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

Manage mid-size to large commercial insurance accounts remotely (Eastern Time). Service clients and producers, prepare submissions/proposals, process changes/audits/policies, issue certificates and ID cards, invoice and collect premiums, review renewals and exposures, maintain documentation in Epic, and support growth through producer collaboration and special projects.

Provide prompt, accurate service for commercial lines accounts: prepare submissions, manage renewals, process changes, invoices and cancellations, handle client requests (ID cards, certs, binders), review policies, support producers, monitor reports, and participate in projects and professional development.

Provide timely service to personal-lines clients: process applications, policy changes, endorsements, renewals, billing, claims intake, and certificates. Update and document accounts in Applied EPIC, notify producers of issues, pursue cross-sell/up-sell opportunities, and support special projects while following carrier and agency procedures to minimize E&O exposure.

Partner with Account Executives to deliver employee benefits programs for large-group clients: manage client relationships, ensure ERISA/compliance, resolve benefit inquiries, maintain records and benefit guides, use agency systems and benefits platforms, and support carrier/vendor relationships.

Lead backend employee benefits operations, managing carrier appointments, agency systems administration, data integrity, workflows, SLAs, and escalations. Drive project management for integrations, book rolls, and onboarding, deliver training and documentation, partner cross-functionally to improve processes and enable sales and account teams.

Develop new business and service existing marine industry accounts (marinas, shipyards, yacht clubs). Assess risks and place marine liability, property, hull & machinery, P&I, and workers' compensation. Collaborate with underwriters, maintain a sales pipeline, meet revenue goals, and provide ongoing account management while tracking industry and regulatory changes.

Manage and grow insurance accounts by preparing submissions, obtaining quotes, negotiating coverage, servicing renewals, handling audits, invoicing, and coordinating with carriers and clients. Ensure compliance, maintain detailed AMS360/Epic documentation, recommend coverages, resolve claims or disputes, and support marketing and collection activities.