Marsh & McLennan Companies jobs in San Diego, CA - 25 jobs
Client Executive
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
ssume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.
Essential Duties & Responsibilities
* Oversee ongoing account service activities.
* Prepare monthly production and activity reports.
* Manage/collect receivables in conjunction with Client Sales Executive.
* Meet regularly with Client Sales Executive to update, advise and inform.
* Coordinate activities on accounts.
* Review and deliver summary, proposals and policies.
* Lead, present and participate in meetings with clients.
* Maintain current Insurance Summaries on all accounts.
* Update COW's annually on all accounts.
* Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)
* Participate in new business development and proposals with Client Sales Executive.
* Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
* Coordinate coverage placement through managing the direction provided to service team.
* Deliver binders and invoices.
* Manage all facets of renewal process.
* Initiate client contact and orchestrate renewal strategy meetings.
* Gather renewal underwriting information.
* Oversee process of preparing and updating underwriting specifications.
* Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
* Advise, inform and involve Client Sales Executive, as required in marketing process.
* Prepare and deliver proposals.
* Prepare all orders and instructions to Client Administrator.
* Manage expiration lists.
* Act as a leader for the service team members.
* Create an environment oriented to trust, open communication, and cohesive team effort.
* Facilitate problem solving and collaboration when faced with client difficulties.
* Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
* Provide necessary business information to enhance the team's professional development.
* Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
* Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
* Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
* Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
* Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
* Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
* Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
* Proficiency with MS Office Software (Word, Excel, Outlook).
* Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
* Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
*
#LI-DNI
The applicable base salary range for this role is $92,400 to $172,100.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until: January 30, 2026
$92.4k-172.1k yearly 30d ago
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Client Manager - Personal Lines
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
Under minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance MMA growth initiatives. In addition, Client Manager regularly interacts with outside vendors, clients usually via the telephone, and in person with associates at all levels of the company.
Essential Duties & Responsibilities
Responsible for growth of new and renewal business.
Seek new business and account rounding opportunities to meet agreed upon book goals and department cross selling goals.
Coordinate coverage placement after conducting thorough marketing search and providing proposals with recommendations based on findings.
Coordinate and execute client servicing within the scope of the services available in the department.
Develop strong relationships with clients' management team to identify current and future needs and risks, and develop a renewal strategy for the upcoming policy year.
Provide direction and instruction to administrative associates to ensure policy contracts, legal and other documents, and correspondence are accurate, properly issued, and in accordance with company procedure.
Oversee administrative associates' preparation of renewal underwriting information as well as the servicing of client continued insurance needs.
Review and deliver policy contracts.
Monitor accounts receivables, working with accounting on outstanding amounts due.
Maintain accurate data within agency management systems.
Education and/or Experience
This position requires an individual with a strong sense of urgency and need to win, skilled in relationship building and persuasion, comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, and adjusting priorities often. In addition, the following is required.
A valid unrestricted California Fire & Casualty Solicitor's license and satisfaction of ongoing continuing education requirements.
A valid driver's license.
Successful work history to include 3 - 5 years experience in a professional office setting directly related to job responsibilities specified above, with progressively greater responsibility for making policy management decisions and judgments.
Ability to assess contract compliance and product/service quality.
Ability to utilize multiple carrier websites including quoting modules.
Proficient in the use of Windows and MSOffice applications (Word, Excel, Outlook).Skill in organizing resources and establishing priorities.
Ability to develop, plan, and implement short- and long-range goals.
Work Environment & Physical Demands
Work is performed in a typical office environment using standard office equipment (i.e., computer, telephone, and copier).
Limited physical effort required.
Driving to/from client site occasionally required.
#LI-DNI
#MMAPCS
The applicable base salary range for this role is $54,700 to $101,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$54.7k-101.9k yearly 11d ago
Sr. Claims Examiner
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
The Senior Workers' Compensation Examiner is responsible for the analysis and management of complex workers' compensation claims. This position will review, investigate, and make decisions regarding coverage, compensability, and appropriateness of claims. The position will process and document claims to ensure compliance with company standards, industry best practices, and legislative provisions. Acts in a fiduciary role on behalf of policyholders, negotiates claim settlements and manages subrogation. Senior Claims Examiner's conduct the handling of claims in the utmost of good faith in compliance with the rules, regulations and statutes of the WCAB and State of California. The Senior Workers' Compensation Examiner is expected to function with a degree of competency. The use of sound judgment coupled with consistent results is expected.
Key functions include but are not limited to:
* Analyzes and processes workers' compensation claims by investigating and gathering information to determine the exposure on the claim.
* Negotiates settlement of claims up to designated authority level and makes claims payments.
* Processes complex or technically difficult claims.
* Calculates and assigns timely and appropriate reserves to claims and continues to manage reserve adequacy throughout the life of the claim.
* Calculates and pays benefits due; approves all claim payments; and settles claims within designated authority level.
* Develops and manages claims through well-developed action plans; continues to work the action plan to bring the claim to an appropriate and timely resolution.
* Prepares necessary state filings within statutory limits.
* Actively manages the litigation process; ensures timely and cost-effective claims resolution.
* Coordinates vendor referrals for additional investigation and/or litigation management.
* Uses appropriate cost containment techniques including strategic vendor partnerships to reduce overall cost of claims.
* Manages claim recoveries of all types, including but not limited to subrogation, Second Injury Fund recoveries, and Social Security offsets.
* Reports claims to the excess carrier, responds to requests of directions in a professional and timely manner.
* Frequently communicates with all appropriate parties involved with the claim.
* Refers cases as appropriate to management.
* Maintains professional client relationships.
* Actively executes appropriate claims activities to ensure consistent delivery of quality claims service.
Qualifications
* 5+ years claims management experience.
* Professional certification as applicable to workers' compensation required
* WCCP Preferred
* In depth knowledge of appropriate insurance principles and laws for workers' compensation.
* Strong written and verbal communication skills.
* Strong organizational skills.
* Strong negotiation skills
* Strong analytical and interpretive skills.
* PC literate.
* Professional certification as applicable to workers' compensation required.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $100,000 - $116,000 annually • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities The Senior Workers' Compensation Examiner is responsible for the analysis and management of complex workers' compensation claims. This position will review, investigate, and make decisions regarding coverage, compensability, and appropriateness of claims. The position will process and document claims to ensure compliance with company standards, industry best practices, and legislative provisions. Acts in a fiduciary role on behalf of policyholders, negotiates claim settlements and manages subrogation. Senior Claims Examiner's conduct the handling of claims in the utmost of good faith in compliance with the rules, regulations and statutes of the WCAB and State of California. The Senior Workers' Compensation Examiner is expected to function with a degree of competency. The use of sound judgment coupled with consistent results is expected. Key functions include but are not limited to: - Analyzes and processes workers' compensation claims by investigating and gathering information to determine the exposure on the claim. - Negotiates settlement of claims up to designated authority level and makes claims payments. - Processes complex or technically difficult claims. - Calculates and assigns timely and appropriate reserves to claims and continues to manage reserve adequacy throughout the life of the claim. - Calculates and pays benefits due; approves all claim payments; and settles claims within designated authority level. - Develops and manages claims through well-developed action plans; continues to work the action plan to bring the claim to an appropriate and timely resolution. - Prepares necessary state filings within statutory limits. - Actively manages the litigation process; ensures timely and cost-effective claims resolution. - Coordinates vendor referrals for additional investigation and/or litigation management. - Uses appropriate cost containment techniques including strategic vendor partnerships to reduce overall cost of claims. - Manages claim recoveries of all types, including but not limited to subrogation, Second Injury Fund recoveries, and Social Security offsets. - Reports claims to the excess carrier, responds to requests of directions in a professional and timely manner. - Frequently communicates with all appropriate parties involved with the claim. - Refers cases as appropriate to management. - Maintains professional client relationships. - Actively executes appropriate claims activities to ensure consistent delivery of quality claims service.
$100k-116k yearly Auto-Apply 42d ago
Claims Examiner/Associate Claims Examiner
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
Preferred Employers Insurance is entering an exciting chapter of growth, and our Claims team will play a pivotal role in shaping our success in the year ahead. We're looking for passionate professionals to join us in delivering exceptional service and results.
Opportunities:
* Experienced Claims Adjusters & Senior Adjusters - Bring your expertise and make an immediate impact.
* Associate Claims Examiner (ACE) - Ideal for high-potential individuals with little to no prior claims experience who are eager to learn and grow.
If you're ready to be part of a dynamic team and help shape the future of our organization, we'd love to hear from you!
Our Claims team manages workers' compensation claims with integrity, accuracy, and a commitment to exceptional service. Whether you're an experienced examiner or just starting your career, you'll play a key role in ensuring timely and fair resolution of claims in compliance with California WCAB rules and regulations.
For Experienced Claims Examiners:
* Analyze and process workers' compensation claims, determining coverage, compensability, and exposure.
* Negotiate settlements within authority limits and manage litigation when necessary.
* Calculate and assign reserves; ensure reserve adequacy throughout the life of the claim.
* Prepare state filings and manage vendor referrals for investigations or litigation.
* Actively pursue recoveries, including subrogation and other offsets.
* Maintain professional relationships and deliver consistent, high-quality claims service.
For Associate Claims Examiners:
* Participate in comprehensive training on workers' compensation laws and claims handling.
* Handle medical-only and minor indemnity claims under supervision.
* Conduct three-point contact investigations and determine compensability for uncomplicated claims.
* Develop action plans and manage claims to timely resolution.
* Provide excellent customer service and complete work queues and diaries promptly.
Qualifications
Experienced Examiners:
* Bachelor's degree preferred
* 1-10 years of workers' compensation claims experience
* Professional certification as applicable
* Strong negotiation, analytical, and communication skills
Associate Examiners:
* Bachelor's degree preferred
* Strong written/verbal communication and organizational skills
* Analytical mindset and eagerness to learn
* PC literate
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $60,000 - $116,000 • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Responsibilities Preferred Employers Insurance is entering an exciting chapter of growth, and our Claims team will play a pivotal role in shaping our success in the year ahead. We're looking for passionate professionals to join us in delivering exceptional service and results. Opportunities: - Experienced Claims Adjusters & Senior Adjusters - Bring your expertise and make an immediate impact. - Associate Claims Examiner (ACE) - Ideal for high-potential individuals with little to no prior claims experience who are eager to learn and grow. If you're ready to be part of a dynamic team and help shape the future of our organization, we'd love to hear from you! Our Claims team manages workers' compensation claims with integrity, accuracy, and a commitment to exceptional service. Whether you're an experienced examiner or just starting your career, you'll play a key role in ensuring timely and fair resolution of claims in compliance with California WCAB rules and regulations. For Experienced Claims Examiners: - Analyze and process workers' compensation claims, determining coverage, compensability, and exposure. - Negotiate settlements within authority limits and manage litigation when necessary. - Calculate and assign reserves; ensure reserve adequacy throughout the life of the claim. - Prepare state filings and manage vendor referrals for investigations or litigation. - Actively pursue recoveries, including subrogation and other offsets. - Maintain professional relationships and deliver consistent, high-quality claims service. For Associate Claims Examiners: - Participate in comprehensive training on workers' compensation laws and claims handling. - Handle medical-only and minor indemnity claims under supervision. - Conduct three-point contact investigations and determine compensability for uncomplicated claims. - Develop action plans and manage claims to timely resolution. - Provide excellent customer service and complete work queues and diaries promptly.
$60k-116k yearly Auto-Apply 22d ago
Insurance Associate
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities: Assist client administrator in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
* Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
* Ordering and reviewing loss run and claim status reports.
* Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
* Complete applications as needed.
* Create certificate notebooks.
* Managing expiration lists.
Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs.
* Verify items needed to check incoming policies are available in imageright prior to providing the policy to the client administrator.
* Set up original policies in binders.
* Draft a summary of insurance for the client administrator to review.
* Verify that endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in imageright.
* File monthly installment and direct bill invoices, loss runs, and loss control reports.
Assist client administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
* Set up marketing folders and renewal workflow schedules.
* Set up renewal policy files in imageright.
* Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
* Become proficient in the use of technology systems, software and tools such as imageright, bar coding and scanning used to perform duties.
* Establish and maintain positive and effective working relations with other associates and clients.
Education and/or Experience:
* A bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry property & casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
* Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors license.
* Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
* Proficient with Microsoft Office Software (word, excel, and outlook).
* Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Work Environment & Physical Demands
* Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
* Work is performed in a typical interior/office work environment.
#MMAWest
#MMABI
#LI-DNI
The applicable base salary range for this role is $41,200 to $76,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$41.2k-76.8k yearly 7d ago
Actuarial Intern
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Client Segments: Small Business, Mid-Larger Businesses and Programs (Groups & Association Members). The company's distribution partners (agents & brokers) number 400 locations throughout the state. Preferred serves 10,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company
Responsibilities
Preferred Employers Insurance is seeking an Actuarial Intern to join our team. This internship offers approximately 30 hours per week during the summer, with the possibility of continuing into the academic year. Interns will work on meaningful projects that build technical and professional skills while gaining exposure to the operations of a property and casualty insurance company. The Actuarial Intern will assist in a wide range of actuarial and analytical work that supports key business decisions, could include price monitoring, profitability analysis, operational metrics, report creation, data reporting, or competitor tracking. In addition, the intern will develop technical skills in Excel, SQL, and Power BI, and gain hands-on experience with insurance analytics. Candidates should be self-starters who thrive in a fast-paced environment, demonstrate strong analytical and problem-solving skills, and have the ability to quickly learn new business concepts and technical tools.
Key functions include but are not limited to:
* Segmentation analysis to evaluate loss performance
* Pricing recommendations for large accounts
* Territorial Analysis
* Ad hoc data requests for internal customers
* Economic market trend reports to forecast likely growth markets
* Development of templates to increase internal efficiency
* Tracking competitor rate filings
* Data reporting
Qualifications
* Completion of at least one actuarial exam
* Minimum overall GPA of 3.0
* Pursuing a Bachelor's degree in mathematics, statistics, economics, finance, management science, actuarial science, or related field
* Strong analytical skills with the ability to evaluate information and draw sound conclusions
* Proactive approach to quickly tackling new assignments
* High level of accuracy with error-free work products
* Ability to meet deadlines and deliver timely results
* Cooperative attitude and willingness to assist others
* Diligent in producing thorough and timely work
* Excellent written and oral communication skills
* Strong technical and computer skills: proficient in Excel, SQL/Python/R is preferred
Additional Company Details
The Company is an equal employment opportunity employer.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities Preferred Employers Insurance is seeking an Actuarial Intern to join our team. This internship offers approximately 30 hours per week during the summer, with the possibility of continuing into the academic year. Interns will work on meaningful projects that build technical and professional skills while gaining exposure to the operations of a property and casualty insurance company. The Actuarial Intern will assist in a wide range of actuarial and analytical work that supports key business decisions, could include price monitoring, profitability analysis, operational metrics, report creation, data reporting, or competitor tracking. In addition, the intern will develop technical skills in Excel, SQL, and Power BI, and gain hands-on experience with insurance analytics. Candidates should be self-starters who thrive in a fast-paced environment, demonstrate strong analytical and problem-solving skills, and have the ability to quickly learn new business concepts and technical tools. Key functions include but are not limited to: - Segmentation analysis to evaluate loss performance - Pricing recommendations for large accounts - Territorial Analysis - Ad hoc data requests for internal customers - Economic market trend reports to forecast likely growth markets - Development of templates to increase internal efficiency - Tracking competitor rate filings - Data reporting
$99k-123k yearly est. Auto-Apply 3d ago
Production Underwriter/Sr. Underwriter
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
Preferred Employers Insurance is entering an exciting chapter of growth, and underwriting talent will be at the forefront of our journey into the new year. We are seeking experienced Production Underwriters and Senior Underwriters to join our team. These are high-impact roles designed for professionals who thrive on building relationships, driving results, and shaping the future of our underwriting success.
As a Production Underwriter / Senior Underwriter, you will play a critical role in evaluating risk, fostering broker relationships, driving premium growth, and ensuring underwriting profitability. You'll collaborate closely with Field Sales Managers and agency partners to deliver exceptional results and promote our products and services.
Key functions include but are not limited to:
* Risk Evaluation: Select, retain, and price new and renewal business in line with company philosophy and guidelines.
* Broker Relationships: Build and maintain strong, professional relationships with agency partners to promote company offerings.
* Premium Growth: Partner with Field Sales Managers to manage broker plans, generate submissions, and achieve quote/bind targets.
* Underwriting Profit: Support profitability objectives by meeting pricing and commission targets.
* Account Management: Review claims activity, loss control surveys, and inspection reports; resolve policy audit issues; manage policy changes.
* Agent Support: Provide education on risk selection philosophy and pricing guidelines; respond promptly and ethically to agent requests.
* Field Presence: Travel (in-person and virtual) to agencies for underwriting, quoting, and promotional activities.
Qualifications
* BA/BS degree from an accredited institution, or equivalent.
* 3+ years of experience in California workers' compensation underwriting (small business preferred).
* Proven ability to succeed in a fast-paced, decision-oriented environment.
* Excellent communication, negotiation, and analytical skills.
* Strong organizational skills with the ability to manage multiple priorities.
* Proficiency with MS Office and other automation tools.
* Ability to work independently and collaboratively within a team.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $60,000.00 - $120,000 annually • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities Preferred Employers Insurance is entering an exciting chapter of growth, and underwriting talent will be at the forefront of our journey into the new year. We are seeking experienced Production Underwriters and Senior Underwriters to join our team. These are high-impact roles designed for professionals who thrive on building relationships, driving results, and shaping the future of our underwriting success. As a Production Underwriter / Senior Underwriter, you will play a critical role in evaluating risk, fostering broker relationships, driving premium growth, and ensuring underwriting profitability. You'll collaborate closely with Field Sales Managers and agency partners to deliver exceptional results and promote our products and services. Key functions include but are not limited to: - Risk Evaluation: Select, retain, and price new and renewal business in line with company philosophy and guidelines. - Broker Relationships: Build and maintain strong, professional relationships with agency partners to promote company offerings. - Premium Growth: Partner with Field Sales Managers to manage broker plans, generate submissions, and achieve quote/bind targets. - Underwriting Profit: Support profitability objectives by meeting pricing and commission targets. - Account Management: Review claims activity, loss control surveys, and inspection reports; resolve policy audit issues; manage policy changes. - Agent Support: Provide education on risk selection philosophy and pricing guidelines; respond promptly and ethically to agent requests. - Field Presence: Travel (in-person and virtual) to agencies for underwriting, quoting, and promotional activities.
$60k-120k yearly Auto-Apply 52d ago
Client Administrator
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.
Essential Duties & Responsibilities
* Process paperwork for new and renewal business to include:
* Applications and other documents required for a submission
* Binders
* Certificates of Insurance
* Policies
* Invoices
* Finance Agreements
* Endorsements
* Audits
* Perform account reconciliation.
* Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
* Prepare Summary Of Insurance.
* Have good verbal and written communication skills for both client and internal communication.
* Maintain client files.
* File all documentation in ImageRight per regions filing guidelines.
* Manage Tasks within ImageRight.
* Participate in Errors & Omission audits.
* Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
* A bachelor's degree is required, or a minimum of 2 - 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
* A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
* Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
* Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
* Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
* Proficiency with MS Office software (i.e., Word, Excel and Outlook).
* Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
* Strong attention to detail.
Work Environment & Physical Demands
* Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
* Work is performed in a typical interior office environment.
#MMAWest
#MMABI
#LI-DNI
The applicable base salary range for this role is $49,000 to $91,300.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$49k-91.3k yearly 21d ago
Business Insurance Service Trainee
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise.
Essential Duties & Responsibilities
As a training position, there are similarities between trainees' day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.
* Respond to departmental requests for administrative assistance with the following:
* Create Word documents and Excel spreadsheets.
*
* Assist in maintaining files and records in eMMA
* Set up client shells in Sagitta.
* Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed.
* Daily Download Department mail from Insurance Carrier Websites.
* Sort, scan and distribute via ImageRight Tasks mail and communications daily.
* Handle special projects as assigned.
* Process Loss Run reports.
* Request loss runs based on monthly reports and in accordance with the carrier's requirements.
* Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system.
* Inform Client Administrator/ Manager if the loss run will be delayed.
* Process Rush requests as needed.
* Establish and maintain effective working relations with other associates.
* Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities.
* Communicate system or process related problems to supervisor.
* Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur. Start learning coverages by reading Kaplan books and attending coverage training classes when offered.
* Enrollment in AIS or AINS designation course.
* If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.
#MMAwest
#MMABI
#LI-DNI
The applicable base salary range for this role is $35,600 to $66,200.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$35.6k-66.2k yearly 14d ago
Intern
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
Berkley's Preferred Employers Insurance Company has built a truly customer-focused enterprise by attracting the very best talent to join their mission of serving California's small business owners with high-quality workers' compensation insurance that gets injured workers back to work and back to life. We are seeking self-driven students with a desire to make a difference in people's lives for an internship this summer and beyond.
As an Intern, you will participate in Claims, Underwriting, HR, Marketing, and other functions of the organization learning not only how to provide insurance and financial service products to clients, but how other facets of the workplace run. This will be a great addition to your resume!!
Key functions include but are not limted to:
* Introduction to assignments & Training with Mentors
* Events Planning/Culture
* Role of a Claims Adjuster/Chart Review
* Attending and participation in team meetings
* Marketing through social media
* Day in the life at all different functions
* Shadow Broker calls
* Learning the importance of innovation
Qualifications
* High school diploma or equivalent. Must be enrolled in an undergraduate program at an accredited university or community college.
* Proficiency in the Microsoft Office suite, Excel strongly recommended.
* Outstanding interpersonal skills.
* Ability to handle confidential matters appropriately.
* Superb general written and oral communication skills.
* Strong analytical, organizational, problem-solving skills.
* Experience in customer service preferred.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $18-$22 hourly • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Responsibilities Berkley's Preferred Employers Insurance Company has built a truly customer-focused enterprise by attracting the very best talent to join their mission of serving California's small business owners with high-quality workers' compensation insurance that gets injured workers back to work and back to life. We are seeking self-driven students with a desire to make a difference in people's lives for an internship this summer and beyond. As an Intern, you will participate in Claims, Underwriting, HR, Marketing, and other functions of the organization learning not only how to provide insurance and financial service products to clients, but how other facets of the workplace run. This will be a great addition to your resume!! Key functions include but are not limted to: - Introduction to assignments & Training with Mentors - Events Planning/Culture - Role of a Claims Adjuster/Chart Review - Attending and participation in team meetings - Marketing through social media - Day in the life at all different functions - Shadow Broker calls - Learning the importance of innovation
$18-22 hourly Auto-Apply 20d ago
Staff Accountant
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
The Staff Accountant is responsible for administering the accounting function of the Company and reporting to the Controller. This function includes financial and regulatory reporting; maintaining and improving accounting systems and processes.
The Staff Accountant is expected to function at a high level of expertise & competency. Further, the Staff Accountant is expected to use sound judgment while producing consistent results. This position is an integral part in the support of the Finance department with complication of financial statements and reporting, audit requirements, SOX, and finance business operations. Currently this position does not have supervisory responsibilities.
Key functions include but are not limited to:
* Financial reporting to internal management and corporate parent.
* Maintenance of financial reporting systems supporting GAAP and statutory basis accounting.
* Administering accounting procedures including internal controls.
* Assists in preparation of accurate GAAP financial statements and reporting packages as assigned, including journal entries, supporting schedules and analysis, meeting all due dates per closing schedule.
* Responsible for timely and accurate account reconciliations as assigned (including analysis and resolution of reconciling items)
* Preparing and executing Sarbanes-Oxley test plans.
* Assists in the support of internal and external audits/examinations.
* Unclaimed property compliance and reporting.
* Manage the entire accounts receivable process including billing, payments and follow-up on overdue balances.
* Manage past-due accounts assigned to external collection agencies.
* Address internal and external customer questions or billing discrepancies promptly.
* Collaborates across departments to gather financial data and support decision-making.
* Assisting Controller and Finance team in analysis, reporting and projects as needed.
* Assisting Controller in analysis of monthly budget reports.
* Identify process inefficiencies and collaborate on improvements that increase team productivity.
Qualifications
* Bachelor's degree in Accounting or Finance from an accredited college or university necessary.
* 3-5 years of experience in Corporate Accounting or Finance, and Insurance Industry experience preferred.
* Proficiency in Microsoft Excel including pivot tables, advanced formulas, Vlookups, etc.
* Ability to prioritize, multi-task and meet strict deadlines in a fast-paced environment.
* Strong attention to detail and accuracy
* Ability to work both independently and collaboratively to solve problems.
* Must have strong communication and organizational skills.
* Customer Service Mindset
* Willingness and eagerness to learn and take on new tasks.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $66,000 - $72,000 annually • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities The Staff Accountant is responsible for administering the accounting function of the Company and reporting to the Controller. This function includes financial and regulatory reporting; maintaining and improving accounting systems and processes. The Staff Accountant is expected to function at a high level of expertise & competency. Further, the Staff Accountant is expected to use sound judgment while producing consistent results. This position is an integral part in the support of the Finance department with complication of financial statements and reporting, audit requirements, SOX, and finance business operations. Currently this position does not have supervisory responsibilities. Key functions include but are not limited to: - Financial reporting to internal management and corporate parent. - Maintenance of financial reporting systems supporting GAAP and statutory basis accounting. - Administering accounting procedures including internal controls. - Assists in preparation of accurate GAAP financial statements and reporting packages as assigned, including journal entries, supporting schedules and analysis, meeting all due dates per closing schedule. - Responsible for timely and accurate account reconciliations as assigned (including analysis and resolution of reconciling items) - Preparing and executing Sarbanes-Oxley test plans. - Assists in the support of internal and external audits/examinations. - Unclaimed property compliance and reporting. - Manage the entire accounts receivable process including billing, payments and follow-up on overdue balances. - Manage past-due accounts assigned to external collection agencies. - Address internal and external customer questions or billing discrepancies promptly. - Collaborates across departments to gather financial data and support decision-making. - Assisting Controller and Finance team in analysis, reporting and projects as needed. - Assisting Controller in analysis of monthly budget reports. - Identify process inefficiencies and collaborate on improvements that increase team productivity.
$66k-72k yearly Auto-Apply 60d+ ago
Director, Cyber Risk Practice
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
The Cyber Risk Practice Director provides strategic direction for MMA-West's Cyber placements and leads delivery of Cyber resources to the region. Participates on the national Cyber Risk Practice, plays a critical role in agency retention efforts and provides technical expertise to employees in the Business Insurance Division. Partners with operations and sales leaders to continually enhance client experience.
Essential Responsibilities
LEADERSHIP OF CYBER PRACTICE
* Works with leadership to provide strategic direction to MMA-West offices as it relates to creation and execution of MMA West and National cyber strategies & initiatives.
* Act as MMA-West Risk Practice Leader for cyber services.
* Lead delivery of MMA-West cyber resources to new & existing clients.
* Stays current on cyber trends and maintains industry knowledge in cyber.
* Monitors competition and competitive challenges in the market to ensure MMA remains competitive and current in its product and service offerings.
* Facilitate problem solving and collaboration when faced with client difficulties.
* Ensure deliverables are prepared to satisfy client requirements.
* Establish and consistently maintain effective and positive working relationships with associates and clients.
* Assist in training as needed for newly hired team members and provide ongoing training, coaching, management and personal development to existing team members.
* Be available as a resource to team members. Field questions and respond to issues on a timely basis.
* Provide leadership in practice groups and team interactions.
* Demonstrate MMA's core values in interactions with peers, clients, and carriers.
PARTICIPATE ON NATIONAL CYBER RISK PRACTICE TEAM
* Participate in strategic planning initiatives to formulate credible, effective, long-range strategies.
* Help coordinate trainings and serve as subject matter expert when applicable.
* Participate in key carrier discussions to help in the effort to provide the best product and best value to MMA customers.
* Speak at local and national events as a subject matter expert as requested to support the growth of the MMA brand, and business goals.
* Attend Cyber Risk Practice meetings and be an active participant.
MANAGING KEY CLIENT RENEWALS/MARKETING
* Manage key client renewal and marketing process, including negotiation of rates with carriers and presenting alternative options when appropriate.
* Analyze renewal quotes and industry trends to make appropriate renewal recommendations.
* Participate in discussions on renewal strategy and assist in obtaining renewal information from client when applicable.
* Prepare and participate in presenting proposal to client and in team selling with other MMA disciplines.
* Coordinate team meetings to discuss renewal marketing strategy with teams when applicable.
BUSINESS DEVELOPMENT INITIATIVES
* Prospects
* Assist producer with the pre-qualification of an account along with gathering information for submission.
* Discuss market strategy with team and oversee submission process; review & negotiate quotations and make placement recommendation in collaboration with producer.
* Prepare and participate in presenting proposal to client and in team selling with other MMA disciplines.
* Coordinate coverage placement & policy delivery with internal team and client as needed.
* Existing Clients
* Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
* Opportunities from referrals.
* Opportunities through cross selling MMA's other departments
* Opportunities through up-selling additional coverage and/or MMA value added services
PURSUE A PROGRAM OF PERSONAL AND PROFESSIONAL DEVELOPMENT
* Corporate learning program
* Work with manager to develop continuing education/designation plan.
* Act as agency resource for internal learning and development opportunities.
ADDITIONAL RESPONSIBILITIES NECESSARY TO SUCCESSFULLY COMPLETE ROLE
EDUCATION AND/OR EXPERIENCE
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
* Bachelor's degree required.
* Strong business acumen and ability to lead others. Prior success and experience in managing change in a fast-paced environment. Must be detailed with excellent organizational, project planning and management skills.
* Good interpersonal skills and high sense of urgency. Excellent listening, written and verbal communication.
* Ability to effectively build and maintain positive working relationships with management and peers. Proficiency with Microsoft Office suite required.
Work Environment & Physical Demands
* Office environment
* Significant use of computer applications and ability to communicate with candidates.
* Travel may be required, consisting primarily of day trips to out of state locations.
* Extended work hours required on occasion.
#LI-DNI
#MMABI
The applicable base salary range for this role is $91,600 to $170,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$91.6k-170.8k yearly 33d ago
Marketing Specialist
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
The Marketing Specialist is responsible for marketing new and renewal Business Insurance business accounts, managing the marketing process and providing advice and assistance requiring advanced technical and industry knowledge to meet client needs and resolve difficulties.
Essential Duties & Responsibilities
* Review submission of current / renewal policy design and rate information, historical claims experience data, and any additional related materials required to prepare for submission of risk. Advise Client Executive if further information or clarification is needed.
* Combine and consolidate industry data to provide an evaluation of potential markets based on claims experience, losses, location, and industry trends.
* Present potential markets to Client Executive, educating and informing them of recent industry trends and events or regulations impacting the market; potential risks the client presents, and other factors which may affect Carrier quotes.
* Submit the risk to the marketplace ensuring carriers have all information they require and data is accurate and current.
* Provide Client Executive with an initial and updated Marketing Summaries.
* Correspond with carrier representatives to coordinate activity, provide information, and advocate on behalf of the client, suggesting limitations and/or modifications to the policy terms to obtain the best possible quotes.
* Analyze market proposals to verify coverages, premium rates and competitiveness.
* Call attention to and resolve with underwriter(s) any omissions on viable quotes.
* Present quotes to Client Executive and bind coverages.
* Summarize the submissions made, quotes received and factors that affected quotes.
* Follow through on changes resulting from client requests at the time of the Proposal.
* Provide oversight to Account Associate when coverage is to be bound.
* Establish and maintain effective, positive working relationships with Associates, clients and carriers.
* Ensure deliverables are prepared to satisfy client and carrier requirements and schedule.
* Facilitate problem solving and collaboration when faced with client difficulties.
Education and/or Experience
A service oriented individual with high personal standards and a hands-on work style, comfortable working at a varying pace, managing multiple deadlines, and adjusting priorities is required. In addition, this position interacts with a large group of internal associates and external vendors with whom excellent relationships are crucial to our firm and clients' success.
* Must possess a strong understanding of Business Insurance coverages, exposure issues and carriers such that this expertise is recognized by colleagues and clients.
* Successful work history to include 3 to 5 years experience in a professional office setting in which job responsibilities were related to those specified above.
* Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.
* Skill in organizing resources and establishing priorities.
* Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
* Maintain a valid Drivers License & have reliable transportation.
Work Environment & Physical Demands
* Ability to use computer keyboard and sit in a stationary position for extended periods.
* Work is performed in a typical interior/office work environment.
* Extended work hours of up to 10 hrs/day required on occasion due to seasonal workload and participation in networking and industry functions that begin well before the workday.
#LI-DNI
#MMABI
The applicable base salary range for this role is $71,800 to $133,700.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$43k-63k yearly est. 4d ago
SVP, Sales/Marketing
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
The Senior Vice President of Marketing and Sales is responsible for
* Creating the operational conditions inside and outside the company that will cause the Preferred brand to influence brokers, consumers and employees to choose Preferred as their insurance company of choice.• This senior leadership role is all about the productive management of distributors, programs/deals and motivating our employees to be the best they can be at attracting clients to Preferred Employers. This senior job also involves developing and driving the necessary strategies and plans to maximize profitable growth for Preferred Employers in California and beyond.• This is a senior executive, multi-faceted leadership job representing both Preferred Employers Insurance Company and Preferred's captive agency, Preferred Connect Insurance Center, LLC.
Key functions include but are not limited to:
* Develop, implement and drive marketing and sales plans with distributors, including leading our in-house agency, to meet company goals.
* Identify, develop, implement, and manage program sales to meet both Preferred's and Preferred Connect's sales goals.
* Provide strong leadership and clear direction to employees as required for the company to achieve its production and retention goals and objectives regardless of market cycle.
* Create conditions that will foster successful direct to consumer sales without creating channel conflict.
This is a significant leadership position in the company that requires a high-level of communications skill, direct broker contact, direct selling contact with targeted prospects/clients and clear knowledge of customer experience technology tools. Job demands prospecting and finding qualifying deals as well as leading managers and other leaders in the successful sale of large programs and deals. Expectation is that candidate operates as needed when needed where needed to get the job successfully accomplished for Preferred Employers.
Qualifications
* BA/BS/MBA degree from an accredited institution, or equivalent.
* Strong written and verbal communication skills, attention to detail and deadline structures.
* Ability to work both independently and collaboratively with all levels of staff.
* Proficient with MS Office software, online technology and social media marketing.
* Active California Insurance Broker-License.
* 10+ years of insurance experience. California specific experienced a plus.
Additional Company Details
The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $200,000 - $298,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities The Senior Vice President of Marketing and Sales is responsible for - Creating the operational conditions inside and outside the company that will cause the Preferred brand to influence brokers, consumers and employees to choose Preferred as their insurance company of choice. • This senior leadership role is all about the productive management of distributors, programs/deals and motivating our employees to be the best they can be at attracting clients to Preferred Employers. This senior job also involves developing and driving the necessary strategies and plans to maximize profitable growth for Preferred Employers in California and beyond. • This is a senior executive, multi-faceted leadership job representing both Preferred Employers Insurance Company and Preferred's captive agency, Preferred Connect Insurance Center, LLC. Key functions include but are not limited to: - Develop, implement and drive marketing and sales plans with distributors, including leading our in-house agency, to meet company goals. - Identify, develop, implement, and manage program sales to meet both Preferred's and Preferred Connect's sales goals. - Provide strong leadership and clear direction to employees as required for the company to achieve its production and retention goals and objectives regardless of market cycle. - Create conditions that will foster successful direct to consumer sales without creating channel conflict. This is a significant leadership position in the company that requires a high-level of communications skill, direct broker contact, direct selling contact with targeted prospects/clients and clear knowledge of customer experience technology tools. Job demands prospecting and finding qualifying deals as well as leading managers and other leaders in the successful sale of large programs and deals. Expectation is that candidate operates as needed when needed where needed to get the job successfully accomplished for Preferred Employers.
$200k-298k yearly Auto-Apply 52d ago
Benefit Analyst
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.
ESSENTIAL DUTIES & RESPONSIBILITIES
Support the Client Service Team with the renewal process.
* Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
* For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP's, follow processes and procedures to market clients for renewal process.
* Analyze market proposals received to verify benefits, premium rates and competitiveness.
* Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
* Prepare and coordinate materials for the enrollment process and other formal client presentations.
* Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
* Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
* Maintain Agency Management System and the ImageRight System.
* Follow processes and procedures as outlined in the Procedure Manual.
Provide day to day client service
* Act as liaison for client to research and resolve coverage, claim and administrative problems.
* Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
* Ensure the client data is accurate and current upon each renewal and throughout the policy period.
* Prepare files and other records needed by Marsh & McLennan.
* Develop good relationships with others on the Client Service Team.
* Maintain the professional standards established by Marsh & McLennan when working with clients.
* Provide back up to other Benefit Analysts as needed.
* Share information with Benefit Analysts and others to create a good network of information within the Department.
* Attend monthly Analyst meetings and other meetings as requested.
EDUCATION AND/OR EXPERIENCE
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required otherwise noted:
* Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
* Bachelor degree strongly preferred.
* Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
* Maintain a valid Driver's License and dependable transportation.
* Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
* Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
* Above average analyzing, problem solving and planning/organizational techniques are essential.
WORK ENVIRONMENT & PHYSICAL DEMANDS
* Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
* Work is performed in a typical interior/office work environment.
* Occasional overtime may be required. Travel is usually within driving distance.
#MMAwest
#MMAEHB
#LI-DNI
The applicable base salary range for this role is $41,200 to $76,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$41.2k-76.8k yearly 37d ago
Claims Assistant
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Client Segments: Small Business, Mid-Larger Businesses and Programs (Groups & Association Members). The company's distribution partners (agents & brokers) number 400 locations throughout the state. Preferred serves 11,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Responsibilities
The Claims Assistant-Support Unit, is under moderate supervision, utilizes general understanding of department's operation and objectives to provide administrative support related to claims payments, bill inquiries, coordination assistance, and customer service to the claims department. This position will answer general claims payment questions from customers and will act as a liaison for technical staff and internal/external customers in responding to routine inquiries. Job functions are considered routine and predefined and require minimum evaluation. Claims financial processing activities will be conducted in compliance with the rules, regulations, and statutes of the WCAB and the State of California. The Claims Assistant-Support Unit must be a team player. This position requires particular attention to detail, and is often task-oriented.
Key functions include but are not limited to:
* Provide customer service - answer telephones by the third ring and re-direct callers as necessary to properly respond to customer inquiries.
* Assist in the administration of claims by making follow up status calls to providers.
* Perform data entry to work diaries and create activity notes.
* Update claimant information upon receipt of approved changes.
* Complete assigned work via diaries and work queues in a timely manner.
* Respond to all requests and inquiries from claims staff, vendors, and others as appropriate.
Qualifications
* 4-year degree required or knowledge of workers' compensation principles and policies equivalent preferred.
* Strong written and verbal communication skills, attention to detail and deadline structures.
* Ability to work both independently and collaboratively with all levels of staff.
* Proficient with MS Office software and PC applications and systems.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $17.30 - $25.00 hourly • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities The Claims Assistant-Support Unit, is under moderate supervision, utilizes general understanding of department's operation and objectives to provide administrative support related to claims payments, bill inquiries, coordination assistance, and customer service to the claims department. This position will answer general claims payment questions from customers and will act as a liaison for technical staff and internal/external customers in responding to routine inquiries. Job functions are considered routine and predefined and require minimum evaluation. Claims financial processing activities will be conducted in compliance with the rules, regulations, and statutes of the WCAB and the State of California. The Claims Assistant-Support Unit must be a team player. This position requires particular attention to detail, and is often task-oriented. Key functions include but are not limited to: - Provide customer service - answer telephones by the third ring and re-direct callers as necessary to properly respond to customer inquiries. - Assist in the administration of claims by making follow up status calls to providers. - Perform data entry to work diaries and create activity notes. - Update claimant information upon receipt of approved changes. - Complete assigned work via diaries and work queues in a timely manner. - Respond to all requests and inquiries from claims staff, vendors, and others as appropriate.
$17.3-25 hourly Auto-Apply 60d+ ago
Insurance Associate
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities * Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
* Mail:
* Process New Mail
* Mail monthly installment invoices to clients
* Policies:
* Prepare policy for policy checking by:
* Confirming all necessary documents are in file
* Creating policy checking request form.
* Sending task to policy checkers
* When checked policy is returned, if no errors, process the policy to the client.
* If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
* Endorsements:
* Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.
* If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
* Follow-up with Carriers/Wholesalers for completion of endorsements.
* Bill as necessary within agency defined timeline as outlined in procedures.
* Cancellations/Reinstatements
* File and Prepare for CA/CM. Update task to note policy with cancellation date.
* Certificates:
* Complete daily cert requests
* Date off holders
* Sagitta:
* Add New Prospects and Clients
* Update policy data
* Issue Auto ID Cards
* Create Applications
* Manage the set up and use of the teams iPads.
* Create Schedules of Insurance as requested
* Handle Special Projects as requested.
* With more experience, assist in the processing of Final Audits.
* Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
* Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
* A bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
* Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
* Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
* Proficient with Microsoft Office software (Word, Excel, and Outlook).
* Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Work Environment & Physical Demands
* Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
* Work is performed in a typical interior/office work environment.
#MMABI
#MMAwest
#LI-DNI
The applicable base salary range for this role is $41,200 to $76,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$41.2k-76.8k yearly 15d ago
Retirement Analyst
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
ESSENTIAL DUTIES & RESPONSIBILITIES
Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
Prepare administration pricing of accounts.
Analyze proposals, inclusive of costs and benefits.
Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
Maintain and organize the customer relationship management system, Salesforce. .
Track Plan Transfers and Broker of Record changes.
Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
Prepare and coordinate announcement material for enrollment process on sold or transferred business.
Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
Conduct employee open enrollment meetings.
Attend sales meetings as requested.
Coordinate "Administrative Installation" with plan provider representatives. Accompany the plan provider representative to meetings.
Prepare files and other records needed for MMA.
Keep abreast of the marketplace.
Maintain the professional standards established of MMA when working with clients.
Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
All other duties as assigned.
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EDUCATION AND/OR EXPERIENCE
Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
Obtain or maintain a valid, unrestricted Series 6 & 63 securities license through the FINRA and meet the continuing education requirements.
Excellent communication skills, both verbal and written with the ability to do oral presentations.
Above average analyzing, problem solving and planning techniques are essential.
Strong math skills are required.
Must be dependable and a good team player.
Must be detail-oriented and have the ability to multi-task.
Ability to maintain confidentiality with client information.
Ability to exercise independent judgment and initiative within established guidelines.
Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
A valid California Drivers License & a dependable transportation required.
WORK ENVIRONMENT & PHYSICAL DEMANDS
Ability to use computer keyboard and sit in a stationary position for extended periods.
Work is performed in a typical interior/office work environment.
#LI-DNI
The applicable base salary range for this role is $41,200 to $76,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$41.2k-76.8k yearly 13d ago
Associate Claims Examiner
W.R. Berkley Corporation 4.2
San Diego, CA job
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major Client Segments: Small Business, Mid-Larger Businesses and Programs (Groups & Association Members). The company's distribution partners (agents & brokers) number 400 locations throughout the state. Preferred serves 11,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.
Responsibilities
The Associate Claims Examiner (ACE) utilizes general understanding of department's operation and objectives. They are responsible for entering claim indemnity payments, SROI filing, issue Benefit Notices, complete void/stop payment, and reissuing of checks with a 99% timeliness goal. The ACE position will provide customer service to the claims department, and assist Claims Technical and Operations with other duties as needed and as time allows. This position will make inquiries with claims examiners, medical providers and injured workers, as needed, to assess return to work status and determine whether further payments should be issued. This position acts in a fiduciary role on behalf of insureds in assessing the need for indemnity payments. Job functions are considered routine and predefined and require minimum evaluation.
The ACE administers the payment of benefits with the utmost, good faith, in compliance with the rules, regulations and statutes of the State of California and the WCAB. The ACE must be a team player. This position requires particular attention to detail, and is often task-oriented.
This position will require 120 hours of classroom training at Supervisor's direction within the first year in position in order to obtain Experienced Examiner Certification. 30 hours of continuing education every two years is required to maintain that certification.
Key functions include but are not limited to:
* Make indemnity payments to claimants, both lump sum and ongoing payments, including initial, final and retroactive periods.
* Issue Benefit Notices as required with regards to the start, changing and ending of benefits.
* Will issue Permanent Disability denials in certain circumstances and notify claims examiner with an Activity.
* Transmit Second Report of Information (SROI) to the State of California as required.
* Gather and document information from medical providers on disability status of claimants.
* Referral to Return to Work Coordinator who will gather and document information from insureds on return to work status of their injured employees as well as availability of modified or alternate duties. Follow up on return to work status, through coordinator, until an offer is made or a final decision not to accommodate is made.
* Refers cases as appropriate to management by setting an activity for review.
* Maintains professional client relationships.
* Timely and appropriate notification to examiner on cases with indemnity payments, on need for appropriate reserves to ensure adequacy for life of claim.
* Coordinate and process void, stop pay, and reissue Indemnity payments.
* Offer and, if accepted, enroll claimants in our EFT program.
* Attend Examiner Certification training as directed by Supervisor.
* Upon certification as an Experienced Examiner, additional duties may be added including, but not limited to, drafting of settlement documents and calculation of wage statements.
* Assist technical and operations with other duties as needed and as time allows.
Qualifications
* Bachelor degree from an accredited college or university preferred
* 2+ years of related administrative office work experience.
* Strong written and verbal communication skills, attention to detail and deadline structures.
* Ability to work both independently and collaboratively with all levels of staff.
* Proficient with MS Office software and PC applications and systems.
* Baccalaureate degree from an accredited college or university preferred
* Knowledge of workers' compensation principles and policies equivalent preferred.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $60,000-65,000 annually • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role Responsibilities The Associate Claims Examiner (ACE) utilizes general understanding of department's operation and objectives. They are responsible for entering claim indemnity payments, SROI filing, issue Benefit Notices, complete void/stop payment, and reissuing of checks with a 99% timeliness goal. The ACE position will provide customer service to the claims department, and assist Claims Technical and Operations with other duties as needed and as time allows. This position will make inquiries with claims examiners, medical providers and injured workers, as needed, to assess return to work status and determine whether further payments should be issued. This position acts in a fiduciary role on behalf of insureds in assessing the need for indemnity payments. Job functions are considered routine and predefined and require minimum evaluation. The ACE administers the payment of benefits with the utmost, good faith, in compliance with the rules, regulations and statutes of the State of California and the WCAB. The ACE must be a team player. This position requires particular attention to detail, and is often task-oriented. This position will require 120 hours of classroom training at Supervisor's direction within the first year in position in order to obtain Experienced Examiner Certification. 30 hours of continuing education every two years is required to maintain that certification. Key functions include but are not limited to: - Make indemnity payments to claimants, both lump sum and ongoing payments, including initial, final and retroactive periods. - Issue Benefit Notices as required with regards to the start, changing and ending of benefits. - Will issue Permanent Disability denials in certain circumstances and notify claims examiner with an Activity. - Transmit Second Report of Information (SROI) to the State of California as required. - Gather and document information from medical providers on disability status of claimants. - Referral to Return to Work Coordinator who will gather and document information from insureds on return to work status of their injured employees as well as availability of modified or alternate duties. Follow up on return to work status, through coordinator, until an offer is made or a final decision not to accommodate is made. - Refers cases as appropriate to management by setting an activity for review. - Maintains professional client relationships. - Timely and appropriate notification to examiner on cases with indemnity payments, on need for appropriate reserves to ensure adequacy for life of claim. - Coordinate and process void, stop pay, and reissue Indemnity payments. - Offer and, if accepted, enroll claimants in our EFT program. - Attend Examiner Certification training as directed by Supervisor. - Upon certification as an Experienced Examiner, additional duties may be added including, but not limited to, drafting of settlement documents and calculation of wage statements. - Assist technical and operations with other duties as needed and as time allows.
$60k-65k yearly Auto-Apply 8d ago
Intern
Marsh & McLennan Companies, Inc. 4.8
Marsh & McLennan Companies, Inc. job in San Diego, CA
Marsh & McLennan Insurance Agency LLC (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA is the 9th largest insurance broker in the United States with annualized revenues of approximately 1.5 billion.
The Marsh & McLennan Agency intern program is designed to prepare individuals to progress into service roles and builds the skills and knowledge needed to do so by working closely with our client service and sales teams. Interns will build the product knowledge needed to successfully step into the role of a Business Insurance Trainee or Benefit Service Associate upon graduation. Interns work in a variety of situations, at times working as members of a team and other times working alone on an assignment.
Essential Duties and Responsibilities:
Individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and colleagues.
* Rotate through practice groups/teams shadowing individuals to learn about that team's clients and industry.
* Participate in processing work in a limited capacity based on the needs of the team.
* Attend training sessions on the different departments within MMA and the insurance industry.
* Provide support to client service teams through daily service activities.
* Assist with or manage any special project that may be assigned.
#LI-DNI
The applicable base salary range for this role is $34,100 to $58,200.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.