Morris & Garritano jobs - 3,815 jobs

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

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. Key Responsibilities and Duties Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show‑coach client facing associates. Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date 2025-12-31 Base Pay Range Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market‑leading retirement company fueled by world‑class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page. And you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law EEO is the Law. Pay Transparency Philadelphia Ban the Box. #J-18808-Ljbffr

Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: · Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation · Assist Associate Broker with submission process, as assigned · Prepare Quotes and Confirmation of Coverage (Binders) as directed · Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier) · Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent) · Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary · Ensure Surplus Line documents are submitted correctly and on time · Learn and increase system skills to improve efficiency · Attend educational seminars, as required · Produce and mail renewal letters with applications to customers when applicable · Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed · Process certificates of insurance when applicable Other Responsibilities: · Provide input to departmental procedures · Assist with accounting reconciliation projects · Perform other work-related duties, as assigned · Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized · Assist in handling duties of team members, as appropriate, during absences Education, Experience and Skills Required: · 0-3 years insurance experience · Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position · Exceptional organization, follow-up, communication, and interpersonal skills · Possess an intuitive and proactive approach to business problems and solutions · Exhibit good listening skills and a willingness to help and support others · Advanced skill level in PC software (Word, Excel and other software, as required) · Ability to be flexible in work schedule as needed · Manage time to get the job done with minimal supervision · Excellent communication skills - both verbal and written · Able to interact with a variety of personality styles · Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements Work Environment: · Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent. · Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance. · Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute. · Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.

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

A leading insurance company is seeking a Staff Machine Learning Engineer to architect scalable AIML solutions and lead technical initiatives. The ideal candidate will have over 6 years of hands-on experience in machine learning and software engineering, deep programming proficiency, and a strong understanding of system architecture. This role offers a comprehensive rewards program, workplace flexibility, and opportunities for career advancement. #J-18808-Ljbffr

Job Title: Event Coordinator Workplace Type: Onsite- 5 days Employment Type: Contract About the Role We are seeking a highly organized and proactive Event Coordinator to join our onsite Workplace team in San Francisco. This role is responsible for planning, coordinating, and executing a wide range of onsite events-from afternoon meet-ups to evening community gatherings-that help shape a welcoming, inclusive, and engaging workplace experience. The ideal candidate brings strong judgment, exceptional communication skills, and a passion for creating memorable events. This role requires flexibility, hands-on execution, and comfort working in a fast-paced, dynamic environment with frequent cross-functional collaboration. Note: This position requires onsite presence in San Francisco. Evening and occasional weekend availability is required to support events. Key Responsibilities Event Coordination & Operations Collaborate with internal teams to understand event goals, requirements, and logistics. Plan, coordinate, and execute onsite events, ensuring a seamless and positive attendee experience. Serve as the onsite facilities host during events, welcoming guests and ensuring comfort and safety. Oversee event setup and breakdown, coordinating logistics with Workplace, Security, IT/AV, and Facilities teams. Assist with vetting, scheduling, and coordinating event-related space usage and activities. Provide administrative support for pre-event planning and post-event wrap-ups, including documentation and follow-ups. Maintain onsite presence during evening and occasional weekend events to address real-time needs and ensure event success. Vendor & Stakeholder Management Coordinate with vendors and service providers (e.g., catering, furniture, supplies, AV). Manage vendor relationships to ensure timely delivery, quality service, and adherence to standards. Maintain clear, consistent communication with internal teams, vendors, and stakeholders throughout the event lifecycle. Collaborate cross-functionally to ensure all aspects of events are aligned and executed smoothly. Problem Solving & Decision Making Anticipate and proactively address issues or challenges during events. Exercise sound judgment when making onsite decisions and escalate concerns appropriately. Ensure compliance with workplace policies, safety standards, and crowd management best practices. Required Qualifications 2-5+ years of experience in event coordination, workplace experience, or office management. Experience managing event organizers, service providers, and facilities vendors. Proven ability to collaborate effectively with diverse stakeholders, including coordinators, security teams, visitors, leadership, and executive assistants. Strong customer service mindset with excellent written and verbal communication skills. Ability to manage multiple priorities, adapt quickly, and remain calm in a fast-paced environment. Demonstrated ability to exercise good judgment and make sound decisions independently. Working knowledge of event operations, crowd safety, and workplace standards. Preferred Qualifications Passion for creating welcoming, community-oriented workplace environments. Collaborative, proactive mindset with the ability to work across teams and functions. Interest in workplace experience, culture-building, and employee engagement initiatives. Typical Day in the Role A typical day may include: Meeting with internal partners to align on upcoming event objectives. Coordinating logistics with Workplace, Security, IT/AV, and Facilities teams. Managing vendor communications and confirming event resources. Hosting and supporting onsite events, including evening community gatherings. Troubleshooting real-time event issues and ensuring a high-quality attendee experience. Completing post-event follow-ups and administrative tasks. Why Join This Role? This role offers the opportunity to support high-visibility, culture-defining events that shape how employees, leaders, and guests experience the workplace. You'll gain hands-on exposure to event design, senior stakeholder engagement, and cross-functional collaboration within a values-driven, people-first organization. The position also provides strong mentorship and growth opportunities in workplace experience, events, and operations. If you like the position, please share your resume on ***************** Thank you :)

Bad software is everywhere, and we're tired of it. Sentry is on a mission to help developers write better software faster so we can get back to enjoying technology. With more than $217 million in funding and 100,000+ organizations that believe we're on to something, we're building performance and error monitoring tools that help companies like Disney, Microsoft, and Atlassian spend less time fixing bugs and more time building products. Sentry embraces a hybrid work model, with Mondays, Tuesdays, and Thursdays set as in-office anchor days to encourage meaningful collaboration. If you like to selfishly build things that make your digital life better, come help us build the next generation of software monitoring tools. Are you a dynamic Senior Field Marketing Manager ready to make a significant impact? Sentry is seeking a driven leader to not only spearhead our regional event strategy, including our impactful startup program, but also to play a key role in building out and expanding our overall field marketing capabilities. If you're passionate about creating engaging experiences that drive pipeline and eager for the autonomy to shape our regional presence, this is your opportunity. Reporting to the Events and Field Marketing Lead, you will be responsible for strategically planning and executing a diverse range of hosted, sponsored, and partner events, while contributing directly to pipeline creation and the growth of Sentry's regional presence. In this role you will Plan and execute impactful regional field marketing events that generate qualified leads, accelerate sales opportunities, and strengthen customer relationships Own end-to-end trade show and conference logistics, including vendor coordination, budgeting, staffing, metrics tracking, and on-site execution, ensuring high-quality experiences Collaborate closely with sales teams to identify key accounts and develop tailored marketing strategies that engage prospects effectively Provide consistent and clear communication of events programs to all stakeholders, including preparing and maintaining internal and external event planning documents, checklists, on-site schedules, timelines, recommendations, and budget. Track and report on event performance metrics and ROI, partnering with internal sales and MOPs teams to optimize future marketing activities Support the creation of compelling event content and messaging in collaboration with Product Marketing Build and maintain strong relationships with local companies, community organizations, influencers, and other key stakeholders Work effectively with go-to-market, Developer Relations, Product Marketing, engineering, and product teams to ensure cohesive campaign execution Track all marketing activities and leads diligently in Salesforce Contribute to quarterly planning and alignment with sales targets and business objectives Identify opportunities to improve field marketing processes and tactics. You'll have the autonomy to propose and build new program ideas based on data, market insights, and stakeholder feedback to improve pipeline contribution and ROI for Sentry Ensure every regional experience reflects Sentry's mission and brand, creating meaningful and targeted touch points You'll love this job if you Pay attention to the little things and keep things running smoothly with great organization and time management Get excited about hitting goals and seeing real results from your work Can roll with the punches and stay flexible when things move fast or priorities shift Enjoy thinking on your feet and finding creative solutions when challenges pop up Qualifications 8+ years of experience in B2B field or event marketing, preferably in the technology sector A self-starter who can work independently while also being a collaborative team player Comfortable engaging directly with executives, sales leaders, prospects, and customers to shape messaging, gather insights, and drive pipeline impact Customer-focused with an understanding of how to create valuable experiences across in-person and digital touch points Budget Management skills to forecast, manage, and summarize event spend with internal teams and vendors; analytical skills to measure event ROI Proficiency working in Salesforce, Marketo, Jira and Google Suite Strong communicator with the ability to align cross-functional stakeholders and articulate campaign impact to leadership You know San Francisco like the back of your hand-especially the off-the-radar places that make people go “wow.” It's not just about fancy dinners; you have an eye for experiences that are stylish, thoughtful, and genuinely fun Treat every event like a fresh experience, not a rinse-and-repeat The base salary range (or hourly wage range, if applicable) that Sentry reasonably expects to pay for this position is $150,000 to $165,000. A successful candidate's actual base salary (or hourly wage) amount will be determined by a variety of relevant factors including, without limitation, the candidate's work location, education, work and other relevant experience, skills, and job-related knowledge. A successful candidate will be eligible to participate in Sentry's employee benefit plans/programs applicable to the candidate's position (including incentive compensation, equity grants, paid time off, and group health insurance coverage). See Sentry Benefits for more details about the Company's benefit plans/programs. Equal Opportunity at Sentry Sentry is committed to providing equal employment opportunities to its employees and candidates for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other legally-protected characteristic. This commitment includes the provision of reasonable accommodations to employees and candidates for employment with physical or mental disabilities who require such accommodations in order to (a) perform the essential functions of their jobs, or (b) seek employment with Sentry. We strive to build a diverse team, with an inclusive culture where every teammate can thrive. Sentry is an open-source company because we believe that everyone, everywhere, should have the ability and tools to make great software. Software should be accessible. That starts with making our industry accessible. #J-18808-Ljbffr

GEICO . For more information, please .**Overview**: GEICO is on a multi-year journey to transform the insurance industry with Artificial Intelligence. **The Team****:** The AI Modeling and Research team is part of the AI Org, which is Geico's strategic investment with the mission to transform Geico into an AI-first company. AI org is led by Vice President, Head of AI. AI Org is in the Technology, Product and AI (TPA) org at Geico. TPA is led by the Chief Technology, Product and AI Officer, who reports to the CEO of Geico. **The Role Purpose**: We are looking for a highly experienced Distinguished Engineer who has deep insights into ML modeling for computer vision and can lead major technical decisions on how the company can build cutting-edge products powered by industry leading computer vision technologies. The candidate should build close partnerships with product, engineering and operation leadership across the company. This role will report directly to the Senior Director of AI Modeling and Research. **Responsibilities:** To be successful in this role, you will need: Continuously improving system performance, scalability, and user experience.**Qualifications****:** 15+ years of hands-on experience in AI/ML in a production environment.Successful leadership experience in leading the technical decisons for teams of size >= 15.Strong communication and collaboration skills across technical and non-technical teams.* Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.* Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.* Access to additional benefits like mental healthcare as well as fertility and adoption assistance.* Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.At GEICO,we offer a rewarding career where your ambitions are met with endless possibilities.Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. #J-18808-Ljbffr

A leading financial services organization in California is seeking a Wealth Management Coach to empower associates in delivering comprehensive financial advice. The role demands strong relationship-building skills, as well as expertise in financial planning concepts. Candidates should possess over five years of experience and a university degree. This position comes with a competitive salary range, fostering an environment of professional growth and collaboration. #J-18808-Ljbffr

Vouch is the risk advisor that powers ambition. We're a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world-class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Why should you join our team and Vouch? Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.” What does a work environment look like at Vouch? This role will be based near one of our hub offices in Chicago, New York or San Francisco. We require the team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Role Responsibilities: As a member of the Early Stage Advisor Team, you will be responsible for ensuring our clients have a great experience through the sales and onboarding process. Insurance Advisors interact directly with our clients through email, video calls, and other communication tools to advise them on the appropriate coverages for their companies and help them satisfy third party contract requirements for coverage. We pride ourselves on making things fast, easy, and tailored for our customers. Some of our best customer feedback is about our amazing customer experience and service. You'll be responsible for helping us scale that reputation while also playing a key part in the growth and expansion of our team through the introduction of new products, processes, and technology. What you'll do: Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform Assess our clients' risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage Manage the client lifecycle from application submission through bind with a suite of carrier partners, including online carrier portals Construct and present customized insurance proposals to clients Plan and execute daily sales activities such as conducting video calls with clients, responding to emails, and maintaining appropriate documentation in our CRM Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues Maintain a healthy pipeline and conduct pipeline reviews with your manager About you: 2+ years of sales, brokerage, customer service, or other client-facing experience - within the insurance industry preferred Strong communication and organizational skills Able to be agile and thrive in a fast‑paced environment Possesses competitive drive to outperform peers and continuously improve hard and soft skills Dependable, positive, and detail‑oriented with excellent follow‑through skills Active/Current Property and Casualty License or obtained within 30 days of start date Ability to drive success through ambiguous and complex situations Takes initiative to problem solve when meeting resistance Nice to have: Knowledge of Commercial P&C coverage lines Exposure to and passion for early‑stage startups and/or high growth environments Experience working within a CRM and multiple communication tools (Salesforce, ZenDesk, etc.) Prior experience in a quota‑carrying role with responsibility for achieving individual quantitative goals Vouch provides several benefits to help you bring your best self to work: 💰 Competitive compensation and equity packages ⚕️ Health, dental, and vision insurance 🪷 Wellness allowance 📚 Company‑sponsored personal and professional development 🏫 L&D: Partnerships with Ethena and monthly Lunch & Learns 🧘 Wellbeing: access to many wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc. 🤗 Caregiver Support: company seed into the dependent care FSA and company‑sponsored Care.com membership. 📊 Regular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check‑ins, development discussions, and promotion opportunities. What to expect in a typical interview process: *(Please note these steps may vary slightly depending on the role)* 30‑minute phone call with our recruiting team 30‑45 minute video interview with the hiring manager Meet the team! 30‑45 min 1:1 video discussion with 3‑4 team members you'd work closely with in the role Executive chat (role dependent) Compensation philosophy: The OTE for this role is $85,000 - $90,000 per year depending on experience. ($60,000 - $65,000 base + $25,000 variable compensation) Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future. Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, complete any pre‑employment testing, or otherwise participate in the employee selection process, please direct your inquiries to *******************. The pay range for this role is: 60,000 - 65,000 USD per year (Chicago Office) #J-18808-Ljbffr

A leading insurance provider is seeking an experienced individual contributor to manage a complex book of business in Cyber Insurance. This senior role involves detailed underwriting, analysis, and the creation of specialized solutions for complex risks. Ideal candidates will have a minimum of ten years in underwriting along with strong analytical and communication skills. The position includes building relationships with key clients and guiding less experienced team members. The expected salary range is competitive, reflecting the high-level responsibilities involved. #J-18808-Ljbffr

Salary Range: $153,481 - $237,896 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status: Exempt Department: Information Technology Reports To: Director, Application and Product Development GENERAL DESCRIPTION OF POSITION The Manager of Application Development is responsible for the supervision of the application development staff in the design, development, implementation and support of in-house and vendor applications and interfaces, including the accurate data exchange between trading partners in accordance with state and federal regulatory and contractual requirements and SCFHP policies and procedures as set forth for all lines of business. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. Supervise and mentor personnel performing design, development, implementation, maintenance, and reporting from application databases, data warehouse and data cube environments. Oversee the design, development, implementation, and maintenance of electronic data exchange in multiple formats, including EDI X 12 transaction sets specific to healthcare transactions. Oversee the development and maintenance of enterprise data warehouse. Exercise staff oversight to ensure new operations plans, policies, procedures and transition/migration plans are consistent with the overall company goals and objectives. Define and modify IT development standards, policies and procedures to ensure they remain current with business and regulatory needs. Participate in the project approval and prioritization process with other IT management and business leaders. Contribute and participate in the strategic planning process and share in the development of SCFHP vision, goals and initiatives. Develop positive relationships with managers, directors and leaders by understanding business priorities and information technology enablers. Perform other related duties as required or assigned. SUPERVISORY/MANAGEMENT RESPONSBILITIES Carries out supervisory/management responsibilities in accordance with SCFHP's policies, procedures, applicable regulations and laws. Responsibilities include: Recruiting, interviewing, and hiring. Developing a high performing department culture and staff. This includes setting the standard for staff/peers and motivating employees to maximize organizational goals and objectives. Effectively assimilating, training and mentoring staff and (when appropriate), cross training existing staff and initiating retraining. This includes coaching to help increase skills, knowledge and (if applicable) improve performance. Setting goals and planning, assigning, and directing work consistent with said goals. This includes responding to employees' needs, ensuring they have the necessary resources to do their work. Appraising performance, rewarding and disciplining employees, addressing complaints and resolving issues. This includes providing regular and effective feedback to employees and completing timely and objective performance reviews. REQUIREMENTS - Required (R) Desired (D) The requirements listed below are representative of the knowledge, skill, and/or ability required or desired. Bachelor's Degree in Business Administration, Computer Science, Public Health, or related field, or equivalent training/experience. (R) Minimum five years of experience in a lead or supervisory capacity. (R) Minimum ten years of experience in application development. (R) Minimum ten years of experience, with SQL programming, MS SQL database development, and T-SQL query generation. (R) Minimum five years of experience with MS SQL Business Intelligence tools (SSRS, SSIS, SSAS) or other enterprise business intelligence software. (R) Minimum five years of programming background in any of the following applicable languages/platforms; .NET, PERL, Java, SAS, VB, C++, C#, or other modern programming language or related software. (R) Demonstrated knowledge of software development life cycle (SDLC), coding standardization, peer review and user acceptance testing. (R) The ability to effectively manage multiple projects across multiple team members, including direct reports and other IT staff members. (R) Excellent data analysis skills. (R) Knowledge of and experience with healthcare management information systems. (R) Good working knowledge of BizTalk, Sharepoint, ActiveBatch and other core integration tools and services. (D) Working knowledge of and the ability to efficiently operate all applicable computer software including a working knowledge of computer applications such as Outlook, Word and Excel. (R) Ability to use a keyboard with moderate speed and a high level of accuracy. (R) Excellent communication skills including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments, providers and outside entities over the telephone, in person or in writing. (R) Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R) Ability to assume responsibility and exercise good judgment when making decisions within the scope of the position. (R) Ability to maintain confidentiality. (R) Ability to comply with SCFHP's policies and procedures. (R) Ability to perform the job safely with respect to others, to property, and to individual safety. (R) WORKING CONDITIONS Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to regular contact with co-workers, managers, external partners, and vendors in person, by telephone and via work-related electronic communications. PHYSICAL REQUIREMENTS Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation: Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R) Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R) Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R) Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R) Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R) Reasoning Requirements: ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person and by telephone throughout a typical workday; attention to detail. (R) ENVIRONMENTAL CONDITIONS General office conditions. May be exposed to moderate noise levels. EOE (function () { 'use strict'; social Share.init(); })();

Assistant Project Manager/Senior Project Engineer required for 375-unit Multifamily development in San Jose, CA Your new company Our client, a premier National Developer-Builder, is entering Phase II of a high-profile landmark 3-phase master-planned community in San Jose. This is a 375-unit, $150M wrap-style multifamily project offering a dynamic and career-building opportunity for a motivated Assistant Project Manager/Senior Project Engineer to support the successful delivery of this complex ground-up development based in San Jose, CA. Your new role Assist the Project Manager in overseeing all phases of construction from preconstruction through closeout Coordinate RFIs, submittals, change orders, and project documentation Support subcontractor management, schedule tracking, and cost control Participate in project meetings and maintain communication with internal and external stakeholders Help manage site logistics, safety protocols, and quality assurance processes Collaborate with field teams to resolve issues and maintain project momentum What you'll need to succeed 3-5 years of experience in construction project management, preferably in multifamily or wrap-style developments Strong organizational and communication skills Familiarity with construction management software (e.g., Procore, Bluebeam, MS Project) Bachelor's degree in construction management, Engineering, or related field preferred What you'll get in return Competitive salary, bonus and benefits Opportunity to work on a landmark development with long-term growth potential Collaborative team environment with a respected developer-builder What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your resume, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Title: Account Associate - Commercial Lines Hybrid: 1-2 of days in office | Location: Las Vegas, NV or Pleasanton, CA Required: active property & casualty (P&C) license Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and any issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications. multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000.00 - $60,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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

A leading insurance company is seeking a Senior Property Underwriter located in San Francisco, California. The successful candidate will manage a property renewal book and produce new business. Responsibilities include developing growth strategies, maintaining client relationships, and implementing pricing strategies. The ideal candidate will have experience in property underwriting and possess strong relationship management skills. This role is vital for achieving the financial performance of the property book and expanding the business through cross-selling opportunities. #J-18808-Ljbffr

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. Research & Design Org Pave's R&D pillar includes our data science, engineering, information technology, product design, product management, and security teams. This organization builds, maintains, and secures a platform used by more than 8,500+ client organizations. Our engineering team moves between ideation, scoping, and execution in a matter of days while closely iterating with cross-functional partners on requirements. At Pave, we use TypeScript, Node.js, and React, hosted on GCP. Compensation strategy is broken down into 3 pillars - compensation bands, planning workflows, and total rewards communication. We build products that make these processes seamless for customers. Over the next year, our roadmap is focused on enhancing the entire compensation lifecycle: from philosophy definition to market trend analysis, band adjustments, merit cycles, and employee communication. We're seeking passionate engineers who are excited about building robust, data-rich systems that simplify complex compensation processes at scale. Security Team @ Pave Security is part of everything we do at Pave. With amazing growth comes amazing engineering and security challenges. This is an opportunity to have a huge impact and run programs at a company that doesn't need to be convinced why security is important. Our customers count on us to secure some of their most sensitive data, and that trust is central to Pave. It's the only way we can unlock a labor market built on trust, and change the world of compensation. What You'll Bring 5+ years of application security experience as part of a blue team Expert knowledge of OWASP Top 10 and application security Security design review experience Experience in running bug bounty programs and pentesting Outstanding communication and partnership skills with software engineers Ideally, experience in Google Cloud Security best practices Compensation Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top-notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region-specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $205,700 - $278,300 Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in-person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision Our vision is to unlock a labor market built on trust Mission Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Pave is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. Contact If you're interested in future opportunities at Pave, you can inquire about roles or create a Job Alert through our channels. #J-18808-Ljbffr

Our Not-So-Secret Sauce Inclusive, award-winning culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact for our clients every day. Who We Are Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations seeking limitless possibilities. With over 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). Your Role You will support and collaborate with colleagues across the organization to deliver impactful results for clients while maintaining word class customer service. Additionally, you will be provided opportunities to learn the skills and knowledge necessary to grow within the industry and promote into more senior level positions within MMA. Qualifications A valid, unrestricted Series 6, 7, 63 and/or 65 securities license Excellent communications skills both verbal and written Generous Benefits Package At MMA, we value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Our benefits include, but are not limited to, the following: Hybrid work schedule Heavily subsidized medical, dental, vision, etc. Tuition reimbursement Professional designation(s) reimbursement Charitable contribution matching Stock purchase program Who You Are Is Who We Are We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. MMA and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $50,400 to $80,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: **************************** #LI-DNI #MMAretirement

Why join M&G: We are INDEPENDENT and fully focused on remaining so! We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services * Leaders of Influence Insurance by Orange County Business Journal (2023, 2025) * Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025) * Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2025) * Big I Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025) * Top 100 P&C Agencies (2023-2025) * MVP Account Managers (Insurance Journal) * Top P&C Agent of the Year (Insurance Journal) * 50 Fastest Growing Companies by Pacific Coast Business Times (2017 2025) About the Role: The Risk Advisor Development Manager will play an integral role in training & developing new and unvalidated Risk Advisors at Morris & Garritano! You will provide training in systems, carrier markets, and commercial coverages while guiding the new advisors through actual opportunities. You will partner with our Business Development Director, using your combination of technical expertise and structured mentorship, to ensure our Risk Advisors gain the knowledge, skill, and confidence to succeed in writing new business. How will you be compensated: * $110,000-$150,000 Salary, depending on experience * Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans * Paid Holidays, Paid Sick Time, and Flexible Vacation Time * Paid Parental Benefits * Disability and Life Insurance * 401(k) with 50% match * Flexible Spending Plan (FSA) and Health Savings Account (HSA) Who you are: * You are passionate about developing others * You have deep knowledge of Commercial Lines coverages, carrier markets, and placement strategies * You are a skilled communicator who builds trust and credibility with Advisors, Leadership, and Carrier Partners * You are organized and disciplined, with the ability to track your team's progress and follow through on action plans * You resonate with our agency Core Values * Do the Right Thing * Love What You Do * Always Be Improving * Go The Extra Mile * Build Collaborative Relationships * You have a collaborative mindset, working effectively with mentors, Business Development, Marketing, and Service teams We are dedicated to building an inclusive and authentic workplace. If you are excited about this role, but your past experience does not align perfectly with every qualification, we encourage you to apply anyway. You may be just the right candidate for this or other roles at our agency! What you will do: * Work in our beautiful Irvine office 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware * Supervise Risk Advisors on their journey to validation * Build trusted relationships with your team by providing consistent guidance, accountability, and development support * Deliver training and onboarding, focusing on systems, carrier markets, agency processes, submission preparation, and coverage review * Provide feedback and coaching in areas of systems, coverage, and marketing; while coordinating with mentors or the Business Development Director to address sales-related development. * Create and update training materials and educational content to support Advisor development and program needs * Coordinate and deliver additional education opportunities to reinforce knowledge and address evolving needs across the Advisor group Your Qualifications: * CA Property & Casualty license * 5-7 years of Commercial Lines experience in an independent agency (e.g., Account Executive, Marketing Analyst, Sr. Account Manager, Underwriter, or related role) * Strong understanding of carrier markets, appetite, and placement strategies * Experience mentoring, coaching, or training others in a professional setting * Proficiency in Microsoft Office, Applied Epic, Salesforce and/or other Agency Management Systems