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Recently posted jobs
Fintech • Software • Financial Services
Independently manages complex California workers’ compensation claims from assignment through resolution. Investigates compensability, reviews coverage and medical documentation, evaluates exposure, establishes reserves, manages litigated indemnity claims, negotiates settlements, coordinates with counsel and stakeholders, supports return-to-work efforts, identifies fraud and subrogation opportunities, and maintains accurate claim records while complying with California regulations.
Fintech • Software • Financial Services
Leads the architecture, development, deployment, and optimization of Workday integrations across HR, finance, and enterprise systems. Designs scalable solutions using Workday tools, APIs, middleware, web services, XML/XSLT, and SQL. Partners with business and technical stakeholders, oversees integration projects, mentors team members, troubleshoots issues, documents solutions, and ensures testing, release, compliance, and data accuracy across systems.
Fintech • Software • Financial Services
Manages new business and renewal placements for mid-to-large commercial insurance accounts. Analyzes exposures, losses, financial models, coverage terms, deductibles, captives, and layered insurance towers; develops market strategies, negotiates with carriers, prepares submissions and proposals, and provides coverage recommendations. Maintains carrier relationships, reviews policies, manages timelines, supports client discussions, and ensures licensing compliance.
Fintech • Software • Financial Services
Supervises commercial insurance placement specialists and manages carrier relationships for small and mid-sized accounts in California. Oversees new and renewal remarketing, submissions, negotiations, risk analysis, policy reviews, and compliance with underwriting guidelines. Partners with sales and service teams, monitors placement KPIs, supports business development, and drives process improvement and technology adoption using AURIS and EPIC. The role requires leadership, property and casualty expertise, and up to 25% travel.
Fintech • Software • Financial Services
Manages new business and renewal placements for small commercial insurance accounts. Responsibilities include exposure and financial analysis, market strategy, carrier submissions, quote and coverage negotiations, policy review, proposal preparation, coverage gap analysis, and client-facing presentations. The role maintains carrier relationships, uses agency management and rating systems, ensures licensing compliance, and collaborates with producers and account service teams while managing multiple deadlines and confidential information.
Fintech • Software • Financial Services
Leads employee benefits operations by implementing operational strategies, improving workflows, monitoring KPIs, managing resources and budgets, mitigating risks, and advancing technology-enabled process improvements. The role manages, coaches, and develops teams; supports client retention, growth, and service quality; ensures regulatory and policy compliance; and collaborates cross-functionally to strengthen efficiency, scalability, and client and colleague experiences.
Fintech • Software • Financial Services
The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.
Fintech • Software • Financial Services
Serve as primary contact for employee benefits clients, develop coverage strategies, manage renewals and enrollments, ensure compliance (ACA, ERISA, HIPAA, COBRA), negotiate with carriers, oversee implementations, mentor junior staff, and use agency tools to deliver strategic benefits advice and client service.
Fintech • Software • Financial Services
Manage commercial lines underwriting and placement for mid-to-large accounts: analyze submissions, price risks, negotiate with carriers and agency partners, maintain carrier relationships and databases, facilitate placements with Acrisure ACE, and support outbound marketing of programs while ensuring compliance and documentation.
Fintech • Software • Financial Services
Manage new business and renewal placement for mid-to-large commercial insurance accounts. Conduct exposure and financial analysis, prepare submissions and quote specs, negotiate coverage terms, develop market strategies (including captives and large deductibles), and present proposals. Collaborate with client advisors, account teams, and carriers while maintaining licensing and carrier relationships.
Fintech • Software • Financial Services
Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. The role requires an active property and casualty license, strong communication and organizational skills, proficiency with Applied Epic or a similar agency management system, and the ability to manage multiple accounts in a collaborative, fast-paced environment.
Fintech • Software • Financial Services
Manages small-group employee benefits client relationships, including plan design consultation, renewals, carrier and vendor selection, enrollment support, compliance coordination, retention, cross-selling, and adoption of digital self-service tools. The role maintains client data, delivers proposals, supports marketing campaigns, identifies growth opportunities, and collaborates with internal teams and partners to improve service delivery and client satisfaction.
Fintech • Software • Financial Services
Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. Builds client relationships, resolves issues with internal teams, promotes digital tools, and supports service improvements. Requires an active P&C license, strong communication and organizational skills, and at least two years of personal lines or account management experience. Applied Epic experience is strongly preferred.
Fintech • Software • Financial Services
Drive new business and deepen client relationships by building a qualified pipeline, meeting quota, and using data-driven insights, CRM, and AI tools to deliver consultative insurance solutions across personal lines. Collaborate with service teams, execute sales cadences, forecast revenue, and perform market and competitive analysis to grow accounts and expand market presence.
