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

The Account Manager oversees high-net-worth clients' insurance portfolios, assessing needs, providing customized coverage plans, managing claims, and ensuring compliance with industry standards.

Support new business and renewal placement for High Net Worth and Ultra High Net Worth personal lines. Evaluate referrals, prepare and submit applications and proposals, negotiate with carriers, and develop renewal strategies. Collaborate with sales and service teams, ensure regulatory compliance, and use proprietary AI and other technologies to optimize placement and client outcomes.

The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.

Serve as primary administrative contact for commercial lines clients: manage policy documents, renewals, endorsements, audits, and carrier communications; support account retention and remarketing; maintain accurate client files and adopt proprietary AI and other technologies to improve service.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.

Serve as primary claims advisor for large commercial accounts: report and manage claims, coordinate review meetings, provide analytics and strategic guidance, advocate for clients, communicate with carriers and adjusters, analyze reserves and trends, identify risk-control opportunities, maintain claim files, and leverage technology to improve efficiency.

Serve as the primary client contact for Relation's largest national accounts, advising on commercial property and casualty coverage, risk management, and renewals. Prepare proposals, loss evaluations, binders, certificates, and endorsements; manage remarketing and retention; conduct policy reviews and audits; resolve complex service issues; adopt proprietary AI and other technologies to improve client service.

Support FP&A for business units by building and maintaining financial models, budgeting, forecasting, month-end close support, variance analysis, and reporting. Provide recommendations, ad hoc analyses, audit support, and collaborate cross-functionally to improve processes, automation, and analytic accuracy to support business decision-making.