Morris & Garritano jobs in Irvine, CA - 2903 jobs

Job Details Position Type: Full Time Education Level: Bachelor's Degree Salary Range: $175,000.00 - $245,000.00 Salary/year Vice President, National Liability Practice Leader. This individual will be responsible for providing proactive strategic leadership for the development and growth. A strong background in leadership, developing sustainable business strategies, critical issue resolution, and creating new policies and procedures to drive quality, accuracy, and efficiency is required. Participate in the senior leadership group that will develop long term strategies for growth and profitability. Key Competencies: Self-Starter: Motivated and ambitious personality; desire to compete and succeed Intellectual Creativity: Ability to brainstorm outside of norm for creative solutions to success Exceptional relationship management skills Demonstrated consultative sales success Proven project management success Tenacity: Persistence and follow through Triple Threat: Intelligence, Personality and Drive! DUTIES AND RESPONSIBILITIES: Demonstrate a detailed understanding of TRISTAR businesses, objectives, products and services. Help ensure that our messaging resonates with our clients and brokers and speaks to our casualty solutions Strong technical understanding of all TRISTAR products and services and how they are best deployed for specific clients and/or carriers. Leverage cross-functional departments to maximize process efficiencies. Thorough knowledge of the client's industry and business drivers Work independently, collaboratively and in a leadership role with clients, brokers, carriers and TRISTAR team members Responsible for profit and loss, quality, human resources, product development and strategic relationships and policies and procedures. Lead a team of Property & Liability leaders, as well as their direct reports Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner Develop strategic recommendations based on client's business needs and goals Lead projects and business planning meetings, working closely with C‑Suite level engagement to develop and influence long‑term strategy When appropriate prepare for and attend client and prospect meetings, industry events, broker & carrier partners Review and expand on vendor contracts to maximize profit share and delivery of quality standards Working with Carrier partners to expand service offerings Attend and present at Board of Directors meetings Assess market competition to evaluate new opportunities that can be developed to stay ahead of the industry. *Essential job function. EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment. SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire Qualifications Education / Experience Bachelor's Degree, or equivalent experience required; Masters degree or higher preferred. Minimum of ten years of successful TPA or other industry experience required. Knowledge of all auto and general liability and property programs. Proficient in use of Microsoft Office suite (MS Word, MS Excel, MS Outlook) Travel, as required. Excellent organizational and time management skills Knowledge, Skills and Abilities Prompt and regular attendance at assigned job locations Ability to work shifts exceeding 8 hours, 5 days per week Ability to interact with employees of all levels and clients in an appropriate manner Ability to concentrate and think strategically Availability onsite to confer with staff members with whom the incumbent must interact on a daily basis Ability to proficiently use a personal computer for tasks such as email and preparing reports using software Ability to review and analyze data and information. Ability to complete, or oversee the completion of, assigned tasks/projects in a timely manner. #J-18808-Ljbffr

Join the #1 Bilingual Agency in the U.S. - No Experience? No Problem! Adriana's is the fastest-growing an best-performing bilingual agency in the nation. With over 30 years of success and more than 40 offices across Southern California, we're expanding and looking for motivated individuals to join our team. No license? No problem! You do not need a license to apply for this position. We will hire you as a paid trainee and provide on-the-job training to help you build the skills needed to become a licensed insurance agent. This is our investment in you-we believe in growing our employees from within, giving you the tools and mentorship needed to succeed. This position offers hourly pay plus performance-based unlimited bonuses, so your hard work is rewarded as you progress. What You'll Do Receive on-the-job paid training to develop a deep understanding of insurance products and sales strategies. Educate and empower customers by helping them understand their insurance needs and coverage options. Drive sales and build strong relationships with clients. Thrive in a fast-paced, high-energy environment, working independently or as part of a team. Work with top-rated insurance carriers to generate leads and earn performance-based incentives. Your journey starts with outbound calls, but the opportunities for growth are endless. Many of our top agents started just like you-without prior experience. With dedication and hard work, they are now leading teams and advancing their careers. What We're Looking For A charismatic and motivated individual who enjoys connecting with people. Customer service experience is preferred but not required. Sales-driven and goal-oriented with a strong work ethic. Comfortable using Microsoft Office and CRM platforms. Bilingual in English and Spanish to connect with our diverse customer base. A team player who is eager to learn and grow within the company. Perks & Benefits On-the-job paid training to set you up for success. Career advancement opportunities with leadership development programs. Health, dental, vision, and life insurance. 401(k) plan with company matching. Paid vacation. Hourly pay plus unlimited performance-based bonuses.

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

We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.

Our Compensation & Benefits: • Recognition: Join an environment where hard work is recognized, appreciated, and rewarded. • Comprehensive benefits package including medical, dental, vision and life insurance • Paid time off to recharge and maintain a healthy work-life balance • Retirement Plan (401k) • Performances bonus and incentives: Whether you are in sales or administrative role, you will have a real opportunity to earn bonuses and get recognized for your results. Our Company: At Adriana's insurance, we believe that empowering our Team members is the key to our success. We invest in our employees, offering training, career advancement opportunities, and a culture that champions both personal and professional growth. Our Philosophy is growing together! With over 30 years of success and more than 40 offices across Southern California, we are expanding and looking for motivated individuals to join our team. What we're looking for: We are seeking a Director of Operations who is systems driven performance and data literate to analyze and manage our company's daily activities, focusing on efficiency, productivity, and aligning operations with strategic goals by overseeing staff, budgets, processes (like production, sales, quality). This position also ensures that the management team is providing the necessary tools within reasonable time to support improved performance, reduction in cost, and promotions of products and services. This position is responsible for developing models and performance management reports in support of strategic initiatives. Being responsible for the preparation and review of key financial statements and reports, as well as daily, weekly, monthly, and annual performance reports for the business units. In addition, this position provides training and guidance and technical and analytical expertise. This role contributes to the MRM strategy through advanced data analysis and reporting, providing management with an effective way to quickly identify their team's performance across various KPIs, allowing them to make sound decisions to impact results.Key Responsibilities Performance Management & Reporting: Develop comprehensive models and performance management reports in support of strategic initiatives. Help identify behavior patterns and automate. Financial Reporting & Analysis: Take primary responsibility for the preparation and review of key financial statements and reports, as well as daily, weekly, monthly, and annual performance reports for various business units. Strategic Contribution: Contribute significantly to the overall MRM (Management Resource Management) strategy through advanced data analysis, ensuring data-driven insights are actionable and timely. Technical & Analytical Support: Provide training, guidance, and technical and analytical expertise to team members and management, fostering a culture of data literacy and accuracy. Process Improvement: Identify and implement process improvements that support enhanced performance, cost reduction, and effective promotion of products and services. Qualifications to Apply Experience: Proven experience in a financial analyst, data analyst, or performance management role, preferably within a related industry. Technical Skills: Advanced proficiency in data analysis tools (e.g., Excel, SQL, Tableau, Power BI) and experience developing complex performance reports and financial models. Analytical Prowess: Strong analytical and problem-solving skills with an ability to translate complex data into actionable business insights. Communication: Excellent communication and presentation skills, with a demonstrated ability to train and guide others and present findings to senior management. Education: A bachelor's degree in finance, Accounting, Business Administration, Economics, or a related quantitative field is required. A master's degree or professional certification (CPA, CFA, etc.) is a plus. Bilingual: in English and SpanishPerks & Benefits: 401(k) Paid vacation. On-the-job paid training to set you up for success. Career advancement opportunities with leadership development programs. Health, dental, vision, and life insurance. Employee discounts on car insurance, life insurance, DMV services, and more. Salary pay with bonuses

A leading insurance provider is seeking an experienced Underwriter in San Francisco to underwrite new and renewal business, manage broker relationships, and achieve profitability goals. The ideal candidate has 4+ years of experience in Commercial Property & Casualty underwriting. This full-time position offers a competitive salary range of $129,500 - $174,800/year and a comprehensive benefits package. #J-18808-Ljbffr

Key Responsibilities Deliver high-quality customer service and administrative support using a customer interaction platform for workplace-related needs, including reception services, facilities support, hosting, conference room coordination, emergency notifications, and travel assistance Design and elevate workplace experiences that make employees, clients, and guests feel welcomed, valued, and connected to the organization Provide polished, high-touch service to all visitors and external guests Assign, monitor, and coordinate work across a 24/7 team to ensure timely and accurate completion of requests Train and support team members on established processes, tools, and workflows Foster a collaborative team environment where ownership and accountability are shared across all agents Safeguard confidential, sensitive, privileged, financial, and proprietary information at all times Qualifications We're interested in candidates who: Communicate clearly and professionally, both verbally and in writing Consistently deliver exceptional customer service and take pride in exceeding expectations Demonstrate sound judgment and the ability to assess situations and take initiative independently Has had previous management or lead experience in a customer support role And who have: A high school diploma or equivalent At least three (3) years of experience in workplace services, reception, hospitality, technology support, or an inbound customer service environment Administrative experience, preferably within a professional services or corporate setting The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

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 70% 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. The Research & Development 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. 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. Learn more about our engineering principles We own the infrastructure, tooling, and workflows that enable every team to ship enterprise-grade software with speed and confidence. As an engineer on the team, you'll play a technical leadership role in shaping developer experience, scaling our production systems, and establishing foundational engineering patterns adopted across the org. What You'll Bring 5+ years of experience in backend, infrastructure, or developer experience engineering. Passion for improving developer experience and velocity. Strong debugging and systems-thinking skills. Proven ability to lead ambiguous projects with cross-team impact. Excellent communication and developer empathy: You enjoy enabling others to work more effectively. Execution-oriented mindset: You're comfortable diving deep into technical details to deliver real impact. Nice to Have: Experience with CI/CD, observability, TypeScript, monorepo tooling, automated testing, expertise with GCP (or another major cloud provider), or AI/ML tooling. Our stack includes: TypeScript, Node.js, Orbstack, Kubernetes, Terraform, GCP, Datadog, GitHub Actions, Cursor, and Incident.io. Compensation, It's What We Do. 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. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): P3: $166,000 - $225,400 P4: $195,500 - $264,500 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 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? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress toward this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at ****************** How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. 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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

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

A tech-enabled insurance advisory is seeking a knowledgeable Insurance Advisor to enhance client satisfaction during the sales and onboarding phase. The role requires 2+ years in a client-facing capacity, as well as a property and casualty license. Ideal candidates should be adaptable and possess excellent communication skills. The position is based in New York with a hybrid work model requiring in-office attendance three days a week. Competitive salary package, including equity options, is offered. #J-18808-Ljbffr

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

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

Vouch is the insurance broker 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 join 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.” Work Environment Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Why this role matters As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business. In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future. What you'll do Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives. Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability. Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions. Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities. Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company. Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence. About you Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments. Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch. Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation. Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes. Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors. Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion. Nice to have MBA Experience with insurance or fintech business models Experience with data analytics/visualization tools Experience operating financial planning software Benefits Competitive compensation and equity packages Health, dental, and vision insurance Wellness allowance Company‑sponsored personal and professional development Partnerships with Ethena and monthly Lunch & Learns Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+ Caregiver support with dependent care FSA and Care.com membership Regular performance reviews with goal setting and promotion opportunities Interview Process 30‑minute phone call with recruiting 30‑45 minute video interview with hiring manager Case study/technical screen Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members Executive chat Compensation Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US). Equal Opportunity Statement 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, or complete any pre‑employment testing, please direct your inquiries to *******************. #J-18808-Ljbffr

Looking to Supplement Your Income or Just Be Productive? Become an Independent Residential Insurance Inspector with CIS Group! Are you looking for a flexible, rewarding opportunity that allows you to be your own boss and take control of your schedule? CIS Group is seeking motivated, detail-oriented individuals to join our team as 1099 Property Insurance Inspectors. If you own an LLC and are looking to diversify your work, this might be the perfect opportunity for you! Why Work With Us? Since 1996, CIS Group has been one of the largest and most trusted names in the insurance inspection industry. We offer a platform that allows Independent Contractors to create and grow their own businesses, work flexible hours, and take on a variety of inspections. Whether you're supplementing your current work or looking for a new venture, this position offers flexibility and autonomy. What You'll Do: Travel to residential homes to complete exterior (interior photos here and there) property inspections. Take photos, collect property data, and upload your findings using your smartphone or tablet. Provide high-quality, professional service that delivers accuracy and on-time service, with exceptional communication. Maximize this opportunity by utilizing your unique skillset Watch this video to see an example of an exterior-only inspection: Click here to watch What We're Looking For: 1099 Independent Contractors - Be your own boss, set your own schedule! Flexible Hours - Work during daylight hours, Monday through Saturday. Comfortable Working Outdoors - This role requires you to work in various weather conditions. Tech-Savvy - A recent smartphone or tablet capable of taking and storing hundreds of photos. Computer Access - Wi-Fi-enabled for uploading data. Reliable Vehicle & Driver's License - Travel to residential properties within your area. Strong Communication Skills - You're a professional and a persistent communicator. You're not someone who just disappears when things get tough. Microsoft Excel Familiarity - Basic computer skills are necessary for managing your inspections. Compensation: Independent Contractors - You get paid per inspection. Fees - Vary based on location and inspection type, allowing for higher earning potential as you demonstrate competency. Why This Is Perfect for You: You've taught yourself how to solve problems and take on new challenges, and you're driven to succeed no matter the obstacles. This opportunity will allow you to create and or build your own business, and the flexibility to grow your income in an industry that remains resilient even through economic downturns. Ready to take control of your future and join a company that values your persistence and resourcefulness? Submit your resume now and become part of the CIS Group team! Pay = $1,400 monthly working 2 days per week

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 70% 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. The Research & Development 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. Compensation strategy is broken down into 3 pillars -compensation bands,planning workflows, andtotal 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. Learn more about our engineering principles here! Core Platform @ Pave The Core Platform team sits at the center of Pave Engineering, bridging product and platform engineering. We build the foundational services, APIs, and abstractions that enable every team to ship enterprise‑grade software with speed and confidence. In this role, you'll own critical services like user authentication and authorization, as well as the foundational data infrastructure and models powering Pave's compensation intelligence platform. Success in this role requires strong systems thinking and the ability to drive large, complex initiatives across the organization. What You'll Bring 5+ years of backend engineering experience building data intensive applications, ideally utilizing modern web technologies such as TypeScript and Node.js Strong product intuition with the ability to design generalized platform solutions that solve cross‑product challenges Hands‑on experience with data infrastructure, data pipelines/ ETLs, data modeling; ML/AI platform experience a plus Experience leading large technical projects with high ambiguity and numerous stakeholders Execution‑driven mindset: You thrive in fast‑paced environments, bias toward action, and ship thoughtful solutions with maintainability and scalability in mind Our stack includes: TypeScript, Node.js, MySQL, Prisma, and React, hosted on GCP Compensation, It's What We Do. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): P2: $141,100 - $190,900 P3: $166,600 - $225,400 P4: $195,500 - $264,500 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? As set forth in Pave's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr

At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one's business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities for students to learn from and network with executive leadership and fellow interns in a range of departments. This individual will be expected to work 40 hours per week, with four days spent in an office setting and one day remote. The Underwriting Intern will gain valuable experience in one of our insurance underwriting teams comprised of commercial, personal, environmental, or professional lines teams. Responsibilities Underwriting and cross selling across the department renewal portfolio and new business submissions Participate in agent marketing calls Engage in insurance policy renewals Update new business and renewals in Microsoft Excel Determine which program or market best meets the needs of agency clients Communicating loss notices and policy changes Work alongside senior leaders on special projects and attend client meetings Qualifications Enrolled as an undergraduate at an accredited university, actively pursuing a degree in Risk Management and Insurance (strongly preferred), Business, Finance, or another relevant field Expected graduation in December 2026 or May 2027 Previous internship experience is preferred Technical proficiency in Microsoft Office applications About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Develop and maintain trust-based consulting partnerships with external clients that deliver quantifiable risk improvement. On a day-to-day basis work with risk managers, safety directors and/or financial buyers to implement loss control service plans and objectives that have a positive impact on total cost of risk. Work in a loss control and safety consulting capacity to lead and support incident and accident prevention and regulatory compliance efforts in the areas of workers' compensation, general liability, property conservation, and fleet. Communicate with internal account teams on loss control efforts and take ownership for loss control responsibilities. Execute on existing service plans for current clients and take the lead on service for select new clients. Primary target industries for this position: * Faith-based organizations. * Real estate with a focus on multifamily & residential. * Occasional light manufacturing, transportation, food service and property. Position responsibilities * Work with Risk/Safety Managers to identify, plan, develop and implement safety programs designed and accident and claim prevention strategies and tactics to reduce their overall cost of risk. * Develop, implement, and monitor loss control service plans. * Leverage analytical tools and loss data to identify client loss trends and effective remedial measures. * Support client prospecting, sales, and renewal presentation efforts. * Partner with carrier counterparts on providing client service. * Function as client-advocate when dealing with carrier loss control recommendations and requirements. * Develop and provide safety training programs to clients as required. * Provide face to face and web-based client training for medium to large groups. * Function as a technical expert and provide client support regarding OSHA, fire safety, DOT, general liability, workers' compensation and related issues and questions. * Keep informed on current development of federal and state safety laws likely to affect clients. * Prepare written correspondence, analyses, reports, and memos as needed. * Accumulate required continuing education credits to maintain current certifications. * Make a positive contribution to customer satisfaction and constantly strive to improve service to customers. * Communicate in a positive manner to contribute to a cohesive, pleasant work environment. * Protect the confidentiality of information learned by performing the duties of the position. * Respond in a timely manner to the requests and needs of clients and Lockton associates. * Participate in and contribute to the growth and education of the Loss Control team. * Attend staff meetings, department meetings, education workshops, and social functions. * Perform other work-related duties as assigned. #LI-OE1

Job Description 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