Symmetry Financial Group jobs in Houston, TX - 12661 jobs
Insurance
Symmetry Financial Group 4.0
Symmetry Financial Group job in Houston, TX
Just recently named one of America's' fastest growing companies for the second year in a row by Inc. magazine, every employee who shows promise within the company is given the opportunity for promotion, even within their first year of employment. Symmetry Financial prides itself in recognizing the promise, enthusiasm, and talent in its employees, and is structured so employees receive the financial reward they deserve. This aspect, combined with the flexibility and incentives make Symmetry Financial Group a very attractive opportunity for many. SFG also provides mentorships and results proven, hands-on training so new agents may begin prospering within the business model immediately. This company puts its clients and employees first, revolutionizing the insurance industry for this generation.
Job Description
The core of our success begins with our lead system. We are able to find ready to buy consumers. We currently have more leads than we have agents to go see them. This means our agents don't have to spend their time prospecting. No cold calling, no selling family, and friends, no networking meetings.
We primary write simplified issued products. No blood, No urine, No paramed exam required. This also cuts down on the time it takes for the policies to get issued. The average time to issue is 2-4 business days. We get paid straight from the carrier same day as the policy is issued.
Because our agents aren't spending their time prospecting we spend most of our time meeting with clients and focusing on income-generating activities.
Excellent average pay:
Part-time- 32,000$/ year
Full-time- 100,000$/ year
Manager- over 200,000/ year
If you or someone you know is Insurance licensed or have experience in sales we would love to continue the conversation.
Qualifications
We are looking for individuals with a sales background, Business owners, Insurance agent. We are looking for team members with a growth mindset, People who have had success and who are wanting to grow with our company.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$67k-79k yearly est. 3d ago
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Senior Liability Claim Representative
Western Mutual Insurance 4.0
Irvine, CA job
The WESTERN MUTUAL INSURANCE GROUP has been providing excellent customer service to homeowners throughout the Southwestern United States for over 80 years. We are rated A (Excellent) by A.M.Best Company and have been named among the Top 50 Property Casualty Insurers in the country by Ward's.
Our constant endeavor in employee relations is to maintain a well-trained, enthusiastic and efficient group of employees who work together to make our business successful, thus enhancing the career goals of every employee.
We have an immediate opening for a Senior Liability Claim Representative. We're looking for a professional, experienced, self-motivated individual to join our team in our Irvine, CA office.
The Sr. Liability Claim Representative will be responsible for effectively investigating, evaluating, determining coverage, and settling liability claims from inception to close.
Responsibilities and Requirements:
5 years' experience handling litigated liability claims
Expert knowledge of property/casualty insurance coverages as well as the claim adjustment process and the ability to effectively explain it to insureds and other parties.
Experience writing reservation of rights letters
Understand and comply with company claim handling procedures as well as applicable department of insurance regulations
In a professional and timely manner respond to inquiries and requests for assistance both verbally and in writing, from policyholders as well as departments of insurance;
Experience handling subrogation claims
Work closely with legal counsel on litigated files and attend mediations, arbitrations and/or trials when necessary
Bachelor's Degree preferred
Texas license preferred
We offer a competitive salary and a full benefits package including a 401k Plan, Profit Sharing Plan and Bonus Plan.
Please see our Privacy Notice For Job Applicants here:*******************************************************************
NON SMOKING OFFICE
$50k-57k yearly est. 3d ago
Client Services Specialist
American Integrity Insurance Company 4.4
Tampa, FL job
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Respond to inquiries and questions from agents, customers and internal departments via text,chat, email, and phone.
Provide agents and insured customers accurate information.
Research and resolve issues.
Answer calls professionally and expediently.
Provide administrative, general office and clerical services as required.
Process mail and all other correspondence
Participate in projects/assignments that support policy services.
Maintain a superior level of customer service provided to all clients.
Education: Associate's Degree preferred.
Experience: Two (2) years of personal lines experience, or contact center experience, or a combination of education and experience required.
Licensure: Florida licenses 20-44 (Personal Lines), 2-20 (General Lines), or 4-40 (Customer Service) preferred.
Knowledge:
Demonstrated skills in the use of computer software applications.
Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit.
Familiarity with various types of insurance policies preferred.
Skills:
Proven ability in customer service required.
Ability to communicate interpersonally with individuals and groups via telephone and in writing.
Ability to communicate effectively with a wide variety of technical / professional / consumer clients.
Ability to develop and maintain open and trusting working relationships with clients / agents in order to gather pertinent information.
Ability to balance timeliness and accuracy.
Ability to listen and communicate clearly while maintaining proper confidentiality.
Strong decision-making and problem solving skills.
Ability to innovate regarding methods and approaches to existing and future work processes.
Ability to be resourceful in information gathering and assess information for the best possible decision.
A security services firm in San Francisco is seeking experienced unarmed Security Guards. Responsibilities include patrolling locations, writing incident reports, and ensuring safety measures. Candidates must hold valid police credentials, a California Guard Card, and undergo required training. Pay ranges from $45-50/hour with benefits including health insurance and training opportunities. A commitment to professionalism and timeliness is essential in this role.
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$31k-42k yearly est. 5d ago
Chief of Staff & Director of Strategic Operat...
Lockton Companies 4.5
Dallas, TX job
Chief of Staff & Director of Strategic Operations
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.
The Chief of Staff & Director of Strategic Operations (“Chief of Staff”) serves as the senior strategic partner to the Chief Medical Officer (CMO) and an essential leader within the Office of the Chief Medical Officer (OCMO). This role amplifies the CMO's impact by driving cross-enterprise alignment, elevating Lockton's clinical market presence, and operationalizing key strategic priorities. The ideal candidate brings significant leadership experience, paired with strong strategic judgment, communication excellence, and the ability to execute through influence rather than authority. Ideal candidate has experience within the employee benefits and healthcare insurance industry.
Key Responsibilities Strategic Partnership & Executive Leverage
Serve as the CMO's principal thought partner, providing structure, insight, and prioritization across a dynamic strategic agenda.
Translate the CMO's vision into actionable plans, clear communication, and coordinated execution.
Develop executive briefs, strategic memos, board-level materials, and external-facing content that reflect the CMO's voice.
Ensure the CMO is fully prepared for key meetings, decisions, and external engagements.
Act on behalf of the CMO in select meetings, strategic discussions, and partner engagements with the authority to advance priorities.
External Clinical Market Positioning
Shape Lockton's clinical thought-leadership presence, including conference strategy, speaking opportunities, and strategic messaging.
Support senior-level relationships with insurers, PBMs, health systems, and healthcare investors.
Partner with Marketing and Government Relations to advance Lockton's external clinical brand.
Enterprise Integration & Cross-Functional Leadership
Drive alignment across internal stakeholders.
Lead time-bound special strategic projects that advance Lockton's clinical differentiation.
Identify organizational disconnects early and bring clarity, structure, and decision frameworks to senior leaders.
OCMO Operations & Internal Effectiveness
Establish operating cadence, priorities, and internal communication pathways for the OCMO.
Maintain a current view of enterprise priorities, risks, constraints, and opportunities.
Build an effective Executive Assistant-Chief of Staff partnership with clear roles, handoffs, and workflows.
Design and evolve the future operating model of the OCMO, including structure and strategic roadmap.
Qualifications
5+ years of experience leading multi‑stakeholder initiatives in a healthcare environment or healthcare-related industry.
Success leading cross-functional initiatives at the director level or above.
Experience briefing senior executives and influencing high‑stakes decisions.
Experience working across healthcare organizations, such as payers, providers, health systems, or consulting, is beneficial.
Exceptional written and verbal communication; able to synthesize complexity into clarity.
High executive maturity, discretion, and judgment.
Strong strategic thinking with ability to anticipate implications and interdependencies.
Ability to lead through influence and build trust quickly across diverse stakeholder groups.
Highly organized with strong prioritization instincts; comfortable with rapid context‑switching.
Graduate‑level education in business, healthcare or equivalent experience preferred.
Industry‑recognized development programs or certifications in leadership, strategic development, or organizational development preferred.
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.
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$120k-161k yearly est. 1d ago
Home Health Aide (HHA)
ATN Health 3.8
Denver, CO job
APPLY NOW! Shifts Available: 2pm-10pm & 10pm - 6am. Sunday - Saturday. Rates: $15-21 per hour with weekly pay. Responsibilities of the HHA role include:
Bathing and Grooming:
Assist clients with bathing, showering, and personal hygiene.
Help with grooming tasks such as brushing hair, shaving, and nail care.
Dressing:
Help clients select appropriate clothing and assist with dressing and undressing.
Toileting and Continence Care:
Assist with toileting needs, including the use of bedpans, commodes, or toilet facilities.
Provide support for clients with incontinence, including changing adult diapers and performing perineal care.
Mobility Assistance:
Help clients move around their home, including transfers from bed to chair, wheelchair to toilet, etc.
Assist with exercises and mobility routines prescribed by a physical therapist.
Feeding and Nutrition:
Assist clients with eating meals and ensuring they maintain a nutritious diet.
Prepare meals according to dietary requirements and preferences.
Skin Care:
Apply prescribed lotions or ointments and monitor skin condition to prevent issues like pressure sores.
Health Maintenance Duties
Medication Assistance:
Remind clients to take their medications as prescribed.
Assist with organizing medications and ensuring they are taken on time.
Vital Signs Monitoring:
Measure and record vital signs such as blood pressure, temperature, pulse, and respiration rate.
Basic Wound Care:
Assist with cleaning and dressing minor wounds as directed by a healthcare professional.
Health Monitoring:
Observe and report changes in the client's condition to a supervising nurse or healthcare professional.
Transportation:
Assist with arranging and providing transportation to medical appointments or other necessary outings.
Household Assistance
Light Housekeeping:
Perform light housekeeping tasks such as dusting, vacuuming, and laundry.
Maintain a clean and safe living environment for the client.
Shopping and Errands:
Assist with grocery shopping and running errands.
Meal Preparation:
Plan and prepare meals according to the client's dietary needs and preferences.
Emotional Support and Companionship
Companionship:
Provide companionship and engage in activities that promote mental and emotional well-being.
Offer emotional support and encouragement.
Communication:
Maintain clear and open communication with the client, family members, and healthcare team.
Document and report any changes in the client's condition or needs.
Additional Responsibilities
Training and Compliance:
Attend required training sessions and maintain certifications.
Adhere to all regulations and guidelines for providing IHSS in Colorado.
Emergency Response:
Be prepared to respond to emergencies and provide first aid or CPR if needed.
These duties ensure that clients receive comprehensive care tailored to their individual needs, promoting their independence and quality of life in the home setting.
$15-21 hourly 5d ago
Business Analyst
American Integrity Insurance Company 4.4
Tampa, FL job
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Elicits requirements using interviews, document analysis, requirement workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis and workflow analysis.
Plans, designs and recommends business processes to improve and support business activities.
Assists in the development of test plans/test scenarios and provide support during business application testing to verify requirements and business needs are fully implemented.
Interprets stakeholder business needs and translates them into application (functional and non-functional) and operational requirements that improves the organization's operating efficiencies and costs.
Actively participate and support the delivery of business capabilities within an Agile framework (such as documenting or helping document user stories, acceptance criteria, root cause analysis, and provide effort estimates).
Partners with stakeholders to gather and document requirements and explore potential solutions in collaboration with Developers and QA team members - can offer workarounds where determined.
Tracks outstanding issues, effort estimates, implementation timelines and works with project delivery managers and release management team to plan implementation target dates.
Interacts professionally and carries a positive attitude with a diverse group of executives, managers, subject matter experts, end-users and agents.
Contributes to the overall growth and maturity of the Business Analysis function within the IT organization by engaging in collaborative and constructive discussions
Education: Bachelor's Degree or equivalent combination of education and experience.
Experience: 3-5 years of experience in a Business Analyst role or similar function, and/or 2-3 years of experience in Property and Casualty Insurance. The preferred candidate will meet both requirements.
Skills:
Experience in technical, business and process documentation required.
Experience in communicating with varied organizational tiers.
Exceptional analytical and problem-solving skills.
Presentation skills including delivery to varied organizational tiers.
Ability to successfully collaborate in a team environment with multiple team members.
Flexibility to work in a fast-paced, priority-shifting environment.
Advanced usage of Microsoft Excel, Word, and PowerPoint.
Knowledge of Microsoft Visio, SQL querying, and policy and claims administration software, preferred.
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.
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$121k-168k yearly est. 1d ago
Middle Market Underwriting Specialist
McNeil & Co 4.5
San Francisco, CA job
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.
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$129.5k-174.8k yearly 1d ago
Insurance Analytics Specialist (Actuary)- Tec...
Lockton Companies 4.5
San Francisco, CA job
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
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$39k-47k yearly est. 5d ago
Commercial Product Manager
American Integrity Insurance Company 4.4
Tampa, FL job
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Own the commercial lines product portfolio, from concept and development through implementation and ongoing management.
Analyze portfolio performance by reviewing profitability, growth, retention, loss ratios, claims frequency and severity, and exposure concentrations.
Identify underperforming or high-risk segments of the commercial portfolio and recommend corrective actions, including underwriting, pricing, or product changes.
Conduct market and competitive analysis to assess pricing, coverage offerings, eligibility guidelines, and distribution strategies across all applicable states.
Partner closely with Actuary, Underwriting, Sales, Claims, Reinsurance, IT, and Operations teams to align product strategy with enterprise objectives.
Manage the development and maintenance of policy forms, rating & rating rules, and underwriting manuals.
Develop filing materials and handle filings with state departments of insurance, coordinating with Actuary & Risk Management as needed.
Support pricing strategy by providing analytical insights based on actuarial indications, market intelligence, claims trends, catastrophe exposure, and regulatory considerations.
Participate in reinsurance placement as needed.
Monitor legislative, regulatory, and market developments and recommend product or rating changes as needed.
Drive implementation of product changes coordinating with IT, external vendors, and internal stakeholders to ensure accurate and timely execution.
Support the creation of agent and policyholder communications related to product changes, new programs, and underwriting initiatives.
Work with Data Team to develop tools, reports, and dashboards to support product analysis and decision-making.
Mentor and guide product analysts or junior team members, supporting professional development and knowledge sharing.
Education: Bachelor's Degree or equivalent combination of education and experience. Preference for degrees in Actuarial Science, Business, Economics, Insurance, Math, Finance, Statistics, or Risk Management.
Experience: 5-8 years' experience in Commercial Insurance Lines required with emphasis on Property insurance. Experience with Florida Commercial Property Insurance preferred. Prior experience in product management, underwriting, actuary/pricing, or portfolio analytics strongly preferred.
Skills & Knowledge:
Excellent understanding of commercial lines insurance concepts, policy forms, rating methodology and underwriting
Strong documentation, research, organization, and leadership skills
Excellent project management and cross-functional collaboration abilities
Proven ability to communicate and present effectively to diverse audiences and organizational levels
Exceptional analytical and problem-solving capabilities
Advanced proficiency with computer spreadsheets and database skills. Experience with Excel, COGNOS, Access, SQL and Tableau preferred
Experience with IT systems projects, policy admin systems, requirements documentation, and user acceptance testing
Experience collaborating cross-functionally with actuarial, underwriting, claims, compliance, IT, risk management, sales/marketing, and executive leadership
Experience with filing tools such as SERFF & IRFS, and state filing procedures and practices
Working knowledge of market and competitive research tools
Team-oriented with the ability to work effectively in collaborative environments
Adaptable and effective in a fast-paced, dynamic environment with shifting priorities, regulatory requirements, and market conditions
Ability to quickly learn and adapt to new software and tools
Clear, concise, and diplomatic communicator who effectively gathers input, listens actively, and delivers messages to achieve results
$71k-92k yearly est. 3d ago
Tech Lead - Guidewire ClaimCenter
Rockwoods Inc. 3.4
Plano, TX job
Rockwoods is Hiring: Tech Lead - Guidewire ClaimCenter
Mode of Hire: Hybrid
Experience Level: 8+ years
Eligibility: Only US Citizens or Green Card holders
Mandatory Skills:
Guidewire ClaimCenter expertise
Guidewire Associate Certification
Cloud APD
Job Description:
Rockwoods is seeking an experienced Tech Lead - Guidewire ClaimCenter to lead claim management solutions and drive technical excellence. The role requires strong knowledge of the end-to-end claim life cycle (Segmentation, Exposure, Reserve, Payments, Recovery, Subrogation, Salvage), integration testing with external systems, and domain expertise in Personal Auto, Commercial Auto, or Property Line of Business. Candidates should be able to work independently, lead teams, and provide clear status updates to stakeholders. Knowledge of Agile testing, testing and bug life cycle management, ClaimCenter digital applications, and GT UI are added advantages.
Candidate Profile:
Strong leadership and communication skills
Ability to collaborate across teams and stakeholders
Self-driven, detail-oriented, and proactive problem solver
$65k-100k yearly est. 3d ago
Distinguished Engineer - Business Continuity, Governance, and Platform Resilience
Geico 4.1
Palo Alto, CA job
GEICO . For more information, please .GEICO is seeking an experienced Distinguished Engineer with a passion for building high-performance, low maintenance, zero-downtime platforms and applications. You will help drive our enterprise transformation by establishing engineering excellence as a core mission, with a specific focus on organizational resilience, strategic risk management, and rigorous technical governance. This role demands mastery of reliability, availability, software engineering, and best practices in BCDR.**Position Description**Our Distinguished Engineer works with Principal and Senior Engineers to innovate and build new systems, dramatically improve, and enhance existing systems, and identify new opportunities to apply deep knowledge to solve critical enterprise problems. You will lead the technical strategy and execution of a roadmap that increases product delivery velocity while ensuring absolute platform resilience. The ideal candidate has a deep understanding of technology, risk management, Site Reliability Engineering (SRE) principles, and strategic planning to design and implement resilient systems that safeguard our business from potential threats, enforce organizational compliance, and ensure predictable operation.**Position Responsibilities**As a Distinguished Engineer, you will: This domain focuses on establishing the core requirements for enterprise survival and recovery from major disruptions. The Distinguished Engineer is responsible for driving the technical BCDR strategy, ensuring it aligns with critical business and regulatory goals. This involves conducting comprehensive risk assessments, leading the architecture of highly resilient systems (embedding BCDR early in the design phase), and defining organization-wide The role is centered on institutionalizing technical excellence across the organization. The Distinguished Engineer serves as a key leader within the **Architecture Review Board**, setting and rigorously enforcing architectural standards, policies, and blueprints. Responsibilities include ensuring that all major technology investments are strategically aligned with business objectives and compliance requirements, enforcing domain consistency across architecture layers, and driving strategic modernization efforts to maximize scalability and coherence. This function transitions strategic resilience into operational reality, leveraging Site Reliability Engineering (SRE) principles. The Distinguished Engineer leads the SRE strategy by establishing and monitoring and error budgets to effectively balance feature velocity with mandatory stability. Key duties include developing and maintaining comprehensive incident response plans, runbooks, and playbooks, driving automation to achieve low As the senior technical individual contributor, the Distinguished Engineer is tasked with deep organizational and financial influence. The role requires acting as a trusted advisor to executive stakeholders on resilience and governance matters, while simultaneously serving as a role model and mentor to coach senior and principal engineering talent. Finally, the DE analyzes cost and forecast data, playing a critical role in strategic financial stewardship, particularly in **Cloud Spend Optimization** related to stateful services and data persistence.**Qualifications**Deep knowledge of SRE practices, methodologies, and principles, along with a solid understanding of cloud-based compute, network, and storage technologies. Strong background in incident management (a core function of Case Management in platform operations), including the ability to create incident response playbooks, runbooks, and perform rigorous post-incident analysis to drive continuous improvement in reliability and availability. Expertise in distributed systems architecture, replication topologies, and distributed consistency patterns to meet stringent RTO and RPO requirements.In-depth knowledge of hybrid cloud architecture, IaaS and PaaS technologies, container orchestration platforms (e.g., Kubernetes), and cloud efficiency. Experience with infrastructure automation, tooling, and configuration management frameworks (e.g., Ansible, Terraform). Exceptional leadership and communication skills, with a passion for mentoring and fostering professional growth. Visionary thinker with the ability to anticipate future challenges and opportunities in resilience and governance.**Experience** **12+ years** of professional software development experience **10+ years** of experience with architecture and design of experience in open-source frameworks**6+ years** of experience with AWS, GCP, Azure, or another cloud service **Education** Bachelor's degree in computer science, Information Systems, or equivalent education or work experience.* Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.* Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.* Access to additional benefits like mental healthcare as well as fertility and adoption assistance.* Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.For more than 75 years, GEICO has stood out from the rest of the insurance industry! We are one of the nation's largest and fastest-growing auto insurers thanks to our low rates, outstanding service and clever marketing. We're an industry leader employing thousands of dedicated and hard-working associates. As a wholly owned subsidiary of Berkshire Hathaway, we offer associates training and career advancement in a financially stable and rewarding workplace.
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$105k-131k yearly est. 1d ago
Enterprise Project Manager
American Integrity Insurance Company 4.4
Tampa, FL job
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, South Carolina, and North Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Lead, support, and execute enterprise-level projects across all departments, including Underwriting, Claims, Product, Reinsurance, Client Services, and others.
Develop, maintain, and execute detailed project plans, including scope definition, timelines, milestones, resource coordination, and deliverables to ensure successful project outcomes.
Serve as the primary project management partner for business leaders, ensuring alignment between project objectives and organizational strategy.
Drive cross-functional collaboration by coordinating efforts across multiple departments, facilitating communication, managing dependencies, and resolving obstacles.
Lead organizational change management efforts associated with enterprise initiatives, including stakeholder engagement, communication planning, and adoption support.
Facilitate project meetings, working sessions, and executive updates to track progress, manage risks, and ensure accountability.
Identify project risks, issues, and interdependencies; proactively develop mitigation strategies and drive resolution.
Ensure consistent project governance, documentation, and reporting standards across enterprise initiatives.
Partner with business leaders to support operational enhancements, regulatory-driven changes, and business growth initiatives.
Utilize project management tools (e.g., Jira, Confluence, Smartsheet, or similar platforms) to track project status, deliverables, and action items.
Support continuous improvement by identifying opportunities to streamline workflows, improve operational effectiveness, and enhance cross-departmental alignment.
Serve as a trusted advisor to business leaders, providing guidance on project planning, execution best practices, and change readiness.
Influence and collaborate across organizational levels to drive successful delivery and sustained adoption of enterprise initiatives.
Education: Bachelor's degree (B.A. or B.S.) or related experience and/or training.
Experience: 5-7 years of project management experience within property and casualty insurance industry is highly preferred. PMP, Scrum Master, Six Sigma, Blackbelt, or other project management certification preferred.
Skills:
Enterprise Project Management: Proven ability to plan, execute, and deliver enterprise-wide initiatives across multiple business functions.
Insurance Industry Expertise: Strong understanding of insurance operations, including underwriting, product development, risk management, pricing, reinsurance, and client services.
Change Management: Experience leading and supporting organizational change efforts, driving adoption, and aligning stakeholders through transitions.
Stakeholder Management: Ability to build strong relationships with business leaders and teams across varied organizational levels.
Execution & Accountability: Strong discipline in driving timelines, managing deliverables, and ensuring ownership across project teams.
Analytical & Problem-Solving Skills: Ability to assess complex business challenges, identify solutions, and drive execution.
Communication & Influence: Excellent written and verbal communication skills, with the ability to present clearly to both operational teams and executive leadership.
Adaptability: Comfortable operating in a fast-paced, evolving environment with shifting priorities and business needs.
Technical Proficiency: Experience with Jira, Confluence, Salesforce, or similar tools; advanced proficiency in Microsoft PowerPoint and Excel.
Continuous Improvement Mindset: Commitment to improving project delivery practices, operational effectiveness, and enterprise collaboration.
$71k-98k yearly est. 2d ago
Senior Product Analyst
American Integrity Insurance Company 4.4
Tampa, FL job
Our Company
American Integrity Insurance Group (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance Group doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Click Here to learn more about American Integrity Insurance and our job opportunities.
Research, analyze, collect data, develop reports, present findings and recommendations on product issues and assist Product leaders with coordinating necessary product, system or workflow updates
Research forms, coverage, workflow or rating questions and make recommendations for product changes based on analysis
Participate in system updates as needed to include working with IT partners to develop requirements, complete pre and post implementation user testing, and work with IT to resolve defects
Develop and present product rules, policyholder notices, and coverage forms to Product leaders, and publish necessary updates to company insurance documentation sites. Assist in maintenance of Forms Matrix
Prepare, review, and deliver appropriate communications and training documentation for product users
Create and maintain rate and rule manuals as part of state product strategies or state compliance and to support filings with state insurance departments
Research and track competitor, industry and market data for assigned states/product lines. Make suggestions for appropriate policy, coverage, rating or rule changes based on analysis
Complete assigned product filings to facilitate timely approval of product changes and develop/submit responses to filing objections
Prepare and submit state regulatory reports as assigned
Research statutory changes and present findings to Product leaders as needed
Maintain product folders and information so that information is current and well-organized
Track competitor filings by state and produce weekly report as scheduled
Review and recommend procedure and/or workflow changes by developing updates and documenting recommendations. Implement changes as requested
Independently manage an assigned product line to include developing strategic plans, and handling ongoing product maintenance, as well as leading associated system projects and required filings
Participate in training and/or mentoring Product Analysts and new team members
Additional duties as needed.
Education: Bachelor's Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience.
Experience: Three (3) to five (5) years of Property & Casualty insurance product experience, personal lines highly preferred. Experience with data analytics and data mining preferred.
Knowledge & Skills:
Understanding of personal lines insurance concepts, policy forms, coverage interpretation & policy layout, and rating methodology
Strong ability to read, analyze and interpret insurance regulations, filing documentation, rate and rule manuals, and policy forms
Working knowledge of policy admin systems, project management, requirements documentation and user acceptance testing
Experience with filings tools such as SERFF & OIR, and state filings procedures and practices
Strong communication, organizational & time management skills
Strong ability to mine and analyze data and develop strategic recommendations
Strong computer spreadsheet and database skills. Excellent Excel skills required and experience with COGNOS, Access, Tableau, and SQL is preferred
Ability to handle multiple projects at once
Ability to define, analyze and solve problems
Ability to present ideas and information in a clear, concise, organized and diplomatic manner; gather information from multiple parties to ensure all perspectives are heard and considered; listen to others to respond effectively to ideas, thoughts and questions; express information and ideas effectively in settings including aligned or un-aligned feedback to obtain desired results
Experience with group presentations, public speaking, development of presentations
$54k-69k yearly est. 5d ago
Tow Service
AAA Northern California, Nevada and Utah Insurance Exchange 4.1
Las Vegas, NV job
Why Work For Us?
Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period
Benefits - Medical, Dental, Vision, wellness program and more!
Paid Holidays
Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
Free AAA Classic Membership
AAA Product Discounts
Tuition Reimbursement Program
.
Summary
Driving and operating of a specific service vehicle (tow trucks, battery service vehicles/light service vehicles), and operating towing equipment for AAA members and for commercial purposes. Performing simple diagnostics/troubleshooting on vehicles. Providing an outstanding customer service experience. This is for a Swing Position with a start time between 4pm-6pm that include weekends. Bonus opportunities!
Essential Functions
Driving and operating a service vehicle (i.e. flat tire changes, lock-out, fuel delivery services, etc.)
On-scene time interacting with customer/establishing rapport, building relationships, trust and problem solving
Leverages sales skills for offering products and services from AAA to member during service interaction
Utilizing on-board computer, radio communications, and mapping systems
Completion of daily paperwork (i.e. call-logs, battery invoices, cash receipts, etc.)
Knowledge/Skills/Abilities
Clear and proficient verbal and written communication even under pressure
Common knowledge of vehicle components and the common reasons for vehicle failure
Demonstrates problem solving and listening skills to evaluate member safety as well as the ability to discern safety issues and respond appropriately
Ability to drive a manual/automatic shift vehicle
Education & Experience/Licenses & Certification/ Requirements
Must possess a valid driver's license with a safe driving record
Two (2) years of experience in a customer contact role
Education & Training. I.E.: AAA Compliance Training, RPST, TSAAC, Lock-out, PSP, Battery Service Training
Vocational technical automotive training/certification or equivalent experience- Preferred
ASE (Automotive Service Excellence) Certification- Preferred
Work Environment/Physical Requirements
* Works outdoors at vehicle sites when servicing vehicles. Lifting and carrying tires and parts, weighing up to 50 pounds, several times a day; bending, kneeling and stooping as required for service calls. Works in all weather and all traffic conditions. Vehicle recovery sites may be wet, messy and hazardous. Service Providers are required to provide a photograph for identification purposes.
#ERS
* $22.75 hourly pay with potential to make up to an additional $1,400 per month with quality and productivity incentives
$32k-61k yearly est. 7d ago
Consultant III Loss Control
Tokio Marine America 4.5
Augusta, GA job
About Tokio Marine:
Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations.
We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success.
Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide.
Job Summary
Expected to support clients primarily within the states of Georgia, Alabama, North Carolina, South Carolina and Florida. Tokio Marine has an office in Alpharetta, GA. The position is remote. Occasionally you may go to office for meetings, events, etc.
Provide professional loss control services to Tokio Marine Clients and Tokio Marine Management, Inc.
Multiline service to cover Workers Compensation, Automobile, General Liability, Non-HPR property, Ocean Marine, and Inland Marine coverage lines.
Coordinates and conducts loss control surveys to determine and verify client operations, evaluate exposure related to insurance coverage provided, determine safety management controls in place to eliminate and reduce exposure, and develop recommendations where controls may need improvement. The evaluation process includes physical surveys and development of loss analysis information. In the end, to assist the client in their efforts to control exposure and minimize loss.
Coordinates and conducts loss control to develop information to be used by Underwriting in their evaluation of risk and insurability.
Provide loss control technical support to Tokio Marine Clients and Tokio Marine Departments such as Underwriting, Claim and Coordination.
Essential Job Functions:
Conducts multiline loss control surveys of prospects and clients to evaluate operation, exposure, and control information to be used by Underwriting in their decision-making process to write insurance business.
Provides and coordinates loss control service to clients requiring a minimum of annual service. This includes the development, implementation and maintenance of a loss control service plan and schedule per Department performance requirements.
Prepares reports for external clients (Insured and Producer “Confirmation Letter”)) and internal clients (Underwriting and Coordination “Internal Confidential Report”)) adhering to Department performance requirements. Documentation to include but is not limited to the following key areas:
1. Complete Casualty Loss Control Department internal report forms and client confirmation letters.
2. Loss Control services provided
3. Comprehensive description of operations
4. Existing and potential loss exposures
5. Verifiable loss exposure controls currently in effect
6. Accident review and analysis discussion
7. Recommendations for loss controls needed to eliminate or control loss exposures and agreement to implement the same
8. Recommendation follow-up
9. Loss Control Opinion of Risk for review by Underwriting
10. Future needs and service planning.
Assists in the development and presentation of programs and training seminars for clients and other departments in the Company.
Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management.
Develops and maintains Loss Control Service Plans / Instructions for multi-location clients being coordinated by Loss Control.
Completes all work scheduled in regular service assignments or requests in a timely manner.
Maintains membership and actively participates in professional organizations approved by departmental standards guidelines.
Utilizes PC programs (MYTMM for Accident Analysis, Presentation Software, etc.) in preparing presentations for prospects and clients.
Plans and performs work scheduling in a timely and cost effective manner.
Performs special projects as determined by Loss Control Management.
Qualifications
Bachelor's Degree in Engineering or Science preferred. (Loss control experience may be substituted for Bachelor's Degree, i.e., three years of Loss Control experience equates to one year of college.)
Five years' experience servicing major accounts (multi-locations and $100,000 premium and up).
Possesses a specialty in casualty and property loss control.
Good communication skills, both written and oral and capable of making presentation to a group
Good computer skills to include the use of Microsoft software, TMM internal programs (i.e.: Taurus, MyTMM, Microsoft Outlook, etc.) and other software
Valid driver's license free of violations.
Physically capable of performing the job requirements & walking, carrying and climbing.
Capable of significant amounts of automobile and air travel.
Salary range $135,000 to $150,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply.
Benefits:
We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities.
EEO Statement
Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
$135k-150k yearly 3d ago
Licensing Coordinator
Independence Home Loans 4.5
Scottsdale, AZ job
📣 We're Hiring: Licensing Coordinator
About Us
We're a fast‑growing, high‑integrity mortgage lender known for exceptional service and operational excellence. As we expand nationwide, we're looking for a Licensing Coordinator who thrives in a structured, detail‑driven environment and wants to grow with a company committed to making homeownership more accessible. 🏡✨
🔎 What You'll Do
As our Licensing Coordinator, you'll partner with our tenured Licensing Specialist and serve as the operational backbone of our nationwide licensing efforts-ensuring our loan officers are licensed, compliant, and ready to originate quickly and accurately.
You will:
• Manage multi‑state licensing applications, renewals & amendments through NMLS
• Track deadlines, continuing education, and regulatory updates 📅
• Support licensing requirements across multiple jurisdictions
• Collaborate with Compliance & HR to streamline processes
• Maintain detailed records to ensure audit‑ready operations
• Troubleshoot licensing issues and escalate quickly when needed ⚡
💼 What You Bring
• 2-4 years of experience in mortgage licensing, compliance, or financial services operations
• Strong understanding of NMLS and state licensing requirements
• Exceptional attention to detail and organizational skills
• Clear, professional communication-written and verbal
• Proactive, solutions‑driven mindset
• Ability to thrive in a fast‑paced, high‑volume environment
🌟 Why You'll Love Working With Us
• Stable, respected company with strong growth momentum 📈
• Competitive compensation + full benefits
• Real opportunities for career development and advancement
• Supportive, collaborative team culture built on trust and transparency
🚀 Ready to Make an Impact?
If you're energized by precision, structure, and operational excellence-we want to hear from you.
Apply today and grow with us!
$31k-41k yearly est. 6d ago
Account Executive I- Employee Benefits
Lockton Companies 4.5
San Francisco, CA job
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.
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$70k-105k yearly est. 1d ago
Director of Finance
Vouch, Inc. 4.4
San Francisco, CA job
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 *******************.
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