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Markel jobs in Woodland, CA

- 28 jobs
  • Sr. Claims Examiner, Medical Malpractice

    Markel Corporation 4.8company rating

    Markel Corporation job in Woodland, CA

    What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position will be the acknowledged technical expert and be responsible for the resolution of high complexity and high exposure claims. The position will have significant responsibility for decision making and work autonomously within their authority. This position will be an acknowledged technical expert and be responsible for the resolution of complex and high exposure Healthcare claims with an emphasis on the excess and reinsurance business, and higher limits primary/stacked limits. The position will have significant responsibility for decision making and work autonomously within their authority. Job Responsibilities * Confirms coverage of claims by reviewing policies and documents submitted in support of claims * Analyzes coverage and communicates coverage positions * Conducts, coordinates, and directs investigation into loss facts and extent of damages * Directs and monitors assignments to experts and outside counsel * Evaluates information on coverage, liability, and damages to determine the extent of insured's exposure * Sets reserves within authority or makes claim recommendations concerning reserve changes to manager * Negotiates and settles claims either directly or indirectly * Prepares reports by collecting and summarizing information * Adheres to Fair Claims Practices regulations * Assist in training and mentoring of specialists, particularly in the excess and reinsurance business * Serves as technical resource to subordinates and others in the organization * Review and approve correspondence, reports and authority requests as directed by manager * Participates in special projects or assists other team members as requested * Travel to mediations, trials, and conferences as required * Represents Markel's claims expertise on external panels and industry forums * Coordinates loss information for senior business stakeholders and presents during monthly/quarterly business meetings * Contributes to maintenance of claims guidelines and best practice procedures * Delivers technical training to colleagues and external contacts as appropriate * Ensures effective vendor and litigation management on claims with a focus on minimizing indemnity exposure and mitigating vendor and legal expense * Steps in for manager to assume managerial duties when manager is unavailable or requires assistance Education * Bachelor's Degree required * Juris Doctor optional Certification * Must have or be eligible to receive claims adjuster license. * Successful achievement of industry designations (INS, IEA, AIC, ARM, SCLA, CPCU) or * I-Lead or other Management Training Work Experience * 7-10+ years of claims handling experience or equivalent combination of education and experience * Experience handling high exposure bodily injury healthcare claims Skill Sets * Market leading specialist knowledge within healthcare lines * Expert policy language skills enabling accurate and consistent policy wording interpretation * Experience in negotiation, mediation and arbitrations * Experience in conducting technical claims audits and effectively following up on findings * Ability to manage claims outside of local jurisdiction where appropriate, including understanding of laws and regulations * Strong senior stakeholder management experience, both internal (underwriting, distribution, actuarial, finance and executive management) and external (brokers, major account clients) * Ability to influence claims stakeholders and to effectively direct claims strategy * Ability to lead within a team environment * Strong presentation skills * Excellent written and oral communication skills * Strong analytical and problem solving skills * Strong organization and time management skills * Ability to deliver outstanding customer service * Intermediate skills in Microsoft Office products (Excel, Outlook, Power Point, Word) * Ability to work in a team environment * Strong desire for continuous improvement US Work Authorization US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future. Pay information: The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors. The national average salary for the Sr. Claims Examiner is $78,000 - $107,250 with 15% bonus potential. Who we are: Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people | We win together | We strive for better We enjoy the everyday | We think further What's in it for you: In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work. * We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life. * All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance. * We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave. Are you ready to play your part? Choose 'Apply Now' to fill out our short application, so that we can find out more about you. Caution: Employment scams Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that: * All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings. * All legitimate communications with Markel recruiters will come from Markel.com email addresses. We would also ask that you please report any job employment scams related to Markel to ***********************. Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Should you require any accommodation through the application process, please send an e-mail to the ***********************. No agencies please.
    $55k-78k yearly est. Auto-Apply 35d ago
  • Executive Underwriter/Sr. Account Specialist: Inland Marine

    Markel Corporation 4.8company rating

    Markel Corporation job in Woodland, CA

    What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Assigned larger and more important agents/brokers. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state. Knowledgeable in coverage forms and policy language; appropriate utilization of forms and exclusions. Assist with resolving premium audit disputes within assigned agents/brokers. Able to provide coaching to others. Markel Wholesale & Specialty West Region is seeking an Executive Underwriter with a focus on Inland Marine to join our team. What you'll be doing: * Reviewing, analyzing, accepting, and declining inland marine risks to ensure profitability for Markel. * Communicating with underwriting management on individual accounts, current and proposed producers, and to make recommendations concerning operations, systems and procedures when appropriate. * Underwrite and select new business that will produce an underwriting profit. * Review submissions and identify exposure and risk from information provided. * Underwrite renewal business review terms, conditions and pricing and handle related account servicing. * Monitor producers for profitability and production. * Monitor results of the overall book of business assigned; and recommend corrective action as necessary. * Develop and maintain productive relationships within assigned region and product line management. * Participate in audits and/or underwriting meetings as required. * Cross-sell opportunities with other Markel divisions through the promotion of Markel's products and services. * Coordinate with other Markel platforms on common accounts. * Travel within the West Retail region. What we're looking for: * Minimum 5+ years of current experience underwriting profitable Admitted inland marine or related business (position title will depend upon experience); * Bachelor's degree and industry designations (proven, outstanding experience can be substituted for education); * Proven outstanding reputation with wholesale and retail distribution; * Knowledge of pricing accounts using loss rating and actuarial modeling tools/techniques; * Ability to work in a fast paced environment; * Proven excellent customer service skills; * Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibility; * Must have excellent oral and written communication skills; * Superb MS Office and underwriting system skills; * Strong analytical and organizational skills; * Must be a team player that enjoys a flexible and spontaneous business environment. US Work Authorization US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future. Pay information: The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, demonstrated competencies, geographic location, and other factors. The base salary range for the Executive Underwriter/Sr. Account Executive Position is $116k - $159k with a 30% bonus potential. Who we are: Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people | We win together | We strive for better We enjoy the everyday | We think further What's in it for you: In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work. * We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life. * All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance. * We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave. Are you ready to play your part? Choose 'Apply Now' to fill out our short application, so that we can find out more about you. Caution: Employment scams Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that: * All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings. * All legitimate communications with Markel recruiters will come from Markel.com email addresses. We would also ask that you please report any job employment scams related to Markel to ***********************. Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Should you require any accommodation through the application process, please send an e-mail to the ***********************. No agencies please.
    $57k-72k yearly est. Auto-Apply 13d ago
  • Senior Territory Manager (Northern CA)

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more Responsibilities We are seeking a Senior Territory Manager for our Northern California Territory. This individual will be responsible for agency relationships and business development, with a strong focus on the marketing of GUARD's products and developing the territory across their assigned footprint. This is a role for an experienced high-performing territory manager who excels at finding pockets of opportunities, cultivating strong agency partnerships, and executing profitable growth strategies aligned with the goals of Berkshire Hathaway GUARD Insurance Companies. This role requires routine travel within their assigned territory and outside of the territory on occasion. Responsibilities Develop and maintain profitable, meaningful relationships with agency partners by ensuring they are well-trained and understand the company's appetite, guidelines and initiatives. Actively engage agency partners to drive submission activity and achieve profitable growth and business mix goals. Consistent execution of day-to-day sales process and activities using a disciplined sales process by leveraging tools and metrics that reinforces the focus on agency relationships. Build strong working relationships with distribution leadership and internal stakeholders, taking a collaborative approach to identify and pursue growth opportunities, optimize territory alignment, and strategically expand across the territory. Analyze agency performance, market trends and competitor activity to inform tactical decisions and ensure ongoing alignment with GUARD's underwriting appetite and distribution objectives. Qualifications Ideal candidate has a minimum of 3+ years territory management and/or field underwriting experience Positive face of the organization and a “can-do” attitude Proven track record of developing and maintaining strong agency partnerships and obtaining sales results Solid technical knowledge of commercial insurance, including Worker's Compensation, Businessowners', Commercial Auto, and Umbrella Strong familiarity with the Northern California region and its agency networks, market conditions, and competitive landscape Excellent sales acumen and desire to make a difference Excellent communication, presentation and negotiation skills Bachelor's degree preferred Ability and willingness to travel regularly throughout the region by both car and air Proficiency in Microsoft Excel; experience with Power BI is a plus Salary Range $105,000-$130,000 USD with performance based bonus potential and use of a company car The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
    $105k-130k yearly Auto-Apply 17d ago
  • Business Systems Analyst 2

    Berkshire Hathaway 4.8company rating

    Sacramento, CA job

    Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals. This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIESBUSINESS REQUIREMENTS GATHERING Work closely with technical product owners, IT resources, and stakeholders across departments to understand business needs, processes, and objectives. Conduct interviews, workshops, and document analysis to gather detailed requirements for new systems or system enhancements. Work with architects, developers, and DevOps engineers to design solutions, validate feasibility, and ensure scalability. SYSTEM ANALYSIS & DESIGN Analyze existing systems and workflows to identify gaps, inefficiencies, or areas for improvement. Develop and document functional specifications, system design requirements, and workflow diagrams. Work with IT teams to ensure that system designs meet business requirements and technical standards. PROJECT IMPLEMENTATION Support project planning by developing timelines, defining project scope, and estimating resources. Collaborate with project managers, developers, and other team members during the implementation phase. Conduct system testing, including functional, regression, and user acceptance testing (UAT), to ensure system changes meet quality standards. STAKEHOLDER COMMUNICATION & SUPPORT Act as a liaison between IT teams and business units, ensuring clear communication and understanding of system requirements and constraints. Provide training and support to end-users, helping them understand system functionalities and maximize the system's value. DATA MANAGEMENT & REPORTING Collaborate with data teams to ensure accurate data integration, reporting, and business intelligence. Develop and maintain reports and dashboards that support business decision-making. CONTINUOUS IMPROVEMENT Stay updated on industry trends, best practices, and emerging technologies. Proactively identify opportunities for process improvement and lead initiatives to optimize. QUALITY ASSURANCE & UAT LEADERSHIP Define and enforce acceptance criteria for features and user stories to ensure high-quality deliverables. Collaborate with the QA team to develop comprehensive test plans, perform acceptance testing, and ensure product readiness. Lead user acceptance testing (UAT) sessions, ensuring that product features meet business and technical requirements. PRODUCT LAUNCH & POST-LAUNCH SUPPORT Coordinate product releases, working closely with release management, DevOps, and support teams. Monitor and track the performance of product features post-launch and implement necessary improvements. Provide post-release support to address technical issues and feedback from users and stakeholders. RISK & COMPLIANCE Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities. Develop and implement procedures for regular audits, risk assessments, and disaster recovery plans for critical applications. REQUIRED QUALIFICATIONS Education: Bachelor's degree in Information Technology, Business, or related field. Experience: Minimum of 3 years of experience as a Business Systems Analyst or similar role. Experience with low code platforms and experience with SQL and data visualization tools highly preferred. Experience with microservices architecture, containerization (e.g., Docker, Kubernetes), and modern cloud-native applications. Hands-on experience with tools like Git, Jenkins, or containerization. Certifications: Certified Scrum Product Owner (CSPO), Professional Scrum Product Owner (PSPO), or SAFe certifications. SKILLS NEEDED Strong knowledge of automation tools, monitoring, and logging platforms. Proficiency in business analysis tools (e.g., Microsoft Visio, Lucid chart) and familiarity with project management software (e.g., ADO, Jira, Asana). Analytical Thinking: Strong root cause analysis skills. Ability to understand complex business needs and translate them into technical solutions. Strong understanding of business processes and ERP/CRM systems. Communication Skills: Proficient in conveying technical information to non-technical stakeholders and vice versa. Project Management: Skilled in planning, organizing, and managing resources to bring about successful project completion. Adaptability: Open to learning and adapting to new systems, technologies, and business Ability to work independently but in a collaborative manner. Work with cross-function teams. WHAT WE OFFER Work Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modernized Historical Setting in East Sacramento Free Lot Parking Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
    $101k-124k yearly est. Auto-Apply 60d+ ago
  • Head of Premium Audit

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are seeking a strategic and experienced leader to head our Premium Audit function for Small Commercial Insurance. This role is responsible for driving operational excellence, ensuring audit accuracy, and enhancing the customer experience across our audit processes. You will lead a team of professionals and manage vendor relationships to deliver timely, compliant, and customer-focused audit services. Key Responsibilities Operational Leadership & Strategy: Develop and execute the strategic vision for the Premium Audit department. Develop a service focused mindset within the Premium Audit department Implement Audit procedures and education aimed at improving audit compliance Lead and manage a team of audit professionals and external vendors. Oversee the completion of physical, virtual, and voluntary audits, ensuring accuracy and timeliness. Data Driven Decision Making: Translate data into actionable insights that drive business strategies and initiatives. Provide data-driven recommendations that improve operational efficiencies and business performance (internal and vendor partners). Use data to assess the potential impact of different business strategies, scenarios, or decisions and guide recommendations accordingly. Collaborate with business teams to implement data-driven initiatives and track their performance over time. Team Development & Leadership: Lead, motivate team leaders and agents, fostering a high-performance culture that focuses on customer satisfaction and operational excellence, including external vendors. Provide coaching, feedback, and career development opportunities to ensure team members are engaged and performing at their best. Implement training programs to continuously improve the skills and capabilities of the contact center staff. Foster an environment of collaboration, innovation, and accountability. Process Improvement & Technology: Implement and refine workflows and processes to enhance operational efficiency and minimize bottlenecks. Continuously evaluate and enhance operational processes, workflow, and technologies to drive productivity and regulatory compliance. Stay current with the latest technology, tools, and software solutions that can improve operational performance Champion the adoption and integration of new technologies to enhance both customer experience and operational efficiency. Regularly review the business's data needs and work with stakeholders to improve data collection methods, reporting processes, and analytical techniques. Customer/Agent Experience Optimization: Ensure seamless customer/agent experience by developing and monitoring quality assurance programs, ensuring that all interactions are handled with professionalism, empathy, and efficiency. Oversee escalation processes, ensuring that complex or high-priority customer issues are resolved promptly and effectively. Work with the customer/agent experience team to identify customer pain points and implement solutions to resolve them. Performance Management Goal Setting and Alignment: Set appropriate goals and effectively performance manage supervisors and team members. Ensure that individual and team goals contribute to overall company success. Coaching and Development: Provide ongoing coaching, mentoring, and support to employees to help them meet performance expectations and achieve their career development goals. Identify skill gaps and facilitate appropriate training opportunities. Performance Improvement Plans (PIPs): Work with managers to design and implement performance improvement plans for employees who do not meet expectations. Provide guidance and follow-up to ensure progress is made. Conduct Performance Reviews: Lead and facilitate regular performance reviews, providing clear and actionable feedback. Work with managers to assess individual contributions, recognize achievements, and identify areas for improvement Budgeting & Financial Management (if applicable): Identify cost-saving opportunities through process efficiencies, technology adoption, and other operational improvements. Conduct regular reviews of expenses and financial performance, making recommendations for adjustments when necessary. Cross-Functional Collaboration: Collaborate with other departments such as IT, Marketing, Sales, Product, Underwriting and contact center to ensure alignment and integration of new initiatives. Provide feedback and insights to other teams regarding product/service improvements based on customer/agent interactions. Serve as a liaison between senior leadership and underwriting operations, ensuring that operational strategies are aligned with broader business goals. Qualifications Qualifications Bachelor's degree in Accounting, Finance, Business Administration, or related field. 15+ years of experience in premium audit, with at least 10 years in a leadership role. Deep understanding of small commercial insurance products and audit methodologies. Proven ability to lead teams and manage vendor relationships. Strong analytical, communication, and problem-solving skills. Experience with audit software and data analytics tools. Ability to navigate regulatory environments and ensure compliance. Why Join Us? Be part of a mission-driven organization focused on delivering exceptional service. Lead a high-impact function with visibility across the enterprise. Work in a collaborative, innovative, and inclusive environment. Competitive compensation and benefits package. Salary Range: $115,000-$235,000 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
    $115k-235k yearly Auto-Apply 6d ago
  • Utilization Review Nurse

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    About us: Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The Utilization Review Nurse's duties will include, but are not limited to: Support internal claims adjusting staff in the review of workers' compensation claims Review records and requests for UR, which may arrive via mail, e-mail, fax, or phone Meet required decision-making timeframes Clearly document all communication and decision-making within our insurance software system Establish collaborative relationships and work as an intermediary between clients, patients, employers, providers, and attorneys Utilize good clinical judgment, careful listening, and critical thinking and assessment skills Track ongoing status of all UR activity so that appropriate turn-around times are met Maintain organized files containing clinical documentation of interactions with all parties of every claim Send appropriate letters on each completed UR Salary Range $65,000.00 - $100,000.00 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Qualifications Active Licensed Practical Nurse and/or Registered Nurse License 1+ years of utilization review experience at a managed care plan or provider organization 2 + years' clinical experience preferably in case management, rehabilitation, orthopedics, or utilization review Excellent oral and written communication skills, including outstanding phone presence Strong interpersonal and conflict resolution skills Experience in a fast-paced, multi-faceted environment The ability to set priorities and work both autonomously and as a team member Well-developed time-management and organization skills Excellent analytical skills Working knowledge of: Microsoft Word, Excel, and Outlook
    $65k-100k yearly Auto-Apply 34d ago
  • VP of Compliance

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The VP of Compliance will be responsible for coordinating with stakeholders across GUARD and translating compliance plan goals into executable testing and monitoring, reporting results, and engaging in remediation and value-add partnerships. This dynamic and flexible role will be a resource to leadership and day-to-day business staff. Reporting to the Head of Compliance, the VP will have the following responsibilities: ESSENTIAL RESPONSIBILITIES AND PRINCIPAL ACCOUNTABILITIES Assist with operationalizing a modern, best-in-class Compliance Department, focusing on commercial insurance across multiple lines of business. In partnership with business unit leaders, develop written policies and procedures to keep the business in compliance with insurance-specific and -related laws and regulations. Work with other control functions and business units to develop and monitor appropriate controls to prevent, detect, and resolve compliance breaches. Engage collaboratively with business unit leaders to ensure regulatory compliance across all areas of the business, including Underwriting, Claims, Distribution, Product, Premium Audit, Customer Service, and more. Monitor, review, research, and assist with implementation of applicable state regulatory changes. Engage with regulators and respond to regulatory inquiries, investigations, and market conduct issues in coordination with business units and the broader Legal & Compliance department. Design and implement compliance training programs for employees of the company. Bring a business-first mindset to partner with company leaders and enable action through a pragmatic and collaborative approach Qualifications 10+ years of experience in a compliance role at a national insurance company Experience leading, managing, and developing teams of people, both directly and as part of a highly-matrixed organization Experience building compliance policies, procedures, training, risk assessments, and periodic plans Experience planning, executing, reporting on, and following up on compliance reviews Deep knowledge of commercial insurance laws and regulations, including those addressing product design, underwriting, policy termination, marketing and distribution, agency regulation, licensing, privacy, cybersecurity, artificial intelligence, anti-discrimination, claims handling, OFAC, AML Experience dealing with regulators as part of financial and market conduct examinations is a plus Deep knowledge of industry standards, customs, and practices relating to compliance Salary Range: $140,000-$280,000 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job duties are performed onsite in an office or home office work environment. This position requires the employee to be available for the full duration of their scheduled shift. This position may require some travel to other locations for training opportunities. This position requires a reliable internet connection for working from a home office. The home office is required to be a space free from distractions and supportive of a confidential environment. Work is generally performed in professional office environments. The individual in this position routinely uses standard office equipment (e.g. computers, phones, photocopiers, filing cabinets, fax machines, etc.) The noise level in these work environments is usually moderate. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at a desk entering information into a computer and reading information presented on a computer monitor and on paper. The employee is required to have the ability to talk, hear and understand others in person, on the telephone, via video conferencing equipment, or a headset.
    $98k-120k yearly est. Auto-Apply 12d ago
  • Registered Client Service Associate

    Morgan Stanley 4.6company rating

    Napa, CA job

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $75,000 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $75k-110k yearly Auto-Apply 48d ago
  • IT Infrastructure Engineer

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities As an IT Infrastructure Engineer on our Technology Services Team, you will play a key role in the design, planning, and execution of projects related to GUARD's server, storage, backup, and virtualization environments in the cloud. An ideal candidate should be able to understand and implement public cloud IaaS, PaaS, and SaaS solutions, as well as analyze and resolve complex issues related to these areas. Monitor system performance and capacity and provide proactive remediation. Provide cloud services estimates and identify trends and opportunities for process and technology advancements to critical Infrastructure. Act as a technical escalation point for team members. We are seeking an Infrastructure Engineer to work out of one of these locations: Corporate Office in Wilkes-Barre, PA, Philadelphia, PA, Parsippany, NJ, Chicago, IL, Alpharetta, GA, or Dallas-Fort Worth, TX. Responsibilities: Lead and participate in Azure cloud infrastructure projects. Design and implement infrastructure technical solutions that exhibit high levels of performance, security and scalability, while keeping any risks/impacts to the business in mind. Develop and implement complex cloud environments, focusing on infrastructure as code (IaC) using tools like Terraform, Pulumi, ARM templates, BluePrint. Experience with Azure DevOps or Github Actions. Create, manage, and understand Azure resources such as app gateways, load balancers, storage accounts, Azure Files, app services, NSGs, virtual desktops/pools, backup/polices, Site Recovery, Azure Backup, etc. Deliver technical leadership in the engineering and architecture of GUARD's server, storage, and cloud infrastructure. Guide IT Administrators to ensure proper execution of project designs and ongoing conformity to policy. Ensures infrastructure meets compliance and security standards through audits and tools like Azure Policy. Ensures disaster recovery / backup solutions are operational, maintained and meeting the business needs. Ability to diagnose and resolve cloud infrastructure related problems. Document systems, processes, and/or procedures. Ability to respond to and investigate security alerts. Track industry trends and maintain knowledge of new technologies to better serve the enterprises architecture needs. Demonstrated experience in balancing multiple priorities and managing a variety of projects with strong attention to detail. Ability to mentor and knowledge share as needed to team members and peers. Availability after hours for critical systems maintenance\issues. Participation in On-Call rotation. Salary Range $65,900.70-$152,611.80 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Qualifications 5+ years of public cloud (Azure) engineering experience. Solid understanding and experience with Infrastructure as Code. Primary focus on security across all areas of responsibility. Deep understanding of Active Directory, DNS, DHCP, and Windows Server 2016-2022. Experience with Entra ID, Defender for Cloud, and compliance. Hands on administrative experience with SIEM technologies Knowledge of networking and an understanding of traffic flow, subnets, TCP/UDP, and IP communication. Familiarity with cloud backup and disaster recovery methodologies. IT service delivery mindset with a friendly and positive attitude. Excellent communication skills with an ability to articulate complex information in an easy to understand manner. Applicants must be authorized to work in the U.S. without current or future sponsorship.
    $65.9k-152.6k yearly Auto-Apply 46d ago
  • Lead Commercial Lines Underwriter

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities In this position, you will be responsible for evaluating, selecting, and pricing new and renewal business based on company standards and within granted underwriting authority. Qualifications At least 5 years of Commercial underwriting experience in Workers' Compensation, Commercial Auto, Businessowners' 2 years of habitational underwriting preferred Excellent communication skills Fluent technical computer skills such as Word, Excel, PowerPoint, etc. The ability to work as a team player The ability to effectively multi-task and demonstrate excellent time management skills while exhibiting good judgment Must be willing to travel to assigned underwriting territory with Field Representative to develop agency relationships Salary Range $60,000.00-$125,000.00 USD The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
    $60k-125k yearly Auto-Apply 19d ago
  • Receptionist

    Morgan Stanley 4.6company rating

    Sacramento, CA job

    Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firm's Wealth Management business as you build your career in the organization. DUTIES and RESPONSIBILITIES: * Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel * Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals * Maintain call logs and take accurate, thorough messages that are received * Handle general inquiries, following the firm's policies and procedures * Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc. * Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning MINIMUM QUALIFICATIONS EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High school diploma or equivalent preferred Knowledge/Skills * Professional call etiquette * Knowledge of telephone equipment is preferred * Basic computer skills, including Microsoft Office products * Ability to communicate with colleagues and clients * Dedication to customer service * Ability to work in a fast-paced, evolving environment * Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: * Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000.00 and $95,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $33k-39k yearly est. Auto-Apply 14d ago
  • Service Operations Representative

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The Service Operations Representative position will support underwriting by handling real time endorsement requests from our partner agents through webchat contacts, ensuring customer satisfaction. Additionally, the individuals in this role will be responsible for handling underwriting operational workflow through our proprietary system. This role requires excellent communication and analytical skills, patience, and a customer-first mindset. ESSENTIAL RESPONSIBILITIES AND PRINCIPAL ACCOUNTABILITIES Handle incoming chats from partner agents and internal contacts to help resolve underwriting inquiries for 1 or 2 lines of business. Handle endorsement requests from partner agents and clients that come through our proprietary workflow system for 1 or 2 lines of business Utilize company underwriting directives to review and process changes on in force commercial lines policies. Attend ongoing underwriting and service operations trainings to stay informed and ensure compliance. Assist internal and external customers with system issues related to the underwriting process, such as quoting and submitting change requests. Qualifications High school diploma or equivalent required, bachelor's degree preferred Proven experience in customer service, preferably with insurance or underwriting environments. Strong attention to detail and ability to interpret and apply underwriting criteria accurately. Excellent written and verbal communication skills, with the ability to explain context information clearly. Demonstrated problem solving skills and sound judgement making. Ability to de-escalate high pressure situations and determine if further escalation is necessary. Comfortable working independently and collaboratively within a team. The shift hours for this role are 11:00 AM-7:30 PM EST, Monday through Friday. Salary Range: 40,000-55,000 The successful candidate is expected to work in the home office 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. WORK ENVIRONMENT: Job duties are performed onsite in an office or home office work environment. This position requires the employee to be available for the full duration of their scheduled shift. This position may require some travel to other locations for training opportunities. This position requires a reliable internet connection for working from a home office. The home office is required to be a space free from distractions and supportive of a confidential environment. Work is generally performed in professional office environments. The individual in this position routinely uses standard office equipment (e.g. computers, phones, photocopiers, filing cabinets, fax machines, etc.) The noise level in these work environments is usually moderate. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to sit at a desk entering information into a computer and reading information presented on a computer monitor and on paper. The employee is required to have the ability to talk, hear and understand others in person, on the telephone, via video conferencing equipment, or a headset.
    $36k-42k yearly est. Auto-Apply 12d ago
  • Associate Market Manager

    Morgan Stanley 4.6company rating

    Sacramento, CA job

    The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: * Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area * Leverages the resources of the Firm to achieve the highest level of success * Plays a key role in leading Market's efforts of sales and growth Team Building: * Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive * Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach * Plays a key role in growing the Market through hiring, lateral recruiting and training Product/Business Knowledge: * Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales * Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient * Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: * Plays a leading role in the Market's financial and sales performance, including expense management * Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices * Assists in the creation and administration of an Annual Supervisory Plan for the Market * Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: * Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives * Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience * Bachelor's Degree required Licenses and Registrations: * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) * Other licenses as required for role or by management Skills: * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Market level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: * Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-160k yearly Auto-Apply 60d+ ago
  • Workers Compensation RN Field Case Manager Registered Nurse Spanish

    Aetna 4.5company rating

    Sacramento, CA job

    Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe. We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come. Excellent benefits package, including 401k, tuition, licensure and certification reimbursement. We promote healthy & wellness lifestyles and offer specialty programs here at Aetna. We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence. Together we will empower people to live healthier lives. Benefit eligibility may vary by position. Click here to review the benefits associated with this position. Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities. We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard. Job Description JOIN OUR GROWING TEAM Are you tired of bedside nursing? Are you looking to get away from 12-hour hospital shifts while continuing to utilize your RN expertise to impact the lives of patients in your local community? We are seeking self-motivated,energetic, detail oriented, highly organized, tech-savvy Registered Nurses to join our Workers' Compensation Field Case Management team. This opportunity offers a competitive salary, full benefits, and a performance-based bonus paid out on a monthly or quarterly basis. Our organization promotes autonomy through a Monday-Friday working schedule, paid holidays, and flexibility as you coordinate the care of your members. POSITION SUMMARY Responsible for assessing and analyzing an injured employee to evaluate the medical and vocational needs required to facilitate the patients appropriate and timely return to work. Acts as a liaison with patient/family, employer, provider(s), insurance companies, and healthcare personnel. Telework Specifications: Full Time WAH EE with daily local travel in the field. Candidates should reside in the Sacramento, CA area and be bilingual - Spanish speaking. Qualifications BACKGROUND/EXPERIENCE: 2+ years clinical nursing background Prior case management and workers' compensation experience preferred Ability to multitask in a fast paced work environment Strong computer skills with experience in Microsoft Office Products Excellent communication skills Spanish is required EDUCATION The minimum level of education desired for candidates in this position is a Associate's degree or equivalent experience. LICENSES AND CERTIFICATIONS Nursing/Registered Nurse (RN) is required Registered Nurse (RN) with active state license in good standing in the state where job duties are performed. Nursing/Certified Case Manager (CCM) is preferred FUNCTIONAL EXPERIENCES Functional - Nursing/Critical Care/1-3 Years Additional Information ADDITIONAL JOB INFORMATION Work Autonomously No Weekend of Holiday Meet top doctors of their specialty and learn from them directly Earn CEU free by attending free seminars and in house training Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe. We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come. We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence. Together we will empower people to live healthier lives. Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities. We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard. As a Workers' Compensation Field Case Manager, you will be offered: Autonomy Productivity incentives Monday-Friday schedule Reimbursement for mileage, tolls, parking, licensure and certification · Laptop, iPhone & printer/fax/scanner all in one. Benefit eligibility may vary by position. Click here to review the benefits associated with this position.
    $80k-109k yearly est. 60d+ ago
  • Claims Adjuster

    Berkshire Hathaway 4.8company rating

    Sacramento, CA job

    WHAT WE'RE LOOKING FORAre you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Are you a Spanish speaker looking to apply those skills in a professional environment? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers' Compensation Claims Adjuster. Upon successful completion of the Claims Training program, the Claims Adjuster Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution. Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations. This individual will continue to build on claims knowledge and claims will increase in number and complexity. ESSENTIAL RESPONSIBILITIES Successfully completes classroom training introducing workers compensation claims handling strategies, medical terminology, statutory requirements, and investigative skills. Conducts initial investigation of reported claims to determine coverage, compensability, severity, and gather all other relevant information via three-point contact telephone calls. Calculates appropriate reserves for each claim and ensures that reserves are adjusted as needed per authority guidelines. Develops and updates a Plan of Action for the successful resolution of each claim. Makes prompt, sound decisions on issues that arise based on the best information available, ensuring that work is performed in accordance with Company guidelines and applicable statutory requirements. Timely escalates issues/red flags to Supervisor. Ensures benefits due injured worker are calculated and issued appropriately in accordance with legal requirements including the issuance of appropriate notices and filings. Fosters a positive and close working relationship with internal and external partners, including Call Center, Medical Management, Special Investigations, and Indemnity Adjusting Staff. REQUIRED QUALIFICATIONS Minimum of High School Diploma or equivalent certificate required; Bachelor's degree from four-year college or university is preferred. Ability to communicate effectively verbally and in writing; Spanish Fluency ability a plus. Solid interpersonal and customer service skills. Ability to manage and prioritize multiple assignments in a fast-paced environment. Strong organization skills to ensure tasks are completed within hard deadlines. To perform this job successfully, an individual should be proficient in the Microsoft Office Suite of applications and be proficient, or able to become proficient, on applicable databases, systems, and vendor software programs. WHAT WE OFFER Full Training Program Growth and advancement opportunities Work - Life Balance Manageable Caseloads Modernized Historical Setting in East Sacramento Free Lot Parking BENEFITS Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program In accordance with the California Equal Pay Act, the starting hourly wage for this job is $30.2885. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in California. The pay scale may be different for other positions or in other locations. ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
    $30.3 hourly Auto-Apply 60d+ ago
  • Regional Director, Structured Investments Consultant (Western Region)

    Raymond James Financial, Inc. 4.7company rating

    Sacramento, CA job

    **Essential Duties and Responsibilities** - Demonstrates a commitment to Raymond James' core values - namely putting the interests of clients first. - Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. - Provides face-to-face support in a specific territory to financial advisors and their clients through individual or group meetings, branch visits, zoom meetings, etc. Also represents the RJ SI Platform at firm and department conferences. - Leads efforts in all aspects of the sales process, and develops and implements a business plan within a specific territory. - Responsible for building and maintaining relationships with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. - Works closely with other consultant team members to meet sales goals by identifying and fostering leads generated from referrals, marketing campaigns, and territory canvassing. - Delivers effective presentations to large audiences. - Meets specific objectives related to in-person financial advisor interaction as communicated from management. - Maintains activity logs and/or databases to create and maintain financial advisor profiles and data. - Manages expenses within allotted budget. - Collaborates with RJ SI product management, platform management, and custom solutions teams to contribute to department wide initiatives, support platform evolution, and provide feedback from financial advisors and their clients. - Organizes, manages, and executes on objectives with minimal oversight, strong attention to detail, a high level of professionalism, and with appropriate timeliness. - Performs other duties and responsibilities as assigned. **Qualifications** **Knowledge, Skills, and Abilities** **Knowledge of** - Advanced knowledge of the Structured Investments industry. - Principles of banking, finance, and securities industry operations. - Financial markets, products, financial advisory function, and investment process. - Advanced investment concepts, practices, and procedures used in the industry. - MS Office Applications. **Skill in** - Cultivating and maintaining effective relationships at all levels of the organization. - Excellent verbal and written communication skills. - Identifying the needs of customers through effective questioning and listening techniques. - Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences. - Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. - Critical thinking and problem solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner. - Analyzing business processes and identifying process improvement opportunities. - Detail orientation to ensure quality standards are met without impairing workflow. - Follow-up to ensure resolution and completion of tasks. - Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to** - Represent the company in a highly professional manner - Demonstrate uncompromising adherence to ethical principles. - Organize, prioritize, and manage tasks and projects to complete work efficiently. - Provide a high level of customer service, and address and resolve escalated advisor and client issues. - Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. - Develop and maintain effective working relationships with team members, internal partners, and external parties, and promote internal team cohesiveness, cooperation, and effectiveness. - Partner with other functional areas to accomplish objectives. - Assimilate and prioritize strategies into operational guidelines. - Work independently as well as collaboratively within a team environment. - Establish clear directions and priorities. - Effectively address concerns or challenging questions when they arise. - Effectively support the RJ SI Platform and show resilience through prospecting process. - Demonstrate high self-confidence. - Excel in a team environment. **Educational/Previous Experience Requirements** - Bachelor's Degree (B.A.) in business, finance, or a related discipline and a minimum of eight (8) years' experience in the financial services industry. - ~ OR ~ - Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** - Required: FINRA Series 7, Series 66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. - Preferred: CAIA, CFP, CFA, CIMA, or MBA **Travel Requirements** 50-75%
    $109k-141k yearly est. 34d ago
  • Trucking Claims Specialist

    Berkshire Hathaway 4.8company rating

    Rancho Cordova, CA job

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Berkshire Hathaway GUARD Insurance Companies is seeking a Trucking Claims Specialist to join our P&C Claims Casualty team. This role will report to the AVP of Claims and is responsible for investigating and resolving commercial auto liability and physical damage claims, with a focus on trucking exposures. The ideal candidate will bring strong analytical skills, sound judgment, and a commitment to delivering high-quality claims service. Key Responsibilities Investigate and resolve commercial auto liability and physical damage claims involving trucking exposures. Review and interpret policy language to determine coverage and consult with coverage counsel when needed. Manage a caseload of moderate to high complexity and exposure, applying effective resolution strategies. Communicate with insureds, claimants, attorneys, body shops, and law enforcement to gather relevant information. Collaborate with defense counsel and vendors to support litigation strategy and recovery efforts. Ensure claims are handled accurately, efficiently, and in alignment with service and regulatory standards. Participate in file reviews, team meetings, and ongoing training to support continuous learning. Salary Range $95,000.00-$145,000.00 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Qualifications Minimum of 3 years of trucking industry experience. Experience with bodily injury and/or cargo exposures. Familiarity with trucking operations, FMCSA/DOT regulations, and multi-jurisdictional claims practices. Strong analytical and negotiation skills, with the ability to manage multiple priorities. Proven ability to manage sensitive and high-stakes situations with accuracy and professionalism. Possession of applicable state adjuster licenses. Juris Doctor (JD) preferred; alternatively, a bachelor's degree or equivalent experience in insurance, risk management, or a related field.
    $35k-40k yearly est. Auto-Apply 33d ago
  • Director, Business Development - NWPS

    Raymond James Financial, Inc. 4.7company rating

    Sacramento, CA job

    **Essential Duties and Responsibilities:** + Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. + Identify, qualify and engage with retirement plan specialist advisors in territory. + Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory. + Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows. + Developing and implementing business plans for the territory to deliver on sales goals. + Presents sales activities at weekly meetings. + Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity. + Achieve territory sales goals. + Manages expense account within allotted budget. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Fundamental concepts, principles and practices of the company sponsored retirement plan industry. + How to build trusted relationships with partners and financial advisors. **Skill in:** + Identifying the needs of plan sponsors through effective questioning and listening techniques. + Supporting advisors in efforts to grow their business. + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences. + Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. + Analyzing business processes and identifying process improvement opportunities. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to:** + Represent the company in a highly professional manner. + Organize, prioritize, and manage tasks and projects to complete work efficiently. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. + Develop and maintain effective working relationships with team members, internal partners, and external parties. + Assimilate and prioritize strategies into operational guidelines. + Work independently as well as collaboratively within a team environment. + Establish clear directions and priorities. **License/Certifications:** + None **Compensation:**
    $123k-157k yearly est. 60d+ ago
  • Registered Client Service Associate

    Morgan Stanley 4.6company rating

    Sacramento, CA job

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $34.3k-90k yearly Auto-Apply 60d+ ago
  • Receptionist

    Morgan Stanley 4.6company rating

    Sacramento, CA job

    Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firm's Wealth Management business as you build your career in the organization. DUTIES and RESPONSIBILITIES: • Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel • Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals • Maintain call logs and take accurate, thorough messages that are received • Handle general inquiries, following the firm's policies and procedures • Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc. • Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning MINIMUM QUALIFICATIONS EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High school diploma or equivalent preferred Knowledge/Skills • Professional call etiquette • Knowledge of telephone equipment is preferred • Basic computer skills, including Microsoft Office products • Ability to communicate with colleagues and clients • Dedication to customer service • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: • Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000.00 and $95,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $33k-39k yearly est. Auto-Apply 12d ago

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