*No Recruiters or Recruiting Firms
This position will work closely with our new and legacy clients to provide a range of field safety support, subcontractor oversight, and health and safety consultation for construction projects within the State of California. He/she will conduct and coordinate project audits, assist in the development (and implementation) of project Health and Safety Plans (HASPs), supervise and support Project Managers, and facilitate incident investigations. The candidate may conduct air sampling and monitoring and be required to wear an air-purifying respirator. Confined Space and internal health & safety programs are also an important part of this position.
NES, Inc., conducts pre-employment drug screenings, background checks, and driving record checks for all new hires. We are an E-Verify employer; all applicants must be authorized to work in the United States.
Essential Duties and Major Responsibilities
Coordinates system safety, occupational safety, environmental, and construction safety for the client systems, facilities, and properties.
Communicating safety trends and recommending safety corrective actions.
Facilitate compliance with occupational health and safety (OSHA) guidelines.
Audit SDS records and chemical inventory as required by OSHA.
Reviewing NES safety documentation for accuracy.
Preparing written reports and submitting deliverables to clients.
Responding to questions and coordinating schedules for other NES Safety Technicians or Safety Professionals.
Communicating with clients on open-action items and advising on best practices.
Preparing and reviewing corporate and site-specific written programs, Job Hazard Assessments (JHAs), and personal protective equipment (PPE) assessments.
Providing perspective and collaborating with others for the development and expansion of new safety business opportunities.
Assures the appropriate, effective, and timely distribution of all required safety and environmental training programs for the facility and may include performance of training.
Assist with other duties as assigned.
Specialized Knowledge, Skills, and Abilities
Strong organizational skills as well as exemplary written and verbal communication skills
Strong computer aptitude, including fluency with MS Office (PowerPoint, Excel, Word, Outlook) and Adobe applications
Knowledgeable in developing and implementing programs based on strategies for goals.
Strong understanding of Cal/OSHA, OSHA, DOT, and/or EPA regulations and their applicability.
Education
Bachelor's degree in a related field, required
Experience
6 + years of relevant work experience in the EH&S field. Experience with heavy civil construction projects, vertical construction, remediation, or equivalent projects.
Certifications: Construction Health & Safety Technician (CHST) is required. Certified Safety Professional (CSP) - highly preferred.
Preferred Career Certifications
OSHA 30-Hour Construction.
OSHA 40-Hour HAZWOPER.
OSHA 500 Certification.
EM385-1-1 related courses.
Applicable occupational OSHA courses related to construction and remediation.
Wage: $100,000 to 120,000 annually, paid bi-weekly. Travel is required 50-75% of the time
Benefits
Medical - six plans to choose from, including Kaiser (coverage begins the 1st of the month after completing 30 days of employment).
Dental, Vision, and Basic Life Insurance (coverage begins the 1st of the month after completing 30 days of employment and is 100% employer-paid for the employee-only coverage).
401k Retirement plan with employer match up to 7% of contributions.
FSA, Dependent Care FSA, HSA, Lifestyle Spending Account (use for a gym membership, pet insurance, ski passes, exercise equipment, and much more).
Voluntary Life Insurance for the employee, spouse, and children
Eight company-paid holidays per year.
Unlimited Paid Time Off.
Company Information
NES is a nationally recognized leader in providing environmental, health, and safety training and consulting, clan lab training, industrial hygiene, construction safety oversight, construction, and stormwater compliance services. We provide industrial hygiene consulting covering indoor air quality, mold, water damage, exposure to hazardous materials, and more. We deliver environmental compliance expertise on issues from air and water quality to waste management. NES offers training across a broad range of environmental health & safety issues and trains thousands of law enforcement personnel to handle clan lab investigations safely and effectively. Visit our website at ****************** for more information.
NES, Inc. is an Equal Opportunity Employer/Veterans/Disabled
$100k-120k yearly Auto-Apply 38d ago
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Account Executive - Private Client/HNW (Remote)
National Financial Partners Corp 4.3
Remote or Palo Alto, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and/or client retention targets.
Essential Duties and Responsibilities:
* Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
* Works with the Claims Department on relevant claims for assigned clients.
* Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
* Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
* May supervise or direct the daily job activities of the Coordinators and Account Managers.
* Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
Knowledge, Skills, and/or Abilities:
* Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people/personalities
* Strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner.
* Strong attention to detail, decision making skills and problem resolution.
Education and/or Experience:
* BA/BS preferred
* Typically more than 5 years industry and product line experience.
Certificates, Licenses, Registration:
* P&C Insurance License required
* CIC, CPCU or other P&C designation preferred
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 - $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$65k-115k yearly 60d+ ago
Entertainment Specialty Group Account Coordinator (Hybrid)
National Financial Partners Corp 4.3
Remote or Simi Valley, CA job
Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
This is a support role within the Entertainment Specialty Group, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and trainings with the team that will assist in their learning and development. Experience with Film & Television, Special Events, Event Promoters and/or Entertainment Rental Houses preferred.
NOTE: This opportunity is for future needs. We often recruit for these roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at ************************
Responsibilities:
This is a support role within the Entertainment Specialty Group, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, and provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and training with the team that will assist in their learning and development. Experience with Film & Television, Special Events, Event Promoters, and/or Entertainment Rental Houses preferred.
Essential Duties and Responsibilities:
* Creates and maintains client files in accordance with office
* Prepares ID cards, certificates of insurance, Accord applications, binders, and cancellations
* Learns to compile data for the Account Management Team to use in proposals and coverage checklists. May assist in preparing proposals
* Verifies that all documentation including policies, endorsements, and information requested is correct
* Learns to perform policy checks, audit checks, and the process for completing coverage checklists, and coverage recommendation letters
* Charged with answering billing questions from clients and insurance company personnel
* Verify that rates are correct and adjust for any additional premium, expediting invoicing
* Verifies the accuracy and compliance of requested documentation including policies and endorsements
* Processes premium and non-premium endorsements and follows up with carriers for outstanding policies, endorsements, corrections, etc
Knowledge, Skills, and/or Abilities:
* Good written and verbal communication skills
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people
* Team player, adaptive to mentoring and continual learning
* Must be able to read, analyze and reconcile financial
* Possess good analytical and problem-solving skills
* Attention to details
* May be required to work overtime as necessary
Education and/or Experience:
* High School graduate or equivalent
* 0-2 years related experience and/or training; or equivalent combination of education and
Certificates, Licenses, Registration:
* P&C License required within 60 days of hire
What We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position in the state of California is $40,000 annually to $70,000 annually. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
FULLERTON25
$40k-70k yearly 60d+ ago
Office Administrator
National Financial Partners Corp 4.3
Santa Ana, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: Reporting directly to the Office Manager, this multi-faceted role provides front office relief and assists the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The Office Administrator duties require frequent interactions with clients, vendors and colleagues in person, over the phone and through other electronic communication methods. Effective organizational skills and attention to detail are required to be successful in this role. The administrator will gather and input data into the agency management system, provide assistance with various tasks and processes related to new and renewal accounts, participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and training with the team that will assist in their learning and development.
Essential Duties and Responsibilities:
* Ability to prioritize tasks and assignments
* Awareness of confidentiality and handling sensitive information
* Monitor shared/group mailboxes and disburse emails and documents to appropriate stakeholders
* Proficiency using Microsoft Outlook Suite (Outlook, Word, Excel)
* Experience using office equipment (mail machine, phone system, copier)
* Familiarity entering and organizing data
* Attention to detail with the ability to handle various administrative tasks at once
* Creates and maintains client files in accordance with office procedures.
* Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under the direction of more senior level staff.
* Learns to compile data for the Account Management Team to use in proposals and coverage checklists. , May also assist in preparing proposals
* Verifies that documentation (policies and endorsements,) and information requested are accurate.
* Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
* May be first line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. When order comes in, verifies rates are correct, adjusts for any additional premium and expedite invoice at direction of more senior level staff.
* Verifies the accuracy and compliance of requested documentation (policies and endorsements).
* Process premium and non-premium endorsements, follow up with carriers for outstanding policies, endorsements, corrections, etc.
Knowledge, Skills, and/or Abilities:
* Good written and verbal communication skills
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people
* Team player, adaptive to mentoring and continual learning
* Must be able to read, analyze and reconcile financial reports.
* Possess good analytical and problem-solving skills
* Attention to details
* May be required to work overtime as necessary
Education and/or Experience:
* High School graduate or equivalent
* 0-2 years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registration:
* Property and Casualty License will be required within 4 months of hire.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $43,000 to $62,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$43k-62k yearly 2d ago
Advanced Planning Consultant
Commonwealth Financial Network 4.7
Remote or San Diego, CA job
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advanced Planning department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.
We're looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning.
We are a bicoastal team of 14 people. Given our consultative nature, we're known for supporting one another, advisors, and colleagues to accomplish our goals. If your passion for consulting, research, and service runs deep, consider joining our team.
Key Responsibilities
Reviewing and summarizing plan and legal documents to educate financial advisors
Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning)
Reviewing clients' planning objectives in order to help identify opportunities to meet their needs
Coaching advisors to quarterback relationships with clients, other professionals (e.g., attorneys or CPAs), helping advisors focus on the strategic big picture, and walking them through planning issues
Core Strengths and Skills
Proficiency researching issues and confidently helping advisors think through clients' planning strategies
Aptitude for managing dynamic projects across a broad spectrum of disciplines on a daily basis
Ability to write communication and strategy articles, develop client presentation pieces, and participate in public speaking
Additional Skills and Knowledge
JD required; estate planning background preferred
CFP (or willingness to work toward) desirable
Prior experience in financial services a plus
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min USD $120,000.00/Yr. Max USD $160,000.00/Yr.
$120k-160k yearly Auto-Apply 8d ago
EHS Consultant - Certified Industrial Hygienist - San Diego, CA
BSI Group 4.5
San Diego, CA job
We exist to create positive change for people and the planet. Join us and make a difference too!
BSI Consulting Services is a trusted and agenda-shaping partner providing ‘best practice' technical, regulatory, and business expertise and intelligence for our clients' most critical EHS, Supply Chain, and Digital risks and opportunities to achieve greater resilience, impact, and future-readiness.
Job Title: EHS Consultant - Certified Industrial Hygienist
Location: San Diego, CA (travel to client sites in the area will be required)
About the role:
BSI is looking for a strong, technical Certified Industrial Hygienist (CIH) to join our dynamic EHS team in the vibrant San Diego, CA area. The ideal candidate will have 5-7 years of hands-on IH experience, with the proven ability to independently perform exposure assessments, plan and execute sampling strategies, and analyze and report results using sound statistical methods.
This full-time Consultant role is based in a high-profile biopharmaceutical laboratory and research facility, offering the opportunity to apply your expertise in a fast-paced, innovative environment. You'll be supported by a collaborative team and enjoy comprehensive benefits while helping world-class clients enhance their safety and environmental practices.
Key Responsibilities:
Perform technical industrial hygiene assessments, including air, noise, and chemical sampling.
Plan and execute exposure monitoring studies, selecting appropriate methodologies and equipment.
Conduct data analysis and statistical evaluation of sampling results; prepare detailed, defensible reports with actionable recommendations.
Manage laboratory inspections, document unsafe conditions, and collaborate with staff to develop JHAs and identify project-specific risks.
Lead incident investigations and implement corrective actions to ensure continuous improvement in safety performance.
Organize safety meetings with senior leadership to proactively address hazards.
Oversee chemical management processes, including new chemical approval, storage, segregation, and compliance checks.
Conduct periodic hazardous chemical inventory reviews and lead compliance initiatives.
Deliver lab safety training (e.g., BBP, Safe Start) to new hires and current employees.
Lead Large Quantity Generator waste management program and develop contingency plans.
Provide consulting on spill response, cleanup procedures, and local agency reporting.
Support biosafety, hazard communication, and chemical safety program implementation.
Monitor and evaluate COVID-19 safety measures related to workplace population density, PPE, and sanitation.
Stay current and ensure compliance with federal, state, and local EHS regulations
To be successful in this role, you will have:
Bachelor's degree in Industrial Hygiene, Occupational Health, Environmental Science, or a related field.
5-7 years of technical IH experience, preferably in consulting or laboratory environments.
Demonstrated ability to independently perform sampling, plan studies, conduct assessments, and complete statistical reporting.
Experience conducting risk assessments and accident investigations.
Excellent written and verbal communication skills, with experience preparing client-ready reports.
Proficiency in Microsoft Office; experience with IH data tools and statistical software is a plus.
Required certification: CIH,
Preferred additional certifications: ASP, CSP, or CHMM (not required, but highly valued).
The salary for this position can range from $98,400 - $135,300 annually; actual compensation is based on various factors, including but not limited to, the candidate's competencies, level of experience, education, location, divisional budget and internal peer compensation comparisons.
We are proud to be the business improvement company for other organizations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in.
Headquartered in London, BSI is the world's first national standards organization with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries, offering development, auditing, certification, and training services, including innovative software solutions and cyber security expertise for all industries: from aerospace and automotive to food, construction, energy, healthcare, IT and trade sectors. Incorporated by Royal Charter, we're truly impartial, and home to the ultimate mark of trust, the Kitemark.
Through our unique combination of consulting, training, assurance and regulatory services we bring solid and broad knowledge to every company.
If you want to contribute to this inspiring challenge, bring your open and enthusiastic mindset to our dynamic team, apply now and become part of the BSI family!
D&I Policy
BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organization all while having fun doing great work. BSI is a community where everyone can thrive.
If you require any reasonable accommodations to be made on account of a disability or impairment throughout out our recruiting process, please inform your Talent Acquisition Partner.
#LI-JM1
About Us
BSI is a business improvement and standards company and for over a century BSI has been recognized for having a positive impact on organizations and society, building trust and enhancing lives.
Today BSI partners with more than 77,500 clients in 195 countries and engages with a 15,000 strong global community of experts, industry and consumer groups, organizations and governments.
Utilizing its extensive expertise in key industry sectors - including automotive, aerospace, built environment, food and retail, and healthcare - BSI delivers on its purpose by helping its clients fulfil theirs.
Living by our core values of Client-Centricity, Agility, and Collaboration, BSI provides organizations with the confidence to grow by partnering with them to tackle society's critical issues - from climate change to building trust in digital transformation and everything in between - to accelerate progress towards a better society and a sustainable world.
BSI is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace.
$98.4k-135.3k yearly 60d+ ago
Pacific NW Regional Sales Director - Life & Related Products (Future)
National Financial Partners Corp 4.3
Remote or Sacramento, CA job
Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the "DBS Difference" for yourself!
We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Summary
This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation.
The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies.
This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion.
Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available.
If you are seeking an immediate opportunity, please explore our current openings on the NFP Careers Page: ************************
Essential Duties and Responsibilities
This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
* Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan
* Develop existing broker/account relationships and manage recruiting for new broker/accounts
* Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
* Continued development of industry, concept, carrier, and product knowledge
* Contribute to the overall success and profitability of the agency
* Meet or exceed acquired and assigned account production goals
* Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
* Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
* Continued development of industry, concept, carrier, and product knowledge
Education and/or Experience
* Past sales and relationship management experience in the life insurance industry required
* FINRA: Series 6 or 7, or 63 is required
* College degree or other higher education preferred
* Life and Health License preferred
Knowledge, Skills, and/or Abilities
* Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
* Team Participation: Must work effectively in a diverse group of people as a team member
* Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required)
* MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
* Able to quickly learn new business/communications systems and technologies
* Ability to communicate in a professional manner
* High focus on quality and customer satisfaction
* Flexible and able to react to change in a productive and positive manner
* Strong work ethic and ability to work with a sense of urgency
* Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000- $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$60k-75k yearly 60d+ ago
Retirement Plan Counselor - Bay Area
Empower Retirement 4.3
San Francisco, CA job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
Must be fluent in Spanish and reside in the Bay Area
What you will do
Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on the demands of the territory
What you will bring
Bachelor's degree and or equivalent experience considered in lieu of a degree
2 - 4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
What will set you apart
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$65,600.00 - $92,675.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-30-2026
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$65.6k-92.7k yearly Auto-Apply 18d ago
Consulting Technician
BSI Group 4.5
Oakland, CA job
We exist to create positive change for people and the planet. Join us and make a difference too!
TCB000&AHS000 for EHS TCB000&ASC000/ACA065 for Supply Chain/Sustainability TCT010& AIT070/AID110 for DTC
About Us
BSI is a business improvement and standards company and for over a century BSI has been recognized for having a positive impact on organizations and society, building trust and enhancing lives.
Today BSI partners with more than 77,500 clients in 195 countries and engages with a 15,000 strong global community of experts, industry and consumer groups, organizations and governments.
Utilizing its extensive expertise in key industry sectors - including automotive, aerospace, built environment, food and retail, and healthcare - BSI delivers on its purpose by helping its clients fulfil theirs.
Living by our core values of Client-Centricity, Agility, and Collaboration, BSI provides organizations with the confidence to grow by partnering with them to tackle society's critical issues - from climate change to building trust in digital transformation and everything in between - to accelerate progress towards a better society and a sustainable world.
BSI is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace.
$113k-154k yearly est. 27d ago
2026 Summer Human Resources Intern - West Region Intern (San Diego, CA)
National Financial Partners Corp 4.3
San Diego, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
We believe a company is only as great as its employees and want all of our employees to move forward personally and professionally. That's why we're committed to fostering a people-centric workplace that helps you learn and grow as you prepare for life after college. The Human Resources Intern will spend 10 weeks working on assignments with exposure to different functions of HR such as Talent Management, Talent Development and Benefits. Through this internship you will work on meaningful projects supporting initiatives that are designed to give you essential business insights and hands-on experience.
Essential Duties and Responsibilities:
* Conduct research for HR guides & policies, leveraging existing and external resources
* Conduct internal I-9 audits
* Learn about and execute on record retention best practices
* Assist with Return to Office implementation
* Gain knowledge of and support onboarding and offboarding activities
* Other duties as assigned
Knowledge, Skills and/or Abilities:
* Proficient in writing and editing
* Excellent verbal and written communication skills
* Attention to detail and highly organized
* Positive attitude and team player
* High level of integrity and strict adherence to protecting confidential information
* Proven administrative skills and expertise
* Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment.
* Ability to effectively utilize Microsoft Word, Excel and PowerPoint
Education and/or Experience:
* Junior or senior of a four-year university preferred
* Pursuing a degree in human resources is preferred
* Demonstrated leadership experience in college, community, internship, or co-op experience
What We Offer:
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $18.00 to $24.00.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$18-24 hourly 9d ago
(Remote) Sr. Communications Writer
National Financial Partners Corp 4.3
Remote or Palo Alto, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Job Summary:
We are seeking a dynamic writer to support our corporate communications efforts. As a member of NFP's Marketing Team, you will be responsible for conceptualizing, creating, reviewing and refining various communications across the company, both internal and external.
Essential Duties and Responsibilities:
* Effective Communication: Elevate the creation of compelling, on-brand written communications that achieve stated objectives.
* Messaging Development: Adhere to NFP's style guidelines, while continuously working to evolve the company's messaging from/to various stakeholders.
* Project Management: Respect project timelines and communicate effectively throughout to ensure alignment and timely delivery of high-quality work.
* Strategic Collaboration: Partner with business leaders, marketing managers and others to understand project goals and translate them into impactful deliverables.
* Market Research: Stay up to date with industry trends, competitive landscapes, and emerging technologies to identify new opportunities and best practices.
What you will need:
* Three to five years of communications experience with a portfolio of work reflecting strong writing skills and success across a spectrum of communications.
* Ability to write, edit, and develop engaging internal and external communications to convey complex details on various topics, including company developments, new personnel and policy changes.
* Effective communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and build strong relationships with stakeholders at all levels.
* Strong written and verbal communication skills to effectively interact with and influence coworkers, project team members and others across the organization, including executives.
* Strong technical skills, including Microsoft PowerPoint, Teams, and SharePoint.
* Proactive, creative and detail-oriented team player who is also flexible and comfortable with ambiguity and short timeframes for project completion.
* Ability to adapt communication style, techniques or methods to meet end user needs, observe and interpret behavioral cues, embrace feedback, and listen with empathy to understand team members' frame of reference.
* Utilize established project management systems to enhance productivity and workflow, while proactively keeping colleagues informed of progress relative to states deadlines.
* Strong project management skills, with the ability to manage multiple projects and priorities in a fast-paced environment.
* Degree in communications or journalism a plus.
What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000.00 - $81,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$60k-81k yearly 27d ago
Business Development Intern
National Financial Partners Corp 4.3
Pleasant Hill, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
We are seeking a bright and energetic individual to become an integral part of our team and assist our producers with business development activities. Our 10 week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience. The Summer Intern orientation offers a thorough overview of the company and the opportunity to learn from several senior leaders. The Summer Intern Program also includes challenges, mentoring, philanthropic and networking opportunities.
This is a hybrid position with in-office flexibility a few days a week.
Essential Duties and Responsibilities:
* Initiate, qualify, and develop new business opportunities through inbound and outbound marketing activities
* Assist business executives with registering for NFP-sponsored conferences, events, and webinars
* Through research identify prospects and build prospecting lists
* Manage and organize event and project deliverables
* Coordinate introductory meetings and assist with discovery appointments
* Meet key metrics including making a certain number of phone calls per week and per month
* Answer and refer phone and email inquiries
* May assist team in scheduling meetings
* Attend seminars and classes related to the department
* Participate in training regarding carrier products and systems
* Perform other duties as assigned
Knowledge, Skills and/or Abilities:
* Excellent written and verbal communication skills
* Ability to apply problem-solving skills to complete tasks
* Strong working knowledge of Microsoft office products and/or other computer software systems
* Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
* Strong organizational skills with ability to multitask
* Ability to communicate and interface effectively with CEOs, CFOs, Executive Staff, and Human Resources professionals.
* Exceptional attention to detail and time management skills
* Ability to express ideas clearly in both written and verbal communications
* Strong typing skills
* Experience using a CRM system (preferred)
* Be willing to work up to 40 hours per week
Education and/or Experience:
* Rising senior of a four-year university preferred
* 0-2 years related experience and/or training; or equivalent combination of education and experience.
* Interest in Insurance Industry
Certificates, Licenses, Registration: None
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $18.00- $24.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
FULLERTON25
$18-24 hourly 60d+ ago
2026 Summer Intern Account Manager Intern - West Region (San Diego)
National Financial Partners Corp 4.3
San Diego, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: This is a full-time position for the summer months, working with a Middle Market Account Manager, Producer, and account team to service client accounts and begin to build relationships with the clients, vendors and other internal and external resources. The position requires day-to-day account management tasks and entails a great deal of verbal, electronic and other written communications. Intern will be responsible for completing a project at the direction of their supervisor and present their findings at the end of the program.
Over eight-to-ten weeks, beginning May 28, 2026, and ending on August 7, 2026, the Summer Internship program is a paid multidisciplinary program designed to complement your classroom training and career goals. The program is designed to introduce qualified and talented students to the many facets of a growing insurance brokerage and the industry as a whole. Interns will get opportunities to participate in a wide range of (in-person or virtual) networking and social opportunities across NFP community. Throughout the program interns will work towards a final project, drawing on their experiences across the three product segments, culminating in a presentation to NFP Leadership.
This is a hybrid position with in-office flexibility a few days a week.
Essential Duties and Responsibilities:
* Assist Producers and account team in day-to-day client servicing
* Develop relationships alongside leaders with clients, team members and vendor partners
* Assist with team with client renewals, meeting presentations and special projects
* Assist with creating and updating benefits related guides for clients
* Assist with collection and management of annual benchmarking surveys
* Assist teams in preparation of RFP's for vendor products and services to ensure best-in-class offerings for clients
* Assist with creation of client corporate wellness programs and offerings
* Other duties as assigned
Knowledge, Skills and/or Abilities:
* Excellent written and verbal communication skills
* Be able to initiate and follow through with independent projects
* Excellent communication (verbal and writing) and interpersonal skills
* Cultivating relationship ability
* Strong problem-solving ability
* Customer service oriented
* Proficiency with Microsoft Office applications
* Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment
* Willing to work up to 40 hours per week
Education and/or Experience:
* Rising seniors of a four-year university preferred
* Demonstrated leadership experience in college, community, internship, or co-op experience
* Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
* Interest in Insurance Industry
Certificates, Licenses, Registration: None
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $18- $24 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$18-24 hourly 11d ago
Hybrid - Bookkeeper I (Future)
National Financial Partners Corp 4.3
Remote or Los Angeles, CA job
Who We Are: Ground Control (a Wealthspire company) is a business management firm built for those with boundless potential. We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. Leaders in entertainment, sports and business turn to us for exceptional support. We began more than forty years ago with the idea that careers in Hollywood came with unique financial complexities. The concierge services we developed were designed to help them enjoy their incredible success. Today we are still trusted partners for actors, producers, writers and directors, but we're also the financial concierge for professional athletes, innovators and entrepreneurs.
We're looking for a Bookkeeper to join our team.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises.
Essential Duties and Responsibilities:
* Manages accounts receivable and accounts payable making sure to do so following company processes and guidelines
* Tracks all upcoming payments and follows up on any pending open payments as necessary
* Communicates directly with vendors regarding various client related matters (payments, invoices, etc.)
* Knowledge of Chart of Accounts (personal and corporation)
* Monitors daily client activity, handle requests, and conducts timely follow ups on outstanding matters
* Reviews bank balances daily and funds accordingly
* Prepares daily and monthly bank reconciliations at the direction of the Account Manager
* Completes billing timesheets daily
* Sorts, scans, and processes all incoming mail
* Prepares and sends outgoing client mail
* Prepares checks for deposit
* Downloads monthly payroll reports and records as necessary or instructed by the Account Manager
* Works closely with business management teams to ensure clean and accurate books
* Submits and maintains client medical claims
* Other related duties as assigned
Requirements:
* Effective time management and follow up skills
* Sense of urgency
* Attention to detail
* Ability to multi-task
* Strong organizational skills
* Effective communication skills
* Experience with Agillink, or equivalent platform - preferred but not required
* Accounting degree - preferred but not required
* Business management experience - preferred but not required
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $45,000 - $68,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Ground Control Business Management and Wealthspire is an inclusive Equal Employment Opportunity employer.
$45k-68k yearly 60d+ ago
Senior Account Executive - Private Client (HNW)
National Financial Partners Corp 4.3
Los Angeles, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages.
Essential Duties and Responsibilities:
* Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
* level facilitates requests and needs of the carriers on behalf of NFP's clients.
* Works with the Claims Department on relevant claims for assigned clients.
* Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
* Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
* May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
* Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
* Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Knowledge, Skills, and/or Abilities:
* Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people/personalities
* Strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner
Education and/or Experience:
* BA/BS preferred
* Typically more than 8 years industry and product line experience.
Certificates, Licenses, Registration:
* Property & Casualty Broker's License required
* CIC, CPCU or other P&C designation preferred.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 - $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$56k-132k yearly 11d ago
Client Service Associate
National Financial Partners Corp 4.3
Pleasant Hill, CA job
Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: ********************
Job Summary:
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our Chicago location for a Client Service Associate, supporting a successful insurance producer. The successful candidate will be comfortable supporting a busy agent in the sales environment and will be responsible for performing all underwriting and sales assistant duties pertaining to life, disability and long term care insurance.
Job Responsibilities:
Typical duties include, but are not limited to:
* Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process.
* Processes all insurance policy service requests, including address, beneficiary /ownership changes, premium mode changes, dividend option changes and fund allocation changes.
* Interacts on a daily basis with insurance carriers / vendors to ensure proper and timely execution of client service requests.
* Takes a proactive lead on conservation of Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases.
* Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions.
* Assembles meeting preparation documents pertaining to the client / prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets.
* Processes all insurance underwriting duties, including preparation of multi-life and individual disability and life insurance applications.
* Organizes all carrier and state licenses and appointments for Relationship Manager(s) with in-house licensing coordinator.
* Performs all underwriting duties, including preparing, completing and mailing individual life, disability and long term care applications and tracking in MOSAIC
* Schedules medical insurance exams and orders all Attending Physician Statements (APS) based on insurance underwriting guidelines.
* Follows up with the client and Relationship Manager(s) during the underwriting process, keeping notes on process and conversations in MOSAIC
* Reviews insurance policy and prepares it for delivery. Follows up on delivery requirements when needed.
* Ensures data accuracy in company records by regularly and routinely updating client and vendor information in MOSAIC and maintaining client files according to company compliant procedures.
* Participates in occasional training and development sessions as directed by Regional Administrative Manager.
* Creates client correspondence as needed according to the Lenox Style Guide.
* Performs administrative duties including fielding phone calls, reviewing incoming mail, filing and greeting clients.
EXPERIENCE / EDUCATION:
The ideal candidate will have a High School Diploma; college preferred with 3-5 years of prior experience is preferable, particularly in Financial Services/Insurance industry. The ability to interact with clients diplomatically and professionally is a must. Excellent verbal and written communication skills. The candidate must be have the ability to work independently and multi-task while paying attention to detail. Be highly organized, detail oriented and able to prioritize in fast paced sales environment. Proficient in Microsoft Outlook, Word, Excel.
CERTIFICATES AND LICENSES:
IL Life and Health Insurance License is preferred
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $60,000.00 - $75,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
$60k-75k yearly 9d ago
Associate QMS Auditor
BSI Group 4.5
Woodlands, CA job
We exist to create positive change for people and the planet. Join us and make a difference too!
Job Title: Associate Auditor
About the Role: Are you a detail-oriented and proactive auditor with a passion for driving excellence in the automotive industry? At BSI, we're looking for an Associate Auditor to join our dedicated team. This is a dynamic role where you'll have the opportunity to apply your industry expertise to deliver high-quality audit services and contribute to the success of our clients.
Join a company where diversity, inclusion, and growth are at the heart of everything we do. If you're ready to take the next step in your career and make a global impact, we'd love to hear from you!
In your day to day, you will be responsible for:
Conduct audits across a wide range of industries, ensuring alignment with QMS (ISO 9001 and related) standards and client-specific requirements.
Prepare detailed and accurate assessment reports, presenting findings and recommendations to clients.
Provide clear and constructive feedback to ensure client understanding of audit results and necessary corrective actions.
Recommend the issuance, re-issuance, or withdrawal of certifications in accordance with BSI policies and within prescribed timelines.
Serve as the primary point of contact for nominated client accounts, ensuring exceptional service delivery and promoting long-term relationships.
Collaborate with support teams to maintain accurate and current client records, reports, and documentation.
To be successful in the role, you will have:
Proven experience conducting QMS audits (ISO 9001 essential; additional ISO standards a plus).
Recognized Lead Auditor qualification (e.g., IRCA certified or equivalent).
Strong understanding of management systems, process improvement, and regulatory compliance.
Excellent report writing and verbal communication skills.
Able to work independently and as part of a team in a client-facing role.
Strong organizational and time-management skills.
Why BSI?
At BSI, we believe in delivering excellence worldwide, empowering individuals, and fostering a culture of collaboration and inclusion. As an IATF Auditor, you'll play a critical role in shaping the future of automotive manufacturing standards and process optimization. Here's what we offer:
Competitive Salary
Flexible Working Arrangements
Career Growth & Development Opportunities
A Global, Inclusive Team Environment
Salary Range:
Competitive salary based on experience, location, and qualifications.
Diversity & Inclusion:
BSI is committed to creating an inclusive environment where everyone feels empowered and valued. We celebrate diversity and encourage applicants from all backgrounds to apply.
Accommodations:
If you need any accommodations during the recruitment process, please let us know. We are here to support you every step of the way.
About Us
BSI is a business improvement and standards company and for over a century BSI has been recognized for having a positive impact on organizations and society, building trust and enhancing lives.
Today BSI partners with more than 77,500 clients in 195 countries and engages with a 15,000 strong global community of experts, industry and consumer groups, organizations and governments.
Utilizing its extensive expertise in key industry sectors - including automotive, aerospace, built environment, food and retail, and healthcare - BSI delivers on its purpose by helping its clients fulfil theirs.
Living by our core values of Client-Centricity, Agility, and Collaboration, BSI provides organizations with the confidence to grow by partnering with them to tackle society's critical issues - from climate change to building trust in digital transformation and everything in between - to accelerate progress towards a better society and a sustainable world.
BSI is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace.
$52k-65k yearly est. 60d+ ago
Director of Business Development
NES 4.3
NES job in Folsom, CA
*No Recruiters or Recruiting Firms This is a hands-on, full-time, exempt position responsible for leading business expansion and new sales by developing and implementing processes for partnerships and stakeholder engagement. The incumbent will develop, coordinate, and maintain all sales activity. The goal is to maximize territory revenue, market share, and profitability to ensure the growth of the organization. The ideal candidate has experience selling consulting services, is driven, is a strategic thinker, and is a tactical executor who finds innovative ways to achieve results by seeking new opportunities. We believe collaboration is the key to success and pride ourselves on employee engagement to improve our organization and the clients we serve. Visit our website at ****************** to find out more about who we are and what we do!
Essential Duties and Major Responsibilities
Lead the sales cycle, including lead generation and prospect qualification
Provide direction on deal strategy, including pricing, service, and value proposition
Focus on new sales contracts, team selling, and solution selling
Collaborate with internal teams to improve business development processes
Responsible for managing and delivering the top-line revenue to assure profitability targets are met or exceeded (bottom line)
Generate leads using various tools such as internal databases, networking at industry associations or conferences, existing connections, social media, and other proven methods
Communicate intelligently about environmental, health, and safety services without being an expert
Developing business strategies that include forecasting
Build solid relationships with customers, suppliers, partners, vendors, and distributors
Prepare, review, and submit proposals/bid work, RFPs, and RFQs
Capitalize on AI to locate target opportunities in the marketplace
Ability to secure meetings with top-level decision makers
Researching new business opportunities by seeking out RFPs and networking
Set Goals for business growth, sales, and profitability
Lead campaigns and other growth initiatives
Oversee and manage the Sales Force database
Education and Experience
10+ years' experience with proven success in environmental, safety, and leadership in sales & marketing
Bachelor's degree in marketing, business, or related field required, master's degree preferred
Experience in Environmental, Health, and Safety Consulting is a plus!
Salesforce Experience is a PLUS!
Specialized Knowledge, Skills, and Abilities
Ability to educate and manage by influence. Drive our leaders to develop and close leads
Ability to identify new business opportunities and develop them into lasting relationships
Highly motivated leader with a proven track record of building revenue and driving successful growth
Ability to manage key client relationships and work to build new ones
Excellent client-facing, networking, and internal communication skills
High-level business acumen in the EH&S industry
Ability to spearhead business partnerships and form strategic relationships
Strong organization and multi-tasking skills to balance multiple priorities
Skills to create and deliver formal and informal presentations
Well-developed written and oral communication skills and dynamic leadership to interface with different departments throughout the organization
Wage: $107,393 to $162,338 plus commission
Benefits
Medical - Six plans to choose from, including Kaiser (coverage begins the 1st of the month after completing 30 days of employment)
Dental, Vision, and Basic Life Insurance (coverage begins the 1st of the month after completing 30 days of employment and is 100% employer-paid for the employee-only coverage)
401k Retirement plan with employer match up to 7% of contributions
FSA, Dependent Care FSA, HSA, and Lifestyle Spending Account (use for a gym membership, pet insurance, ski passes, exercise equipment, and so much more)
Voluntary Life Insurance for the employee, spouse, and children
Eight company-paid holidays per year
Unlimited Paid Time Off
Company Information
NES is a nationally recognized leader in providing environmental, health, and safety training and consulting, clan lab training, industrial hygiene, construction safety oversight, and stormwater compliance services. We provide industrial hygiene consulting covering indoor air quality, mold, water damage, exposure to hazardous materials, and more. We deliver environmental compliance expertise on issues from air and water quality to waste management. NES offers training across a broad range of environmental health & safety issues and trains thousands of law enforcement personnel to handle clan lab investigations safely and effectively. Visit our website at ****************** for more information.
NES, Inc. is an Equal Opportunity Employer/Veterans/Disabled
$107.4k-162.3k yearly Auto-Apply 24d ago
Healthcare EHS Consultant - San Diego
BSI Group 4.5
San Diego, CA job
We exist to create positive change for people and the planet. Join us and make a difference too!
BSI Consulting Services is a trusted and agenda-shaping partner providing ‘best practice' technical, regulatory, and business expertise and intelligence for our clients' most critical EHS and Supply Chain risks and opportunities to achieve greater resilience, impact, and future-readiness.
Job Title: Healthcare Environmental, Health, and Safety (EHS) Associate Consultant
Location: San Diego, CA (travel to client sites in the area will be required)
About the role:
BSI's EHS Consulting Services Division in the San Diego, CA is looking for an Associate level Healthcare Environmental, Health, and Safety (EHS) Consultant with experience in EHS consulting and/or corporate EHS program management who are highly motivated by the cultivation of long-term and mutually rewarding relationships with clients, coworkers, and partners.
The successful candidates will have a history of performing healthcare environmental, health and safety technical work and servicing clients. Successful candidates should have experience within healthcare (including hospitals, clinics, or other patient care facilities) and consulting.
Responsibilities:
Developing strategic plans to implement and design written EHS programs and procedures specific to the Healthcare industry to include:
Injury and Illness Prevention
Emergency Action Plan
Waste Management
Ergonomics
Workplace Violence
Biosafety
Hazardous Materials (chemical and biological)
Radiation Safety
Controlled Substance
Safe Patient Handling
Environment of Care
Performing basic project management and internal customer management
Job Hazard Analysis and Root Cause Analysis
Assisting clients with Regulatory Inspections to include (Joint Commission, OSHA, CUPA, Medical Waste, Radiation, Controlled Substance, Fire Department, Storm Water, EPA, and BAAQMD)
Developing and delivering First Aid, CPR, and Emergency Response training, drills, and programs
May supervise and/or mentor junior staff
To be successful in the role, you will have:
This position requires a BS in a related EHS, engineering or sciences related field
Associate Safety Professional (ASP) / Certified Safety Professional (CSP) or ASP/CSP Eligible
Certified Healthcare Safety Professional (CHSP) highly desirable
Medical degree - nursing, emergency medical technician (EMT), physical therapist/occupational therapist is a plus
Certified to train First Aid / CPR / AED courses is a plus
5+ years of experience with hospital health, safety and environmental programs
Direct experience working in a hospital setting
The salary for this position can range from $84,800 - $110,000 annually; actual compensation is based on various factors, including but not limited to, the candidate's competencies, level of experience, education, location, divisional budget and internal peer compensation comparisons.
We are proud to be the business improvement company for other organizations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in.
Headquartered in London, BSI is the world's first national standards organization with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries, offering development, auditing, certification, and training services, including innovative software solutions and cyber security expertise for all industries: from aerospace and automotive to food, construction, energy, healthcare, IT and trade sectors. Incorporated by Royal Charter, we're truly impartial, and home to the ultimate mark of trust, the Kitemark.
Through our unique combination of consulting, training, assurance and regulatory services we bring solid and broad knowledge to every company.
If you want to contribute to this inspiring challenge, bring your open and enthusiastic mindset to our dynamic team, apply now and become part of the BSI family!
D&I Policy
BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organization all while having fun doing great work. BSI is a community where everyone can thrive.
If you require any reasonable accommodations to be made on account of a disability or impairment throughout out our recruiting process, please inform your Talent Acquisition Partner.
#LI-JM1
About Us
BSI is a business improvement and standards company and for over a century BSI has been recognized for having a positive impact on organizations and society, building trust and enhancing lives.
Today BSI partners with more than 77,500 clients in 195 countries and engages with a 15,000 strong global community of experts, industry and consumer groups, organizations and governments.
Utilizing its extensive expertise in key industry sectors - including automotive, aerospace, built environment, food and retail, and healthcare - BSI delivers on its purpose by helping its clients fulfil theirs.
Living by our core values of Client-Centricity, Agility, and Collaboration, BSI provides organizations with the confidence to grow by partnering with them to tackle society's critical issues - from climate change to building trust in digital transformation and everything in between - to accelerate progress towards a better society and a sustainable world.
BSI is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace.
$84.8k-110k yearly 60d+ ago
Future Role - Processing Specialist (In-Office)
National Financial Partners Corp 4.3
San Diego, CA job
Who We Are NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary of Role:
NFP Property & Casualty is looking for a Processor. This is a support role requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, and provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects and training as assigned by management or senior-level staff (i.e. Account Managers or Account Executives).
NOTE: This opportunity is for future needs. We often recruit for this roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager at ************************
Essential Duties and Responsibilities:
* Creates and maintains client files in accordance with office procedures
* Prepares ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of more senior-level staff
* Learns to compile data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals
* Verifies that documentation (policies and endorsements,) and information requested is accurate
* Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff)
* When an order comes in, verifies rates are correct, adjusts for any additional premium, and expedites invoice at the direction from more senior level staff
* Verifies the accuracy and compliance of requested documentation (policies and endorsements)
* Processes premium and non-premium endorsements, and follows up with carriers for outstanding policies, endorsements, corrections, etc.
Knowledge, Skills, and/or Abilities:
* Good written and verbal communication skills
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people
* Team player, adaptive to mentoring and continual learning
* Attention to details
* May be required to work overtime as necessary
Education and/or Experience:
* High School graduate or equivalent required.
* 0-2 years related experience and/or training; or equivalent combination of education and experience.
What We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others
The base salary range for this position is $35,000 -$55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You… Better together!
NFP is an inclusive Equal Employment Opportunity employer.
FULLERTON25
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Nes Holdings may also be known as or be related to Nes Holdings and Nes Holdings Inc.