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HUB International jobs in Riverside, CA - 53 jobs

  • Account Executive, Employee Benefits (Small Group)

    Hub International 4.8company rating

    Hub International job in Newport Beach, CA

    ## Account Exectuive, Employee Benefits (Small Group) 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. and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.Responsibilities: Helps to develop and implement client's benefits strategies.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. Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.5+ years of related experience within a brokerage environment Experience supporting the small group market (100 lives and under) Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. 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 HIPAAComputer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.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. *The expected salary range for this position is **$105,000.00** to **$115,000.00**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.*Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière de conformité. Vous aurez donc l'esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d'assurance qui vous mettent en contrôle.À propos de HUB InternationalHUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d'assurance mondial qui offre des produits et des services complets dans les domaines de l'assurance de dommages, de l'assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d'esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d'assurance sur mesure. Pour plus d'informations, veuillez visiter . #J-18808-Ljbffr
    $105k-115k yearly 1d ago
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  • Client Services Manager

    Hub International 4.8company rating

    Hub International job in Irvine, CA

    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 Small Business Unit (SBU) Client Service Manager oversees the Small Group Account Managers. This position may also assume the duties and responsibilities of an Account Executive/Account Manager to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE/AM teams. * Leads the SBU in operational efficiencies such as Scope of Services, Resource Pro, PATRA, and AI initiatives. * Manages a team of employee benefits service staff of Small Group Account Manager. * 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 Managers; 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. 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 $110,000.00- $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: 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. Are you disabled? A Veteran? We welcome ALL candidates and are proud of our wonderfully diverse employee population Department Account Management & Service Required 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.
    $110k-125k yearly Auto-Apply 3d ago
  • Cross-Sell Director

    Hub International 4.8company rating

    Hub International job in Newport Beach, CA

    Cross-Sell Director page is loaded## Cross-Sell Directorremote type: Hybrid Workinglocations: Newport Beach, CA: San Diego, CA: Encino, CA: Carlsbad, CA: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob requisition id: R0033538**Cross-Sell Director**The Cross-Sell Director supports the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO).**RESPONSIBILITIES*** Coordinate cross-sell efforts for the region working with data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place* Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book* Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities.* Meet regularly with producers and advisors to track progress and update opportunity status.* Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis.* Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region.* Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution* Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies.* Maintain strong communication with producers and sales Leaders to help drive results* Additional job-related duties as needed**REQUIREMENTS*** Bachelor's degree or equivalent experience* 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management* Highly organized, master of multi-tasking with an inherent sense of urgency* Superior analytical, problem-solving, and communication skills* Knowledge of the insurance industry preferred*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 $75,000.00- $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: 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 SalesRequired Experience: 2-5 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.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.Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.About HUB InternationalHeadquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com. #J-18808-Ljbffr
    $75k-125k yearly 1d 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
  • Senior Producer - Team Lead

    Brown & Brown, Inc. 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. Brown & Brown is seeking a Senior Producer - Team Lead to join our growing team in Irvine, CA! The Property Casualty Sales Leader drives revenue growth by increasing new business sales, improving renewal retention rates, and empowering and inspiring the Production Team to drive growth and profitability. As a department thought leader, this role advises and serves as a member of the leadership team in the development and execution of short-term and long-term plans and budgets based on agency goals, acquisitions, strategic planning and growth objectives. The Sales Leader oversees the Production team to ensure that our customers' business plan objectives are supported by their insurance programs and services. In addition, this role implements consistent policies, workflows and processes. The Sales Leader will be a mentor to "high potential" team members in the office. How You Will Contribute: * Lead, coach and motivate the Production team with an unwavering commitment to revenue growth. Empower Producer team members through coaching and help them grow in their careers. * Lead the development and implementation of business strategies in collaboration with Office Leaders and manage strategic relationships with third parties * Pursue cross-selling opportunities with the Office Leaders, Marketing Department Leaders and other members of the leadership team * Champion, plan and lead the Producer-in-Training (PIT), Intern, onboarding and team member development programs, while providing direction and feedback to drive performance growth with the use of measurable goals and ensure proper execution that is in alignment across the organization * Participate in the curation of new teammate development programs and initiatives * Foster and seek new customer relationships through all means of communications - such as virtual calls, personal meetings, seminars, membership to key industry organizations, etc. * Maintain strong relationships with key carrier partners * Keep current on marketplace changes and inform customers and team * Monitor and advise in the creation of Producer plans and assist with Producer renewal strategies * Conduct, organize and improve Production team meetings Licenses and Certifications: * Property & Casualty license (if not already held, obtain within 30 days of hire) Skills & Experience to Be Successful: * Bachelor's Degree or higher * 5+ years of P&C insurance experience with a track record of helping support and build effective sales teams/operations * In-depth knowledge and understanding of P&C products and services, administration, financials, current legislation, rules, laws and other regulations * Proven track record of growing and maintaining a customer book of business * Must have detailed knowledge of a CRM system * Effective leadership and mentorship skills * 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. Pay Range $150,000 - $250,000 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".
    $75k-119k yearly est. Auto-Apply 53d ago
  • Application Developer/Analyst

    Brown & Brown, Inc. 4.6company rating

    Orange, 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. Under general direction from senior developers and project managers; design, develop, and maintain software solutions supporting business operations. Collaborate with end users, project managers, and senior developers to deliver applications across web and Windows platforms. This role requires strong technical skills, teamwork, and a proactive approach to problem-solving. ESSENTIAL DUTIES & FUNCTIONS: include the following. * Maintain and enhance codebases for multiple projects. * Collaborate with users and project teams to define requirements and estimate tasks. * Participate in code reviews and follow established development standards. * Develop a deep understanding of CalSurance & Lancer Claims' business environment to support application needs. * Create and maintain technical documentation (requirements, specifications, etc.). * Design and implement Azure-based solutions leveraging services such as App Services, Functions, Logic Apps, and Azure Kubernetes Service (AKS). * Develop and maintain cloud-native applications optimized for scalability, security, and cost efficiency. * Configure and manage Azure networking components (VNETs, NSGs, Application Gateways, Load Balancers). * Build and automate CI/CD pipelines with Azure DevOps for seamless deployment and integration. * Migrate on-premises applications and databases to Azure PaaS and IaaS environments. * Implement disaster recovery and backup strategies using Azure Site Recovery and Backup. * Ensure quality, security, and compliance with all deliverables. Technical Requirements include: * Knowledge of Azure-based solutions and cloud-native applications. * Knowledge of Microsoft development stack (C#, VB.NET, ASP.NET, .NET core). * Knowledge of Azure PaaS and IaaS environments. * Proficient in SQL Server (queries, stored procedures, database design). Pay Range 45.67 - 60.09 Hourly 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".
    $87k-114k yearly est. Auto-Apply 30d 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
  • 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. 25d ago
  • Renewal Underwriter

    Brown & Brown, Inc. 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 Renewal Underwriter to join our growing team in Irvine, CA! The Renewal Underwriter is responsible for analyzing, underwriting, and servicing primarily renewal accounts, with support for new business as directed. This role evaluates risk exposures, determines appropriate premiums and terms, and ensures compliance with carrier guidelines and state regulations. The Renewal Underwriter works closely with brokers, agents, and internal teams to market and negotiate placements, issue accurate policies and supporting documents, and deliver exceptional service to clients. In addition to managing renewals, the position provides guidance and training to team members, contributes to departmental sales and production efforts, and fosters strong relationships with producers, carriers, and industry partners to support profitable growth. How You Will Contribute: * Examine application forms, inspection reports, insurance maps, medical reports, and related documents to assess risk based on financial standing, age, occupation, accident history, and property value/condition. * Review company records to confirm existing coverage on single risks or groups of related risks, while evaluating potential for catastrophic or excessive losses. * Underwrite or broker renewal accounts, ensuring compliance with carrier guidelines, accuracy of applications, timely issuance of quotes, binders, and policies, and completion of state filings and tax payments. * Assist Underwriters/Brokers with reviewing, analyzing, and underwriting renewal and new business accounts; determine premiums and terms, analyze exposures, and issue written indications, quotes, and binders. * Utilize inspection companies to gather additional information, support rate development, and communicate company underwriting policies. * Partner with Underwriters/Brokers to market services, meet with retail agency clients, and cultivate relationships that grow and retain business. * Leverage binding authorities or broker risks when necessary to negotiate successful placements and support overall underwriting results. * Ensure proper coding and completion of required forms and documentation. * Service and maintain existing business with strong awareness of departmental priorities. * Train and mentor processors and assistants by reviewing submissions, indications, quotes, binders, and policies for accuracy and completeness. Licenses and Certifications: * P&C State licensed. * Pursue the CIC or CPCU designation, thorough familiarity with applicable ISO manuals, forms, rating plans, policy forms i.e. coverages, exclusions, conditions, and terms. 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 * Exceptional telephone demeanor. * 1-3 years' experience with excess and surplus lines underwriting agency or company. 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 $75,000 - $100,000 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".
    $75k-100k yearly Auto-Apply 43d ago
  • Carrier Team Service Analyst

    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. About The Carrier Management Team The Carrier Team serves as the vital link between our Hub Accounting teams and our Insurance Carrier and Broker partners. Acting as a trusted communication bridge, we ensure seamless collaboration and resolution of inquiries. Our team specializes in researching and resolving carrier requests, managing documentation, and handling escalations with precision and care. As a dedicated servicing and support unit, we play a critical role in maintaining strong partnerships and delivering exceptional service across all interactions. About the Position: The Carrier Team Service Analyst provides dedicated support for a variety of cases and inquiries, ensuring timely and accurate resolutions. This role includes cross-functional assistance for escalations related to carriers, brokers, and accounting. The position requires strong research skills, attention to detail, and a commitment to identifying trends and delivering effective solutions. Analysts work collaboratively within a team environment to resolve challenges and maintain efficiency for internal and external partners. Responsibilities: Research and resolve escalations, including carrier assistance needs or missing commission documentation, ensuring timely and accurate solutions Build and maintain strong relationships with carriers and brokers to provide accounting teams with the most current and accurate information Collaborate with team members on complex escalations, fostering a cohesive and supportive environment that drives efficiency Monitor and report on identified trends or recurring challenges, sharing creative ideas and recommendations for process improvements Delivering the highest level of service in all interactions, maintaining professionalism and responsiveness Support additional projects and initiatives as assigned, contributing to team and organizational goals Required-Preferred Qualifications: 2+ years of experience in a servicing or support team environment providing assistance and solutions Strong research and analytical skills with a proactive approach to owning resolutions Professional Certificate in Business or related field, or a degree (preferred) Excellent communication skills, confidence in email and phone interactions Highly organized with the ability to manage priorities and meet service-level agreements Team-oriented, enjoys collaboration and contributes to shared success 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 $22.50 - $28.50 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.
    $22.5-28.5 hourly 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 & 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 16d ago
  • Property & Casualty Insurance Placement Specialist

    Brown & Brown, Inc. 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. Brown & Brown is Seeking a Property & Casualty Insurance Placement Specialist to join our growing team. The Property & Casualty Insurance Placement Specialists primary responsibility is the marketing of new or renewal accounts through negotiation with underwriters to obtain optimal coverage and pricing for our commercial insurance clients. How You Will Contribute * Marketing policies for each account generating over $5,000 in revenue * Data entry of information from the application onto the carrier portal * Determine the appropriate insurance markets to be approached for assigned accounts * Obtain and analyze quotations and declinations from various insurance companies * Negotiate pricing and coverage terms with underwriters and wholesalers * Identify coverage discrepancies/differences between carrier options * Prepare high quality and accurate proposals for presentations * Monitor, identify, and develop new markets and new opportunities * Build and maintain carrier relationships by participating in carrier meetings and related activities * Other duties may be assigned Licenses and Certifications: * Maintain Property & Casualty Insurance License Skills & Experience to Be Successful * Bachelor's Degree * Proficient with MS Office Suite * Demonstrates clear knowledge of commercial insurance coverage and standard industry offerings * Superior negotiation skills * Excellent inter-personal and relationship building abilities * 1-3 years' experience in similar position (preferred) Pay Range $36.06 - $40.87 Hourly 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".
    $36.1-40.9 hourly Auto-Apply 29d 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 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 50d ago
  • Education & Plan Conversion Specialist (Retirement Plans)

    Hub International 4.8company rating

    Hub International job in Pasadena, 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! POSITION SUMMARY: The Education & Plan Conversion Specialist will provide assistance with employer-sponsored retirement plans to plan sponsors and employees of both governmental and corporate clients. Key Responsibilities: Conducts in-person and virtual group employee education sessions to participants in employer sponsored retirement plans (457(b), 401(k), 401(a), 403(b)) Acts as a project manager/coordinator for plan conversions by liaising with clients and vendors. Coordinates communications with plan participants, which could include planning and attending enrollment meetings, education sessions, and written communications. Supports individual participant requests (ex. withdrawal requests, website access, allocation changes, QDRO's, etc.) Pro-actively engages/communicates with retirement plan clients on general follow-ups Participates with a team in conducting plan reviews. Provides email summarizing the meetings and next steps to Firm Partners Completes Executive Summaries (meeting minutes) Creates and manages fund change processes with record-keepers and review fund changes for accuracy Jointly works with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500's, fee disclosures, etc.. Completes ad-hoc projects and assignments as requested. WHAT YOU BRING TO THE TABLE: A bachelor's degree or five (5) years of relevant experience Series 65 or 66 required Highly proficient at PowerPoint and Word, basic to moderate Excel skills Previous experience providing training to plan participants Previous experience responding to and following up on participant requests Ability to work in a fast-paced environment Demonstrated experience working with record-keepers and TPA's in plan builds, audits and customer service Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization Ability to work collaboratively in a team environment * The expected annual salary for this position is $80,000 to $110,000 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 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: 2-5 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.
    $80k-110k yearly Auto-Apply 7d ago
  • HFC Trainer

    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. Are you passionate about teaching and supporting others? We are looking for an enthusiastic Trainer to join our insurance accounting teams at HFC [Hub Financial Center]. As a Trainer, you will create a welcoming environment, empowering team members with the tools they need to succeed. You will collaborate closely with fellow trainers, sharing insights and strategies to enhance the learning experience. If you love providing interactive and engaging training sessions and being part of a community of innovative peers, then this is the role for you! What you'll do Lead engaging, hands-on training sessions that help team members confidently navigate tools, processes, and workflows. Partner with cross-functional teams to shape training content that's practical, relevant, and easy to apply on the job. Design clear, useful resources-from quick-reference guides to workflow templates-that support day-to-day execution. Track training impacts through feedback and performance data, using insights to fine-tune and improve. Stay aligned with subject matter experts to keep content fresh, accurate, and in step with evolving processes. Engage in cross-functional projects and initiatives, offering opportunities to collaborate across departments and contribute to broader business goals. Access ongoing training and development opportunities to grow your skills, stay current with industry best practices, and support your long-term career path. What you bring to our team Preferred experience 2+ years in training, education, or facilitation, ideally in a process- or operations-focused environment Bachelor's degree or professional certification in Business Administration, Organizational Development, Education, Communications, or a related field is preferred Strong communication skills-both written and verbal-with a knack for making content engaging and accessible Comfortable using tools like LMS platforms and Microsoft Office 365 with the adaptability to learn additional software Familiarity with adult learning principles or instructional design basics A flexible mindset with the ability to adapt to shifting priorities and meet deadlines Curious and proactive-someone who's always looking for ways to improve how things are done What's in it for you? A leadership team focused on caring for and developing our team Competitive compensation Customizable flexible benefits & 401K matching program Generous PTO package - vacation, holiday, sick, and personal time off Growth potential - HUB is constantly growing and so can your career! Ongoing personal and professional development opportunities Comprehensive wellness programs 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 $25.00 - $32.00 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: 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: 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.
    $25-32 hourly Auto-Apply 7d ago
  • Senior Marine Insurance Producer | Agency Affiliation Opportunity

    American Marine Insurance 4.5company rating

    Newport Beach, CA job

    Industry: Marine Insurance Experience Level: Senior Producer / Agency Owner American Marine Insurance is seeking to connect with experienced marine insurance producers or agency owners who manage an established marine insurance book of business and are open to a confidential discussion regarding agency affiliation. This posting is intended for seasoned marine professionals only. This is not an entry-level role and not a cold-sales position. Requirements This opportunity is a fit for candidates who: Own or control an existing marine insurance book of business Have experience in yacht, charter, commercial marine, or specialty marine risks Hold an active Property & Casualty license Are currently operating independently or within a small agency Are exploring growth, scale, succession, or long-term positioning Requirements Existing marine insurance book of business required Active P&C insurance license Proven marine insurance experience required Entrepreneurial or agency ownership background preferred
    $54k-78k yearly est. 11d ago
  • Retirement Plan Consultant

    Hub International 4.8company rating

    Hub International job in Pasadena, 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 Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking expert guidance on their employer-sponsored retirement plans (457b, 401a, 401k, 403b). This position supports the sales team and collaborates closely with clients to develop and implement effective plan strategies and designs that align with their goals and regulatory requirements. Key Responsibilities: Consults on plan strategy, design Conducts audits of plan documents, provisions, fees, investment menus Reviews and comments on plan documents and service agreements Researches and consults on fixed accounts, stable value funds, etc. Participates in plan conversions including, but not limited to, periodic meetings, custom communications, participant education Conducts client RFPs Conducts plan reviews, as needed Supports the plan review, fund change and mapping processes, as needed Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits. Resolve escalated plan and participant service requests WHAT YOU BRING TO THE TABLE: A bachelor's degree or ten (10) years of relevant experience Highly proficient at Excel, Word and PowerPoint Series 65 or 66 preferred Experience supporting plan participants with questions and resolving plan issues Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization Ability to work collaboratively in a team environment * The expected annual salary for this position is $150,000 to $200,000 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 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: 10-15 years of relevant experience Required Travel: NegligibleRequired 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.
    $150k-200k yearly Auto-Apply 7d ago
  • Account Manager

    Brown & Brown, Inc. 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. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Irvine, California. The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs. How You Will Contribute: * Ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues. * Work under the direction of Account Executives to assist in the fulfillment of client needs. * Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests. * Develop and maintain solid relationships with vendors, as well as internal teammates. * Produce open enrollment materials and benefit handouts. * Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist. * Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy. * Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training. * Complete the Marketing checklist with the Account Executive. * Review policies, benefit summaries, SPD's, forms, and rates for accuracy. Licenses and Certifications: * Insurance experience preferred; Life & Health licensed a plus Skills & Experience to Be Successful: * College Degree required * Proficient in MS Excel and Word. * Knowledge of Group Benefit Plans and experience in health and welfare a plus. * 1-2 years Insurance Agency, Insurance Carrier or Human Resources experience is (preferred) * MS Power Point is a plus. Pay Range $33.65 - $40.87 Hourly 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".
    $33.7-40.9 hourly Auto-Apply 41d ago
  • Senior Investment Associate

    Hub International 4.8company rating

    Hub International job in Pasadena, 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! KEY RESPONSIBILITIES: As part of our Wealth Management team, the Senior Investment Associate supports senior advisor partners in the management of a $4B book of business. This role combines investment research and trading responsibilities with operations management and client-facing coordination to help deliver a high-quality client experience, The position encompasses the following core job functions: Client Advisory & Planning Support Participate in client meetings and presentations Draft meeting summaries, action items, and follow-ups Conduct Client Market Reviews, as needed Operations & Service Experience Leverage prior experience with operational workflows and service processes to ensure seamless coordination across client onboarding, account maintenance, and custodian interactions Collaborate with operations and client service team to support efficient execution of client requests and back-office functions Maintain working knowledge of custodial platforms (e.g., Schwab, Fidelity) and internal CRM systems to assist in troubleshooting or escalating service-related issues Provide input on operational improvements that enhance the client experience and advisor efficiency Understand the end-to-end client service lifecycle to support holistic planning and implementation Investment Research & Trading Conduct research and analysis on mutual funds, ETFs, equities, and alternative investments Support investment committee with portfolio construction and model updates Execute trades and monitor account rebalancing based on model changes or client activity Tax & Compliance Awareness Apply a foundational understanding of individual income tax principles to proactively identify potential tax implications related to investments, withdrawals, and account types Evaluate planning opportunities such as tax-loss harvesting, asset location strategies, RMD timing, and Roth conversions Monitor client portfolios for tax-sensitive events (e.g., short-term gains, distribution schedules) and flag them for advisor review Coordinate with clients' CPAs and tax professionals to ensure consistency between tax and investment strategies Stay current on relevant tax rules (e.g., contribution limits, phase-outs, standard deduction changes) and ensure proper documentation for client reporting) Adhere to internal procedures and regulatory compliance WHAT YOU BRING TO THE TABLE: A bachelor's degree or 15 years of relevant experience Highly proficient at Excel and PowerPoint FINRA Series 65 required/ CFA or CFP preferred Experience with custodial platforms such at Schwab and Fidelity Experience with Orion, Eclipse and Nitrogen/Riskalyze preferred Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization Ability to work collaboratively in a team environment * The expected annual salary for this position is $125,000 to $150,000 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 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: 7-10 years of relevant experience Required Travel: No Travel RequiredRequired 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.
    $125k-150k yearly Auto-Apply 7d ago

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