Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.

Drive new business and revenue growth for commercial insurance through pipeline development, consultative selling, client relationship management, and quota attainment. Use CRM, analytics, predictive insights, and AI tools to prioritize opportunities, manage sales cadences, forecast revenue, and identify upsell opportunities. Develop strategic growth plans, conduct market and competitive research, collaborate with service and marketing teams, and serve as a trusted advisor to clients.

Manage new business and renewal processes for mid-to-large commercial insurance accounts: exposure and financial analysis, market strategy, alternative risk evaluation, coverage structuring, negotiation, submission preparation, proposal presentation, year-end review, and collaboration with client advisors, account teams, carriers, and risk specialists.

Lead execution of new business and renewals for mid-to-large commercial insurance accounts. Manage timelines, analyze exposures and financials, prepare specifications, negotiate complex coverage terms, design alternative risk and tower structures, engage carriers, present proposals, mentor placement team members, and ensure licensing and operational governance. Use analytics and rating tools to optimize placements and advise client strategies.

Lead execution of new business and renewal placements for mid-to-large commercial insurance accounts. Manage timelines, conduct exposure and financial analysis, prepare quote specifications, negotiate complex coverage terms, build placement strategies (including alternative risk financing and towers), engage carriers, mentor placement team members, ensure licensing compliance, and prepare policy and proposal documentation. Provide consultative guidance and drive operational excellence across placement lifecycle.

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.

Provide day-to-day support to Commercial Account Managers by processing service requests, handling customer calls and emails, preparing renewals and draft presentations, issuing certificates, entering claims and policy data in EPIC, and maintaining clear documentation to ensure seamless client service.

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.

Lead execution of new business and renewal placements for small/mid commercial insurance accounts. Manage timelines, conduct exposure and financial analysis, prepare quote specs, negotiate coverage, build placement strategies including alternative risk financing, mentor team members, engage carriers, and produce proposals and financial models to optimize coverage and cost.

Lead and manage a West-region commercial and personal lines sales team to drive new business, build and maintain broker/agent relationships, meet revenue goals, coach reps through ride-alongs and performance reviews, analyze sales and retention metrics, implement territory action plans, and travel up to 40% to support sales activities.