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

Lead annuity-focused analyses, manage product initiatives, ensure client satisfaction, and support junior staff while producing executive reports and conducting market research.

The Client Manager oversees client service operations and team interactions, ensures compliance in documentation, analyzes reports, and conducts presentations while resolving client issues.

The Client Manager advises clients on health and welfare plans, oversees renewals and presentations, and mentors Benefit Analysts while ensuring compliance and excellent client service.

Gather and analyze prospect coverage data, prepare risk evaluations, interpret carrier contracts, recommend coverage, negotiate with HNW carriers, generate referrals, meet new business goals, and maintain records in Salesforce and EPIC while ensuring regulatory and internal compliance.

The Business Development Associate will focus on driving sales growth, engaging with potential clients, and supporting the business development team.

The Insurance Associate will assist with various tasks related to insurance policies, including client support and administrative duties.

Coordinate and drive data implementation projects by liaising with clients, vendors, and internal teams; maintain project documentation and trackers (Excel, Smartsheet); provide status updates, schedule calls, log issues, and ensure milestones are met while managing multiple priorities in a collaborative office environment.

The Sales Consultant will develop a prospecting plan, build relationships to convert prospects into clients, and drive revenue growth through strategic sales efforts.

As a Client Support Specialist, you'll provide day-to-day support for clients, assist with RFP processes, and create employee communications while collaborating with the Client Management team.

As a Senior Private Client Advisor, you will analyze client risks, recommend insurance products, manage client relationships, and drive business growth through referrals, focusing on personalized service and compliance with regulations.