybrid work especially in the beginning stages. Our office is located 2550 N Hollywood Way, Suite 501, Burbank, CA 91505. However, we are open to remote candidates as well. **Responsibilities:** + Communicate effectively with Pen and Brokerage Carriers to obtain the broadest coverage at the best price, providing the most sellable quotes + Understanding Pen Underwriting Guidelines to Properly quote business within authority + Rating and Preparation of quotes with Pen/ Binding Carriers + Handle incoming calls and emails from retail agents and carriers ensuring highest level of customer service standards are met, bringing communication to a satisfactory resolution + Rating endorsements and other documents according to established departmental procedures with accuracy, efficiency, and meeting compliance standards + Other duties as assigned **Qualifications:** + Proficiency in various Carrier Rating Portals, Microsoft Word, and Excel + High School graduate required; College courses preferred + Previous work experience in the fields of insurance, customer service, banking or similar, with a successful track record + Excellent written and verbal communication skills + Ability to work well under pressure to meet tight deadlines in a fast-paced environment + Strong organization skills, with a high level of detail orientation **Compensation:** Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $65,000-$75,000 with additional discretionary bonus opportunity. This compensation will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. \#SPG **\#SPG** Department Sales Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $65k-75k yearly 60d+ ago

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